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Ongoing Property Stewardship

Your PropertyDeserves SomeoneLooking After It.

Heartsez provides proactive home stewardship — a dedicated professional who visits regularly, documents what changes, handles eligible minor tasks, and helps protect your largest investment while giving you more time and peace of mind.

  • Regular Property Stewardship
  • Minor Tasks Handled During Visits
  • A Living Record of Your Property

A Better Way to Care for Your Property

Your Family Has a Doctor.Your Car Has a Mechanic.Who Looks After Your Property?

Most property services begin after something breaks.

Heartsez works differently.

Ongoing Property Stewardship

An ongoing relationship with your property.

Through regular Home Wellness Visits, structured documentation, and a professional who learns your property over time, you gain visibility into what changed, what needs attention, and what should happen next.

  1. Home Wellness Assessment

    We get to know your property inside and out.

  2. We Document

    Every detail, system, and condition is recorded.

  3. Heart Remembers

    We track history, changes, and patterns over time.

  4. Smart Recommendations

    We recommend what is needed, when it matters.

  5. Long-Term Stewardship

    Your property stays healthy, protected, and prepared.

The longer Heartsez cares for your property, the better understood it becomes.

Connected Stewardship

How your property care connects.

Monthly visits, photos, technician notes, Property Facts, service requests, recommendations, and health scores feed one living property record — giving you better visibility, better prevention, better documentation, and better decisions over time.

  • Monthly VisitsRegular cadence
  • Photos48 documented
  • Technician Notes
  • Property Facts
  • Service Requests
  • Recommendations
  • Better VisibilitySee what changed
  • Better PreventionAct before damage
  • Better DocumentationA living record
  • Better DecisionsClear next steps
  • Property Health91 /100 Excellent
  • Resale ReadinessEvidence when it matters

Every visit, photo, note, system record, and recommendation strengthens the same living property record — not a folder of scattered updates.

Home Stewardship

The Six Pillars of Property Stewardship

Recurring visits, transparent documentation, property intelligence, health tracking, timeline history, and resale readiness — connected through proactive care that protects your home.

  • Monthly Home Wellness Visits

    Professional monthly stewardship so small issues do not become expensive surprises.

  • Structured Documentation

    Photos, notes, and checklist results are permanently recorded after every visit.

  • Property Health

    A measurable score that helps you understand how your property is doing over time.

  • Heart Intelligence

    Identifies patterns across visits and recommends proactive next steps.

  • Property Timeline

    A complete history of every visit, recommendation, photo, and improvement.

  • Resale Readiness

    Organized maintenance records that help tell the story of how your property has been cared for over time.

Monthly Home Wellness Visit

Wellness. Aesthetics. Safety.

Your property is professionally reviewed every month through Wellness, Aesthetics, and Safety (W.A.S.) — a consistent Home Wellness Visit, not an ad-hoc walkthrough.

Wellness

Your property's systems are reviewed every month so performance issues are caught early.

  • HVAC airflow
  • Moisture & humidity
  • Plumbing function
  • System performance

Helps prevent expensive repairs.

Aesthetics

Visible condition is documented consistently so upkeep stays ahead of decline.

  • Finish condition
  • Cleanliness
  • Exterior upkeep
  • Visible wear

Preserves appearance and property value.

Safety

Safety basics are checked on a recurring schedule ? not when something goes wrong.

  • Smoke & CO detectors
  • Trip hazards
  • Access & egress
  • Fire safety basics

Supports a safer, more prepared property.

After Every Home Wellness Visit

See exactly what was checked, documented, and recommended.

After every Home Wellness Visit, you receive a clear Home Wellness Report of what was reviewed, what changed, what was completed, and what should happen next. Photos, observations, recommendations, and follow-ups become part of your Living Property Record.

123 Main Street

Austin, TX

Home Wellness Visit

July 20, 2026

Property Steward · Mike Heartsez

CompletedVisit #647 minutes
94Property Health
6Areas Reviewed
4Photos Added
2Follow-Ups

What Was Reviewed

Wellness
Good
  • HVAC airflow reviewed
  • Plumbing function checked
  • Moisture conditions normal
Aesthetics
Good
  • Exterior condition documented
  • Visible wear reviewed
  • Entry area clean and maintained
Safety
Good
  • Smoke and CO detectors checked
  • Access and egress reviewed
  • No immediate safety concerns identified

Photo Documentation

  • HVAC Return Filter
    Recommendation Added

    July 20, 2026 · Home Wellness Visit

    Visible buildup noted. Replacement recommended during the next visit.

  • Water Heater Connections
    Documented

    July 20, 2026 · Home Wellness Visit

    Dry and secure. No visible leaks documented.

  • Electrical Panel
    Documented

    July 20, 2026 · Home Wellness Visit

    Panel condition photographed and added to the property record.

  • Exterior Stucco Condition
    Monitoring

    July 20, 2026 · Home Wellness Visit

    Minor surface wear documented for future monitoring.

Completed During This Visit

  • HVAC filter checked

    Condition documented for follow-up replacement.

    1 photo
  • Smoke detector battery replaced

    Battery replaced and detector tested.

    1 photo

Observations

  • HVAC airflow trend

    HVAC airflow was slightly lower than the previous visit.

  • Water heater connections

    Water heater connections remain dry.

  • Exterior caulking

    Exterior caulking should continue to be monitored.

Recommended Next Steps

  • Replace HVAC return filter

    Recommended during the next Home Wellness Visit.

    Planned
  • Continue monitoring exterior caulking

    Review again during the next seasonal review.

    Monitoring

This visit has been added to your Living Property Record.

  • 4 photos documented
  • 3 observations added
  • 2 follow-ups created
  • Property Health updated to 94

Living Property Record

Your property's chronological history.

Every visit, photo, note, recommendation, and completed task is added to the timeline — a professional record that accumulates month by month.

Property TimelineMaintenance history · Property memory
  1. Jan 8Home Wellness Assessment completed
  2. Jan 9Property Profile Created
  3. Feb 12Home Wellness Visit
  4. Feb 12HVAC Filter Checked
  5. Mar 14Smoke Detector Battery Replaced
  6. Apr 10Heart Noticed Airflow Trend
  7. May 8Property Health Improved
  8. May 8Photos Added
  9. May 9Recommendation Created
100%Visit capture

Documentation

Structured records from every Home Wellness Visit and Home Wellness Assessment.

  • Summaries
  • Photos
  • Checklists

Every visit creates a structured record.

5 moLiving record

Property memory

A complete picture of your property's condition and history over time.

  • Timeline
  • Health
  • Insights

The record becomes more valuable over time.

24/7Portal access

Visibility

Access your maintenance history anytime through the customer portal.

  • Timeline
  • Health
  • Heart

Homeowners can understand their property at any time.

Heart Intelligence

Heart turns property history into useful understanding.

Heart quietly reviews property history, Home Wellness Visits, photos, technician notes, health scores, and recommendations to identify patterns that deserve attention.

Heart connects your property's history, condition, and recommendations — not as a chatbot or generic AI assistant, but as property intelligence that supports stewardship.

Heart does not replace people. It helps the team caring for your property see patterns sooner, remember more, and recommend next steps with evidence and confidence.

  • Quietly Observant

    Heart reviews the record in the background without demanding the homeowner's attention.

  • Evidence Before Advice

    Every insight is connected to visits, photos, notes, systems, health scores, or property history.

  • Human-Guided

    Heart supports the property steward. It does not replace professional judgment, personal care, or human accountability.

Heart does not replace the person caring for your property. It helps them see more, remember more, and act sooner.

The Value of Ongoing Care

Your property becomes better understood every month.

Every Home Wellness Visit adds another layer of knowledge, documentation, and care. Over time, Heartsez replaces uncertainty and scattered records with a clear history of what changed, what was completed, and what should happen next.

Before ongoing stewardship

  • Scattered records
  • Reactive repairs
  • Unknown history
  • Forgotten maintenance
  • No shared context

Ongoing stewardship

  1. Monthly Home Wellness Visits
  2. Documentation
  3. Property Memory
  4. Heart Intelligence
  5. Recommended Next Steps

Consistent care creates accumulating value.

After ongoing stewardship

  • Living Property Record
  • Proactive maintenance
  • Complete care history
  • Clear next steps
  • Resale readiness
  • Property confidence

After the Home Wellness Assessment

  • Property baseline established
  • Systems and facts documented
  • Initial recommendations created

After 6 Months

  • Recurring observations
  • Visit history and photos
  • Early patterns emerging

After 1 Year

  • Complete seasonal history
  • Stronger maintenance context
  • Organized documentation

Over Multiple Years

  • Comprehensive care history
  • Evidence of completed maintenance
  • Deeper property understanding
  • Fewer expensive surprises

    Recurring observations help identify concerns earlier, before small issues become larger disruptions.

  • Better-informed decisions

    Recommendations are supported by property history, documentation, system context, and evidence from real visits.

  • A stronger property story

    Years of documented care create a clear record for maintenance planning, ownership transitions, and future resale.

The longer Heartsez cares for your property, the more useful, organized, and valuable its history becomes.

The Heart of Stewardship

It's Often the Little Things That Matter Most

Most home service companies arrive with a checklist. They complete the work, pack up their tools, and head to the next appointment.

We believe home stewardship should feel different.

That's why every Heartsez visit includes dedicated HeartSteward Time—a reserved portion of the appointment that belongs to you.

Use it for the small chores, personal requests, or everyday household tasks that would make your life a little easier. Your Steward is already there, already knows your home, and is ready to help.

Sometimes, the greatest value isn't another Home Wellness Visit.

It's simply knowing there is someone you can ask.

A Heartsez Steward speaking with a homeowner at the entrance of her home while reviewing the visit together.

HeartSteward Time

Every Heartsez visit includes dedicated time reserved for the little things you want done around your home.

Change a light bulb. Replace an air filter. Move patio furniture. Tighten a cabinet handle. Help with the household task you have been meaning to get to.

It's your time, and it's part of the personal care that makes Heartsez different.

Meet Your Steward

Your Steward is more than a service professional.

Over time, they become familiar with your home, your preferences, and the details that matter to you.

Supported by The Heart and your Living Property Record, every visit becomes more informed and more personal than the last.

It's a relationship built over years—not appointments.

The Heart remembers the home. The Steward remembers the homeowner.

Property Story

A Property Story Worth Keeping.

Every Home Wellness Visit becomes part of something much larger than a maintenance record.

Photos, observations, recommendations, completed work, and property history become one organized story that grows over time.

Years from now, you will know what happened, when it happened, and how the property was cared for — without relying on memory.

The value is not one report. The value is continuity.

Whether you are planning maintenance, answering contractor questions, sharing responsibilities with family, or preparing to sell years from now, the information is already organized.

Property Story

123 Main Street

Austin, TX

Living Record

Property Foundation

  • Verified Property Profile
  • Property Facts
  • Equipment and System History

Ongoing Care

  • Home Wellness Visit Summaries
  • Complete Visit Timeline
  • Photo Documentation
  • Completed Work

Understanding and Next Steps

  • Property Health History
  • Heart Insights
  • Maintenance Recommendations
  • Service Documentation

Care Continuity

  1. Jan 2025Home Wellness Assessment completed
  2. Mar 2025HVAC system documented
  3. Jun 2025Home Wellness Visit completed
  4. Sep 2025Recommendation addressed
  5. Jan 2026Property Health improved
  6. Jul 2026Care record updated
  • Always organized

    Every visit, observation, photo, and completed task becomes part of the same property history.

  • Easy to understand

    The property's history is clear, chronological, and connected instead of scattered across messages and receipts.

  • Easier to maintain

    Know what was completed, what is being monitored, and what should happen next.

  • Easier to communicate

    Share a professional care history with contractors, family members, future owners, or buyers when needed.

Heartsez preserves and organizes the facts of how a property has been cared for. It does not guarantee property value, sale price, third-party assessment outcomes, or buyer decisions.

A well-cared-for property is not remembered because of one Stewardship Visit. It is remembered because every visit became part of the same story.

Peace of Mind

Peace of mind comes from knowing your property.

Most property problems do not begin as emergencies. They begin as small changes no one notices, records, or follows up on. Heartsez creates a recurring system for understanding what changed, what needs attention, and what has already been taken care of — proactive care that protects your largest investment and gives you more time.

Reactive Ownership

The property is remembered only when something needs attention.

Without an ongoing record, important details often live across receipts, memory, messages, and contractor notes.

  • Scattered records
  • Forgotten maintenance
  • Limited property history
  • Questions without context

Stewarded Ownership

The property is understood through an ongoing record.

Monthly visits, documentation, property history, and Heart recommendations create one connected view of the property's condition and care.

  • Monthly visibility
  • Organized documentation
  • Clear next steps
  • One connected property history
  • Know what changed
  • Know what matters
  • Know what comes next
  • Know your property's story

Home Wellness Assessment Complete

123 Main Street

Austin, TX

Baseline Created
7Systems Documented
18Baseline Photos
82Property Health Baseline
4Initial Recommendations

Property Profile Created

  • Property Facts
  • HVAC
  • Plumbing
  • Electrical
  • Water Heater
  • Roof
  • Irrigation

Baseline Documentation

  • Exterior condition

    Baseline Photo · July 20, 2026

    Documented
  • HVAC system

    Baseline Photo · July 20, 2026

    Documented
  • Electrical panel

    Baseline Photo · July 20, 2026

    Documented
  • Water heater

    Baseline Photo · July 20, 2026

    Documented

Property Health Baseline

82/100

Established during Home Wellness Assessment

  • Wellness
  • Aesthetics
  • Safety

Initial Priorities

  • Replace aging HVAC filterPlanned
  • Monitor exterior caulkingMonitoring

Your Property Timeline has started.

  • Home Wellness Assessment added
  • Property Profile created
  • Baseline photos saved
  • Initial recommendations recorded

Home Wellness Assessment

Your property record begins with one comprehensive visit.

The Home Wellness Assessment establishes the baseline every future Home Wellness Visit builds upon. We document the property, its systems, current condition, and initial priorities — then create the Living Property Record.

It is onboarding for the property, not a repair call.

  • Understand the property

    We document Property Facts, major systems, equipment, access details, and current condition.

  • Establish the baseline

    We capture photos, record safety conditions, initialize Property Health, and identify the first priorities.

  • Start the Living Property Record

    The first timeline events, visit summary, recommendations, and future care context are created.

Who It Serves

Built for property owners who want better visibility, documentation, and ongoing care.

Primary residences, luxury properties, vacation properties, rental properties, condos, townhomes, and small multifamily properties where supported. Additional property types may be supported as Heartsez expands.

Primary focusEveryday stewardship

Primary Residences

Everyday properties where prevention, Property Health, and a professional care record matter.

Between tenants

Rental Properties

Remote visibility into condition and Property Timeline history between tenants.

Away from site

Vacation Properties

Professional monitoring and documentation when you are not on site.

Multi-unit

Small Multifamily

Consistent Home Wellness stewardship with structured records across units.

Shared systems

Condos & Townhomes

Interior and accessible systems documented on a recurring schedule.

The Heartsez Hero Program

Supporting Those Who Serve Our Communities

Heartsez is proud to recognize the people who dedicate their lives to serving others. Eligible heroes may receive special membership benefits as part of our commitment to making homeownership simpler, more transparent, and less stressful.

  • Active-duty military
  • Veterans
  • Police officers
  • Firefighters
  • Teachers
  • Nurses
  • EMTs

Thank you for the sacrifices you make every day. Serving those who serve our communities is one small way we can give back.

Hero eligibility and benefits are confirmed during enrollment.

Property Stewardship Memberships

Membership Built Around Your Property

Choose the stewardship level that fits your home, then see a clear monthly price based on your home’s square footage—simple, transparent, and easy to understand.

Essential

Foundation Stewardship

per square foot

Dependable home stewardship for homeowners who want consistent visibility, documentation, and care.

  • Living Property Record
  • Home Wellness Assessments
  • Stewardship Visits
  • HomeWatch
  • Seasonal Maintenance
  • Digital Reports
  • Standard Scheduling
  • 5% Member Discount
Explore This Membership

Premier

White-Glove Stewardship

per square foot

The highest level of Heartsez support for homeowners who want premium coordination and responsiveness.

  • Everything in Complete
  • Highest Priority
  • Concierge Contractor Coordination
  • Premium Support
  • 15% Member Discount
Explore This Membership

Transparent Pricing

How Your Membership Price Is Calculated

Choose the stewardship level that best fits your home and the level of support you want. Your monthly membership price is then calculated using your home's square footage.

  1. Choose Your Stewardship Level

    Select Essential, Complete, or Premier.

  2. Enter Your Home’s Square Footage

    Your monthly price is calculated automatically.

  3. Review and Enroll

    Confirm your plan and continue to membership enrollment.

Designed for Different Properties

A Stewardship Level for the Way Your Property Lives

Each membership shares the same Heartsez foundation, then expands in support, priority, and member savings. Your monthly price is calculated from your home's square footage.

Essential

Foundation Stewardship

A strong fit for homeowners who want a clear foundation of ongoing visits, records, and home wellness care.

Essential keeps your home observed, documented, and cared for consistently—with the transparency to understand what changed and what comes next.

  • Living Property Record
  • Home Wellness Assessments
  • Stewardship Visits
  • HomeWatch and seasonal maintenance
  • Digital reports and standard scheduling

Complete

Expanded Stewardship

Designed for homeowners who want everything in Essential, plus priority access and more hands-on support.

Complete builds on Essential with priority scheduling, HeartSteward Time, and concierge enhancements that keep care moving smoothly.

  • Everything in Essential
  • Priority scheduling
  • HeartSteward Time
  • Concierge enhancements
  • Higher member savings

Premier

White-Glove Stewardship

The highest-touch Heartsez experience for homeowners who want premium coordination and support.

Premier includes everything in Complete, then adds highest priority, contractor coordination, and premium support around your home.

  • Everything in Complete
  • Highest priority service
  • Concierge contractor coordination
  • Premium support
  • Maximum member savings
Clear stewardship levels. Transparent square-footage pricing.

Simple, Transparent Pricing

Your stewardship level determines the care and support included in your membership. Your home's square footage determines the monthly price, so you can clearly understand how your membership is calculated.

Choose Your Stewardship Level

Select Essential, Complete, or Premier, then enter your home's square footage to see your monthly membership price before you enroll.

Questions Homeowners Ask

Everything you may want to know before getting started.

Heartsez is a different approach to property care. These are the questions homeowners most often ask about visits, repairs, documentation, Heart intelligence, and the Home Wellness Assessment.

No. A traditional home inspection is generally a one-time transaction. Heartsez provides ongoing home stewardship through recurring Home Wellness Visits — Wellness, Aesthetics, and Safety (W.A.S.) reviews that document changes and build a Living Property Record over time.

Still have questions?

We are happy to walk you through how Heartsez would work for your property.

Begin professional stewardship

Schedule Your Home Wellness Assessment

Take the first step toward monthly visibility, documented care, and property stewardship that grows smarter with every visit.

Response time
Within 1 business day
Onboarding
Home Wellness Assessment included
Commitment
No obligation to enroll
  • Home Wellness Assessment onboarding
  • Property record from day one
  • No obligation to enroll

Prefer email? hello@heartsez.com

Request your Home Wellness Assessment

  • A short intake form — no account or payment required.
  • A Heartsez technician will contact you to confirm details.
Schedule Your Home Wellness Assessment

No obligation to enroll. Your property record begins with the Home Wellness Assessment.