Frequently asked questions

What is EstateAegis?

EstateAegis is software for home watch, estate management and private residence management companies. It brings residence records, inspections, arrivals, work orders, service requests, messages and team access into one workspace that carries your company’s brand.

Who can use EstateAegis?

EstateAegis is designed for home watch companies, private residence managers and household teams, along with the vendors and invited family or client users they work with.

Can we try EstateAegis before paying?

Yes. Start a free 7-day demo workspace with sample records. No credit card is required.

What’s the difference between the free demo and the 30-day trial?

The free 7-day demo is a private practice workspace with temporary sample records and a reset button. No credit card is needed, and outgoing report emails and payments are turned off. The 30-day free trial is separate: it starts when you sign up for a paid plan, it’s your company’s real workspace, and checkout is through Stripe. Billing begins after the 30 days unless you cancel. The demo and your paid workspace are separate, so demo records don’t carry over.

How much does EstateAegis cost?

Plans start at $59/month (launch pricing) and include 4 admin/staff users and 10 GB of storage. Growth includes 10 admin/staff users and Professional includes 20. Extra admin/staff users are $15 each per month. Every plan also includes free field inspector logins: 8 on Essentials, 20 on Growth and 40 on Professional, then $5 each per month. See all plans and pricing.

Do clients and vendors count as users?

No. Client and vendor logins are unlimited on every plan and never count toward your admin/staff users, so you can invite every family and vendor you work with at no extra cost. Only administrator and staff accounts use a seat.

What is a field inspector login?

A login for the people who walk the homes. A field inspector sees only the visits you assign them: the address, the checklist, photos, GPS check-in, and the door and alarm codes on the day of the visit. They can’t see clients, other residences, work orders, invoices or messages, and they never use an admin/staff seat. Every plan includes two free field inspector logins per admin/staff user (8 on Essentials, 20 on Growth, 40 on Professional). Extra field inspectors are $5 each per month. Invite them from Team & access and choose “Field inspector”.

Can I store photos and documents?

Yes. Workspaces can store residence photos, inspection evidence, documents, access instructions, and related records. Only authorized users should upload information.

How do inspections work?

Staff can create inspection reports, record checklist results, attach photos, and publish reports to the appropriate family or client.

How do I request service?

Authorized users can submit a service request with the residence, description, priority, and supporting details. The team can assign and track follow-up work.

How do I remove my data?

Routine account deletion requests are handled according to the Privacy Policy. Custom exports or special-format retrieval may incur the disclosed data-handling fee described in the Terms.

How do I get help?

Email help@estateaegis.com for support, or sales@estateaegis.com for questions about plans.