Elizabeth DodsonCo-Founder | Business Development | Sales & Marketing, HomeZada · Co-Founder, HomeZada | Redefining Homeownership with AI | Digital Home Management & Property

How to Use HomeZada to Review and Plan your Home Maintenance Spending

14 Sept 2016 · 2 min

Watch on YouTube

1:53

In this tutorial, the presenter demonstrates how to use HomeZada’s Maintenance Dashboard to track and manage home maintenance and repair expenses. The walkthrough shows how to record completed tasks—both preventative and fix‑it—by entering each job (e.g., gutter repair, refrigerator compressor replacement, pool sweep replacement, yard fertilization) along with its cost. The speaker then shows how to generate a printable summary of these tasks. By navigating to the Reports > Maintenance tab, the user can view a visual dashboard that charts monthly maintenance spending for the fiscal year, see a table summarizing total annual costs (e.g., $4,600 for the current year), and compare spending across previous years (e.g., $6,000 in 2010). The tutorial also highlights the ability to break down expenses by category—preventative versus fix‑it—and displays the cumulative amount spent since owning the home ($22,000). The overall message emphasizes that consistently logging maintenance work in HomeZada provides clear insight into home‑related financial outlays, aiding budgeting and planning.

Chapters

Keeping track of your home's maintenance and repair costs is an important part of your overall home financial management. From the Maintenance Dashboard, let's go to the Completed Tasks menu at the top. And it's a good practice to save all the tasks, whether they're preventative or fix-it tasks, that have a cost associated with it. So you can see here in my sample, we've got to— we've got some tasks that had to fix some gutters, we had to fix a compressor in the refrigerator. Spent some money on some air conditioning filters, had to replace a pool sweep, fertilize the yard. You can see all these tasks kind of spread out across the year, and all of them had some costs associated with it. In the upper right, I can go and get a quick little printout of this. But if you also go to the main dashboard here and choose the dashboard function, and then choose the reports menu here, and then choose the maintenance tab. You can see that Homesota is going to give you a visual dashboard over your entire monthly maintenance costs throughout the fiscal year. So you can see here how much I've spent through all the different months, and if I scroll down below that, you can see an entire table that says your maintenance cost was about $4,600 for this particular year. And if you use Homesota consistently, you can come back and look at any previous year. So let's say you want to look at what was your spending a couple years ago in 2010. Again, the system's going to show you all that different spending, and you spent a little bit more on maintaining your house, and that was $6,000 a year. You can also choose a different report and look at the type of maintenance costs. So we know that there's preventative costs like cleaning and maintenance and yard work, but also there's fix-it costs for things that break and repair. And you can see that since you've owned this home, you've spent $22,000 on various categories of maintenance and repair costs. So hopefully you can see how easy and important it is to keep track of your maintenance and repair costs using Homesata. Thanks.