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A vendor list tells you who to call. A work order system tells you what happened after. This is the ClickUp template I use to track every job, from intake to close.

A scattered vendor list is a liability. This is the ClickUp template I use at Project Preservation to keep every service provider organized — by type, location, and trust level.

When I first began working inside private homes, I thought good home management was mostly about being kind, responsive, and respectful. Goodwill matters, but stability comes from structure. A home is a living system, and without a framework, the homeowner becomes the system.