Assessment Process
Eight steps, from first click to annual reassessment.
A predictable, unhurried process designed around how homeowners actually make decisions.
Step 01
Book Online
Choose a time that works. Confirmation by text and email.
Step 02
Complete Property Questionnaire
Structure, systems, and household details. Progress saves as you go.
Step 03
AI Preliminary Assessment
Photos and answers analyzed to produce a draft risk profile and scope.
Step 04
On-site Property Evaluation
A methodical walk of structure, landscape, utilities, and access.
Step 05
Comprehensive Digital Report
Scored findings, photography, and costed recommendations as a PDF.
Step 06
Personalized Action Plan
Sequenced by impact and budget across this season and the next.
Step 07
Implementation Guidance
Vendor-neutral support while the work gets done.
Step 08
Annual Reassessment
Re-scored yearly so the plan stays accurate and insurance-ready.
Scroll the timeline horizontally →
Reports
What your digital report contains.
Delivered as a professionally typeset PDF and stored in your client portal for download, sharing with insurers, and year-over-year comparison.
Client Portal
Your property, documented and current.
Secure login for viewing reports, downloading PDFs, paying invoices, updating property information, scheduling reassessments, uploading new photos, and tracking completed recommendations.
Scheduling & reminders
- Live appointment availability with instant confirmation
- Text and email confirmations, plus automated reminders
- Self-service reschedule and cancellation
- Follow-up touchpoints at 30 days, 6 months, and annually