Residence Arrival Preparation Checklist

Welcome the household to a prepared home.

Plan room readiness, shopping, schedules, and remaining work before a client arrives at a private residence.

Use this checklist as a starting point and adjust it to the household’s preferences and your service agreement.

1. Confirm arrival and departure dates, guests, and special requests.
2. Review room assignments and prepare the requested rooms and spaces.
3. Check the status of outstanding maintenance and service work.
4. Confirm the household’s preferred shopping items and quantities.
5. Coordinate staff and vendor schedules for preparation.
6. Record remaining preparation tasks and who is responsible.
7. Confirm agreed access arrangements with the authorized contacts.
8. Review readiness and communicate any unresolved items before arrival.

Download editable checklist

Prepare from the residence record.

EstateAegis connects arrival details with rooms and spaces, preferred shopping items, and the work associated with the residence.