Practical guide / Home Care Workbook 2.1
What needs care next, and what has already been done?
A warranty list can tell you what you own. It does not tell you whether completing a job should move the next due date. This workbook links the asset, explicit rule and completed work so the next review has a reason behind each date.
Your first useful result: Complete a job. See its next due date. Follow the first task
Set the rules
Register assets and jobs with stable IDs; choose the maintenance rule.
Static checks validate links, dates, intervals and amounts.
Review: Confirm each interval for your equipment.
Record completed work
Enter a dated service and actual cost, or a separate repair payment.
Only valid completed entries through the review date affect care history.
Review: Keep future work and estimates separate.
Review the next occurrence
Update Settings and open Jobs and Annual costs.
From completion advances from the last completed job; Fixed calendar retains the original anchor.
Review: Choose what to do or book outside the workbook.
Agree the work before recording it as done.
Compare provider scope, exclusions, price and optional validity. Choose one accepted quote per job; actual completion and paid service history remain separate.
New views include inherited and new input warnings before showing dependent totals.
Review: Keep planned choices separate from actual records.
Check the assumptions.
- 100 assets, 100 jobs, 100 repairs and 500 service entries. One home and one currency per workbook.
- Month-based intervals only. Enter or confirm each interval with the manufacturer or relevant professional. No universal safety guidance.
- Shows the next occurrence of each active job, not every recurrence in a future multi-year calendar.
- Manual records and local reference notes; no reminders, cloud sync, receipt attachments or insurance valuation.
- Review warnings before relying on summaries. Native Excel and other spreadsheet-app compatibility remain unverified.
Keep a copy you can return to.
Keep the supplied clean and example files unchanged. Save your own working file with a useful name, such as home-care-2027-home.xlsx, and keep a dated backup before a large edit. A purchased ZIP is the blank source, not a backup of your entries.
If an input or formula is replaced
Undo the edit while it is still available, or return to a known good backup. If you need a fresh clean file, transfer only your records into its marked input cells and follow the setup guide again. Do not paste whole sheets over the supplied formulas, validations or reference lists. Check IDs, units, dates and linked results against the example before relying on the copy.
When the supplied rows are full
100 home assets · 100 jobs · 500 service entries. Calculation ranges and validations have fixed capacities. A new row below a table does not prove that every linked result includes it.
For a separate period, project or volume, preserve the old workbook and start a named clean copy. If records must carry forward, record exactly which inputs you transfer, preserve their references and compare the opening and closing figures. Avoid copying historical activity as both an opening amount and a new movement. There is no automatic migration between files.
Inspect the workbook before you choose.
View its real sheets and a fictional calculation example.
Explore Home Care WorkbookWritten for version 2.1. Examples describe the supplied workflow; they are not customer results.