Custom House Management System

$5,000.00

SITE ASSESSMENT

Conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures.

HOUSEHOLD CONTENT INVENTORY (Based on a 2,000-item inventory)

Building a database and photo inventory that includes item location, description, quantity, color, brand, and general condition.

Individual Images and Descriptions

  • Furniture, accessories, musical instruments, artwork, and antiques

  • Jewelry and watches

  • Dishware, glassware, silverware, and serving pieces

  • Housekeeping and personal preferred products

  • Regularly stocked food and beverages (excludes quantities of consumable products)

  • Mechanical equipment and appliances (Make, model, year, serial number)

  • Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)

The client to provide:

  • Up to two-year maintenance history

  • Warranty information

  • Maintenance recommendations and frequency, special-order parts, and supplies

  • Preferred service provider, contact information, insurance certificates, licenses

  • Item cost and source.

MEMORANDUMS OF UNDERSTANDING

Based on interviews, conversations, and recommendations, EMS will create (1) draft document each for personnel and contractors with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. The client will provide final edits.

12-MONTH MAINTENANCE CALENDAR

A maintenance database will be created from the household inventories for client approval. The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor). Once the client approves this document, EMS will create a 12-month maintenance calendar with daily, weekly, monthly, seasonal, and annual tasks.

EMERGENCY PREPAREDNESS PLAN

In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources:

  • Fire extinguisher location map

  • Utility shut-off instructions

  • Evacuation map including local gas stations, ATMs, shelters, and emergency facilities

The client to provide:

  • Floor and site plans

  • Emergency contact information, grab-and-go evacuation list, and family plan

YOUR HOUSEHOLD OPERATING SYSTEM

  • (30) EMS templated boards for luxury home and lifestyle management

  • (100+) House manual templates

  • Links to training videos

  • (1) hour of 1-on-1 training or customization

NOTE: Ongoing cost include an annual subscription fee of $120/year/user.

Schedule your Household Management Assessment and let Kelly ease the burden from your shoulders to hers. With her support, you can be confident that your daily service will stay on track, allowing you to focus on other important aspects of your life.

Contact Kelly for variations such as additional staff training or specific policy development.

SITE ASSESSMENT

Conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures.

HOUSEHOLD CONTENT INVENTORY (Based on a 2,000-item inventory)

Building a database and photo inventory that includes item location, description, quantity, color, brand, and general condition.

Individual Images and Descriptions

  • Furniture, accessories, musical instruments, artwork, and antiques

  • Jewelry and watches

  • Dishware, glassware, silverware, and serving pieces

  • Housekeeping and personal preferred products

  • Regularly stocked food and beverages (excludes quantities of consumable products)

  • Mechanical equipment and appliances (Make, model, year, serial number)

  • Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)

The client to provide:

  • Up to two-year maintenance history

  • Warranty information

  • Maintenance recommendations and frequency, special-order parts, and supplies

  • Preferred service provider, contact information, insurance certificates, licenses

  • Item cost and source.

MEMORANDUMS OF UNDERSTANDING

Based on interviews, conversations, and recommendations, EMS will create (1) draft document each for personnel and contractors with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. The client will provide final edits.

12-MONTH MAINTENANCE CALENDAR

A maintenance database will be created from the household inventories for client approval. The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor). Once the client approves this document, EMS will create a 12-month maintenance calendar with daily, weekly, monthly, seasonal, and annual tasks.

EMERGENCY PREPAREDNESS PLAN

In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources:

  • Fire extinguisher location map

  • Utility shut-off instructions

  • Evacuation map including local gas stations, ATMs, shelters, and emergency facilities

The client to provide:

  • Floor and site plans

  • Emergency contact information, grab-and-go evacuation list, and family plan

YOUR HOUSEHOLD OPERATING SYSTEM

  • (30) EMS templated boards for luxury home and lifestyle management

  • (100+) House manual templates

  • Links to training videos

  • (1) hour of 1-on-1 training or customization

NOTE: Ongoing cost include an annual subscription fee of $120/year/user.

Schedule your Household Management Assessment and let Kelly ease the burden from your shoulders to hers. With her support, you can be confident that your daily service will stay on track, allowing you to focus on other important aspects of your life.

Contact Kelly for variations such as additional staff training or specific policy development.

Operational issues to explore:

    • Service and Operations Preferences

    • Communication Flow

    • Standard Operating Procedures

    • House Manual System Functionality

    • Financial Recordkeeping, Budgets, and Expense Reporting

    • Software, Apps, Document Naming and Storage, and File Sharing

    • Strategic Planning

    • Landscaping and Irrigation Evaluations

    • Work Flow Chart

    • Job Descriptions

    • Business Policies

    • Training, and Cross-Training

    • On-/Off-Boarding, Coaching, Action Plans, and Disciplinary Notices

    • Emergency Preparedness

    • Privacy and Security

    • Contractor Policies and Documentation

    • Defining Leadership

    • Weekly Property Reporting

    • One-on-one and Team Meeting Criteria