ON-LINE PROPERTY ASSET SYSTEM AND METHOD

• US 20120047082A1
• Filed: 08/17/2011
• Published: 02/23/2012
• Est. Priority Date: 08/17/2010
• Status: Abandoned Application

• Current Assignee: HomeZada, Inc.
• Original Assignee: HomeZada, Inc.
• Inventors: Bodrozic, John
• Application Number:
  US13/212,040
• Publication Number:
  US 20120047082A1
• Time in Patent Office: Days
• US Class Current: 705/314
• CPC Class Codes: G06Q 50/16 Real estate
• CPC Class Codes: G06Q 50/163 Real estate management

Abstract

A system and method for managing a home/property is disclosed in which the assets of a home/property may be managed. The assets may include location assets (e.g., a location of the property or house such as the backyard or first floor), fixed assets (e.g., equipment that is typically sold with a house/property such as a furnace) and furnishing assets (e.g., assets that a owner will typically take when the house/property is sold such as a billiards table or a television).

Claims

1. An property asset system, comprising:

a store containing a plurality of assets associated with a property, each asset being one of a fixed item asset and a possession asset, where both assets are contained within spaces and each space is a physical location in one of on the property and within a house, the fixed item asset is a property asset that is embedded into the property and the possessions asset is an asset that is removable from the property when sold;

an asset managing unit that permits a user to assign a maintenance plan to an asset;

wherein the asset managing unit further comprises a project system that tracks one or more property projects, a to do item system that manages to do items for the property project, a dashboard system that provides the user with a overview of the plurality of assets associated with the property, and a directory of businesses that can work on the property projects.

2. The system of claim 1, wherein the store contain a set of electronic records for each asset associated with a property.

3. The system of claim 1 further comprising one or more computing devices that are capable of accessing and interacting with the asset managing unit over a link.

4. The system of claim 3, wherein each computing device is one of a smartphone, a personal computer, a tablet computer, a terminal, a laptop computer, a mobile device, a pocket PC device, a mobile phone and a mobile email device.

5. The system of claim 4, wherein the tablet computer and the smartphone each further comprises an application executed by a processing unit of one of the tablet computer and the smartphone that interacts with the asset managing unit.

6. The system of claim 1, wherein the property is one of a single family home, a townhouse, a condominium, an estate, a ranch, an office building and wherein each property has one or more spaces and each asset is assigned to a space in the property.

7. The system of claim 6, wherein when a user creates a new property of a particular type including the number of bedrooms and bathrooms and the system is pre-populated based on the type of property with spaces, fixed item assets, and possession assets so the user does not have to manually enter each fixed item asset and possession asset into the system.

8. The system of claim 1, wherein each asset has a set of attributes that comprises one or more of an equipment manual, a serial number, the manufacturer'"'"'s name, a warranty expiration date, a date of purchase and an initial cost of purchase.

9. The system of claim 8, wherein the set of attributes further comprises one of an electronic picture of the asset, a video of the asset and documents associated with the asset.

10. The system of claim 8, wherein each asset item can be setup to interface with an appropriate third party internet control interface thus providing a portal to view such asset from within the system.

11. The system of claim 1, wherein the asset managing unit further comprises a to do item system that tracks to do items associated with the property.

12. The system of claim 11, wherein the to do item system automatically generates to do items based on a property checklist with a scheduled frequency and an ad hoc to do item.

13. The system of claim 12, wherein the to do item system associates each to do item with an asset of the property and a person to complete the to do item.

14. The system of claim 1, wherein the asset managing unit further comprises a news and alerts system that generates news and alerts for a user of the system, the news and alerts are one of a reminder, an inventory suggestion, a property checklist suggestion, a home safety tip and a product tip.

15. The system of claim 1, wherein the asset managing unit further comprises an administrative system that maintains a set of attributes of the property and permits third party access to a particular part of the property record.

16. The system of claim 1, wherein the asset managing unit further comprises a community system to share information between the users of the asset managing system, wherein sharing information further comprises one of sharing a community property checklist, publishing contact information of a service provider, providing a referral to a service provider, creating a virtual neighborhood watch, showing a map with other users of the asset managing unit and generating incident reports.

17. The system of claim 1, wherein the asset managing unit further comprises a property checklist system that generates a property checklist for the property which in turn generates to do items.

18. The system of claim 15, wherein the administrative system transfers a set of property information and fixed asset information for the property from a seller to a buyer when the property is sold.

19. The system of claim 15, wherein the administrative system does not transfer the personal possession inventory items.

20. The system of claim 15, wherein the administrative system allows the user to merge the transferred set of property information and fixed asset information with the personal possession inventory items.

21. The system of claim 15, wherein the administrative system allows the user to make their property publicly available to share information when the user desires to sell their home

22. The system of claim 21, wherein the system allows the user to make a property, its spaces and its fixed item assets publicly available to view from prospective buyers while still maintaining the user'"'"'s privacy of their possession items.

23. The system of claim 1, wherein the system allows authorized affiliate partners to create properties and their associated assets and maintenance plans and then transfer these properties to their home owner customers for ongoing use and management of their property.

24. The system of claim 1, wherein the system allows the user to manage design items, budget items, commitments items, and financial information for home improvement projects within the property.

25. The system of claim 24, wherein the system allows the user to link design items within a project to existing spaces, fixed item assets, and possession item assets as well as automatically create new spaces, fixed item assets, and possession item assets.

26. The system of claim 1, wherein the system allows within one customer account the ability to manage multiple properties.

27. The system of claim 1, wherein the systems allows multiple users access to the same customer account and thus allows all the users of a family household to share the property checklist calendar.

28. An property asset management method, the method comprising:

storing, for a plurality of assets associated with a property, as asset record each asset being one of a fixed item asset and a possession asset, where both assets are contained within spaces and each space is a physical location in one of on the property and within a house, the fixed item asset is a property asset that is embedded into the property and the possessions asset is an asset that is removable from the property when sold;

assigning, using an asset managing unit, a maintenance plan to an asset;

tracking, using a project system, one or more property projects;

managing, using a work order system, work orders for the property project;

providing, using a dashboard system, a overview of the plurality of assets associated with the property; and

providing a directory of businesses that can work on the property projects.

29. The method of claim 28, wherein the property is one of a single family home, a townhouse, a condominium, an estate, a ranch, an office building and wherein each property has one or more spaces and each asset is assigned to a space in the property.

30. The method of claim 28 further comprising creating a new property of a particular type including the number of bedrooms and bathrooms and the store is pre-populated based on the type of property with spaces, fixed item assets, and possession assets so the user does not have to manually enter each fixed item asset and possession asset into the store.

31. The method of claim 28, wherein each asset has a set of attributes that comprises one or more of an equipment manual, a serial number, the manufacturer'"'"'s name, a warranty expiration date, a date of purchase and an initial cost of purchase.

32. The method of claim 31, wherein the set of attributes further comprises one of an electronic picture of the asset, a video of the asset and documents associated with the asset.

33. The method of claim 31, wherein each asset item can be setup to interface with an appropriate third party internet control interface thus providing a portal to view such asset from within the method.

34. The method of claim 28 further comprising providing a to do item system that tracks to do items associated with the property.

35. The method of claim 34, wherein the to do item system automatically generates to do items based on a property checklist with a scheduled frequency and an ad hoc to do item.

36. The method of claim 35, wherein the to do item system associates each to do item with an asset of the property and a person to complete the to do item.

37. The method of claim 28 further comprising generating, using a news and alerts system, news and alerts for a user of the system, the news and alerts are one of a reminder, an inventory suggestion, a property checklist suggestion, a home safety tip and a product tip.

38. The method of claim 28 further comprising maintaining a set of attributes of the property and permitting third party access to a particular part of the property record.

39. The method of claim 28 further comprising sharing, using a community system of the asset managing unit, information between the users of the asset managing method, wherein sharing information further comprises one of sharing a community property checklist, publishing contact information of a service provider, providing a referral to a service provider, creating a virtual neighborhood watch, showing a map with other users of the asset managing unit and generating incident reports.

40. The method of claim 28 further comprising generating a property checklist for the property which in turn generates to do items.

41. The method of claim 28 further comprising transferring a set of property information and fixed asset information for the property from a seller to a buyer when the property is sold.

42. The method of claim 41 further comprising maintaining personal possession inventory items when the property is sold.

43. The method of claim 28 further comprising allowing the user to merge the transferred set of property information and fixed asset information with the personal possession inventory items.

44. The method of claim 28 further comprising allowing the user to make their property publicly available to share information when the user desires to sell their home

45. The method of claim 28 further comprising allowing the user to make a property, its spaces and its fixed item assets publicly available to view from prospective buyers while still maintaining the user'"'"'s privacy of their possession items.

46. The method of claim 28 further comprising allowing authorized affiliate partners to create properties and their associated assets and maintenance plans and then transfer these properties to their home owner customers for ongoing use and management of their property.

47. The method of claim 28 further comprising allowing the user to manage design items, budget items, commitments items, and financial information for home improvement projects within the property.

48. The method of claim 47 further comprising allowing the user to link design items within a project to existing spaces, fixed item assets, and possession item assets as well as automatically create new spaces, fixed item assets, and possession item assets.

49. The method of claim 28, wherein the system allows within one customer account the ability to manage multiple properties.

50. The method of claim 28, wherein the methods allows multiple users access to the same customer account and thus allows all the users of a family household to share the property checklist calendar.