Documentation

Everything you need to know about using DwellScribe

Most Common Tasks

Add Your First Home

Start tracking your property in under 2 minutes

Log Work

Document repairs, maintenance, or improvements

Set Up Reminders

Never miss important home maintenance tasks

Save a Contractor

Build your trusted contractor network

Contents

Getting Started
Features
Advanced
Total: 40 min read

Quick Start Guide

2 min

Get up and running with DwellScribe in just a few minutes:

  1. Sign up for a free account at DwellScribe.com/signup
  2. Add your first home with basic property information
  3. Log your first entry - start with a recent repair or maintenance task
  4. Upload documents - add warranties, manuals, or receipts
  5. Set up reminders for recurring tasks

Creating Your Account

1 min

Setting up your DwellScribe account is quick and easy:

  1. Visit DwellScribe.com/signup
  2. Enter your email address and create a secure password
  3. Verify your email address
  4. Complete your profile with your name and preferences

Adding Your First Home

2 min

Once your account is set up, add your first property:

  • Click "Add Home" from your dashboard
  • Enter a name for your home (e.g., "Main Residence" or the address)
  • Add the property address
  • Optional: Add purchase date, square footage, year built
  • Save and start tracking!

Common Workflows

8 min

Here are the most common ways people use DwellScribe:

When Something Breaks or Gets Fixed

  1. Go to Log → Click Add Entry
  2. Choose category:
    • Repair - Something broke and you fixed it
    • Improvement - You upgraded or renovated something
    • Inspection - You had an inspection done
    • Maintenance - You completed routine upkeep (see note below)
    • Other - Anything else
  3. Add title (e.g., "Fixed leaking kitchen faucet"), date, and cost
  4. Optional: Link to the asset (e.g., "Kitchen Sink"), add contractor, attach photos
  5. Save — now you have a permanent log of what was done

Note: You don't need to log every routine task. If you just want reminders, use Reminders instead (see next workflow). Log work when you want to track costs or document specific work.

Setting Up Recurring Reminders

  1. Go to Reminders → Click Add Reminder
  2. Enter task name (e.g., "Change HVAC filter")
  3. Choose frequency: Monthly, Quarterly, Semi-Annual, or Annual
  4. Optional: Add last completed date if you know it
  5. Save — DwellScribe will track when it's due and show overdue alerts

Tip: When you mark a reminder complete, you'll have the option to log the work with cost details. The next due date is automatically calculated based on the frequency.

Saving a Contractor You Trust

  1. Go to Contractors → Click Add Contractor
  2. Enter name, phone, email, and specialty (e.g., "Plumbing")
  3. Add a rating (1-5 stars) and notes about their work
  4. Save — now you can quickly find them next time you need help

Tip: When logging work, you can link it to a contractor to track who did what.

Tracking a Home Improvement Project

  1. Go to Projects → Click Add Project
  2. Enter project name (e.g., "Kitchen Remodel"), set budget and status
  3. As work happens, log work and link entries to the project
  4. The project page shows total actual cost vs budget
  5. Mark project complete when done

Managing Multiple Properties

  1. Add all your properties from the dashboard
  2. Use the home selector dropdown at the top of any page to switch between properties
  3. Select "All Homes" to see combined data across all properties
  4. Use the Timeline page to see activity across all homes in one view

Tip: Each home has its own log entries, assets, projects, and contractors — they don't mix unless you view "All Homes."

Finding Past Work Quickly

  1. Use the search bar on any page (Log, Assets, Projects, Contractors)
  2. Search by keyword, vendor name, or description
  3. Use Timeline to browse chronologically
  4. Click on any item to see full details and linked information

Managing Homes

4 min

DwellScribe allows you to manage multiple properties from a single account. Each home has its own set of log entries, assets, projects, and reminders.

Adding a Home

  • Click "Add Home" from your dashboard
  • Enter property details (name, address, purchase date, etc.)
  • Add optional information like square footage and year built
  • Save and start logging work

Switching Between Properties

At the top of every page, you'll see a home selector dropdown. Use it to:

  • View one property: Select a specific home to see only its data
  • View all properties: Select "All Homes" to see combined data across your portfolio
  • Quick switching: The dropdown remembers your last selection as you navigate

For Landlords & Multi-Property Owners: Use the Timeline page with "All Homes" selected to see activity across your entire portfolio. This makes it easy to spot which properties need attention.

Sharing Access (Coming Soon)

In a future release, you'll be able to invite family members or property managers to collaborate:

  • Owner: Full access, can manage users
  • Editor: Can create, edit, and delete log entries
  • Viewer: Read-only access

Log

3 min

The Log is the history of everything that happens to your home. Every time work is done, document it here. Entries are organized by category:

  • Repair: Document fixes, what broke, and who did the work
  • Maintenance: Document completed routine upkeep (e.g., filter changed, gutters cleaned)
  • Improvement: Track upgrades and renovations
  • Inspection: Record inspection results and findings
  • Other: Anything else worth documenting

Each entry can be linked to a project, an asset, or a contractor — and can include cost, vendor, and notes. The Log is a permanent record; it captures what happened and when.

Log vs. Reminders: A log entry is a historical record — something that already happened. A reminder is a recurring task for something that needs to happen on a schedule. When you complete a reminder (like changing your HVAC filter), you can also log the work to document costs and details.

Asset Management

3 min

Track all your home's appliances, systems, and equipment in one place. Assets help you remember what you own, when you bought it, and when warranties expire.

What to Track

  • Appliances: Refrigerator, washer, dryer, dishwasher, oven
  • HVAC Systems: Furnace, air conditioner, water heater
  • Home Systems: Roof, garage door opener, sump pump
  • Electronics: Security system, smart thermostat, doorbell camera

Key Information to Store

  • Model and serial numbers (for warranty claims and repairs)
  • Purchase date and warranty expiration
  • Installation date (if different from purchase)
  • Manufacturer and where you bought it
  • Notes about maintenance needs or quirks

Pro Tip: When you log maintenance work (like "Serviced furnace"), link it to the asset. This builds a complete service history for each item — helpful when selling your home or filing warranty claims.

Project Planning

3 min

Projects help you organize and track home improvements from planning to completion. Each project can have a budget, status, and linked records.

How Projects Work

  1. Create a project with a name, budget, and status (Planning, In Progress, Completed)
  2. Link records to the project as work happens — each record can include costs
  3. Track budget vs actual — the project page shows total spent vs budget
  4. Assign contractors to see who's working on what
  5. Mark complete when done to archive the project

Project Statuses

  • Planning: Researching, getting quotes, not started yet
  • In Progress: Work is actively happening
  • Completed: Project is finished
  • On Hold: Paused for now

For Renovators & Flippers: Create a project for each major renovation. As you pay contractors or buy materials, log the work with costs and link entries to the project. This gives you real-time budget tracking and a complete cost history for tax purposes.

Contractor Database

2 min

Build your personal network of trusted contractors. Never lose a phone number or forget who did great work.

What to Store

  • Contact info: Phone, email, website
  • Specialty: Plumbing, electrical, HVAC, general handyman, etc.
  • Rating: 1-5 stars based on your experience
  • Notes: What they're good at, pricing, responsiveness, quality
  • License & insurance: Track credentials for peace of mind

Quick Contact

On the contractor's detail page, you'll see clickable phone and email links — tap to call or email directly from the app.

Pro Tip: When you log work, link it to the contractor. This builds a history of who did what — making it easy to call the same person next time or avoid contractors who didn't work out.

Reminders

3 min

Set up recurring reminders for routine home maintenance. DwellScribe tracks what's due, what's overdue, and when tasks were last completed.

How It Works

  1. Create a task with a title and frequency (weekly, monthly, quarterly, etc.)
  2. Optional: Add the last completed date if you know it
  3. DwellScribe calculates the next due date automatically
  4. When it's time, the task appears in your "Overdue" or "Upcoming" list
  5. Mark it complete — the next due date is automatically set

Common Maintenance Tasks

  • Monthly: Change HVAC filter, test smoke/CO detectors
  • Quarterly: Clean gutters, inspect roof, check sump pump
  • Semi-Annual: Service HVAC system, clean dryer vent
  • Annual: Chimney inspection, water heater flush, septic pumping

Reminders vs Log: A reminder is for something that needs to happen regularly. A log entry is for something that already happened. When you complete a reminder, you can also log the work to document costs and contractor details.

Team Collaboration

2 min

Coming Soon: Team collaboration features are in development and will be available in a future release.

We're building tools to help you work together with family members, property managers, or tenants:

  • Invite users via email
  • Set role-based permissions (Owner, Editor, Viewer)
  • Activity feed showing who made what changes
  • Comment on records to communicate with team members

Data Export

1 min

Your data is always yours. Export it anytime:

  • CSV Export: Download records as spreadsheets
  • PDF Reports: Generate printable home reports
  • Full Backup: Download all data including documents

API Access

2 min

Coming Soon: Public API access is planned for a future release. Stay tuned for updates.

We plan to offer developers programmatic access to DwellScribe data, including:

  • RESTful API with full CRUD operations
  • API keys for authentication
  • Webhooks for real-time notifications
  • Full API documentation

Security & Privacy

2 min

Your data security is our top priority:

  • Encryption: All data encrypted in transit (TLS) and at rest (AES-256)
  • Backups: Automatic daily backups with 30-day retention
  • Access Control: Role-based permissions for shared homes
  • Privacy: We never sell your data or share it with third parties
  • Compliance: GDPR and CCPA compliant

Mobile Access

2 min

DwellScribe works on any device — phone, tablet, or computer. The interface automatically adapts to your screen size.

Using DwellScribe on Your Phone

  • Open your phone's web browser (Safari, Chrome, etc.)
  • Go to your DwellScribe URL and log in
  • All features work the same as on desktop
  • Add to your home screen for quick access (optional)

Common Mobile Use Cases

  • At the hardware store: Look up what filter size you need or what brand you used last time
  • When something breaks: Find your trusted contractor's phone number and call them
  • Meeting with a contractor: Show them past work history or warranty info
  • After work is done: Log the work right away while details are fresh

Need Help?

Can't find what you're looking for? Our support team is here to help.

Contact Support