Thank you for inviting us into your home.
Rockwell exists for one reason: to help people stay in the homes they love, on their own terms, for as long as they choose. I have spent nearly two decades as a firefighter and fire inspector, and I have seen how often small, fixable things in a home become big problems. Rockwell brings that experience to your door before anything goes wrong.
This packet walks you through what happens next, what we will ask you, and how to reach us. You stay in charge of every decision. Our job is to identify what we see, recommend options, and coordinate the people and services you choose.
Please fill out the forms in this packet before your first visit if you can. Anything you are unsure about, leave blank and we will finish it together.
With respect,
Jose Lagunas Jr.
Founder, Rockwell Home Management
Firefighter, fire inspector, and U.S. Marine veteran
| Phone and text | (715) 255-0235 |
| info@rockwellhomemanagement.com | |
| PO Box 16, Chippewa Falls, WI 54729 | |
| Business hours | Weekdays 5 to 9 pm, weekends 8 am to 6 pm (Central). Closed on federal holidays. |
| Emergencies | Call 911 first. Then call Rockwell so we can coordinate with your contacts. |
| 1. Fire & Life Safety | 5. Systems & Maintenance |
| 2. Fall & Mobility | 6. Emergency Preparedness |
| 3. Environmental & Climate | 7. Stewardship & Documentation |
| 4. Security & Perimeter |
Every plan starts with the Home Safety & Readiness Audit. Plans are month to month and include Custos Hub by Rockwell.
| Plan | Built for | What is included |
|---|---|---|
| Essential Watch $99 /month | Older adults who want a steady set of eyes on the home | One in-person check-in a month (more by request, priced before the visit). Core Custos Hub awareness (temperature, humidity, water). Quarterly property condition reports. Phone and email support during business hours. Seasonal readiness checklists. |
| Premier Management $199 /month | Snowbirds, owners who live away, and adult children supporting a parent's home | Everything in Essential Watch, plus weekly check-ins (in person every other week, with a remote check-in by phone and sensor review in between), full Custos Hub awareness, vendor coordination for maintenance and repairs, seasonal stewardship (winterizing and spring startup), monthly detailed reports, and priority phone support. |
| Estate Concierge By consultation | Estates, trusts, and families who want one point of contact for everything | Offered by individual consultation and quote, shaped around your household. Ask us whether it fits your needs. |
$150, one time. Waived for households referred by a healthcare partner or community organization. No older adult is turned away for inability to pay. When you join a plan, your audit fee is credited toward your Custos Hub setup.
A one-time setup fee, quoted for your home before you sign anything. Rockwell owns the equipment and loans it to you.
| Your quoted setup fee | $ | Audit credit applied | $ |
When we coordinate a project over $1,000, a coordination and oversight fee of 10 to 15 percent is built into the quote you approve. You see the full price before any work is scheduled. Every vendor we coordinate carries a certificate of insurance on file with Rockwell.
Prices current as of October 2026. Your service agreement controls the final terms.
| Full name(s) of resident(s) | |||
| How you prefer to be addressed | |||
| Property address | |||
| Mailing address (if different) | |||
| Phone | |||
| Best way to reach you | Call Text Email Mail | ||
| Best days and times | |||
| How did you hear about us? | |||
| Type of home | House Condo Townhome Other ________ | ||
| Year built (approx.) | Floors | ||
| Who lives here full time? | |||
| Away part of the year? | No Yes, usually from ____________ to ____________ | ||
| Pets | |||
| Internet service in the home | Yes, provider ________________ No Not sure | ||
Anything you want us to look at closely, or anything that worries you or your family about the home.
These are the people Rockwell will contact, in the order you list them, if a Custos Hub alert or a visit finding needs attention. List at least two. Custos Hub alerts go to these people at the same time they come to Rockwell, so please tell each person they are on this list and agree with them on what to do if an alert reaches them.
| # | Name | Relationship | Phone | |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 |
| # | Name (from the list above or new) | Send |
|---|---|---|
| 1 | Audit report Check-in reports | |
| 2 | Audit report Check-in reports | |
| 3 | Audit report Check-in reports |
For example, approving a vendor quote or changing your plan. If no one is listed, Rockwell only takes direction from you.
| Name | Relationship | ||
| Name | Relationship |
| How we will enter | Key Lockbox Keypad Someone lets us in | ||
| Spare key location / holder | |||
| Alarm company | Their phone | ||
| Main water shut-off location | |||
| Electrical panel location | |||
| Gas shut-off location | |||
| Parking or entry notes | |||
We will keep using the people you trust when they are available and insured.
| Service | Company or person | Phone | Keep using? |
|---|---|---|---|
| Plumbing | Y N | ||
| Heating and cooling | Y N | ||
| Electrical | Y N | ||
| Lawn and snow | Y N | ||
| Cleaning | Y N | ||
| Other | Y N |
| Call me before approving any work over | $ |
| Utilities: gas and electric provider |
Custos Hub is Rockwell's sensor-based environmental awareness system. Small sensors placed around the home report conditions to Rockwell. When a reading falls outside the range set for your home, an alert goes to Rockwell and to the people you listed, in the order you chose. Rockwell reviews alerts during business hours and contacts you to coordinate a response. Outside business hours, your contacts receive the alert directly and Rockwell follows up when business hours begin.
Which sensors go where is decided together, during your audit. Custos Hub does not record audio or video.
By signing below, I confirm that: