Toft
Guides for selling your home

Home maintenance records template for selling your house

A good home record answers a buyer's questions before they ask. You don't need special software to make one. You need one page per big item, filled in the same way.

Copy the template below, fill it in for each item, and put the receipts behind it.

The template

For each item in the house, write down:

FieldExample
ItemWater heater
Where it isBasement, next to the furnace
Brand and modelFrom the label on the unit
Serial numberFrom the same label
Installed2019 (or "before we bought in 2014")
Installed byCompany name and phone number
WarrantyWho issued it, what it covers, when it ends
Service historyEach date and what was done ("flushed tank", "replaced anode rod")
How to shut it off"Gas valve on the pipe above the unit"
Notes for the next ownerAnything only you know
Proof attachedInvoice, warranty card, photos

Leave a field blank rather than guess. "Unknown" is honest; a wrong date is a problem later.

Which items to include

Start with these, in this order. They're the items buyers and inspectors look at hardest.

  1. Roof
  2. Heating (furnace, boiler or heat pump)
  3. Air conditioning
  4. Water heater
  5. Electrical panel
  6. Main water shutoff and plumbing
  7. Foundation, basement and drainage (sump pump, gutters)
  8. Windows and exterior (siding, deck)
  9. Appliances that stay with the house

Then add a short page of the small things: which breaker runs what, where the gas shutoff is, which door key fits which lock, the paint colors you used.

Keep a work log too

Next to the item pages, keep a dated list of every job done to the house:

DateItemWhat was doneWho did itCost (optional)
March 2026Water heaterFlushed tankSelf—
October 2025FurnaceAnnual serviceCompany name—

Whether to show buyers what you paid is your choice. Many sellers leave costs out.

What to leave out

Anything a stranger shouldn't have: door and alarm codes, Wi-Fi passwords, insurance policy numbers, account numbers. Hand codes to the buyer at closing, not with your listing.

Paper binder or online

A paper binder works for showings. An online record works better for sending: buyers and their inspector can read it before they visit, and you can update it as you go. Either way, the template is the same.

Records support your seller disclosure; they don't replace it. Disclosure rules vary by state. See Nolo's state-by-state guide.

The easier way

Skip the template. Toft is the template, already built.

ToftHome Report

14 Alder Lane

Big-ticket items

ItemInstalled
RoofOn file: invoice, warrantyAug 2019
FurnaceOn file: service records2015
Water heaterOn file: invoice, warrantyJun 2021

One read-only link. Never shows codes or policy numbers.

Part of a sample Home Report, for a made-up house.

Toft is this template, built for you. Tick what the house has, add each item's age and the work done, and attach receipts and manuals from your phone. Toft turns it into a Home Report: a read-only link for buyers that never shows codes or policy numbers. At closing, hand the whole binder to the buyer.

Free for 30 days. No card to start.