{"title":"Homeowner Templates \u0026 Home Planning Spreadsheets","description":"\u003cp\u003eSpreadsheets and printables for homeowners: a home maintenance checklist and schedule, a contractor bid comparison spreadsheet, a home renovation budget template and a home inventory for insurance.\u003c\/p\u003e","products":[{"product_id":"home-maintenance-checklist-schedule-budget-spreadsheet","title":"Home Maintenance Checklist, Schedule \u0026 Budget Spreadsheet","description":"\u003cp\u003eKnow what's due, what's overdue and what to set aside for the big replacements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Homeowners (first-time buyers especially) who want to stop finding out about maintenance when something breaks, and want a yearly upkeep budget and a plan for big replacements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe problem it solves:\u003c\/strong\u003e Maintenance gets forgotten until it becomes a repair. This home maintenance checklist and schedule dates 52 common tasks from when you last did them (OVERDUE, DUE SOON, OK), keeps an upkeep log, compares a percent-of-home-value budget with what you actually spend, and turns the age and expected life of big systems into a monthly set-aside you choose.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHome Maintenance Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eHome Maintenance Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eSeasonal Home Maintenance Checklist and New Homeowner First 30 Days Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eHome Systems \u0026amp; Appliance Record, Service Provider Contact Sheet, House Info \u0026amp; Emergency Shutoffs Sheet (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn Settings, enter your home value, the budget % you want to use and today's home fund balance.\u003c\/li\u003e\n\u003cli\u003eOn the Maintenance Schedule, enter when you last did each task (or delete the ones that don't apply).\u003c\/li\u003e\n\u003cli\u003eList big systems and appliances with install year and replacement cost on the Replacement Forecast.\u003c\/li\u003e\n\u003cli\u003eLog upkeep and repairs as you go.\u003c\/li\u003e\n\u003cli\u003eCheck the Dashboard monthly for what's overdue, due soon and how much to set aside.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE file belongs to a made-up household; it isn't a typical cost or a recommendation.\u003c\/li\u003e\n\u003cli\u003eThe yearly budget is a % of home value you choose; there is no single right %. Replacement costs are your own figures or your installer's quotes.\u003c\/li\u003e\n\u003cli\u003eHire licensed pros where your state or city requires it, and follow manufacturer instructions. This kit isn't professional or safety advice.\u003c\/li\u003e\n\u003cli\u003eThe tools help you plan; they don't guarantee savings or prevent breakdowns.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)\u003c\/li\u003e\n\u003cli\u003eChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one household; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67662800814258,"sku":"DPF-014","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/DPF-014-cover-people-1600x1200.png?v=1791554444"},{"product_id":"hiring-a-contractor-checklist-bid-comparison-spreadsheet","title":"Hiring a Contractor Checklist \u0026 Bid Comparison Spreadsheet","description":"\u003cp\u003eCompare bids on the same scope, check the basics and keep payments behind the work.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Homeowners getting quotes for a remodel, roof, addition or big repair who want to compare contractors fairly and avoid paying ahead of the work.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe problem it solves:\u003c\/strong\u003e Bids rarely cover the same work. This hiring a contractor checklist and bid comparison spreadsheet adds the missing scope items to each bid so you compare like with like, flags large deposits, counts the checks you've done (license, insurance certificate, references, written contract), and compares what you've paid with how much of the work is done.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eContractor Bid Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eHiring a Contractor Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eQuestions to Ask a Contractor and Contractor Red Flags \u0026amp; License Check (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eScope of Work Template and Change Order Form TEMPLATE (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003ePayment Milestone \u0026amp; Lien Waiver Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eWrite your scope with the Scope of Work Template and give the same one to every contractor.\u003c\/li\u003e\n\u003cli\u003eEnter each bid and mark which scope items it includes; the workbook prices the gaps.\u003c\/li\u003e\n\u003cli\u003eWork through the Contractor Check for your chosen bid, including your state's official license lookup.\u003c\/li\u003e\n\u003cli\u003eTrack payments and change orders as the job goes.\u003c\/li\u003e\n\u003cli\u003eCheck the Dashboard: payments vs work done, unsigned change orders and what's left.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number and company in the EXAMPLE file is made up; it isn't a typical price.\u003c\/li\u003e\n\u003cli\u003eThis kit isn't legal advice. Licensing, lien and contract rules differ by state and city: check your state's official license lookup and consumer protection office, and have an attorney review large contracts.\u003c\/li\u003e\n\u003cli\u003eThe change order form is a TEMPLATE to adapt; it isn't a contract reviewed for your state.\u003c\/li\u003e\n\u003cli\u003eThese checks don't guarantee the work or the outcome.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)\u003c\/li\u003e\n\u003cli\u003eChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one household; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. 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This renovation budget spreadsheet and project tracker holds back a contingency you choose, shows the forecast against estimates and how much contingency is left, works out order-by dates from lead times (ORDER NOW: LATE \/ ORDER SOON), and matches every payment to a budget line.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRenovation Budget Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eRenovation Budget Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eRenovation Planning Checklist and Room-by-Room Scope \u0026amp; Selections Sheet (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003ePermit \u0026amp; Inspection Tracker, Weekly Site Check-In, Punch List \u0026amp; Final Walkthrough (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn Settings, enter the money available and your contingency %.\u003c\/li\u003e\n\u003cli\u003eAdd Budget Lines with estimates, then committed prices as quotes are signed.\u003c\/li\u003e\n\u003cli\u003eList fixtures and finishes with needed-on-site dates and lead times on Selections \u0026amp; Orders.\u003c\/li\u003e\n\u003cli\u003eLog every payment against a budget line ID.\u003c\/li\u003e\n\u003cli\u003eCheck the Dashboard weekly: forecast, contingency left, late orders and unmatched payments.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number, product and company in the EXAMPLE file is made up; it isn't a typical cost for any project.\u003c\/li\u003e\n\u003cli\u003eAsk your local building department which permits apply. This kit tracks money and orders; it isn't construction or legal advice.\u003c\/li\u003e\n\u003cli\u003eThe tools help you see where the money is going; they don't guarantee a project finishes on budget.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)\u003c\/li\u003e\n\u003cli\u003eChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one household; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67662801731762,"sku":"DPF-016","price":35.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/DPF-016-cover-people-1600x1200.png?v=1791554445"},{"product_id":"home-inventory-spreadsheet-for-insurance-claim-log","title":"Home Inventory Spreadsheet for Insurance \u0026 Claim Log","description":"\u003cp\u003eList what you own room by room, track your proof, and keep a clean claim log if you ever need it.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Homeowners and renters who want a calm, complete list of their belongings with photos and receipts, ready before anything happens.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe problem it solves:\u003c\/strong\u003e Rebuilding a list from memory after a loss is hard. This home inventory spreadsheet lists items room by room with replacement cost, marks each as RECEIPT + PHOTO, PHOTO ONLY, RECEIPT ONLY or NEEDS PROOF, compares your list total and category totals with the limits you copy from your policy, and gives you a claim log with follow-up dates. It's a record; it doesn't predict coverage or claim outcomes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHome Inventory Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eHome Inventory Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eRoom Walkthrough Sheet and Photo \u0026amp; Video Guide (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003ePolicy Summary Worksheet (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eClaim Call \u0026amp; Email Log and Claim-Day Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn Settings, copy your personal property limit and deductible from your policy.\u003c\/li\u003e\n\u003cli\u003eWalk and film one room at a time; list items on Inventory with replacement cost.\u003c\/li\u003e\n\u003cli\u003eMark receipt and photo for each item; filter NEEDS PROOF and fill the gaps.\u003c\/li\u003e\n\u003cli\u003eEnter any category caps from your policy on Special Limits.\u003c\/li\u003e\n\u003cli\u003eIf you ever claim, log every contact on the Claim Log and list items on Claim Items.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery item, value and company in the EXAMPLE file is made up.\u003c\/li\u003e\n\u003cli\u003eThis is a record-keeping kit. It isn't insurance or legal advice and can't tell you what your policy covers or what a claim will pay; your policy and insurer decide. Ask your agent about coverage.\u003c\/li\u003e\n\u003cli\u003eDon't store full account numbers or passwords in the workbook. Keep a copy of the file and photos outside your home.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)\u003c\/li\u003e\n\u003cli\u003eChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one household; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67662803370162,"sku":"DPF-017","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/DPF-017-cover-people-1600x1200.png?v=1791554445"}],"url":"https:\/\/shop.the-ai-collective.com\/collections\/family-homeowners.oembed","provider":"The Collectives Digital Archive","version":"1.0","type":"link"}