On-boarding Questionnaire

The following questionnaire is meant to be a quick and consolidated way for Coda to collect basic contact, household and home information. Coda Managed Homes considers the information you provide confidential and will not share it unless we receive prior approval to do so.

Address
Name(s)
Desired primary contact (if any)
Contact 1:
Name
Number
Phone
Email
Contact 2:
Name
Number
Phone
Email
Emergency Contact:
Family Information
Please list names of any children, pets, nannies, housekeepers or anyone else who is regularly in your home:
House codes / keys
**All private information such as passwords, codes and access information is saved within a secure app called Keeper and never distributed outside of our core team. Please describe how Coda can access your home when you are not present. (I.e. door access codes or location of hidden keys, etc.)
Please list any known time restrictions that you do not want Coda or any of our subcontractors to visit your home (for example regular scheduled appointments you have at your house, etc.)
Please list any known time restrictions that you do not want Coda or any of our subcontractors to visit your home (for example regular scheduled appointments you have at your house, etc.)
Please list any passwords throughout your home that would be helpful for Coda in servicing your home (i.e. Wifi, Smarthome, etc.)
Please list any passwords throughout your home that would be helpful for Coda in servicing your home (i.e. Wifi, Smarthome, etc.)
Any contractors
Please list any contractors that you would prefer to continue working with.
Do you have any saved product manuals, warranties, etc. that Coda can have access to?
- Yes
- No
Do you have any blueprints / floorpans of your home that you can provide to Coda?
- Yes
- No
If yes and in digital form, please send to annie@codahome.com or attach here.
*Please include plans showing septic system location if available
File Upload
Drop files here or

Max. file size: 512 MB.
Do you know when the last time your septic was pumped (for Weston only):
Are there any further details you’d like to provide us about your house or relevant documents you can provide that will allow Coda to better understand and service your home?