EstateAegisKnow the home and the household.
Connect families to their residences. Record rooms, preferences, and the residence manager, then manage family invitations and linked access.
Private residence management software
Your residences.
Your team.
One place.
Your residences. Your people. Every important detail, in one place.
Bring inspections, service work, arrivals, and client communication together in a workspace that carries your company’s brand.
Your own private seven-day demo. No credit card required.
Your company. Your workspace.
Built around the way you care for homes.Demo workspace
Company-branded reportsConnected work and inspectionsClient & vendor portalsArrival preparation
A clearer picture of every home
Less searching.
More time caring for residences.
Keep the people, plans, and property records connected, from the first family profile to the next scheduled visit.
Make every walkthrough count.
Capture findings, notes, and photos. Highlight Monitor in yellow and Attention in red, then create linked work orders for follow-up.
Keep the next step clear.
Assign work, set due dates, add progress notes, request information, and record client approvals. Keep updates with the job.
Welcome clients to a prepared home.
Bring room readiness, preferred shopping, guests, and special instructions together for each arrival.
Give everyone the right context.
Coordinate staff schedules and vendor assignments. Relevant email notifications point people back to the details in the system.
Keep the conversation connected.
Send direct or company-wide messages. Clients and vendors use their own portals, with access matched to their accounts.
Example inspection report · demonstration dataYour brand, clearly presented
Reports you’ll be proud to send.
Give your clients a clear, professional view of the care their residence receives.
- Your company name and logo lead the report.
- Inspector, completion time, findings, and photos stay together.
- Client notes are separate from internal notes.
- Published reports use the residence’s saved email recipient.
Start with the family. Build from there.
A natural flow from setup to daily care.
- 1
Make it yours
Add your company name, logo, and main contact.
- 2
Add the household
Create the family, connect its residence, and name the rooms.
- 3
Coordinate the care
Plan inspections, service work, schedules, and arrivals.
- 4
Keep everyone informed
Share reports, manage approvals, and communicate in the app.
The details stay with the home.
Equipment records, service history, preventive maintenance, documents, and house manuals provide a reference for the next visit.
See the actual workflow
Take a guided tour.
From creating a family to preparing an arrival. About 23 minutes, with 45 chapters to help you find what you need.
Recorded in a demonstration workspace. Your available screens depend on your account’s role.
Simple monthly pricing
A plan for the homes you care for.
Try EstateAegis free for 30 days, pay securely through Stripe, and receive your company invitation automatically. Billing begins after the trial unless cancelled.
All plans include current features, company branding, and client and vendor portals. Monthly billing in USD.
Essentials
Up to 50 active residences
$79 $59 /month
30 DAYS FREE
Then billed monthly
- 2 admin/staff users
- 10 GB shared storage
- Client and vendor portals included
Growth
Up to 150 active residences
$129 $109 /month
30 DAYS FREE
Then billed monthly
- 5 admin/staff users
- 30 GB shared storage
- Client and vendor portals included
Professional
Up to 300 active residences
$199 $179 /month
30 DAYS FREE
Then billed monthly
- 10 admin/staff users
- 50 GB shared storage
- Client and vendor portals included
Additional admin/staff users: $15 each/month. Additional storage: $5 per 20 GB/month. More than 300 residences? Contact Sales for a custom quote. Archived residences don’t count toward your residence limit; retained files still use storage.
After checkout, your 30-day trial begins. Accept your email invitation to create your administrator account. Already have a workspace? Log in to subscribe in Company settings. Manage your payment method, invoices, and cancellation from your account.
A few things to know
Built for your company’s daily work.
Can we use our own company branding?
Yes. Add your company name and logo in Company settings. Your branding appears in the workspace and on inspection reports, with Powered by EstateAegis in the report footer.
What can clients and vendors see?
Clients use a focused portal for their assigned residences, reports, arrivals, service requests, messages, and approvals. Vendors work with jobs assigned to their vendor account.
Can we try it before deciding?
Explore the private demo. Verify your email, create your account and explore sample records. No credit card required.
How do we discuss pricing and support?
Plans start at $59/month with launch pricing with two team accounts and 10 GB storage. View pricing or contact Sales. Existing users can reach software support at help@estateaegis.com.
See what a more organized day looks like
Explore EstateAegis
with your team in mind.
Create your own private demo workspace in minutes.