.png){kind=spacer}
.png)
Steal the System Behind Managing Homes, Vendors, and Work — in ClickUp
Custom Fields Evolved Webinar
If you are looking for the Custom Fields Evolved webinar, it is now available on YouTube.
Watch it here!
Get the Vendor Template + Work Order Template
Enter your email to:
Download the Vendor / Contacts template, get the Work Order template when it’s released and receive future tools and walkthroughs
Melissa Shymko is the Founder of Project Preservation, where she and her team help homeowners manage the ongoing needs of their homes — from maintenance and repairs to working with vendors and keeping everything organized.
Through that work, she’s built systems to handle the day-to-day reality of running a home — coordinating service providers, tracking work, and making sure nothing falls through the cracks.
She also created Estatewyze, a platform where she shares those systems in a practical way — turning what is often disorganized and reactive into something structured and repeatable.
_edited.png){kind=logo}
Custom Fields Evolved
Most people manage their home — or their projects — in a scattered way. Texts, emails, notes, spreadsheets… and things still get missed. At Project Preservation, we needed a better way to stay organized, so we built a system in ClickUp to:
-
Keep track of the people we work with
-
Track what work is being done
-
Stay on top of what needs attention next
Not just for one home — but in a way that could be reused and repeated without starting from scratch every time.
The goal wasn’t to overcomplicate things.
-
Keep everything in one place
-
Make it easy to find information
-
And create a clear way to manage ongoing work
Through Estatewyze, we’re sharing a simplified version of that system — so you can use it for your own home, projects, or business.
-
A simple Vendor / Contacts Template in ClickUp
-
A clear way to organize who you work with
-
A starting point for tracking work and staying organized
Coming next:
A Work Order Template to track jobs and projects
Get the Vendor Template + Work Order Template
Enter your email to:
Download the Vendor / Contacts template, get the Work Order template when it’s released and receive future tools and walkthroughs.
SMARTER HOME CARE STARTS HERE
Homeownership should feel empowering, not overwhelming.
Reliable guidance shouldn’t be reserved for the ultra-connected.
A well-maintained home builds lasting value and peace of mind.