The HTMM™ Starter System

Start your house management system with our HTMM™ workspace templates copied to your personal Trello Premium account. Our solution for most homes – with six modules and 47 templates.

The HTMM™ Complete System

All 11 modules AND a big bonus! Our fully loaded HTMM™ Trello workspace templates, 90 Word and Excel templates, in your personal Trello account – for your house and complex lifestyle.

How to Manage a Mansion™ Modules

Capture daily, weekly, monthly, seasonal and yearly housekeeping tasks, track progress throughout the year with completed items so that if the housekeeper leaves, gets sick or takes vacation, another housekeeper can step in.

Housekeeping

Household Inventory

To develop the most comprehensive system, you must know every piece of content, vehicle detail, preferred product, and household tech account passcode. Collect and format that information so that it can be shared with your housekeeping team.

Mechanical Records

Build an accurate and comprehensive history of your property’s mechanical data, no matter who provides service. Track the details of each serial and model number, special order parts, warranty details, and recommended maintenance frequency.

Contractor Records

Everything you need to manage the contractors on your properties. Limit your risk by tracking certificates of insurance expiration dates, non-disclosure agreements, and daily work reports. These are the document needed from them before you make their first payment.

Landscaping

Systematize the care of highly prized specimen trees and plants, monitor costs, and protect and prolong the overall health of the landscaping and landscape amenities, and the value of the property overall.

Emergency Preparedness

Your risk goes way up when you have personnel and contractors. How much do you stand to lose in an emergency—and what if you had a plan for all of it (even the things you’re forgetting)? Get prepared for the most common emergencies with a clear plan.

Estate Administration

We give you the documents you need to create household standards, summarize weekly progress updates and track household expenses, as well as an all inclusive checklist of items you’ll need to complete your house manual system.

Personnel Management

Give your staff the information they need to succeed and please the homeowner by providing them a description of service expectations and staff performance guidelines to foster long-term and happy employees.

Personnel Recruitment

For any homeowner, personal assistant, or estate manager interested in hiring staff who wants to track candidates’ details easily. Create profiles with their resume stats, submittal details, salary requirements, and references. Then, summarize that information in an at-a-glance spreadsheet. You’ll visually track each interview detail.

Principal Profiles

Learn how to organize all the information a homeowner needs to share with their staff related to their personal preferences and preferred service providers for the most personalized service. Don’t forget to capture important details for each household pet – grooming details, dietary needs, and prescription medications.

Travel

Consolidate travel information from multiple apps, emails and texts onto one platform to give any traveler an exceptional experience by uploading boarding passes, flight information, lodging reservations, itineraries, visas and vaccination records, travel documents and excursion details to ease stress while traveling.