EstateAegisPlan recurring care
Set the inspection frequency and next due date for a residence. Give your team a shared view of upcoming visits and outstanding work.
Home Watch Software
Keep every home watch visit connected to what happens next.
Coordinate recurring property visits, document findings, and keep owners informed from one residence record.
Demonstration workspace · sample dataFor home watch companies caring for seasonal and unoccupied residences
A home watch visit can lead to a repair, a question for the owner, or preparation for an upcoming arrival. EstateAegis keeps those details with the home so your team can see the latest report and the work still needing attention.
Document the visit
Record inspection findings, notes, and photos. Yellow Monitor and red Attention findings help owners see which items need a closer look.
Keep follow-up visible
Create linked work orders from published findings. Assign the work, add progress notes, and request more information or client approval.
How it works
- 1
Set up the household
Create the client family, add its residence, and record the rooms and spaces your team cares for.
- 2
Save the reporting details
Enter the inspection frequency and report recipient once on the residence inspection page.
- 3
Complete the visit
Work through the inspection, add evidence and client notes, then complete and publish the report.
- 4
Coordinate the response
Use linked work orders and messages to move repairs and questions forward.
Common questions
Know what to expect.
Can the homeowner see reports?
Clients have their own portal for the residences they can access. Your team can also deliver the published inspection report to the saved email recipient.
Can reports use my company name?
Yes. Add your company name and logo in company settings. Inspection PDFs carry your company branding, with Powered by EstateAegis in the footer.
What happens when an owner is returning?
Plan the arrival in the residence record. Use room readiness, preferred shopping items, guests, and special instructions to organize the preparation.
Explore it with your team in mind.
Contact us for demo login information and pricing for your company.