Estate record · Runbooks

Runbooks

Case Estate

Practice-layer procedures written so a new steward can act on day one. Dry-run notes stand in for live Home Assistant commands.

Big Sky, Montana (fictional)

Case Fictional case data
R-07

Boiler plant, quarterly service

Nine steps, forty minutes, one person. Isolation valves, combustion check, condensate flush, filter swap, log entry.

R-12

Well pump draw investigation

Compare live draw to ten-year April norm. Inspect intake screen. Escalate if delta exceeds 10% for 48 hours.

P-02

Water main shutoff authority

Who may shut the main, required witnesses, and the phone tree for irreversible actions.

R-03

Generator monthly exercise

Transfer test, fuel sample, cooler inspection. Dry-run available against the HA generator entity.