The Smart Homeowner Annual Maintenance Checklist

“Protect your biggest investment—without overwhelm.”

- Steve Nickerson

This annual checklist breaks home maintenance into simple, seasonal actions so nothing gets missed, deferred, or forgotten.

You don’t need to do everything at once. Just follow the rhythm of the year.

How to Use This Checklist

• Tackle each section once per season

• Mark DIY vs Call a Pro honestly

• Keep notes on what you repaired, replaced, or postponed

• Save receipts, photos, and warranties in one folder

Rule of thumb: Small maintenance now prevents expensive repairs later.

SPRING CHECKLIST (Inspect & Reset)

Recover from winter and prep for warmer months.

Exterior

☐ Inspect roof for missing, curling, or damaged shingles (Pro if unsure)

☐ Clean gutters and downspouts

☐ Check siding and paint for cracks or peeling

☐ Inspect foundation for new cracks or moisture

☐ Test outdoor faucets and irrigation lines

Interior

☐ Replace HVAC air filters

☐ Test sump pump and backup battery

☐ Check windows and doors for drafts or damaged seals

☐ Inspect attic for signs of moisture or pests

Safety

☐ Test smoke and carbon monoxide detectors

☐ Review emergency supplies

SUMMER CHECKLIST (Optimize & Protect)

Focus on efficiency, cooling, and outdoor systems.

Systems

☐ Service air conditioning system (Pro recommended)

☐ Inspect electrical panel for corrosion or loose breakers

☐ Check water heater for leaks or rust

Exterior

☐ Power wash siding, walkways, and decks

☐ Seal deck or patio surfaces if needed

☐ Trim trees and shrubs away from roof and siding

☐ Inspect fence condition and gates

Efficiency

☐ Check insulation and ventilation

☐ Review energy usage for unusual spikes

FALL CHECKLIST (Prepare & Prevent)

Get ahead of cold weather before it arrives.

Exterior

☐ Clean gutters again after leaves fall

☐ Inspect chimney and fireplace (Pro recommended)

☐ Seal cracks in driveway and walkways

☐ Store or cover outdoor furniture

Interior

☐ Service heating system (Pro recommended)

☐ Replace HVAC filters

☐ Check caulking around tubs, sinks, and showers

☐ Inspect basement or crawl space for moisture

Safety

☐ Test smoke and CO detectors again

☐ Review heating safety procedures

WINTER CHECKLIST (Monitor & Maintain)

Protect pipes, structure, and indoor systems.

Interior

☐ Inspect pipes for leaks or freezing risk

☐ Keep cabinets open near plumbing in extreme cold

☐ Test water shut-off valve

☐ Monitor humidity levels

Exterior

☐ Remove snow buildup from roof edges if needed (Pro if unsure)

☐ Watch for ice dams or unusual icicles

☐ Clear walkways and steps safely

General

☐ Listen for unusual sounds from heating system

☐ Address small issues before they escalate

Red Flags That Mean “Call a Pro Now”

• Water stains on ceilings or walls

• Repeated breaker trips or flickering lights

• Persistent musty odors

• Cracks that grow or spread

• HVAC systems struggling to maintain temperature

Smart Homeowner Record-Keeping

Keep these in one place:

• Service records and invoices

• Appliance manuals and warranties

• Contractor contact info

• Before-and-after photos

This makes future repairs, insurance claims, and resale easier.

Homeownership isn’t about perfection—it’s about consistency.

A few intentional check-ins each year can add years to your home’s life, protect its value, and reduce stress.

Care compounds.

Want help with any of this?

A trusted local concierge can connect you with vetted professionals, answer questions, and help you stay ahead—without the guesswork.