• Systems and equipment Make, model, install date, expected remaining life, and the warranty that applies.
• Completed work What was done, when, by whom, at what cost, and what it means for the next decision.
• Open decisions Recommendations you haven’t acted on yet, with the reason each one is still open.
• Vendors Who has worked on the property, what they touched, and whether you want them back.
• Maintenance calendar What recurs, how often, and what was skipped.
• Roadmap The three to five year sequence, updated as work completes and priorities change.

When we help care for or manage your home, we keep this record current along the way. It stays yours, and it stays useful whether or not we’re still working together.