Property Maintenance Plans

One plan for everything EPM manages outside.

A Property Maintenance Plan turns the exterior services you choose into one coordinated maintenance system—assessed for your property, organized across the year, documented in My EPM and presented as one clear plan investment.

How a plan is built

Start with what you want managed. Build around the actual property.

EPM does not start by forcing every homeowner into the same service bundle. The plan begins with your selected services, then the assessment provides the property facts needed to organize recurring maintenance correctly.

1

Choose what EPM should manage

Select individual services or complete property maintenance during the consultation process.

2

EPM assesses the property

Measurements, counts, access, materials and objective conditions are recorded for the selected scope.

3

Review your plan

Your proposal shows included services, recurring schedule and complete plan investment without exposing internal estimating formulas.

4

Activate in My EPM

Accept the plan, complete payment authorization and move the property into active recurring maintenance.

What the plan coordinates

More than a list of services.

The plan is the operating structure that keeps recurring work, scheduling, account information and customer-visible records connected to one property.

Selected service scope

The services EPM is responsible for maintaining are clearly defined in the plan.

No hidden internal production formulas.

Property-specific assessment data

Measurements, counts and conditions support consistent maintenance planning for the actual property.

Property facts drive the plan.

Annual maintenance schedule

Recurring work is assigned to Service Visits across the plan year according to the maintenance cadence for each service.

Not every service happens every visit.

One plan investment

Customer-facing pricing is presented as the complete Property Maintenance Plan investment rather than internal labor calculations.

Simple for the homeowner.

My EPM

Upcoming visits, completed service history, photos, account information, documents and payments remain connected.

One customer portal.

Corrective work stays separate

Conditions requiring restoration or additional one-time work are identified separately instead of being hidden inside recurring maintenance.

Clear boundary between maintenance and correction.
Annual maintenance schedule

The plan organizes services into recurring Service Visits.

EPM uses a recurring Service Visit framework rather than treating every task as a disconnected appointment. Each property's annual schedule is generated from that customer's activation date while preserving the approved spacing and service-order logic.

Explore the Annual Schedule ›

Example Service Visit rhythm

Visit 1Plan activation anchor and applicable recurring maintenance.
Visit 2Next scheduled maintenance based on the relative 14-day service grid.
Visit 3+Services appear only when their approved maintenance cadence calls for them.
11529 1226
Plan investment & billing

Predictable recurring payment for the maintenance plan.

The customer sees one clear recurring Plan Investment for the approved maintenance relationship. EPM's current billing structure uses prepaid 28-day cycles across the 12-month plan term.

The exact plan price depends on the services selected and the actual property assessment. EPM does not publish internal labor rates, production-minute calculations or margin formulas on customer proposals.

Example account view

Plan Investment$200
Billing cadenceEvery 28 days
Plan term12 months
Payment cycles13 prepaid cycles
AccountManaged in My EPM
Recurring maintenance vs corrective work

Maintain what is maintenance-ready. Correct what is not.

Property Maintenance Plan

  • Recurring, maintenance-ready service scope
  • Scheduled across the plan year
  • One recurring Plan Investment
  • Tracked and documented in My EPM

Corrective / project work

  • Restoration or one-time condition correction
  • Quoted separately when identified
  • Paid separately from recurring maintenance
  • Completed before or alongside recurring activation when appropriate
Included with My EPM

Your property record stays connected after activation.

My EPM is the customer-facing record for the active maintenance plan. It keeps the upcoming schedule and completed service history attached to the same property rather than scattering information across texts, invoices and disconnected appointments.

Open My EPM ›
EPMPlan Active
Next Service VisitExact services scheduled for the upcoming visit.
Annual ScheduleSee the maintenance rhythm across the plan year.
Service HistoryCompleted visits, notes and service documentation.
Payments & DocumentsPlan payment history and customer documents in one place.
Plan questions

What homeowners should know.

Do I have to choose every EPM service?

No. The Property Maintenance Plan is built around the exterior services you select and the property conditions found during assessment.

Does every service happen on every Service Visit?

No. Each service follows its applicable maintenance cadence. Multiple services may be grouped on one Service Visit when the schedule and work make sense together.

Why does EPM separate corrective work from recurring maintenance?

Recurring maintenance is intended to maintain components that are within maintenance-ready condition. Restoration, major neglect or project-level work requires different labor, materials and planning, so EPM identifies it separately.

How is the plan price calculated?

EPM uses standardized internal production, material and estimating rules based on the actual property. Customer proposals show the complete Plan Investment rather than internal labor formulas.

Where can I see my upcoming visits and payment history?

After activation, My EPM keeps your upcoming Service Visits, annual schedule, service history, payments and documents connected to the property.

Ready to build your Property Maintenance Plan?

Choose what you want EPM to manage. We will assess the property and build the recurring maintenance plan around it.

Schedule Your Property Assessment ›