• May include: A digital home maintenance planner displayed on a laptop screen, featuring a dashboard with task status charts, financial summaries, and a list of home tasks. The interface includes text labels like Builder Closing Gift, Hand over the keys and the care guide, and 2 color themes included.
  • May include: A digital builder closing gift template featuring a Welcome Home document with fields for company logo, contact information, and warranty details. The layout includes sections for home maintenance tasks, HVAC filter schedules, and utility shutoff locations.
  • May include: A digital home maintenance checklist document featuring sections for home information, seasonal tasks, and a fillable builder contact box. The layout includes fields for warranty contact, phone, closing date, and 11-month walk-through details.
  • May include: A digital builder closing gift template displayed on a laptop screen and a printable page. The text includes "Builder Closing Gift," "Here's everything you get," and "Bonus you'll get" with a list of features and an instant download badge.
  • May include: A digital planner template for Excel and Google Sheets featuring two color themes labeled Cozy Workshop and Job Site. The dashboard displays task lists, status charts, and financial data with text including Builder Closing Gift.
  • May include: A digital home maintenance tracker displayed on a laptop screen, featuring 109 tasks with how-to instructions, time estimates, and a dashboard for due dates. The interface includes columns for task frequency, status, and DIY or pro options.
  • May include: A set of 24 printable pages including checklists, logs, and a fillable Home Information sheet. The documents feature dark brown headers and lines, with text indicating they are compatible with Excel and Google Sheets.
  • May include: A digital builder closing gift template for Excel or Google Sheets. The image displays a checklist on a tablet screen, with text explaining compatibility for laptop, phone, or iPad, and instructions on how to download and share the files.
  • May include: A digital home maintenance planner displayed on a laptop screen, featuring a dashboard with task status charts, financial summaries, and a list of home tasks. The interface includes text labels like Builder Closing Gift, Hand over the keys and the care guide, and 2 color themes included.
  • Product video
  • May include: A digital builder closing gift template featuring a Welcome Home document with fields for company logo, contact information, and warranty details. The layout includes sections for home maintenance tasks, HVAC filter schedules, and utility shutoff locations.
  • May include: A digital home maintenance checklist document featuring sections for home information, seasonal tasks, and a fillable builder contact box. The layout includes fields for warranty contact, phone, closing date, and 11-month walk-through details.
  • May include: A digital builder closing gift template displayed on a laptop screen and a printable page. The text includes "Builder Closing Gift," "Here's everything you get," and "Bonus you'll get" with a list of features and an instant download badge.
  • May include: A digital planner template for Excel and Google Sheets featuring two color themes labeled Cozy Workshop and Job Site. The dashboard displays task lists, status charts, and financial data with text including Builder Closing Gift.
  • May include: A digital home maintenance tracker displayed on a laptop screen, featuring 109 tasks with how-to instructions, time estimates, and a dashboard for due dates. The interface includes columns for task frequency, status, and DIY or pro options.
  • May include: A set of 24 printable pages including checklists, logs, and a fillable Home Information sheet. The documents feature dark brown headers and lines, with text indicating they are compatible with Excel and Google Sheets.
  • May include: A digital builder closing gift template for Excel or Google Sheets. The image displays a checklist on a tablet screen, with text explaining compatibility for laptop, phone, or iPad, and instructions on how to download and share the files.
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Home Maintenance Planner for Buyers, Excel & Google Sheets (Digital Download)

Item highlights

  • Digital download
  • Digital file type(s): 2 ZIP

Seller's description

Hand your buyers the keys and a care guide with your name on it. This planner tells them what to check and when, keeps their warranty contact in one place, and puts your company in front of them every time they open it.

Type your company info once on the Welcome tab: logo, phone, email, website and who handles warranty requests. Add the buyer's name and closing date, and the 11-month warranty walk-through date figures itself. Then email the files or print the set at closing.

NOW IN 2 COLOR THEMES
Cozy Workshop (cream, blush and sage) or Job Site (cream, gray and slate). Same planner, pick the look that fits your brand. Both come with your order.

WHAT'S IN IT
- Welcome tab with your logo, contact info, warranty contact and a "From your builder" note with the 5 most important things in year one.
- 109 real upkeep tasks: weekly, monthly, quarterly, yearly and seasonal. Each one has a how-to, why it matters, minutes, DIY or pro, and supplies. Due dates fill in on their own.
- Tasks for pools, septic, wells, sprinklers and more are skipped if the home doesn't have them.
- Home Info sheet, Systems & Appliances, Replacement Plan, Projects & Costs with a Tax Summary, Year Calendar, Move-In and Selling checklists, Home Inventory and Service Providers.
- 24 printable pages with a fillable "From your builder" box on the cover.

BONUS YOU'LL GET
- Quick Start guide
- 2 color themes
- 24 printable pages
- A fillable Home Info PDF
- Works with free Google Sheets
- Quick help through Etsy messages

YOU GET 2 ZIP FILES, ONE PER THEME
Each zip has the same 5 files in that theme:
- The planner (blank, ready for your company info)
- A sample copy filled with a made-up house
- The 24-page printable set
- The fillable Home Info PDF
- The one-page Quick Start

FAQ
Do my buyers need Excel? No. It works in Excel (2007 or newer) and in free Google Sheets. No macros.
Phone or iPad? Yes, in the Google Sheets or Excel app.
How do I get it? Instant download. Etsy emails your download link right after you buy. Nothing ships.
How do I give it to buyers? Fill in your info once, save a copy for each buyer, then email the files or print the set.

GOOD TO KNOW
- This planner organizes records. It isn't tax, legal or warranty advice. Your own warranty terms still apply.
- You can fill in a copy and give it to each of your own buyers. Please don't resell or share the blank template.

How this was made: I built and tested the template myself. I used an AI tool (Claude) to help write formulas and listing text.

View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View program terms

Price:$14.50

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital home maintenance planner displayed on a laptop screen, featuring a dashboard with task status charts, financial summaries, and a list of home tasks. The interface includes text labels like Builder Closing Gift, Hand over the keys and the care guide, and 2 color themes included.

Hand your buyers the keys and a care guide with your name on it. This planner tells them what to check and when, keeps their warranty contact in one place, and puts your company in front of them every time they open it.

Type your company info once on the Welcome tab: logo, phone, email, website and who handles warranty requests. Add the buyer's name and closing date, and the 11-month warranty walk-through date figures itself. Then email the files or print the set at closing.

NOW IN 2 COLOR THEMES
Cozy Workshop (cream, blush and sage) or Job Site (cream, gray and slate). Same planner, pick the look that fits your brand. Both come with your order.

WHAT'S IN IT
- Welcome tab with your logo, contact info, warranty contact and a "From your builder" note with the 5 most important things in year one.
- 109 real upkeep tasks: weekly, monthly, quarterly, yearly and seasonal. Each one has a how-to, why it matters, minutes, DIY or pro, and supplies. Due dates fill in on their own.
- Tasks for pools, septic, wells, sprinklers and more are skipped if the home doesn't have them.
- Home Info sheet, Systems & Appliances, Replacement Plan, Projects & Costs with a Tax Summary, Year Calendar, Move-In and Selling checklists, Home Inventory and Service Providers.
- 24 printable pages with a fillable "From your builder" box on the cover.

BONUS YOU'LL GET
- Quick Start guide
- 2 color themes
- 24 printable pages
- A fillable Home Info PDF
- Works with free Google Sheets
- Quick help through Etsy messages

YOU GET 2 ZIP FILES, ONE PER THEME
Each zip has the same 5 files in that theme:
- The planner (blank, ready for your company info)
- A sample copy filled with a made-up house
- The 24-page printable set
- The fillable Home Info PDF
- The one-page Quick Start

FAQ
Do my buyers need Excel? No. It works in Excel (2007 or newer) and in free Google Sheets. No macros.
Phone or iPad? Yes, in the Google Sheets or Excel app.
How do I get it? Instant download. Etsy emails your download link right after you buy. Nothing ships.
How do I give it to buyers? Fill in your info once, save a copy for each buyer, then email the files or print the set.

GOOD TO KNOW
- This planner organizes records. It isn't tax, legal or warranty advice. Your own warranty terms still apply.
- You can fill in a copy and give it to each of your own buyers. Please don't resell or share the blank template.

How this was made: I built and tested the template myself. I used an AI tool (Claude) to help write formulas and listing text.

Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

OrganizedOpsKits
Courtney Nixon
OrganizedOpsKits ·

United States

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0 sales
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Listed on Oct 5, 2026
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