Household Management System

Trello Workspace HTMM™

If you’re looking for household management systems customized to your properties and staffing needs and are ready to pay the professional to build this, this package is for you.

Review the service options below. Then, schedule a free call with Kelly, and she will create a customized proposal for your approval.

House Management System Options

SITE ASSESSMENTS

EMS will conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures. Two to three days are typical to build a complete house manual. Travel expenses are invoiced separately.

HOUSEHOLD CONTENT INVENTORY (based on a 2,000-item inventory)

Each item (except where noted) will have an image and be included in an Excel spreadsheet database uploaded to Trello to include location, description, quantity, color, brand, and general condition.

Customized Options

  • Furniture, accessories, musical instruments, artwork, and antiques

  • Jewelry and watches

  • Dishware, glassware, silverware, and serving pieces

  • Housekeeping and personal preferred products 

  • Regularly stocked food and beverages (excludes quantities of consumable products)

  • Mechanical equipment and appliances (Make, model, year, serial number)

  • Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)

  • Clothing, shoes, and personal items 

  • Emergency preparedness supplies

  • Bed and table linens 

  • Books, magazines, periodicals, and small tools

  • Kitchen items and small appliances

NOTE: The client will provide and input information relating to prices and purchasing resources. 

The client will provide, and EMS will input:

  • Up to two-year maintenance history (paid invoices are good sources)

  • Warranty information with expiration dates

  • Maintenance recommendations and frequency, special-order parts, and supplies

  • Preferred service provider, contact information, insurance certificates, licenses 

NOTE: Additional content beyond the 2,000 items is billed at a nominal per-item fee, depending on the level of detail.

MEMORANDUMS OF UNDERSTANDING

Based on conversations and recommendations, EMS will create (2) draft documents – for personnel and contractors – with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. This document includes extensive interviews with the principals and staff to create an agreement specific to your property needs and personal preferences. The client will provide final edits. 

12-MONTH MAINTENANCE CALENDAR

A maintenance database will be created from the Household Content Inventories (see pricing and details outlined above). The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor), and a Trello maintenance calendar will be created with weekly, monthly, seasonal, and annual tasks for every household content and mechanical system and appliance.

EMERGENCY PREPAREDNESS PLAN

In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources: 

  • Fire extinguisher location map 

  • Utility shut-off instructions

  • Evacuation map including local gas stations, ATMs, shelters, and emergency facilities

NOTE: The client will provide:

  • Floor and site plans

  • Emergency contact information, grab-and-go evacuation list, and family plan

TRELLO WORKSPACE

  • One workspace, (30) EMS templated boards, and (100+) Word and Excel templates explicitly designed for household and project management

  • Links to (10+) introductory Trello training videos

  • (1) Property Board customized with the information outlined above

  • Up to (5) hours of staff onboarding and coaching