Sharing Your Home Health Record

Overview

Your Home Health Record (HHR) is one of the most valuable things Shipshape creates for you. It is a comprehensive, always-up-to-date record of every major system and piece of equipment in your home, along with its age, condition, service history, and monitoring data. But its value goes beyond your own day-to-day use. Sharing your HHR with the right people can save you money, increase your home's value, and make life easier for everyone involved in caring for your property.

Who Should You Share It With?

Service Professionals

When your service professional has access to your HHR, they can see your full equipment inventory, alert history, and past service records before they ever step foot in your home.

Why this matters:

• They arrive prepared with the right parts and knowledge
• No more explaining your home's history from scratch every visit
• They can spot patterns across service visits that you might miss
• Faster, more accurate diagnoses save you time and money

If you are connected to a service professional through Shipshape, they automatically have access to your home's information. No extra sharing step is needed.

Insurance Providers

A well-documented, actively monitored home is a lower-risk home. Your HHR can serve as evidence of responsible home maintenance, which some insurance providers recognize.

How your HHR can help with insurance:

• Demonstrates that major systems are maintained and monitored
• Shows proactive replacement of aging equipment before failure
• Provides documentation of your home's condition at any point in time
• May support claims for premium discounts on homeowner's insurance

To share with your insurance provider, send them a link to your Home Report. The steps are below.

Home Buyers

If you are selling your home, your HHR is a powerful differentiator. Most home sales involve uncertainty about the condition of major systems. Your HHR helps answer those questions.

What a buyer sees in your Home Report:

• Your Home Health Score by category
• The types of systems in your home
• When monitoring started
• How many alerts were caught and resolved
• Your most recent service visits

That kind of record builds buyer confidence.

Tip: Share your HHR with your real estate agent before listing. They can use it as a selling point in the listing description and during showings.

Family Members

If family members help manage your home, like adult children keeping an eye on a parent's property, or a spouse who handles different aspects of home care, you can invite them to view your HHR.

Common scenarios:

• Adult children monitoring an aging parent's home remotely
• A property manager overseeing a rental or vacation home
• A spouse or partner who wants visibility into the home's systems
• A trusted neighbor who watches the house while you travel

Family members with access can see alerts, equipment status, and Home Health Score without needing to manage the account themselves.

How to Share Your Home Health Record

There are two ways to share, both in the Shipshape Home app.

Send a report link

• Open the Menu and tap Share Home Report
• Choose how to send it, like a text or an email
• The link opens your Home Report in a web browser. The person doesn't need the app or an account
• Best for insurance providers, real estate agents, or anyone who needs a quick look

Invite someone to your home

• Open the Menu and tap your home (Edit home details)
• Tap Manage Home Members, then Add Member
• Tap Role and pick one. It starts on Owner, so change it to Family member or Guest if that fits better
• On the Email tab, type their email in lowercase, tap Send Invite, then Confirm & send invites
• Or open the Link tab and tap Share Link, or the QR Code tab to show them a code to scan. For 24 hours, anyone who has the link or code can use it to join your home with the role you picked
• They need the Shipshape app on their phone before they open the invite. If they install it after tapping, have them open or scan it again
• For an email invite, they open the email on their phone, tap Accept Invite, then sign in or create a Shipshape account with the email you sent it to
• A link or QR code works with any Shipshape account, but if you already emailed them an invite, cancel it first. If they're already signed in, have them log out first (Menu, tap their name, then Log Out, or the back arrow on the Create Home screen), then open the link or scan the code and sign back in
• Step-by-step help, including what to do on the Create Home screen: Invite a Family Member
• Best for family members or anyone who needs ongoing access

Only an owner of the home can invite people or create a report link.

Your Service Professional

• If a service professional set up your system, their Shipshape dashboard is connected to your home
• They see your contact details, equipment, alerts, and service history
• To add or change a service professional, contact support

Access Levels

When you invite someone to your home, you pick their role:

• Owner: Full access to the home, including the ability to invite new members.

• Family Member: Full access to the home, but cannot invite new members.

• Guest: View-only access to explore the home without control permissions.

A report link has no levels. Everyone who opens it sees the same Home Report.

Removing Access

You can remove a person you invited at any time:

1. Open the Menu and tap your home (Edit home details)
2. Tap Manage Home Members
3. Tap the person you want to remove
4. Tap Remove Member, then Yes, remove

They will no longer be able to see your home in Shipshape.

For an invite they haven't accepted yet, tap Cancel invitation, then Yes, cancel. Only the person who sent an invite can cancel it. If that's not you, ask them to, or contact support.

To remove or change the service professional connected to your home, contact support. They may keep and use the information they already have.

A report link can't be turned off early. Anyone who has it can open your Home Report for 90 days after you create it, so only send it to people you trust.

What Is Included in a Home Report

A Home Report link shows:

• Your street address
• When monitoring started
• Your Home Health Score by category
• How many alerts were detected and resolved
• The types of systems in your home
• Your last three completed service visits (the date and the type of system)

It doesn't include equipment make, model or serial numbers, names, or your alert history. Someone you invite to your home sees more, depending on their role.

Frequently Asked Questions

Is my data secure when I share it? An email invite only works for the email you sent it to. A link or QR code invite works for anyone who has it, for 24 hours. A report link works for anyone who has it, for 90 days. Keep in mind that the service professional connected to your home can also see your home's data, so they can respond to alerts. Our Privacy Policy explains who else we share information with.

Can I share with multiple people at the same time? Yes. You can have several family members, a service professional, and report links out to your insurance company, all at the same time.

Does sharing cost anything extra? No. Sharing your HHR is included with every Shipshape account at no additional charge.

What if the person I shared with no longer needs access? Remove them at any time under Manage Home Members. For your service professional, contact support.

Can my service professional share my data with others? Your service professional has their own privacy practices, so ask them directly. Our Privacy Policy explains that once your data is shared with another company, that company's privacy policy covers it while they have it, and that service professionals may keep or use your information even if you stop using their services.