Four forms for running a home watch business: three for signing up a new client and one for storm season. Each comes as a printable PDF and an editable Word file. Add your business name at the top and use them as they are, or change anything you like.
Looking for the visit checklist? It has its own page.
New client
Covers the visit schedule, fees, keys, what you may do in an emergency and how much you may spend, vendors, insurance, and how either side can end the arrangement. Clients can sign it or accept by replying to your email.
This is a starting template, not legal advice. Have an attorney in your state review it before you use it.
New client
A record of every key, remote and code you hold, who else may enter, and the homeowner's permission for you to act as key holder. Includes a section for returning keys when service ends.
New client
Contacts in the order to call them, shutoff locations, settings while the owner is away, the client's own vendors, and travel dates. Fill it in at the first walk-through.
Storm season
Prep tasks to confirm with the client before a hurricane or major storm, a post-storm walk-around, and guidance on photographing damage for an insurance claim.
Roundwright runs your visit checklist on your iPhone or iPad, takes timestamped arrival and departure photos, and emails each homeowner a clean report under your business name.
Coming soon to the App Store. To try it early, email support@roundwright.com. More about Roundwright.
Roundwright