| Inspect basement | | Quarterly | | | | | X |
| Change in-fridge or in-line water/ice filter | | Biannually | | | | | X |
| Vacuum out dirt and debris in HVAC | | Biannually | | | | | X |
| Inspect HVAC system | | Biannually | | | | | X |
| Check water heater; check expansion tanks for possible bladder failure | | Biannually | | | | | X |
| Inspect humidification system (change drip panel or canister as required) |
| Annually | | | | X | X |
| Check sump pump for proper operation. Check for battery back-up if not present | | Biannually | | | | | X |
| See if electrical panel needs to be upgraded to "arc-fault" breakers | | First Visit Only | | | | | X |
| Put chlorine tablets in condensate pump to prevent water getting moldy |
| Annually | | X | | | X |
| Inspect condensate pumps for proper function. If it's a high-heat/neutralizing pump, check pellets and make recommendation |
| Annually | | X | | | X |
| Determine if water pipes close to the exterior of the home need extra/proper insulation |
| First Visit Only | | | | X | X |
| Turn off all exterior hose bibs |
| Annually | | | | X | X |
| Turn on all exterior hose bibs |
| Annually | | X | | | X |
| Clean debris from AC condensers. Clean coils with coil cleaner |
| Annually | | X | | | X |
| Check roof and chimney | | Biannually | | | | | X |
| Check generator (voltage, run time, cycle day/time, evidence of vermin) | | Biannually | | | | | X |
| Remove debris and clogs from window wells | | Biannually | | | | | X |
| Inspect shed | | Biannually | | | | | |
| Inspect exterior siding for damage from winter weather |
| Annually | | X | | | |
| Inspect exterior siding for damage from winter weather |
| Annually | | X | | | |
| Check all exterior latches and closers for fence gates (especially for pool fences) |
| Biannually | | X | | X | |
| Inspect foundation for cracks, water damage or mold | | Annually | | | | | X |
| Inspect deck | | Biannually | | | | | X |
| Check for detached gutter downspouts |
| Biannually | | X | | X | X |
| Inspect outdoor grill and check propane tank levels |
| Annually | | X | | | |
| Check that irrigation system is off and blown out; note repairs if needed |
| Annually | | | | X | |
| Check if septic needs to be pumped | | Annually | | | | | |
| Clean dryer vent | | Biannually | | | | | X |
| Inspect garage | | Biannually | | | | | X |
| Confirm presence of snow/ice removal gear (shovels, snow blower, etc.) |
| Annually | | | | X | |
| Change batteries in remotes/keypad. Ensure car remotes are operating properly | | Biannually | | | | | X |
| Inspect garage doors (make sure all electric "eyes" are operational; ensure safeties are working properly) | | Quarterly | | | | | X |
| Lubricate garage door rollers | | Quarterly | | | | | X |
| Change batteries in smoke/CO detectors | | Biannually | | | | | X |
| Inspect smoke/heat/CO detectors, check "end of life" dates, and make recommendations on replacement | | Annually | | | | | X |
| Change batteries in all remotes, sensors, thermostats, etc. | | Quarterly | | | | | X |
| Note condition of remotes, sensors, thermostats, etc. (ie. dated/in need of upgrade/replacement) | | Biannually | | | | | X |
| Clean washing machine drain | | Biannually | | | | | |
| Clean bathroom exhaust fans | | Quarterly | | | | | |
| Inspect bathroom exhaust fans and note any issues | | Annually | | | | | X |
| Note any issues with ductwork (torn, unsupported, etc.) | | First Visit Only | | | | | X |
| Vacuum out tracks of sliding doors/windows and lube squeaky hinges | | Biannually | | | | | X |
| Check that doors and windows are operating correctly; inspect seals | | Biannually | | | | | X |
| Inspect interior of chimney; make recommendations for cleaning or issues with damper or cap |
| Annually | | | | X | X |
| Inspect all interior stairs/handrails. Make recommendations for repair/replace | | Biannually | | | | | X |
| Inspect all cabinetry; adjust doors/drawers as required | | Quarterly | | | | | |
| Life safety check: fire extinguishers, exposed wiring, extension cords, outlets | | Quarterly | | | | | X |
| Check all supply hoses under all sinks | | Biannually | | | | | X |
| Check all bathrooms, including toilets, p-traps, shower heads, tub fillers, and faucets; ensure toilet flappers are operational; report any leaks/dripping faucets; clean limescale if required | | Quarterly | | | | | X |
| Inspect radon mitigation system and confirm if it's operational | | Quarterly | | | | | X |
| Check for vermin and nests throughout home | | Quarterly | | | | | X |
| Confirm presence of ground wire at water main; ensure it's properly bonded to water main | | Annually | | | | | X |
| Inspect ceilings | | Quarterly | | | | | X |
| Inspect bedrooms and closets | | Quarterly | | | | | X |
| Inspect attic |
| Biannually | | X | | X | X |
| Inspect kitchen and range | | Quarterly | | | | | X |
| Clean range hood filter | | Quarterly | | | | | X |
| Vacuum refrigerator compressor | | Quarterly | | | | | X |
| Clean dishwasher filter | | Quarterly | | | | | X |
| Put cleaning tablets in garbage disposal | | Quarterly | | | | | X |
| Check garbage disposal | | Quarterly | | | | | X |
| Change in-fridge or in-line water/ice filter | | Biannually | | | | | X |
| Perform water test (including lead and bacteria) | | Annually | | | | | |
| Make sure doorbell works | | Biannually | | | | | X |
| Inspect interior of chimney; make recommendations for cleaning or issues with damper or cap | | Annually | | | | X | X |
