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StepWhat to do
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1) Update property & vehicle specifics
Open 'Household Reference' and fill exact locations (main water shutoff, breaker box, filter sizes).
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2) Verify frequenciesIn 'Home Maintenance' & 'Vehicle Maintenance', tweak 'Frequency' notes if needed (e.g., Quarterly → Monthly).
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3) Enter last completed datesAdd realistic 'Last Completed' dates; adjust 'Next Due' or let reminders calculate.
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4) Assign helpersUse 'Assigned To' for friends, family, or vendors. Keep 'Local Contacts' up to date.
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5) Use colors as cuesRED = overdue; YELLOW = due within 30 days; GREEN = reminder date reached.
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6) Keep contacts currentWhen you hire someone, add them with notes on pricing, licensure, and response times.
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Tip:Change dates to match reality; conditional colors will guide you automatically.
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