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What Does a Quarterly Home Maintenance Visit Include

November 1, 2025 · Planned Home Maintenance

The most common question new Planned customers ask is a simple one: what exactly do you do when you come out? It's a fair question, and the honest answer is that it depends on which quarter we're in — because the checklist changes with the season. Every visit follows a defined checklist matched to the time of year, so the work that gets done is always the highest-impact maintenance task for that season.

Here's a complete breakdown of what each quarterly visit covers.

Q1 — Spring Visit (March–May)

The spring visit is the most comprehensive of the year because you're coming out of winter and into the active season. The checklist covers: HVAC filter replacement; AC coils and condensate drain inspection and cleaning; exterior weatherproofing check (door seals, window caulking, foundation checks); gutter cleaning; attic vents and fans inspection; and smoke and carbon monoxide detector testing with battery replacement.

The AC coil and condensate drain service is the spring item most homeowners skip without a plan — and the one that tends to cause expensive water damage when neglected. Condensate drain lines clog with algae and debris over the winter when the AC isn't running, and the first hot day reveals the clog when water backs up into the air handler.

Q2 — Summer Visit (June–August)

The summer visit focuses on appliances and interiors: dryer vent cleaning; range hood filter and grease trap cleaning; refrigerator coil cleaning; garage door balance and lubrication check; drywall and paint touch-up assessment; and HVAC filter replacement.

Dryer vent cleaning is the safety item on this list. Lint buildup in dryer vents is one of the most common causes of residential fires in the U.S. Most Utah homeowners have never had their dryer vents professionally cleaned. The summer visit is when we do it — and in most cases, the amount of lint we clear out would concern any homeowner who saw it.

Q3 — Fall Visit (September–November)

The fall visit is time-sensitive. You're preparing the home for winter, and the deadline is the first hard freeze. The checklist covers: furnace tune-up; weatherstripping inspection and replacement assessment; irrigation system blowout; gutter cleaning (post-leaf drop, which requires a separate pass from the spring clean); and HVAC filter replacement.

The furnace tune-up is the cornerstone of the fall visit. A furnace going into a Utah winter without a service is a real risk — not just for efficiency, but for safety. Ignitors, heat exchangers, and burners all need to be checked and cleaned before the heavy season starts.

Q4 — Winter Visit (December–February)

The winter visit focuses on deep cleans and plumbing: water heater flush; plumbing P-trap cleaning (sinks, showers, tubs); interior caulking inspection and re-application in bathrooms and kitchen; attic vents and fans check for heat loss; deep cleaning of oven, dishwasher, and washing machine; and HVAC filter replacement.

The water heater flush is the most impactful item here. Utah's hard water means sediment builds up faster than in most states, and an annual flush is the single best thing you can do to extend your water heater's service life.

What's Included Across All Plans

All plan tiers — Minimum, Planned, and Signature — follow the same seasonal checklist. The Minimum plan at $225 per quarter is designed for townhomes, condos, and smaller homes, and covers the essential interior systems. The Planned plan at $399 per quarter is the most popular option and includes the full interior and exterior checklist. The Signature plan at $599 per quarter adds window cleaning three times per year and priority scheduling.

After every visit, regardless of plan, you receive a photo report showing what was done. This isn't a summary — it's a visual record of the work, so you can see exactly what your home's systems looked like at each quarterly checkup. The same crew shows up every quarter, which means the person inspecting your furnace in fall has seen it in spring. That continuity matters in ways that a one-time contractor visit simply can't replicate.

Planned Home Maintenance

Quarterly home maintenance for Utah County and Salt Lake County homeowners. Set pricing, the same proven checklist every visit, no upsells.

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Get Your Home on a Plan