Combination of the Home Assistant Plus with the Home Inventory and Music and Video Modules at a $15 savings. These are the two most popular Home Assistant options.
The Home Assistant Plus is a comprehensive application for managing a variety of home data. Specific modules are available for Home Inventory, Home Repair, Photography, Music & Video Collections and Financial Assets. All features described below are common to all configurations of the Home Assistant Plus. The Home Assistant Plus is also a modular product line and support for additional applications can be added at any time.
Application-specific configurations are offered for the following home uses:
- Home Inventory
Standard data entry fields provided for Home Inventory:
- Item - name of item being
inventoried
- Category/Sub-Category -
Type of item, 2-level level choice list, for example Electronics->TV
- Location/Container - Where
located, 2-level choice list, for example Master Bedroom->Wall safe
- Description - Detailed
description of object
- Material - what item is
made of supported by choice list
- Color - supported by
choice list
- Quantity - number of
identical items
- Unit Value - value of this
item
- Lot Value - computed field
(Quantity * Unit Value)
- Size
- Detailed Condition -
description of condition of item
- Inventory Code -
alphanumeric inventory number assigned by user
- Cost, Purchase Date, Seller
- information on when item was acquired, from who and at what cost
- Insured value - amount of
insurance coverage on item
- Sold amount, Date, Buyer,
Profit - if item is sold, information on sale
- Note - attachment of rich
text format document or simple text note with additional information of
interest
- Pictures - up to 20
pictures of this item may be attached and presented in a picture index,
included on formatted reports, and viewed
- >Action List - a
multi-level action list of 24 actions is available for each item
- User defined information
fields - The user may add additional additional text, numeric, date, and
computed fields supported by choice lists. The total number of available
additional fields is approximately 50. These may be placed on any of the
tabbed folders. The user may also customize any of the standard fields
provided above.
Preloaded choice lists provided for Home Inventory:
The contents of all choice lists are user modifiable. The user may set the
choice lists to automatically add any new user entries and may directly edit the
contents of the list. The following lists are preloaded by Carlisle Development
- Category/Sub-Category -
This 2-level choice list provides for categorization of items. Top level
contains such entries as Electronics, Furniture, Automotive. Each top level
entry is supported by its own secondary list. For example Electronics would
have a sub-list containing such entries as TV, Stereo, Digital Camera, etc.
- Color - This 1-level
choice list is preloaded with common colors
- Material - This 1-level
choice list is preloaded with common materials
Choice lists attached to information fields which are not preloaded:
- >Location/Container - This
2-level choice list provides for definition of where an item is located. The
top level would contain entries such as Living Room, Bedroom. Each top level
item has its own secondary list of container at the location. For example a
Bedroom might contain containers such as closet, hope chest, etc.
- Buyers&Sellers - This
1-level choice list contains a list of people/companies from which you buy
and sell items. This is a specialized choice list which is supported by
detailed contact information for each entry (mailing address, e-mail
address, phone number, web site).
Home Assistant Plus for Inventory
$39.95 HP-HI-001
- Home Repair
Standard data entry fields provided for Home Repair:
- Item - name of
repair
- Category/Sub-Category -
Type of maintenance, supported by 2-level preloaded choice list, for example
Emergency->Water Leak or Periodic Maintenance->Filter replacement
- Done by Homeowner - Check
box used to indicate if service is normally done by home owner
- Frequency - For periodic
items, the planned frequency of repair (e.g. monthly, annually) supported by
a choice list.
- Last Done - Date when
service was last performed
- Next Due - Date of
expected next service
- Cost - Cost of last
service
- Instructions - Detailed
explanation of work to be done
- Contractor Type/Name - Who
performs this service supported by a 2-level choice list. To level specified
type of contractor for example Plumber, Carpenter. Each top level entry is
supported by a list of specific contractor names which contain detailed
contact information.
- On Service Contract - check
box indicating this repair item has been contracted for in a service
contract
- Contract Number - number
of service contract
- Special Information - additional
important information regarding this item
- Note - attachment of rich
text format document or simple text note with additional information of
interest
- Pictures - up to 20
pictures of this item may be attached and presented in a picture index,
included on formatted reports, and viewed
- Action List - a
multi-level action list of 24 actions is available for each item
- User defined information
fields - The user may add additional additional text, numeric, date, and
computed fields supported by choice lists. The total number of available
additional fields is approximately 50. These may be placed on any of the
tabbed folders. The user may also customize any of the standard fields
provided above.
Preloaded choice lists provided for Home Repair:
The contents of all choice lists are user modifiable. The user may set the
choice lists to automatically add any new user entries and may directly edit the
contents of the list. The following lists are preloaded by Carlisle Development
- Category/Sub-Category -
This 2-level choice list provides for categorization of items. Top level
contains such entries as Emergency, Routine Maintenance, Remodelling, etc..
Each top level entry is supported by its own secondary list. For example
Emergency would have a sub-list containing such entries as Water leak, Power
failure, and broken glass..
- Frequency - This 1-level
choice list is preloaded with repair frequencies
- Contractor Type - This
2-level choice list is preloaded with contractor types such as Plumber,
Carpenter, Painter, Landscape Contractor, etc.
Choice lists attached to information fields which are not preloaded:
- Name of Contractor - The
second level of the Contractor Type choice list is user loaded and provides
actual contractor names supported by contact information.
Home Assistant Plus for Home Repair
$39.95 HP-HR-001
- Photography
Standard data entry fields provided for Photography Collections:
- Subject - Person/object
being photographed - supported by a choice list
- Event/Specific - Event at
which photo was taken, supported by a 2-level choice list. Top level might
contain entries such as Summer Vacation - 2003 or Jim's High School
Graduation. Secondary choice list would contain more specific event
information such as post graduation party or graduation ceremony.
- Done by Homeowner - Check
box used to indicate if service is normally done by home owner
- Date - Date when photo was
taken
- Hardcopy printed - If
checked indicates that a hardcopy print exists
- Photo Type - type of photo
such as still, landscape, portrait supported by a choice list
- Equipment - Camera used to
take photo, supported by a choice list
- Description - Detailed
description of photo contents
- Location/Container - Where
original exists, supported by a 2-level choice list. Can be used to record
physical location and container. For example, Living Room -> Vacation
Album or CD Storage->Photo Archive #3
- Archived - check
box indicating that this photo has been archived onto permanent media such
as a CD
- Media - Name of archive
media
- Comments - additional
important information regarding this photo
- Note - attachment of rich
text format document or simple text note with additional information of
interest
- Pictures - up to 20
pictures of this item may be attached and presented in a picture index,
included on formatted reports, and viewed
- Action List - a
multi-level action list of 24 actions is available for each item
- User defined information
fields - The user may add additional additional text, numeric, date, and
computed fields supported by choice lists. The total number of available
additional fields is approximately 50. These may be placed on any of the
tabbed folders. The user may also customize any of the standard fields
provided above.
Preloaded choice lists provided for Photography:
The contents of all choice lists are user modifiable. The user may set the
choice lists to automatically add any new user entries and may directly edit the
contents of the list. The following lists are preloaded by Carlisle Development
- Photo Type -
This 1-level choice list provides for common types of photos such as
landscape, portrait, still, sports, etc.
Choice lists attached to information fields which are not preloaded:
- Event/Specific - This
2-level choice lists records the event (general and detailed)
- Equipment - This 1-level
records a list of camera equipment available to the user
- Subject - This 1-level choice
list contains a list of people, places, etc.
- Location/Container - This
2-level choice list records places and containers in which photography is
stored
Home Assistant Plus for Photography
$39.95 HP-PH-001
- Financial Assets
Standard data entry fields provided for Financial Assets:
- Asset Name - name of
asset
- Asset Type - Type of asset
supported by a choice list containing such items as Mutual Fund, Common
Stock, etc.
- Shares/Units - quantity of
asset owned by user
- Unit Value - Value of each
unit
- Market Value - Computed
field equal to Shares/Units * Unit Value
- Cost Basis - Total cost of
this asset
- Gain/Loss - Computed field
equal to Market Value - Cost Basis
- Purpose of Asset/Specific
- Purpose of this asset supported by a 2-level choice list. Top level would
contain entries such as Retirement, College Education, etc. Each top level
item is supported by a secondary list. For example College Education might
contain a secondary list of your children.
- Diversification
Category/Sub-Category - the nature of this asset from a diversification
perspective. Top level would contain such entries as Speculative Stock, or
Government Backed Security. Each top level would be supported by a secondary
list. Speculative stock for example might contain such items as
Biotechnology or Telecom.
- Alternative Investment - This
check box indicates that you consider the investment non-traditional
- Tax Advantaged - This
check box indicated that the investment is tax advantaged
- Brokerage/Broker - Companies/people
with whom you engage in financial transactions, supported by a two level
choice list. The top level list contains such entries as Brokerage House,
Insurance Agent, Financial Planner. Each top level choice is supported by
its own secondary list. For example a list of stock brokers or insurance
agents with whom you transact business. This list is supported by detailed
contact information.
- Pictures - up to 20
pictures of this item may be attached and presented in a picture index,
included on formatted reports, and viewed
- Action List - a
multi-level action list of 24 actions is available for each item
- User defined information
fields - The user may add additional additional text, numeric, date, and
computed fields supported by choice lists. The total number of available
additional fields is approximately 50. These may be placed on any of the
tabbed folders. The user may also customize any of the standard fields
provided above.
Preloaded choice lists provided for Financial Assets:
The contents of all choice lists are user modifiable. The user may set the
choice lists to automatically add any new user entries and may directly edit the
contents of the list. The following lists are preloaded by Carlisle Development
- Purpose of Asset - This
2-level choice list provides for categorization of the purpose of an asset.
Top level contains such entries as College Education, Retirement, Vacation
Home.
- Type - This 1-level choice
list is preloaded with asset types such as Mutual Fund, Rare Coins, etc.
- Diversification
Category/Sub-Category - This 2-level choice list is preloaded with asset
diversification information. For example "Government Backed
Security->Municipal Bond"
- Brokerage/Broker -
This 2-level choice list is preloaded with type of companies with which
financial assets are transacted.
Choice lists attached to information fields which are not preloaded:
- Broker - The second level
of the Brokerage choice list is user loaded and provides actual names
supported by contact information.
Home Assistant Plus for Financial Assets
$39.95 HP-FA-001
Key Benefits
- Large set of information fields specific to each application
- Standard set provided for each application module
- Completely user customizable - add/delete/modify fields, position
fields, includes fields which are computed based upon the contents of
other fields
- User Defined fields used for sub-totals
- Include up to 20 attached pictures of any size and place these on the data
entry screens as well as in a picture index, superimpose graphics arrow on
pictures to highlight features
- Flexible and powerful report generation
- User customizable
- Single and multiline reports per item
- Landscape or Portrait mode printing
- User controlled sorting and selection
- An unlimited number of report formats may be stored utilizing the full
set of information fields
- Label printing and other specialized formats (with or without
pictures) enable creation of picture catalogs, printing of flip inserts,
index cards, and multiple item per page with pictures formatted reports.
- Detailed what-you-see-is-what-you-get report layout with user
controlled fonts, colors, and placement
- Scanned image support
- Action List support to assist in tracking collectibles related activity
- Detailed notes in rich text format may be attached to each item
- Flexible grouping of items and handling of duplicated
- Choice lists may be used for information fields to speed data entry -
choice list contents may be automatically built as new items are added or
directly edited. Some choice lists are initially preloaded by Carlisle
Development - see module specific information.
- History of value and content in tabular and graphical form
- Unlimited number of items inventoried
- Comprehensive 2-level storage information (location / container) -
specialized reports for inventory and insurance reporting.
- Export selected listings (want lists, sell lists) for transmission on
Internet or via E-mail
- Import information from other data sources
- Backup & Restore
- Full printable electronic user manual
