What goes in a home emergency plan
A good plan answers three questions before anything goes wrong: who gets called and in what order, how much the home watch company can spend without asking, and what happens in each kind of emergency. Add the vendors you'll use, the client's insurer, and where the shutoffs are, and a 2 a.m. alarm becomes a routine you already agreed on instead of a phone negotiation.
Setting a spending limit clients will agree to
Use two numbers. A small amount you can spend on any repair without asking covers a service call or a part. A larger amount, used only when nobody on the call list answers and waiting would make things worse, lets you stop a leak or board up a window at night. Anything above that stays the owner's decision. Writing the amounts down, signed, protects you as much as the client.
Why codes stay off the plan
The plan lives in the home and in the client's files, where anyone might see it. Alarm, gate, and lockbox codes and Wi-Fi passwords don't belong on it. Shutoff locations help a plumber; codes help a burglar. This generator has no fields for codes, and the plan says they're held securely by your business.
Review it every season
Phone numbers change, vendors retire, and owners add a generator or a pool. Review the plan each season or at least once a year, and re-sign it when the spending limits change.