Living Record
48 documents
Ongoing Property Stewardship
Your Property
Deserves Someone
Looking After It.
Property ownership comes with hundreds of little things to notice, remember, maintain, and follow up on. Heartsez gives you a dedicated HeartSteward who knows your property, helps take care of appropriate details, and keeps track of what has been done — so you spend less time managing it, and more time living your life.
- Someone Who Knows Your Property
- Help With the Little Things — Including Eligible Tasks and Repairs
- More Time. Less to Remember. More Peace of Mind.
Property Stewardship
Your Family Has a Doctor.Your Car Has a Mechanic.Who Looks After Your Property?
We give you our time, so you have more of yours.
Weekends should not be consumed by property-maintenance mental load. A familiar HeartSteward pays attention over time — so you don't have to remember every filter, follow-up, or little thing that keeps your property running smoothly.
Ongoing Property Stewardship
An ongoing relationship with your property.
Through regular Home Wellness Visits and a HeartSteward who learns your property over time, Heartsez helps take care of appropriate little things — and keeps a clear record of what was found, handled, and recommended next.
- Someone familiar with your property
- Help with eligible tasks and maintenance
- Less mental load over time
The technology behind stewardshipYour Living Property Record and Heart help remember the details so you don't have to.
How stewardship unfolds
- Home Wellness Assessment
We get to know your property and establish the stewardship baseline.
- We Look After It
Recurring visits, eligible tasks, and appropriate care keep things moving.
- We Remember
Photos, history, completed work, and next steps stay organized.
- We Guide What Comes Next
Clear recommendations help you know what needs attention next.
- Long-Term Stewardship
Familiarity grows over time — along with confidence and peace of mind.
The longer Heartsez cares for your property, the better understood it becomes.
Familiarity grows over time — and the less you have to carry alone.
The Heart of Stewardship
It's Often the Little Things That Matter Most
HeartSteward Time
Every visit includes dedicated time for the little things — change a light bulb, replace a filter, tighten a handle, or handle the household task you keep meaning to get to.
Someone Who Knows Your Property
Over time, your HeartSteward becomes familiar with your home, your preferences, and the details that matter — a relationship built over years, not appointments.
The Heart remembers the home. The Steward remembers the homeowner.
That relationship begins by understanding the property itself.
Home Wellness Assessment
One visit gives us the starting point.
Before we can look after a property over time, we need to understand it.
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.
What You Leave With
- Systems documented
- Baseline photos
- Property Health established
- Initial priorities identified
Schedule Your Home Wellness Assessment
From there, ongoing stewardship keeps your property understood, documented, and cared for over time.
Property Stewardship
Six Pillars of Property Stewardship
Once the baseline is established, ongoing stewardship keeps your property understood, documented, and cared for over time.
01Home Wellness Monthly Home Wellness Visits
Someone regularly paying attention.
Professional recurring stewardship helps catch small concerns before they become larger, more expensive surprises.
02Property Memory Structured Documentation
You don't have to remember everything.
Photos, notes, work completed, and visit findings become part of your property's permanent record.
03Property Health Property Health
Know how your property is doing.
See how your property's condition changes and improves over time.
04Heart Heart Intelligence
Better context for better stewardship.
Heart connects visits, history, recommendations, and property context to help guide what comes next.
05Your Property's Story Property Timeline
Everything that's happened, in one place.
Visits, recommendations, maintenance, repairs, photos, and improvements build a lasting property history.
06Long-Term Value Resale Readiness
A cared-for property has a story to tell.
Organized maintenance and stewardship records help show how your property has been cared for over time.
Six pillars. One purpose: a property that's understood, cared for, and never left for you to manage alone.
Monthly Home Wellness Visit
Wellness. Aesthetics. Safety.
Someone who knows your property reviews it every month through Wellness, Aesthetics, and Safety (W.A.S.) — a consistent Home Wellness Visit that helps small concerns get noticed, and when appropriate, helped along before they grow.
Wellness
How it functions
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
How it looks
Visible condition is documented consistently so upkeep stays ahead of decline.
- Finish condition
- Cleanliness
- Exterior upkeep
- Visible wear
Preserves appearance and property value.
Safety
How it protects
Safety basics are checked on a recurring schedule — not only when something goes wrong.
- Smoke & CO detectors
- Trip hazards
- Access & egress
- Fire safety basics
Supports a safer, more prepared property.
A monthly visit. Three areas of focus. One goal: a property that's cared for, protected, and never overlooked.
Proof of Stewardship
See what Heartsez actually did.
After every Home Wellness Visit, you receive a clear Home Wellness Report of what was checked, what was found, what was handled or completed, what was photographed, and what should happen next — so stewardship is visible, not left to memory.
123 Main Street
Austin, TX
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 AddedVisible buildup noted. Replacement recommended during the next visit.
Water Heater Connections
DocumentedDry and secure. No visible leaks documented.
Electrical Panel
DocumentedPanel condition photographed and added to the property record.
Exterior Stucco Condition
MonitoringMinor surface wear documented for future monitoring.
Completed During This Visit
- 1 photo
HVAC filter checked
Condition documented for follow-up replacement.
- 1 photo
Smoke detector battery replaced
Battery replaced and detector tested.
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
- Planned
Replace HVAC return filter
Recommended during the next Home Wellness Visit.
- Monitoring
Continue monitoring exterior caulking
Review again during the next seasonal review.
The Technology Behind Better Stewardship
Your property's history, care, and next steps — connected in one place.
Living Property Record
Everything Heartsez learns and does, organized.
- Visits
- Photos & Notes
- Property Facts
- Recommendations & Work
- Clear HistoryWhat happened, when
- Property HealthCondition over time
- Better Next StepsGuided decisions
- Long-Term RecordContinuity of care
The Intelligence Behind Stewardship
Meet Heart. Your property's memory, put to work.
Every visit adds to your Living Property Record. Heart connects that history over time — helping your HeartSteward notice patterns, understand context, and make better-informed recommendations.
Your Property Remembers
- MARHome Wellness VisitReduced airflow noted
- APRHome Wellness VisitReduced airflow noted again
- MAYProperty historyProvides additional context
Visits, photos, maintenance, recommendations, and changes become part of one continuous property history.
Heart Connects the Dots
- March VisitReduced airflow noted
- April VisitReduced airflow noted again
- HVAC Age9 years
- Filter HistoryLast replaced 4 months ago
Heart
Evidence from the Property Record
Heart Recognized
A recurring airflow pattern across multiple visits.
The condition has appeared more than once and may be connected to filter condition or system performance.
- Monitoring
- Remembering
- Recommending
Better Context for Your HeartSteward
Check the HVAC return filter during the next Home Wellness Visit.
Heart helps organize and interpret the property's history. Your HeartSteward remains part of every recommendation.
The Value of Ongoing Care
Every month of care makes property ownership lighter.
Each Home Wellness Visit adds familiarity, completed work, and clearer next steps — so you spend less energy managing your property and more time living your life.
Before ongoing stewardship
- Scattered records
- Reactive repairs
- Unknown history
- Forgotten maintenance
- No shared context
Ongoing stewardship
- We VisitRecurring Home Wellness care.
- We DocumentWhat was found, handled, and recommended.
- We RememberHistory and context accumulate over time.
Consistent care creates accumulating value.
After ongoing stewardship
- Living Property Record
- Proactive maintenance
- Complete care history
- Clear next steps
- Resale readiness
- Property confidence
The longer Heartsez cares for your property, the more complete and useful its history becomes.
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, 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.
Spend less time managing your property. Spend more time living your life.
Who It Serves
Built for property owners who want better visibility, documentation, and ongoing care.
If the relationship and care model resonate, Heartsez is designed for 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 Residences
Everyday properties where prevention, Property Health, and a professional care record matter.
Rental Properties
Remote visibility into condition and Property Timeline history between tenants.
Vacation Properties
Professional monitoring and documentation when you are not on site.
Small Multifamily
Consistent Home Wellness stewardship with structured records across units.
Condos & Townhomes
Interior and accessible systems documented on a recurring schedule.
Luxury Properties
High-touch stewardship with detailed documentation for properties that deserve careful ongoing attention.
The Heartsez Hero Program
Supporting Those Who Serve Our Communities
Heartsez takes care of people who spend their lives taking care of others. Eligible heroes may receive special membership benefits as part of our commitment to making property ownership 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
How Ongoing Stewardship Continues
Membership is how the relationship continues — familiar attention, continuity, and help when needed. Choose the stewardship level that fits your property, then see a clear monthly price based on square footage.
Essential
Foundation Stewardship
5¢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
Complete
Expanded Stewardship
6¢per square foot
Expanded support for homes that benefit from greater coordination, priority, and hands-on stewardship time.
- Everything in Essential
- Priority Scheduling
- HeartSteward Time
- Concierge Enhancements
- 10% Member Discount
Premier
White-Glove Stewardship
7¢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
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.
Choose Your Stewardship Level
Select Essential, Complete, or Premier.
Enter Your Home’s Square Footage
Your monthly price is calculated automatically.
Review and Enroll
Confirm your plan and continue to membership enrollment.
Membership Comparison
Essential → Complete → Premier
Each membership shares the same Heartsez foundation, then expands in access, coordination, and support.
Essential
Foundation Stewardship
The foundation for ongoing care.
A strong fit for homeowners who want recurring stewardship, a clear property record, and consistent Home Wellness care.
Includes
- Living Property Record
- Home Wellness Assessments
- Stewardship Visits
- HomeWatch and seasonal maintenance
- Digital reports and standard scheduling
Your property stays observed, documented, and cared for consistently.
Complete
Expanded CareExpanded Stewardship
More access. More hands-on support.
For homeowners who want everything in Essential, plus greater access, more coordination, and additional HeartSteward support.
Everything in Essential, plus
- Priority scheduling
- HeartSteward Time
- Concierge enhancements
- Higher member savings
More of the coordination and small details are handled for you.
Premier
White-Glove Stewardship
Our highest level of property care.
The most comprehensive Heartsez experience for homeowners who want premium coordination, access, and support.
Everything in Complete, plus
- Highest priority service
- Concierge contractor coordination
- Premium support
- Maximum member savings
The most comprehensive Heartsez experience for homeowners who want us deeply involved.
Every Heartsez membership is built on the same foundation: someone consistently paying attention to your property. Higher membership levels simply give you more access, coordination, and support.
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
We Give You Our Time, So You Have More of Yours.
Schedule your Home Wellness Assessment and begin a stewardship relationship built around peace of mind, familiar help when something comes up, and confidence that the little things aren't being forgotten.
- 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.
No obligation to enroll. Your property record begins with the Home Wellness Assessment.
