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Personal, Pets & Events · FREE PREPARATION PACK

Home-check visit, authorized-task and issue-escalation handoff workbook

A home-check proposal becomes difficult to compare when visit frequency, authorized rooms, mail and packages, visible observations, alarms or utilities, privacy, repairs and emergency contacts are treated as one open-ended task. This helpful preparation resource from PickYourPro.ai creates one neutral Property A brief so each provider can explain the same visit, authority and escalation assumptions.

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Preparation and proposal comparison only; not home security, surveillance, emergency response, property management, inspection, maintenance, repair, utility, insurance, postal, pet-care, health, safety, contract or legal advice. Do not diagnose, enter prohibited areas, operate unfamiliar systems or authorize repairs from this workbook. The owner and selected provider must define access, authority, emergency and privacy procedures privately.

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How to use this resource

Use neutral labels such as Property A, Visit A, Zone A and Contact A. Keep the address, names, travel dates, keys, alarm details, access codes, camera locations and emergency information in a secure owner-to-provider handoff. List observation and reporting tasks only. Do not ask a sitter to diagnose a condition, enter a prohibited area, operate unfamiliar systems, perform a repair or share private details in a public request.

Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.

01

MAP PROPERTY A AND VISIT A

Use neutral labels. Keep addresses, travel dates, keys, codes, camera locations and contacts outside.

02

SEPARATE TASKS, PRIVACY AND ESCALATION

Record authority and handoff questions. Do not diagnose conditions or direct repairs here.

03

CHECK HOME-CHECK READINESS

Tick what is organized. These checks do not create an inspection, repair or emergency-response plan.

04

QUESTIONS FOR THE HOUSE SITTER

Record the answer and where it appears in the proposal or service plan.

05

COMPARE THE SAME PROPERTY A BRIEF

Use Provider A and B. Clarify unlike visit, authority or reporting assumptions before comparing proposals.

USE IT RIGHT NOW

House Sitting preparation checklist

  • Describe Property A with a neutral label and keep the address and travel dates private.
  • Define Visit A frequency, time window, duration and missed-visit escalation.
  • List authorized zones, prohibited areas and observation-only tasks.
  • Separate mail or package arrangements from sitter responsibilities.
  • State privacy boundaries for cameras, documents, visitors and communications.
  • Identify Contact A, backup contact and owner-authorized service-provider routes privately.
  • Define urgent, non-urgent and no-action reporting categories without diagnosing conditions.
  • Agree on visit confirmation, observation notes, exception records and return handoff.

Questions for the house sitter

  1. Which visit windows, zones and observation-only tasks are included?
  2. What access, privacy and prohibited-area boundaries will you follow?
  3. How are mail, packages, visitors and separately authorized providers handled?
  4. What observation triggers an owner contact, backup contact or emergency route?
  5. What authority do you have, and what always requires owner approval?
  6. What visit confirmation, notes, exceptions and final handoff will be provided?

Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.

A CLEARER NEXT STEP

Ready to hear from pros?

Create an account on PickYourPro.ai only if you choose, then start a House Sitting request for periodic home checks. Share the same non-sensitive Property A visit, authorized-task and escalation brief so participating pros can compete with proposals. Compare visit windows, task boundaries, privacy, reporting, approval limits, issue escalation, records, exclusions and fit. A private access, contact, emergency, property and provider-readiness discussion may be needed before service.

Start a new request ↗

Participation and availability vary. A private access, contact, emergency, property and provider-readiness discussion may be needed before service.

Keep the useful part.

The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.

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More help with your next step

Read the house sitting planning guide ↗Explore scope and buying decisions alongside this preparation pack.Browse free client resources ↗Find printable worksheets and questions for other services.

Official references and scope

These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 30, 2026. This pack has not been independently reviewed by a licensed specialist.

  • USPS: Hold Mail service ↗

    Official USPS information checked October 30, 2026. It provides an owner-managed route for pausing mail delivery; this workbook keeps postal arrangements separate from sitter duties and stores no confirmation or identity details.

  • Ready.gov: Family Emergency Communication Plan ↗

    Official Ready.gov planning worksheet checked October 30, 2026. It supports collecting and sharing primary and alternative contacts; this workbook uses neutral contact roles and leaves private contact details to a secure handoff.

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