What home records should I keep?
Keep system inventory and data plate photos, a dated service log, warranties, permits, contracts, and receipts for capital improvements.
Last reviewed 2026-07-15
The test of a home record is whether you can produce the right document during a service call or a claim, not whether the documents exist somewhere.
Some receipts may matter for tax basis when you sell. Confirm what applies to you with a qualified tax professional.
What to check first
- Data plate photos for HVAC, water heater and appliances
- Dated entries for every service visit and repair
- Warranty documents with expiry dates
- Closed permits and inspection reports
- A backup or export of the whole record
When to call a professional
- You need to research permit history with the municipality
- Documentation must be reconstructed for an insurance claim