EstateAegis

Private Residence Management Software

Bring the household, residence, and team into one shared workflow.

Manage private homes with connected family records, arrival preparation, service work, and company-branded client communication.

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EstateAegis demonstration workspace for a private residence management companyDemonstration workspace · sample data

For estate managers and private home management companies

Private residence care starts with knowing the household: who is arriving, what they prefer, which spaces need preparation, and who is responsible for the home. EstateAegis connects that context to the inspections, schedules, and service work your team handles each day.

Start with the family

Create the family and its residences. Add family members with email addresses and manage their invitations and linked access from the residence.

Prepare for each arrival

Keep preferred shopping items, room readiness, guest details, and special instructions together so the team can prepare the home.

Coordinate your people

Assign work and staff schedules, keep vendor updates with the job, and use in-system messages for direct or company-wide communication.

How it works

  1. 1

    Make it your company’s workspace

    Add your name, logo, and contact details in company settings.

  2. 2

    Create a family and residence

    Record the address, rooms and spaces, household preferences, and residence manager.

  3. 3

    Organize the property records

    Keep assets, maintenance details, documents, and house information associated with the residence.

  4. 4

    Run the day from the overview

    Review work needing attention and inspection reports, then open the residence for its full context.

Download the feature overview PDF ↓

Common questions

Know what to expect.

Do clients and vendors use the same screens as administrators?

They have role-specific portals. Clients can review the residence information and requests available to them; vendors can work with their assigned jobs.

How do we keep track of questions about work?

Add notes or request more information on the work order. Use messages when you need a separate conversation, with unread notifications in the sidebar.

Can we try a demonstration workspace?

Yes. Contact sales@estateaegis.com or call 772-237-1382 for demo login information and a discussion of your team’s needs.

Explore it with your team in mind.

Contact us for demo login information and pricing for your company.

Contact sales →