SAMPLE
Williams Residence
📍 1847 Stonecrest Drive · Lee's Summit, MO 64086
♛ Sovereign Preferred
Welcome back, Marcus & Dena
Your Home's Living Record
87
Home Health Score
Assessed June 10, 2026 · Will James
Excellent 2 Watch Items
Area
3,200 ft²
Built
2004
Beds/Bath
4 / 3
📅
Next Scheduled Visit
October 14, 2026
Fall Seasonal Inspection · Will James
Items to Watch
Watch
Gutters — North & East Runs
Moderate debris accumulation noted. Clean before fall leaf season to prevent overflow and fascia damage.
Note
Master Bath — Tub Caulk
Hairline cracking at wall junction above tub deck. Re-caulk recommended within 6 months.
Home Documentation
Rooms & Systems
🍳
Kitchen
1st Floor8 Items ›
Wall Color
SW Agreeable Gray SW 7029
Eggshell · Applied 2021
Paint
Cabinet Color
SW Repose Gray SW 7015
Semi-gloss · Painted cabinets, original doors
Paint
Window Over Sink
36" × 24" · Double-hung
East-facing · White vinyl frame · Original 2004
Window
Refrigerator
Samsung French Door RF28R7351SR
28 cu ft · Stainless · Purchased 2020
Mfr: SamsungModel: RF28R7351SR
Appliance
Dishwasher
Bosch 500 Series SHPM88Z75N
Stainless tub · Purchased 2021
Appliance
Range
GE Profile PGS920BELES
Gas · 30" · 5-burner sealed · Purchased 2019
Appliance
Garbage Disposal
InSinkErator Evolution 200 — ¾ HP
Installed 2021 · Jam-sensing motor
Fixture
Under-Sink Shutoffs
Chrome angle stops · Hot & cold
Both functional · Original 2004 supply valves
Fixture
🛏
Master Bedroom
2nd Floor5 Items ›
Wall Color
Benjamin Moore Pale Oak OC-20
Eggshell · Applied 2022
Paint
Trim & Ceiling
Benjamin Moore White Dove OC-17
Semi-gloss trim · Flat ceiling
Paint
North Window
60" × 48" · Double-hung
White vinyl · North-facing
Window
East Window
36" × 48" · Double-hung
White vinyl · East-facing
Window
Ceiling Fan
Hunter Dempsey 52" — Brushed Nickel
Installed 2020 · Remote included
Fixture
🛁
Master Bathroom
2nd Floor6 Items ›
Wall Color
SW Sea Salt SW 6204
Satin · Applied 2019
Paint
Floor & Shower Tile
12" × 24" Carrara marble-look porcelain
Rectified edge · Installed 2019
Flooring
Shower Valve
Delta Trinsic T14459-SS
Stainless · Thermostatic · 2019
Fixture
Exhaust Fan
Broan QTXE110 — 110 CFM
Replaced 2022 · ENERGY STAR certified
System
Shower Door
Kohler Levity — Brushed Nickel
Sliding bypass · 60" × 62" · 2019
Fixture
Under-Sink Shutoffs
Chrome angle stops — dual-sink vanity
Both functional and accessible
Fixture
🛋
Living Room
1st Floor4 Items ›
Wall Color
SW Accessible Beige SW 7036
Eggshell · Throughout main floor
Paint
Trim & Doors
SW Pure White SW 7005
Semi-gloss · All trim & doors, main floor
Paint
Picture Window
72" × 54" · Fixed casement
West-facing · Wood clad exterior · Original
Window
Window Treatment
Hunter Douglas Cellular Shades
Light filtering · Cordless lift · 2021
Fixture
⚙️
Mechanical / Systems
Basement8 Items ›
HVAC Unit
Lennox 16ACX-060 — 5-ton
Installed 2019 · Last serviced April 12, 2026
Warranty exp: 2029Next service: Oct 2026
System
HVAC Filter Size
20" × 25" × 1" — Replace every 90 days
MERV-8 minimum · Next due September 2026
System
Water Heater
Rheem 50-Gal ProSeries MH50245-2
Natural gas · Installed 2020 · Est. replacement 2030
Set temp: 120°FCapacity: 50 gal
System
Main Water Shutoff
Basement — NE corner, red handle
Ball valve · Tested operational · 2 turns to close fully
General
Electrical Panel
Square D 200-Amp — Garage north wall
Fully labeled · No double-tapping observed · Original 2004
System
Sump Pump
Wayne CDU980E — ¾ HP
Replaced 2023 · Battery backup: APC BN1500M2
System
Smoke & CO Detectors
Kidde 10-Year Sealed Battery — 6 units
Hardwired w/ backup · Replaced 2022 · Next replace 2032
General
Roof
Owens Corning Duration — Charcoal
Replaced 2021 after hail event · 30-year warranty · Excellent condition
General
🚗
Garage
1st Floor3 Items ›
Door Opener
Chamberlain B2405 — ½ HP
Wi-Fi belt drive · Installed 2021 · Ultra-quiet
System
Exterior Accent Paint
SW Tricorn Black SW 6258
Satin · Garage door, front door, shutters · 2022
Paint
Service Door
Therma-Tru Fiber-Classic — 36" × 80"
Steel frame · Schlage B60N deadbolt · Original 2004
General
Visit History
Assessment Reports
Home Health Assessment
June 10, 2026 · Will James, Specialist
87/100
Duration
2 hrs 45 min
Scope
Full Assessment
Areas Inspected
All — 9 spaces
Items Documented
34 items
Roof & Exterior
Grade A
Roof replaced 2021 — Owens Corning Duration, excellent condition. Gutters functional but moderate debris on north and east runs. Cleaning recommended before fall. North soffit shows minor paint chipping, cosmetic only.
HVAC & Mechanical
Grade A
Lennox 5-ton unit operating well. Filter replaced during visit (20"×25"×1"). Water heater 6 years old and functioning correctly. Sump pump tested and operational with battery backup confirmed.
Plumbing
Grade A
All shutoffs located, labeled, and tested. No active leaks. Master bath tub caulk showing hairline cracking at wall junction — plan to re-caulk within 6 months, no moisture intrusion observed yet.
Electrical
Grade A
200-amp Square D panel fully labeled, no double-tapping observed. GFCI outlets confirmed in all wet locations. All 6 smoke/CO detectors tested positive. Next replacement cycle 2032.
Foundation & Structure
Grade A
No settling cracks observed. Basement walls dry and clean. Sump pit clear. Grading slopes away from foundation on north and south. East side could benefit from minor regrade over time — not urgent.
Interior
Grade A–
Master bath tub caulk: hairline cracking at wall junction, no water damage observed. North exterior soffit paint chipping — cosmetic. Both noted for follow-up at October visit.
Documentation Collected This Visit
All paint colorsWindow dimensions HVAC specs & historyFilter size Appliance modelsWater heater Roof recordsElectrical panel Sump pumpSmoke detector status
Your Specialist
Always Here
WJ
Will James
Sovereign Home Specialist · Kansas City
● Responds within 24 hours
Have a question about your home? Need to know the filter size, the paint color in the dining room, or when your water heater is due for service? Your specialist has the full history of every system in your home.
Emergency Contact
(816) 223-1315
Available for urgent home situations