Platform Features
From the first scheduled visit to the final invoice, Estate Lookout covers the full workflow of a home watch business — under your brand, on your domain, with your clients logging into a portal that looks like yours.
One Platform, End to End
Everything a home watch business needs to document visits, keep clients informed, and get paid — without juggling five tools.
Feature Details
A closer look at what each part of the platform does for your business.
Visit Scheduling & Documentation
Plan visits on a calendar, walk the property with your phone in hand, and capture everything in one place. Each visit record ties together photos, notes, time, and materials:
- Schedule visits per property — weekly, bi-weekly, monthly, or ad hoc
- Visit types (routine check, storm follow-up, arrival prep, and more)
- Billable time tracking per visit — hourly or per-visit billing
- Materials used logged directly on the visit record
- Weather conditions captured automatically for every visit
- Works great on phones and tablets in the field
Photo Documentation
Photos are the heart of a home watch report. Estate Lookout makes capturing, organizing, and presenting them effortless:
- Drag-and-drop upload with no per-photo or per-visit fees
- Photos organized by property, visit, and date automatically
- Before-and-after comparison slider across visits
- Fast, secure cloud storage with photos embedded in reports
- Attach photos to quotes to document discovered issues
Branded PDF Reports
Every visit becomes a polished, professional report carrying your logo and colors — delivered to your client automatically:
- Your branding on every report — logo, colors, business name
- Photos, notes, visit type, materials, and billable time included
- Weather conditions logged on each report
- Insurance-grade report format with severity ratings and certification
- Automatic email notification when a report is ready
- Full report history available in the client portal
Quotes & Approvals
Found an issue during a visit? Turn it into a documented quote your client can approve from their phone — no more approval-by-text-message:
- Create quotes with line items and photo documentation
- Clients review and approve or decline in their portal
- Record verbal or text approvals when clients prefer the phone
- Quotes linked to the visit and issue that prompted them
- Encrypted vendor directory to track your trusted contractors
- Status tracking from quote through completion
Invoicing & Billing
Get paid without a second software subscription. Estate Lookout turns documented work into branded invoices:
- Branded PDF invoices generated from visits and quotes
- Invoices emailed to clients automatically
- Billable time and materials flow straight onto the invoice
- Accounting integration with Zoho Books
- No markup, no payment-volume fees from us
Encrypted Property Vault
Alarm codes, lockbox combinations, gate codes — the most sensitive data a home watch business holds. The vault is engineered so that we cannot read it:
- AES-256-GCM encryption, the same standard used by the US government
- Client-side encryption: data is encrypted in the browser before it reaches our servers
- Zero-knowledge architecture — Estate Lookout cannot see vault contents
- PBKDF2 key derivation with 600,000 iterations
- Auto-lock after 15 minutes of inactivity
- No plaintext storage anywhere — the database only ever holds ciphertext
Built for Every Stage of Your Business
Same platform, same features, on every plan — pricing scales by property count, not by ambition.
One person, a phone, and a route of properties. Document visits in the field, and reports, notifications, and invoices go out without an office manager. Look like a company twice your size from day one.
Add technicians with no per-user fees. Everyone documents visits the same way, every report carries your brand, and you keep full visibility into what happened at every property.
Hundreds of properties, multiple markets, demanding clients. Multi-property clients, storage that scales, insurance-grade reporting, and a portal experience that helps you win and keep high-end accounts.
Want to see how it would work for your business? We are happy to walk you through it.
Talk to UsReady to Modernize Your Home Watch Business?
Give your clients a branded portal, professional reports, and a painless approval workflow — and give yourself one place to run it all. Start a 30-day free trial, no credit card required.