Property Maintenance Plan Guide.
A Property Maintenance Plan is the structure that turns selected exterior services into one recurring maintenance relationship. This guide explains what happens from the moment you choose what EPM should manage through assessment, scheduling, billing and the ongoing My EPM property record.
Understand the plan from beginning to ongoing maintenance.
You decide which parts of the exterior you want EPM responsible for maintaining.
A Property Maintenance Plan does not require every available EPM service. The homeowner selects the services they want managed, and the rest of the plan is built around that selected scope.
This matters because a good maintenance relationship begins with a clear answer to one question: What is EPM responsible for keeping maintained?
EPM assesses the actual property before building the final recurring plan.
The assessment captures the measurements, counts, access, conditions and other objective property facts needed for the selected services. The purpose is not to ask the customer to estimate the work. It is to give EPM enough reliable property information to determine the appropriate recurring maintenance scope.
Depending on the selected services, that can include mowable turf area, shrubs and hedges, landscape beds, exterior surface area, windows, gutters, roof conditions, access considerations and other service-specific facts.
Not every condition belongs inside normal recurring maintenance.
If the property is already at a maintainable standard, the recurring plan can begin around preserving that condition. If a component has severe buildup, overgrowth, deterioration or another condition outside the normal maintenance boundary, that initial work is separated rather than quietly buried inside recurring pricing.
Recurring Maintenance
Work performed on the approved maintenance schedule to preserve the selected component at EPM’s normal maintenance standard.
Corrective / Project Work
One-time work needed because the current condition exceeds normal recurring maintenance scope.
The schedule coordinates recurring work without pretending every service happens at the same frequency.
EPM uses a 26-position Service Visit reference grid. The customer’s activation date becomes Visit 1, and the sequence shifts from there. Individual services are then placed on the appropriate visits according to their approved cadence.
The plan is priced around the selected scope and the actual property.
EPM uses internal standardized estimating logic to determine the work required for the property. Those internal formulas are operational tools, not customer-facing proposal content.
The customer sees the selected recurring services, schedule and complete Plan Investment. Corrective work, when required, remains separate so the recurring price continues to represent normal maintenance.
A 12-month maintenance relationship contains 13 prepaid 28-day billing cycles.
The customer’s approved recurring Plan Investment is charged every 28 days across the 364-day plan year. That creates 13 equal prepaid cycles rather than twelve calendar-month payments.
Upcoming work, history, payments and documents belong to the same property relationship.
My EPM is the customer-facing portal for the active maintenance plan. The customer can see the next scheduled Service Visit, the annual maintenance schedule, completed service history, payments and plan documents in one place.
Activation is the point where the approved plan becomes the property’s recurring schedule.
Once the maintenance plan is accepted and payment setup is complete, the property moves from proposal into active recurring maintenance. Visit 1 is anchored to the customer’s activation/start date, the annual schedule is generated, and the property record continues through My EPM.
Ready to build the plan around your property?
Select the exterior services you want EPM to manage. The Property Assessment gives EPM the property information needed to build the actual plan.