Who is UtilitySheet for?
UtilitySheet is built for transaction coordinators, real estate agents, listing support staff, and teams that need a faster, cleaner way to collect seller utility information and share it before closing.
FAQ
Answers about seller utility forms, utility sheets, and closing workflows
These are the questions transaction coordinators, agents, and support teams tend to ask before they adopt UtilitySheet as part of their real estate process.
Frequently asked questions
Can I use one link for every property?
Yes. Your seller link is reusable, so you can add it to your email signature, text templates, or closing checklist and use it across transactions.
What is the Advanced Utility Packet?
Advanced Utility Packet mode adds optional transition details like lawn care, irrigation, security, service providers, mailbox details, and access notes so the final handoff is more complete.
Does the seller need an account or app?
No. Sellers open a secure link on their phone, confirm their utility providers, and submit the form without creating an account or downloading anything.
How does PDF delivery work?
When the seller submits, UtilitySheet can automatically attach the finished utility sheet PDF to the completion email, so the file is ready to review and share right away. If you later update the live info sheet in the dashboard, future PDF downloads reflect those changes, but previously emailed attachments stay as sent snapshots.
Can I edit a submitted info sheet?
Yes. Submitted info sheets can be edited after seller submission on Pro and Team plans. Editing happens inside the authenticated dashboard, seller and public links stay read-only after submission, and future PDF downloads reflect the latest saved version. In Team workspaces, any teammate who already has access to the request can make updates.
How do provider suggestions work?
UtilitySheet suggests likely utility providers based on the property address. Sellers can confirm the suggestion, search for another provider, or enter one manually.
What happens if I hit the free plan limit?
Additional submissions are still saved. If they are locked because of the free-plan limit, they unlock automatically after you upgrade. Editing submitted sheets is reserved for Pro and Team workspaces.
How long does it take to get started?
Most users can sign up, grab their reusable seller link, and send their first request in a minute or two.
Not sure where to go next?
These pages answer the most common follow-up questions.