Maintenance planner
Building, editing and using your home-care schedule.
Is the HomePlanza maintenance planner free?
Yes. The maintenance planner is free for homeowners across the United States. You can build a personalized schedule, choose reminder dates and frequencies, use DIY guides, receive email reminders and optionally enable weather-aware home alerts.
Who can use the maintenance planner?
The planner and provider search support homes in all 50 states and Washington, D.C. Provider search accepts a U.S. ZIP code or city and state.
How does the planner account for different climates?
The ZIP code is matched to an official U.S. Department of Energy and Pacific Northwest National Laboratory IECC climate-zone classification. A deterministic rule table uses the temperature zone and moisture regime to show relevant equipment questions and set initial planning dates. The system does not use AI to guess a home's climate or equipment. Manufacturer instructions, actual property conditions, local codes and qualified local advice still take priority.
What does the maintenance planner track?
It builds tasks around the systems and features you select, including heating and cooling equipment, filters, water heaters, private wells, septic systems, alarms, dryer vents, washing-machine hoses, irrigation, fireplaces, garage doors, roof drainage, EV chargers, standby generators, solar systems, radon testing, decks, pools and other common maintenance items.
Can I change reminder dates and frequencies later?
Yes. The primary account holder can change dates and frequencies at any time from the Home Maintenance Dashboard. Changes in the Reminders tab save automatically. When you mark a task completed, you can record the actual completion date. Ordinary recurring tasks calculate the next date from that completion date and the selected frequency, while annual reminders that are still using a fixed seasonal recommendation stay anchored to their normal seasonal date so completing the work early does not make the schedule drift earlier every year. The Send email reminders? checkbox controls email delivery only.
Do I have to use every task the planner suggests?
No. Keep a task if you still want its maintenance date tracked. You can switch off its email checkbox and the date will still appear in the dashboard Overview. If the task does not apply to the home at all, use Remove in the Reminders tab; the dashboard asks for confirmation before removing it.
I am a new homeowner and have no idea what maintenance my house needs. Where should I start?
Start with the New Homeowner Maintenance Checklist to learn the common systems and first-year priorities, then use the free maintenance planner to tell HomePlanza what is actually in your home. The planner uses the ZIP code's climate zone, builds the applicable schedule, lets you change every date and frequency, and can email you when selected tasks are due.
Can I use the planner for a newly purchased home?
Yes. It can be especially useful after a purchase because you can create a baseline schedule even when the previous owner’s maintenance dates are incomplete or unknown.
What if I do not know when something was last serviced?
Use your best available date or start with a reasonable future reminder, then update the task after the next confirmed service. Manufacturer guidance and professional findings should take priority when available.
How does the planner handle radon testing?
The planner asks when the home was last tested instead of treating radon testing like an appliance or system. If you enter a known test date, the suggested next test is based on an approximately two-year interval. If the home has never been tested or the date is unknown, the planner suggests testing soon so you can establish a current result. You can also choose not to track radon testing. The resulting date can always be edited later in the Home Maintenance Dashboard.
Can I print or save my maintenance plan?
Yes. The plan includes options intended for reviewing and keeping a copy of your schedule in addition to receiving individual email reminders.
What is the difference between the printable checklist and the Maintenance Planner?
The printable checklist is a general home-maintenance reference that you can save or print and mark up yourself. It is not a personalized maintenance plan. The separate free HomePlanza Maintenance Planner asks for the home's ZIP code and systems, applies the matching climate-zone rules, lets you keep next dates and frequencies current as the home changes, and can send optional email reminders for the tasks you choose.
You can use both: keep the printable checklist as an offline reference, and use the personalized planner when you want a living schedule for your actual home.
What does “Add reminders for selected systems” do?
On the secure Manage this home page, that button compares the systems and features you selected with the reminders already in the plan. It adds only missing recommended reminders; it does not delete or reset reminders you already customized.
After the new reminders appear, use Save changes to make the update permanent. If every selected system already has its matching reminder, the page will tell you that nothing new was needed.
What happens after I save my maintenance plan?
For a plan you create for your own home, HomePlanza takes you directly to that home’s private Home Maintenance Dashboard after the save succeeds. The confirmation email also contains a secure dashboard link for later access.
Emails & weather alerts
How reminders work and what weather-aware messages mean.
What do maintenance reminder emails contain?
They identify the home and task that is due, show the scheduled timing and can include an optional DIY guide plus plan-management actions for the primary account holder. The primary manager can mark a task completed or edit the saved reminder. Primary plan-manager emails also include a “Turn this alert off” control that opens the correct dashboard setting and asks for confirmation before switching that reminder email off.
What happens when I click “Mark completed”?
The dashboard opens a confirmation window before anything changes. The completion date defaults to today, but you can change it if the work was completed earlier. For a recurring task, the suggested next maintenance date recalculates from the completion date and can still be adjusted before confirming. The completion saves automatically and is added to Maintenance History. A one-time item leaves the future schedule after completion, but its history record remains.
What if I get a reminder email and do not click anything?
Nothing is marked completed. The email is treated only as a reminder that was sent.
For a recurring task, the system advances to the next saved recurrence so it does not keep emailing the same overdue item every day. If you actually complete the task later, use Mark completed from the email or edit the next date in Manage this home so the schedule reflects what happened.
What are weather-aware home alerts?
They are optional home-care messages triggered by qualifying weather conditions that may affect systems or features saved in your plan. Examples can include freeze preparation, post-hail checks and other weather-related maintenance prompts.
What kinds of weather can trigger a home alert?
HomePlanza watches a focused set of National Weather Service conditions that can lead to a practical home-care step: freezing or extreme cold, major winter storms, flood or flash-flood conditions, qualifying hail events, extreme heat, high wind, tropical weather and wildfire or fire-weather conditions. The exact triggers that apply to each home are listed in the Weather alerts tab of its Home Maintenance Dashboard. You can turn individual alert types off without disabling the other supported weather emails for that home.
Not every type of weather produces an alert. The system is intentionally limited to conditions where there is a clear, useful action a homeowner may need to consider. That helps avoid unnecessary emails and keeps HomePlanza separate from emergency-weather services. For immediate safety information, always follow the National Weather Service and local authorities.
Are weather-aware home alerts emergency warnings?
No. They are supplemental home-care reminders. Always rely on the National Weather Service, local authorities, utilities and other official sources for current safety and emergency information.
Where does the weather information come from?
Weather-aware messages identify the source used for the alert, such as the National Weather Service, so you can also review the official alert when appropriate.
Do reminder emails include DIY instructions?
They can link directly to the matching HomePlanza DIY guide when one is available. The DIY library can also be browsed separately at any time.
Will reminder emails recommend local providers?
Yes. Free-plan maintenance and weather emails can include local help after the home-care guidance for U.S. homes nationwide. A matching professional-selected contact takes priority; otherwise the email can show an eligible HomePlanza profile or clearly labeled advertisement and a live provider-search link for the task and location.
Can I turn off weather alerts without turning off maintenance reminders?
Yes. Weather-aware alerts are optional and can be managed separately from the recurring maintenance schedule.
Can I stop emails entirely?
Yes. A person receiving shared reminders can use Stop reminders for this home in an email or remove the home from Homes shared with me. Their address is removed from that home’s recipient list, future emails stop, and the plan manager is notified. If it was a mistake, the plan manager can send a new invitation.
What does the “Send email reminders?” checkbox do?
It controls email delivery only. Turning it off keeps the maintenance item, date and frequency on your Home Dashboard and under Next maintenance dates, but HomePlanza will not send maintenance emails for that task. Use Remove only when you no longer want the home to track that future maintenance item.
Can I mark a maintenance item completed from the dashboard?
Yes. In the Reminders tab, use Mark completed on the maintenance item. HomePlanza records the completion in Maintenance history and advances the next date according to the saved recurrence when the task is recurring.
How do I remove an item from “Next maintenance dates”?
Open the Reminders tab and use Remove for that maintenance item. You will be asked to confirm. Removing the item deletes it from the home’s tracked schedule, so it no longer appears in Next maintenance dates and no email is sent for it.
Where can I see which weather alerts apply to my home?
Open the Weather alerts tab in your Home Maintenance Dashboard. It shows every supported weather trigger, the parts of your home that could be affected, whether the home currently qualifies for that trigger, and whether the free email alerts are on or off. The trigger list remains visible even when weather alerts are disabled.
Accounts, access & privacy
Plan ownership, multiple homes, recipients and account access.
Can I manage more than one home?
Yes. Use the same primary email for every home you personally manage. After saving the first home, use Add another home from the Home Maintenance Dashboard so each property stays under the same account with its own systems, schedule, recipients and weather settings. Use a different primary email only when the next home should belong to a genuinely separate owner or account.
Can more than one person receive reminders for a home?
Yes. The home’s plan manager can invite up to five additional recipients. After confirming, each person receives the selected maintenance reminders and eligible weather-aware home alerts. The home also appears under Homes shared with me in that person’s account.
Who is allowed to change the maintenance plan?
The home’s plan manager controls tasks, dates, completion records, recipients, documents and weather settings. People receiving shared reminders do not receive dashboard editing access or Mark completed controls. They can use matching DIY guidance and can stop their own reminder access without changing the plan for anyone else.
Can a real estate agent or other professional prepare a plan for a homeowner?
Yes. A real estate agent, home inspector, property manager or other home professional can prepare a starting plan for a client. The homeowner accepts the plan and becomes the primary account owner.
What if I lose the email with my plan link?
Use Access My Plan and enter the email connected to your account. The secure email will separate homes you manage from homes where reminders were shared with you. You do not need to rebuild the questionnaire.
Can I delete a home without deleting my other homes?
Yes. Homes are managed separately, so one property can be removed without deleting the rest of the homes connected to the primary email.
Does HomePlanza sell homeowner email addresses or plan information?
No. HomePlanza does not sell or rent homeowner email addresses or personal plan information. The information is used to operate requested plan features and communications described on the site.
How long does this device stay signed in to my dashboard?
If you choose to use the remembered dashboard shortcut, this browser keeps it until you sign out or clear the browser storage; there is no routine automatic timeout. Use Sign out on this device to remove the shortcut here, or Sign out on every device to invalidate existing account dashboard links everywhere.
Nationwide provider search
How claimed profiles, paid placements and live local results work.
What areas does provider search cover?
Provider search is available nationwide by service and U.S. ZIP code or city and state. The number and type of results can vary by service and location.
How are businesses included in the directory?
HomePlanza starts without imported regional profiles. A free claimed profile can appear after review, paid visibility is clearly labeled, and live Google Places results remain in a separate group rather than becoming HomePlanza profiles.
What is a featured placement?
A featured placement is paid advertising that gives a local provider additional visibility in relevant parts of the site or homeowner communications. It is labeled as an advertisement.
Does paying for a featured placement change the standard directory ranking?
No. Featured placements are shown separately from standard directory profiles rather than being presented as an unpaid ranking result.
Does HomePlanza guarantee a listed contractor?
No. A directory listing or advertisement is not a guarantee of workmanship, licensing, insurance, availability or fit for a particular project. Homeowners should independently verify current information before hiring.
Why might a service or city show fewer providers than another?
Claimed and featured HomePlanza coverage grows as businesses join and publish eligible service areas. Live results depend on what Google Places returns for the specific service and location at search time.
How can a business correct information in its profile?
Use the Claim / update profile page to submit corrected or updated business information for review.
Are live Google results HomePlanza recommendations?
No. Google Places supplies public business information for the service and location searched. HomePlanza displays those results separately, does not copy them into its public directory and does not guarantee business identity, availability, credentials, pricing or project fit.
Does paying for featured placement change live Google results?
No. Premium HomePlanza placement and live Google Places results are separate. Paying for featured visibility does not create, improve or control a business's position in Google's live results.
What if HomePlanza has no claimed profile near me?
You can still use the nationwide live provider search. HomePlanza claimed profiles and clearly labeled featured placements remain separate from the Google Places results returned for your service and location.
How do I save a provider for my home?
Provider saving is available inside the private Home Maintenance Dashboard. Open the Providers tab, search by service and location, and save a provider directly to the home you are managing. A live result is not added to the public HomePlanza directory when you save it privately.
DIY guidance & hiring help
Using the guides safely and knowing when to bring in a professional.
What kinds of projects are covered by the DIY guides?
The DIY library focuses on routine home-maintenance tasks and preparation steps that homeowners commonly need between professional service visits.
Are the DIY guides a substitute for manufacturer instructions?
No. Manufacturer instructions, product documentation, local code requirements and qualified professional findings should take priority for your specific equipment and home.
How do I find a specific DIY guide?
Use the keyword search on the DIY Guides page. You can search by task, system or common terms such as furnace, sprinkler, filter, dryer vent or water heater.
When should I stop a DIY task and call a professional?
Stop when the work involves a condition you cannot safely identify or control, requires specialized licensing or tools, conflicts with manufacturer instructions, or involves electrical, gas, structural or other higher-risk work outside your experience.
How should I compare contractors before hiring one?
Compare the same written scope, confirm the business identity and required credentials, verify insurance where appropriate, understand permits and change orders, review payment and warranty terms, and look for consistent patterns in recent customer feedback.
Is there a checklist I can use before signing a contract?
Yes. The Contractor Hiring Checklist walks through scope, identity, licensing or registration, insurance, permits, payment terms, change orders, warranties and common reasons to slow down before signing.
Home Dashboard & permanent records
Maintenance history, equipment records, documents, saved providers, cost guidance and reports.
What is the Home Logbook?
The Home Logbook is the maintenance history inside Manage this home. When the primary homeowner marks a reminder completed, HomePlanza records the task and completion date automatically. You can also add contractor work, repairs, inspections and improvements manually, including the provider, cost and notes.
What is the Equipment Vault for?
It stores practical reference details for major systems such as brand, model, serial number, installation year, filter or consumable size, warranty date and installer. These records help when buying parts, checking warranties, calling for service or documenting the home. Adding or editing equipment information does not automatically change maintenance dates or reminder frequencies. Schedule changes are controlled separately in the Reminders tab.
Can I save invoices, warranties and inspection reports?
Yes. From Manage this home, the primary homeowner can upload small PDFs or images to the document vault. Files are accessed through the secure home link. A temporary read-only maintenance-history link can also be created when you intentionally want to share the report.
What is the Home Maintenance History report?
It brings together completed maintenance records, equipment information, stored document links and upcoming maintenance in a print-friendly report. You can print it or use your browser's Save as PDF option. It is a homeowner-maintained record, not a certification that a contractor performed or verified the work.
How do saved providers and comparison work?
Provider saving now happens inside your private Home Maintenance Dashboard so a saved business is attached to the correct home. Open the Providers area in the dashboard to search by service, city or keyword and save a provider there. Public directory pages still let you browse profiles and compare providers, but they no longer use a public Save button.
What is the quote-matching request?
It lets you describe a project once, choose a service and city, and select up to three matching directory businesses you want considered first. It is a matching request—not a guaranteed quote, appointment or provider response—and your request is not broadcast to every business in the directory.
What do “Profile reviewed” and “Business claimed” mean?
Profile reviewed is the date HomePlanza last reviewed the published directory profile. Business claimed means the business has taken control of submitting its own profile details for review. Neither label is a guarantee of licensing, insurance, workmanship, availability or project fit; those details should still be confirmed for the specific job.
Are the project cost guides quotes?
No. The nationwide project-cost guide is a qualitative planning reference, not an estimate or price range. Actual costs vary by scope, materials or equipment, access, permits, existing conditions, local labor and provider pricing. Prepare one written scope and compare current local quotes on the same assumptions.
Does adding equipment information change my maintenance schedule?
No. Equipment records are a reference vault for model and serial numbers, filter or consumable sizes, installation dates, warranty information, installers and future service. They do not automatically change reminder dates or frequencies; you control schedule timing in the Reminders tab.
What does the “How this dashboard works” button explain?
It opens a quick guide to every dashboard tab, including Overview, Reminders, History, Equipment, Documents, Providers, Weather alerts and Settings. It also explains the difference between tracking a maintenance date, sending an email reminder, marking work completed, removing a task and managing weather-alert eligibility for the home.
What happens to past maintenance history if I remove a reminder?
Past completion and service records stay in Maintenance History. Removing a reminder only removes that item from the future maintenance schedule and Next maintenance dates. It does not erase work that was already recorded.
What happens when I pause all reminders for a home?
The home, schedule, equipment records, documents and maintenance history remain saved, but maintenance and weather-aware emails stop. The Reminders tab becomes read-only while the home is paused. Home Settings clearly shows Paused and provides a Resume all reminders button when you are ready to reactivate email delivery.
How do I know whether this browser still has access to my Home Dashboard?
After you open a secure Home Maintenance Dashboard, that browser remembers the account so My dashboard can appear immediately on public pages. Access remains on that device until you choose Sign out, clear the browser’s site data, or use Sign out on every device from Dashboard Settings. Signing out does not delete the home or its records.
Do I have to choose whether I want weather-aware home alerts when I save a new plan?
Yes. The final setup requires a clear Yes or No choice before a new plan can be saved. Choosing No keeps your normal maintenance schedule and any maintenance emails you select; it simply leaves weather-aware home alerts off.
