Make The Most of Your Kabinet with Uploads

Your Kabinet is your personal space for everything important for your home. Think of it like an Online Home Safe.

Say goodby to paperwork – make an upload and you’re done!

1

The Overview

Kabinet automatically tallys your total home spending and the number of documents you upload

2

Making an Upload

Step 1 – Decide what to upload (See “What to Upload” below). You can take a picture, video or upload a file already on your device 

Step 2 – Organize your upload. Our simple one page upload screen allows you to pair your upload so you never lose track of it. (See “Smart Scanner” below)

3

The Smart Scanner

The Kabinet Smart Scanner scans your uploads and recommends which Room and Category to put your upload in along with tagging it as a Project, Repair or Important Record. 

It also reads the amount spent in your upload and will pre-fill this amount.

All of these can be changed on the upload screen if you wish to update your pairings. 

4

What to Upload

Adding these 5 documents will get your Kabinet off to the best start. 

• Signed purchase contract
• Home inspection report
• Original mortgage statement (with rate)
• Copy of home deed
• Current homeowners insurance policy

Tip: Start off with these 5 major uploads first. Save the uploads that require Room and Category pairings for later.

Once you make your first 5 uploads, track your home spending by adding these to your Kabinet:

  • Annual property tax statement.
  • Repair bills (like your Air conditioning maintenance).
  • Major renovations or maintenance work.
  • HOA statements.
5

Organizing your Kabinet

Your Kabinet has 6 major folders:

• Rooms
• Categories
• Important Records
• Repairs
• Projects
• Uncategorized

Uploads are paired with an appropriate Room & Category then subcategorized as a Project, Repair, or Important Record. If your upload does not fit you can use the Uncategorized folder which does not require pairings.

The Important Records folder also can be used as a standalone. Most uploads should be paired as a Room & Category, but explore Kabinet and customize the system to work for you.

Storing everything this way has more than one advantage:

  • You can save money by keeping up with preventive maintenance.
  • Be fully covered and reimbursed in case some of your assets get damaged.
  • Easily access the contacts of previous contractors that you hired.
6

Best Practices

Tip: Use the Kabinet app on the go but don’t forget about our web app too if you’re on the computer!

  • Upload documents and invoices as soon as you receive them.
  • Pair your uploads with the correct classifications so they are easy to find.
  • Use the Smart Search Bar to quickly locate what you need.
  • Share specific uploads with your accountant, financial advisor, or insurance company to make your life easier.Download the Kabinet app to access everything whenever and wherever you need it

Video learning:

Kabinet Explained

Getting Started