Home Score
78
Good Condition
Total Visits
14
Since Jan 2022
Open Items
3
Needs attention
Next Visit
Jun 14
Quarterly walkthrough
Home Condition
Current Score
78
Overall Status
Good Condition
Action Items
Maintenance Priorities
Exterior Drain Clearing
High priority · Risk of water intrusion
HVAC Filter Replacement
Seasonal · Due before June 1
Master Bath Caulking
Moderate · Refresh recommended
Roofline Fascia Monitoring
Watch item · No action yet
Garage Door Lubrication
Preventative · Annual task
Recent Activity
Last Visit Summary
Spring Walkthrough — March 22, 2026
Your home is in generally good condition. HVAC showed normal wear. Water heater is within expected service window. Three items noted for seasonal follow-up. Overall your home is performing well heading into summer.
Your Home
2417 Oak Crest Drive
Overland Park, KS 66213 · Built 2004 · Brick & Frame
Core Systems
System Status
HVAC — Carrier Central
Installed 2018 · Filter: 16x25x1 · Last service Feb 2026
Filter Due
Water Heater
40 gal tank · Installed 2019 · Anode rod last checked 2024
Good
Electrical Panel
200A Siemens · Last inspection 2023 · No issues noted
Good
Drainage & Gutters
6" K-style gutters · Leaf guard present · Drain clearing needed
Action Needed
Safety Devices
7 smoke detectors · 2 CO units · All tested Mar 2026
Good
Roof & Exterior
Architectural shingles · Est. 2018 · Fascia: early weathering
Watch
Key Locations
Shutoffs & Access
Main Water Shutoff
Utility room — east wall, behind water heater
Gas Shutoff
South exterior wall near meter · requires tool
Electrical Panel
Utility room — west wall, labeled and accessible
Attic Access
Master closet ceiling hatch — pull-down ladder
Maintenance Schedule
Annual Calendar
Spring — April / May
HVAC service · gutter clear · AC prep · exterior check
Summer — June / July
Irrigation check · deck inspection · pest prevention
Fall — September / October
Furnace prep · gutter clear · caulk review · winterize
Winter — December / Jan
Pipe protection · snow guard · safety device check
Care Record
Visit History
Mar
22
2026
Quarterly Walkthrough
Spring Assessment Visit
Full 47-point review completed. HVAC filter flagged for seasonal replacement. Master bath caulking showing wear. Exterior drain clearing identified as priority item. All safety devices tested and operational. Overall home condition rated Good (78/100).
Dec
10
2025
Quarterly Walkthrough
Winter Preparation Visit
Furnace tested and confirmed operational. Pipe insulation checked in utility room. Weather stripping on front and garage door refreshed during visit. Attic vent reviewed for winter readiness. No new major concerns identified this visit.
Sep
08
2025
Quarterly Walkthrough
Fall Transition Visit
Gutters cleared and downspout extenders confirmed. AC unit wrapped for seasonal storage. Exterior caulking refreshed at two window frames. Minor drywall patch completed in hallway near master stairs. Smoke detectors all tested and passed.
May
17
2025
Home Care Support
Between-Visit Support Call
Light fixture replacement in master bathroom. Bathroom exhaust fan cleaned and confirmed working. Cabinet hinge adjusted in kitchen (pantry door). Garage door lubricated per annual schedule. Duration: 2.5 hours.
Mar
20
2025
Quarterly Walkthrough
Spring Walkthrough Visit
Full seasonal assessment completed. HVAC serviced and filter replaced. Exterior drainage confirmed clear. Deck boards reviewed — two showing minor wear, noted for long-term monitoring. Score improved from 74 to 80 since last fall visit.
High Priority
1
Needs scheduling
Medium Priority
2
Seasonal attention
Watch Items
4
Monitor over time
Completed (YTD)
7
Items resolved
Immediate Attention
High Priority Items
Exterior Drain Clearing
Risk of water intrusion at foundation grade · Flagged: March 22
Storm drain at northeast foundation corner showing debris blockage. Recommend clearing before summer rain season to prevent water pooling near foundation.
Seasonal Attention
Medium Priority
HVAC Filter Replacement
16×25×1 filter · Due: June 1 · Every 90 days
Master Bath Caulking Refresh
Shower surround · Minor cracking noted at corners
Long-Term Monitoring
Watch Items
Roofline Fascia — Northwest Corner
Early weathering · Monitor annually · No immediate action
Two Deck Boards — South Side
Minor surface checking · Sealed last year · Will monitor
Water Heater Anode Rod
Unit is 7 years old · Rod should be replaced at 10 years
Garage Floor Sealer
Last sealed 2021 · Recommend re-sealing 2027
Completed This Year
Resolved Items
Weather Stripping — Front & Garage Door
Completed Dec 2025
Smoke Detector Battery Replacement — All 7
Completed Dec 2025
Gutter Clear — Fall Season
Completed Sep 2025
Concierge Response Within 24 Hours
Submit a Service Request
Your Requests
Request History
In Progress
Exterior Drain Clearing
James R. confirmed. Scheduling around your preferred window — expect confirmation within 24 hours.
Completed
Light Fixture & Cabinet Hinge Repair
Master bathroom fixture replaced, pantry cabinet hinge adjusted. Garage door lubricated per annual schedule.
Completed
Hallway Drywall Patch
Small hole near master staircase patched and primed. Touch-up paint provided by homeowner. Clean result.
Your Records
Home Documents
Assessment Reports
Spring 2026 Assessment Report
Winter 2025 Assessment Report
Spring 2025 Assessment Report
Home Records & Documentation
Sovereign Home Profile — 2417 Oak Crest
2026 Seasonal Maintenance Schedule
Membership & Billing
Member Agreement — Sovereign Preferred
Current Plan
Preferred
Sovereign Preferred
Monthly Rate
$79
Per month
Member Since
Jan 2022
4+ years
Next Renewal
Jun 1
Auto-renews
Your Membership
Plan Details
Sovereign Preferred
Your home, actively managed.
Active · Monthly billing · Renews June 1, 2026
✦
Quarterly seasonal walkthroughs (4/year)
✦
Dedicated specialist — James R.
✦
Proactive recommendations between visits
✦
Annual stewardship planning session
✦
24-hour concierge access
Payment History
Recent Charges
May 1, 2026 — Monthly Membership
May 17, 2025 — Home Care Support
April 1, 2026 — Monthly Membership
August 3, 2025 — General Repair
March 1, 2026 — Monthly Membership