The Vendor Visit Prep Sheet

A quick-fill checklist to streamline vendor visits, ensure clear communication, and document service work—ideal for homeowners and estate staff alike.

Plan Ahead. Stay Organized. Save Time.

Whether you're managing a home yourself or overseeing a property team, vendor visits can quickly go off-track without a bit of planning. This simple prep sheet is designed to help homeowners, household managers, and estate staff set up vendors for success—ensuring nothing gets missed, access is smooth, and the visit is productive.

Use this template before any scheduled appointment with service providers such as:– Electricians– HVAC techs– Plumbers– Handypeople– Landscapers– Appliance repair– Smart home technicians and more.

By outlining access notes, previous issues, and any specific questions or tasks, you’ll reduce follow-up visits, avoid miscommunication, and get cleaner documentation for your records. This is especially useful for households that are frequently unoccupied or managed remotely.

Who it's for:

• Busy homeowners

• House managers or assistants

• Property/estate managers

• Anyone overseeing work on behalf of a client or family member

  
  

Vendor Visit Prep Sheet.pdf

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