Offering Concierge Services

Home watch is rarely just the walkthrough. You stock the fridge before an owner arrives, meet a pool vendor, prep for a storm, or grab a package off the porch. Concierge services give all of that a first-class home — reusable definitions, per-visit task lists, completion tracking with photos, and fees that flow into your billing.

This guide shows you how to set them up and put them to work.

Two pieces: templates and tasks

It helps to know the two halves of the feature:

• Templates — the reusable definition of a service: a name, an optional description, a default fee, and an optional step checklist.
• Tasks — an actual instance of that work tied to a client, property, and often a specific visit. This is what gets completed, tracked, and billed.

Build a template

1. Open Concierge Service Templates and create a new one.
2. Fill in the Name (for example, "Storm prep" or "Package pickup").
3. Add an optional Description with any instructions for whoever performs it.
4. Set a Default fee. You can override this later per property, per schedule, or on an individual visit.
5. If the service has multiple parts, tick "This task has a step checklist" and use Add step to add each sub-task in order. Leave it off for a simple done / not-done task.
6. Click Create template.

To spin up a variant, use Duplicate from the template list. If you later change a template's default fee, the app asks whether to apply it to new tasks only, or to existing ones too.

Run concierge tasks during a visit

Most concierge work happens right inside the visit workflow, alongside the inspection checklist.

1. Open the visit. Any concierge tasks from the schedule appear in the Concierge Tasks card.
2. For a simple task, toggle it done. For a step-based task, check off each step — it completes automatically once every step is done.
3. Add notes and photos to document the work.
4. If you can't complete a task, use Couldn't Complete and enter a reason. This keeps it off the bill, so you never charge for work that didn't happen.
5. Need to add something on the spot? Use Add task while the visit is in progress — pick an existing template or type a one-off description and fee.

Manage and bill standalone

You can also work with concierge services outside a visit:

1. Open Concierge Services to see the full list. Filter by search, status, client, property, area, invoice status, or date range.
2. Create a service directly — choose the client and property, set the service date, description, fee, status, and notes.
3. Change a service's status inline, or save it as a template to reuse later.
4. Export the filtered list to CSV or PDF for your records.

Completed, billable services that haven't been invoiced yet surface automatically when it's time to bill — so the revenue you earned makes it onto an invoice.

Tips

• Build templates for the services you offer most, with clear steps so any team member can perform them consistently.
• Use the description field for instructions like gate codes or vendor contacts.
• Lean on the "Couldn't Complete" path — it protects your reputation and keeps billing honest.

Concierge work pairs naturally with the inspection itself — see our guide on completing a visit to see how the two come together. To explore everything the app offers, visit the features page or jump into app.homewatchtools.com.