FAQ
Plans, seller forms, PDFs, and everything in between. Find the answers here.
UtilitySheet is built for transaction coordinators, real estate agents, listing admins, support staff, and teams that need a repeatable way to collect seller utility information and share a clean utility sheet. Use it at listing intake, under contract, or as closing approaches, from either side of the transaction.
Yes. UtilitySheet creates a reusable seller link for your workspace. Add it to your seller welcome email, listing checklist, closing-prep email, or text templates, and sellers can start by entering the property address. If different transactions need different questions, you can save a separate seller form for each, and every form has its own reusable link.
Yes. Each saved seller form has its own name, reusable link, question settings, Branding Profile, and an optional short introduction for the seller. The free plan includes one customizable form per workspace. Pro includes up to ten per workspace, and Teams includes up to ten per member. Pick a form when you create an individual request, or share its link directly. You can duplicate, pause, and resume forms, and editing a form never changes requests that sellers have already started.
Yes. On every plan you choose which utilities are included, whether sellers are asked about an HOA or condo association, and whether the electric meter number is collected. You can set these on a saved form or change them for a single request. Pro and Teams add Property Handoff Packet mode with its optional sections and per-question controls. A built-in preview shows exactly what the seller will see before you send anything.
Yes, on every plan. Seller forms ask whether the home is part of an HOA or condo association. No or Not sure is one tap. If the seller answers Yes, the form collects the association name, management company, contact name, phone, and email, dues, and where dues are paid or documents are found. The answers appear on the web sheet and the PDF. The question is on by default and you can turn it off for a form or for a single request.
Whenever it fits your process. Listing teams can include it in a seller welcome email or listing checklist, or send it directly to the seller before closing. Buyer-side coordinators can ask the listing agent to forward the link to the seller, so the seller fills in the details. If you collect details early, review the sheet before you share it, since providers or access details can change before closing.
Property Handoff Packet mode collects utilities, home systems, access details, and service-provider information in one seller handoff. It adds optional sections for lawn and snow care, irrigation, mailbox and home access, security and smart devices, and recurring home service contacts, so the finished packet covers more than utilities alone.
No. Sellers open a secure link on their phone, confirm their utility providers, and submit the form without creating an account or downloading anything.
The form is designed to be easy to finish on a phone: guided questions, provider suggestions when available, and no seller account required. Track submissions from your dashboard.
When the seller submits, UtilitySheet can 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 sheet in the dashboard, new PDF downloads include your changes, but PDFs that were already emailed stay as they were sent.
Yes. On Pro and Teams you can edit a sheet after the seller submits it. You edit it in your dashboard, and new PDF downloads use the latest saved version. You can correct the address, provider names, phone numbers, websites, home basics, and HOA details, replace a seller’s “Not sure” with the right provider, or leave a utility off the sheet. In a Teams workspace, any teammate who can see the request can update it.
UtilitySheet suggests likely utility providers based on the property address. Sellers can confirm the suggestion, search for another provider, or enter one manually.
The free plan includes three submitted sheets per month. A request only counts when the seller submits it, so you can always create and send requests, and one the seller never answers does not count. Submissions past the limit are still saved. They are locked until you upgrade, then unlock automatically. Editing submitted sheets is part of Pro and Teams.
After signup, your reusable seller link is the first thing you see in the dashboard. You can copy it right away, add it to a template, share it with a seller, and come back later to adjust branding, sheet type, or other settings.
You land on a dashboard built around your seller link. Copy the link, send it to a seller, track submissions, review the finished utility sheet, and download the PDF when the seller is done.
These pages answer the most common follow-up questions.
Start free or run the interactive demo and see how UtilitySheet fits your workflow.
