Home HeroWhat belongs in the record
Keep completion dates, short condition notes, invoices, service reports, manuals, model and serial information, warranty documents, permits, and relevant inspection records. Store sensitive account or access information separately from general maintenance notes.
A useful completion note
Write what was done, where, the date, who performed it if relevant, what material or part was used, and what follow-up is needed. A photo can help when it documents condition rather than private household information.
Annual review
Once a year, remove duplicates, confirm critical manuals are still accessible, and identify equipment with unknown age or missing service context. A record supports planning and conversations; it does not certify condition or code compliance.
