▶  SEE IT IN ACTION

Watch how it works.

A quick walkthrough of The Homeowner’s Handbook — what it covers, how to set it up, and why it matters before something goes wrong.

Beautiful suburban home with a sold sign in the front yard

“Every home deserves a plan from day one.”

CBF Services, Inc. — Helping homeowners and coaching claims for the past 25 years.
✓ 25 years in the field

Protect Your Biggest Investment Before Something Goes Wrong

The Homeowner’s Handbook gives you a simple, organized system to maintain your home and document everything in one secure place.

One-time purchase Private hosted link No app needed Works in any browser
The Homeowner’s Handbook  ·  CBF Services, Inc. The Homeowner’s Handbook

Home
Handbook

Your complete home guide

SJ

A personal gift from

Sarah Johnson

(619) 555-0100  ·  Keller Williams

“Congratulations on your new home! I’m always just a call away.”
$11K
Avg. water claim
40%
Claims reduced
$3.8K
Avg. savings
Overview
Systems
Maintenance
Inventory
$11,000

Average water damage claimA $20 supply hose replacement could prevent it. Most homeowners don’t know it needs changing every 5 years.

40%

Of claims reduced or deniedDue to poor documentation at claim time. A home inventory changes everything.

$3,800

Average saved at claim timeBy homeowners who had organized records, photos, and serial numbers ready to go.

What’s inside

Everything a homeowner needs, in one place.

Built from 25 years of field experience — we’ve seen what goes wrong, and what prepared homeowners do differently.

🏠

Home Overview

Store your address, closing date, APN, mortgage lender, and all essential property details in one organized place.

Emergency Shut-Offs

Record your water, gas, and electrical shut-off locations with photos. In an emergency, seconds matter.

📋

Maintenance Schedule

A complete checklist of monthly, quarterly, bi-annual, and annual tasks. Stop letting small things become expensive repairs.

🔄

Replacement Planner

Know when your roof, HVAC, water heater, and appliances are due. Plan ahead instead of a $10,000 surprise.

📷

Home Inventory

Document your valuables with serial numbers, photos, and estimated values. The most powerful thing you can do before filing a claim.

📞

Important Contacts

Your utility companies, plumber, electrician, HVAC tech, and insurance agent — all saved and ready when something breaks.

How it works

Up and running in minutes.

No app, no account, no subscription. Click your private link and start.

1

Purchase your edition

Buy once, own it forever. You’ll receive a permanent private link that lives on our servers — open it in any browser, on any device, any time.

2

Fill in your home details

Work through each section at your own pace. Your data is tied to your private link — no login needed, accessible from any device.

3

Use it for years

Return before a claim, a contractor visit, or when you list your home. Your permanent home record.

Choose your edition

Three editions. One handbook.

Whether you’re a homeowner, a realtor, or someone who wants to give the gift of a real plan.

🏠 Homeowner Edition

For the homeowner who wants to be ready.

Everything you need to protect, maintain, and document your most valuable investment — right from day one.

  • Record all your emergency shut-off locations with photos
  • Follow a clear maintenance schedule and plan for future replacements
  • Create a complete home inventory with photos, serial numbers, and values
  • Less stress and faster, smoother claims when you need to file one.
$27

One-time  ·  Private hosted link  ·  Single household license

🔒 Secure checkout via Gumroad
⭐ Realtor Edition · Annual License

The Perfect Closing Gift for Real Estate Professionals

Give your buyers something truly valuable and memorable.

  • Everything in the Homeowner Edition
  • Your professional photo
  • Your office and contact information
  • A personal note from you to your client
  • Unlimited client gifting
  • Annual license — renews at $57/yr
$57

One-time  ·  Annual license · renews at $57/yr

🔒 Secure checkout via Gumroad
🎁 Gifting Edition

For the people you want to take care of.

Whether it’s a new homeowner in the family, a first-time buyer, or someone who just needs a plan — give them something that actually helps. The Gifting Edition lets you add your name, a photo, and a personal message inside their handbook. They’ll see it every time they open it.

  • Everything in the Homeowner Edition
  • Your name & photo on the cover — permanently
  • Personal gift message inside the handbook
  • Recipient gets their own private link by email
  • You get a confirmation with their link
  • One-time gift, permanent record
$57

One-time  ·  Private hosted link  ·  Single gift license

🔒 Secure checkout via Gumroad

Need licenses for your whole team or office?

Team and office packs available — each agent gets their own personally branded copy.

3 agents — $12710 agents — $347Custom — contact us
Contact us
25

Years of hands-on experience

$M+

In claims estimated & restored

100s

Of homeowners helped navigate claims

All

Loss types — small to multi-million

1

Mission: never caught off guard

Who we are

Not adjusters. Not salespeople. A team that’s seen it all.

CBF Services, Inc. and Coaching Claims are not insurance adjusters or public adjusters, and nothing we provide constitutes specific policy or insurance advice. We bring over 25 years of hands-on experience in residential construction — writing mitigation and restoration estimates on claims ranging from small losses to multi-million dollar events.

Coaching Claims exists for one reason: general education. We want homeowners to know how to maintain their most valuable investment, and how property damage claims typically work — so you are never caught off guard when something goes wrong.

— CBF Services, Inc.  /  Coaching Claims

Common questions

Everything you need to know.

A permanent private link that lives on our servers — yours forever. Click it anytime from any device, any browser. No file to store, no app to install, no account to manage. Your handbook is always there when you need it.
Your handbook data saves within your private link, which only you can access. Your home details, contacts, and inventory belong entirely to you. No login required, no third party ever sees your data. Bookmark your private link and return anytime.
When your client first opens their handbook link, your name, brokerage, and contact info are already there — permanently on the cover. You provide those details at checkout and they’re locked into every client copy you send. That info is permanently locked to your copy. Before each new client, you update your personal note — everything else stays locked in.
Yes — one Realtor Edition license covers one named agent for unlimited client gifting. Other agents each need their own license, or your brokerage can purchase a Team or Office pack.
Your handbook lives at a permanent private link — just bookmark it. It works from any device, any browser, anytime. Use the built-in “Save snapshot” feature to export a backup of your data periodically.
No — Coaching Claims is general education, not legal or insurance advice. For specific policy questions, always consult your licensed insurance agent or adjuster.

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