Trusted Contractor List
Your vetted trades, on one page. The resource homeowners request most often.
Template pack for real estate professionals
Three client
resources
Ready for your brand. Blank by design.
The layout is done. You supply the local information, your contact details, and two brand colors.
What is in the pack
Useful on closing day—and well after it.
Seasonal Maintenance
Four quarters with starter items. Adjust them for your local climate.
Move-In Resource Sheet
Utilities, services, and essentials for the first week. Build one master per city.
01
How to customize
Make the system yours
Keep it useful, restrained, and easy to update.
Drop in your logo
Replace the placeholder. A mark up to roughly two inches wide should sit comfortably.
Set two colors
One primary for headers and rules, one warm neutral for checkboxes and marks.
Fill the contact block
Name, brokerage, phone, email, and license number—consistent across every sheet.
Save a master
Populate once, keep the editable version, and revise when a local detail changes.
Primary
Secondary
Primary tint
Paper
- Include only contractors you have vetted
- Send move-in sheet at closing
- Send contractor list around day 90
- Send maintenance list at each quarter
- Use one font family
- Protect the white space
- Skip the headshot
- Print a test copy before sending
YOUR LOGO HERE
Homeowner resource
Trusted Contractor List
People I have used and would call again.
Agent nameBrokeragePhoneEmailLicense #
Trades & specialists
| Trade | Business | Contact | Notes |
|---|---|---|---|
| Plumber | Business name | Phone | Why you recommend them |
| Electrician | Business name | Phone | Why you recommend them |
| HVAC | Business name | Phone | Why you recommend them |
| Roofer | Business name | Phone | Why you recommend them |
| Painter | Business name | Phone | Why you recommend them |
| General handyman | Business name | Phone | Why you recommend them |
| Landscaper | Business name | Phone | Why you recommend them |
| House cleaner | Business name | Phone | Why you recommend them |
| Pest control | Business name | Phone | Why you recommend them |
| Appliance repair | Business name | Phone | Why you recommend them |
| Flooring | Business name | Phone | Why you recommend them |
| Window treatment | Business name | Phone | Why you recommend them |
| Garage door | Business name | Phone | Why you recommend them |
| Chimney / fireplace | Business name | Phone | Why you recommend them |
Trusted Contractor List · Page 1 of 3
YOUR LOGO HERE
Homeowner resource
Seasonal Home Maintenance
Four short lists. Twenty minutes a quarter keeps most problems small.
Agent nameBrokeragePhoneEmailLicense #
Spring
March to May
- Clear gutters and downspouts
- Service air conditioning before first use
- Inspect roof for winter damage
- Reconnect and test outdoor faucets
- Check exterior caulk and weather seals
- Add your own
- Add your own
Summer
June to August
- Replace HVAC filters
- Check irrigation coverage and timers
- Clean dryer vent and exhaust ducts
- Inspect deck, fence, and exterior wood
- Trim vegetation back from siding
- Add your own
- Add your own
Fall
September to November
- Clear gutters after leaves drop
- Service the heating system
- Test smoke and carbon monoxide detectors
- Shut off and drain outdoor water lines
- Reverse ceiling fan direction
- Add your own
- Add your own
Winter
December to February
- Flush the water heater
- Check for drafts at doors and windows
- Know where the main water shutoff is
- Watch for ice dams
- Run bathroom fans to control moisture
- Add your own
- Add your own
Annual
- Inspect chimney if you have a fireplace
- Test the sump pump if applicable
- Review homeowners insurance coverage
- Deep clean or reseal exterior surfaces
- Add your own
- Add your own
Seasonal Home Maintenance · Page 2 of 3
YOUR LOGO HERE
Welcome home
Move-In Resource Sheet
Everything worth having in one place during the first week.
Agent nameBrokeragePhoneEmailLicense #
Utilities and services
| Service | Provider | Phone | Account setup |
|---|---|---|---|
| Electricity | Provider name | Phone | Online, in person, or by phone |
| Gas | |||
| Water and sewer | |||
| Trash and recycling | |||
| Internet |
Collection schedule
| Service | Day |
|---|---|
| Trash day | Day of week |
| Recycling | |
| Yard waste | |
| Bulk pickup |
Municipal
| Resource | Details |
|---|---|
| City hall | |
| Permits office | |
| Non-emergency police | |
| DMV | |
| Voter registration |
Nearby essentials
| Resource | Name and cross street |
|---|---|
| Hardware store | |
| Grocery | |
| Pharmacy | |
| Urgent care | |
| Post office | |
| Veterinarian |
First week checklist
- Locate the main water shutoff
- Locate and label the electrical panel
- Change exterior locks
- Test smoke and carbon monoxide detectors
- Update your address with USPS
- Add your own
Move-In Resource Sheet · Page 3 of 3
Vervain Threads for Realtors
Pair practical resources with a lasting closing gift
Thoughtful, gift-ready Turkish cotton throws with agent and brokerage pricing.
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