See it in action
One contractor invoice. Own & Maintain turns it into everything below — the ledger entry, the filed receipt, the tax-basis line, the vendor, the warranty. You never retype a thing.
Hilltop Roofing
Invoice #2211 — full roof replacement — PAID
📄 roof-invoice-2211.pdf✦ Own & Maintain reads it and files everything ✦
Ledger entry
Full roof replacement
Hilltop Roofing · June 2, 2026 · filed under Improvements
drafted for you — you tap Confirm
Tax basis
+ $18,400.00
Cost basis rises to $631,300.00 — money back at sale
counts only after you confirm
Receipt filed
roof-invoice-2211.pdf
Stored in Documents, attached to its entry forever
the proof, kept with the fact
Classification
Suggested: capital improvement
"Invoice marked PAID; full replacement — a betterment."
a suggestion with its reason — your tax pro decides
Vendor
Hilltop Roofing
On file with the work they did, for the next time you need them
read from the letterhead
Warranty
30-year shingle warranty
Noted from the invoice and filed under Warranties
so it exists when you need it
Try it live — no signup Start free
Or explore the full sample home ↓
A sample home
Austin, TX 78704 · purchased June 2024 · below is its whole record, the way a real Own & Maintain looks
For your review
Every document the AI reads becomes a draft like this one — visible only to you until you confirm it.
For your review — nothing counts until you confirm it
Replaced water heater — Rheem 50gal
2026-08-15 · Repair · $1,850.00 · ACME Plumbing · work performed
"Invoice marked PAID; replacement of an existing unit — suggested as repair, your tax pro decides."
Confirm DismissThe ledger
Every repair, service visit, purchase, and improvement — with the receipt attached to each one.
2026-08-15 · Repair
Replaced water heater — Rheem 50gal · ACME Plumbing · $1,850.00 · receipt
2026-06-02 · Improvement · Capital
Full roof replacement — 30-yr architectural shingle · Hilltop Roofing · $18,400.00 · receipt
2026-04-18 · Service
HVAC spring tune-up, both units · CoolFlow A/C · $249.00 · receipt
2026-03-30 · Warranty
Dishwasher — 3-year extended warranty · Bosch · receipt
2026-03-28 · Purchase
Dishwasher — Bosch 800 series · Home Depot · $1,149.00 · receipt
2025-11-09 · Improvement · Capital
Kitchen remodel — cabinets, quartz counters, island · Meridian Builders · $27,900.00 · receipt
2025-09-21 · Service
Gutter cleaning + downspout reroute · ClearFlow · $325.00 · receipt
2025-07-12 · Repair
Fence — replaced 3 storm-damaged panels · Lone Star Fencing · $610.00 · receipt
The payoff
Confirmed capital improvements raise the cost basis — here, $46,300.00 on top of the purchase price. At sale or tax time, one click downloads the schedule for a CPA, receipts and all.
↓ Download for your CPA (CSV) — dates, vendors, amounts, receipts on file
Yours, forever
The whole record — every document, every entry — exports as one ZIP with a page that opens forever: no internet, no account, no Own & Maintain. At closing, it is the handoff you give the buyer.
📦 own-and-maintain-bluebonnet-2026-09-03.zip
open-me.html · record.json · files/ (34 documents)
Own & Maintain · by ShopProp
Free for ShopProp clients — AI included. Back to the front page