Pre-visit questionnaire

About 8–10 minutes, mostly taps. Nothing from your Home Profile is asked again, and every question is optional except the last-step match. “Not sure” is always a fine answer. Your answers save on this device as you go.

The house & how it’s used

Step 1 of 7 · A few basics your Home Profile didn’t cover. Tap what fits, skip what you don’t know.

Construction

Year built

A range is fine. Exact year in the notes box if you know it.

Last major remodel

Bedrooms

Bathrooms

Count half-baths too. Toilets and supply lines scale with this.

Lot size

Below the main floorchoose any

Months you’re usually therechoose any

Drives when seasonal work gets scheduled.

When the house is emptychoose any

Someone local who can get in if needed

Not a property manager: just who the Plan names as first call when you’re away.

Vehicles kept at the house

optional

For your Plan’s site visit — not an inspection. Anything you’re unsure of, we’ll look at in person.