Mountain Home Watch
1-828-866-3075
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Consultation Checklist
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Client Name
Address
Phone
Email
*
Contact Method
Call
Text
Email
Occupancy
Vacant
Seasonal
Full Time
Square Footage
Name
Phone
Email
*
In the event of an emergency (water leak, alarm, break-in), do you authorize Mountain Home Watch to take immediate protective actions (e.g., shut off water, contact emergency services, or coordinate repairs up to $___ without prior approval)?
Yes
No
Authorized Amount
Emergency Notes
Access Method
Key
Lockbox
Smart Lock
Alarm Code
Security Code Provided
Yes
No
Mail Collection
Yes
No
Security Notes
Known Issues
Run water / flush toilets / cycle appliances:
Yes
No
Backup Generator
Yes
No
Plant Care
Yes
No
HVAC Settings
Water Shut Off Valve Location
Oil/Propane Tank Location(s)
Water Shut Off (Main)?
Yes
No
Water Heater Shut Off (Breaker)?
Yes
No
Areas of Concern/Notes
Exterior Lighting
Manual
Automated
Irrigation
Manual
Automated
Seasonal
Vehicles On-Site
Yes
No
Start Frequency
Areas of Concern/Notes
break-in), code Location
Service Frequency
Weekly
Bi-Weekly
Monthly
Reporting Method
Email
Text
Phone
Expected Occupancy Dates
Authorize Maintenance Coordination
Yes
No
Collect & Summarize Invoices
Yes
No
Preferred Vendors/Contractors
Upcoming/Ongoing Projects
Approval Limit $
Areas of Concern/Notes
Winterization Required
Yes
No
Post-Storm Inspections
Yes
No
Seasonal Opening/Closing
Spring
Fall
Other
Areas of Concern/Notes
Concierge Services
Rental/Guest Prep
Cleaning/Staging
Rental Turnover Coordination
Restocking Essentials
Notes
First Inspection Date
Keys received / lockbox code confirmed
Yes
No
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