For home watch professionals
New Client Onboarding Packet
Free 2-page printable PDF · Updated June 2026 · No signup required
Download the free PDFGreat home watch service starts before the first visit. This onboarding packet captures everything you need to know about a property — shutoff locations, alarm details, vendors, and standing instructions — so nothing lives only in a text thread.
What's inside
- Client & property details with away-season contact info
- Home systems sheet — water shutoffs, HVAC settings, security and Wi-Fi
- Emergency contacts & vendors table — nine roles from plumber to insurance agent
- Service preferences & authorizations — vendor coordination, emergency spending limit, mail handling
Every field in this packet maps to the client and property records in the Home Watcher app — onboard once on paper, then keep it all searchable on your phone.
Related reading: How to start a home watch business
Tired of paper? Home Watcher turns this workflow into GPS-verified, photo-rich reports, e-signed contracts, and one-tap invoices.