Who is UtilitySheet for?

UtilitySheet is built for transaction coordinators, real estate agents, listing support staff, and teams that need a faster, cleaner way to collect seller utility information and share it before closing.

Can I use one link for every property?

Yes. Your seller link is reusable, so you can add it to your email signature, text templates, or closing checklist and use it across transactions.

What is the Advanced Utility Packet?

Advanced Utility Packet mode adds optional transition details like lawn care, irrigation, security, service providers, mailbox details, and access notes so the final handoff is more complete.

Does the seller need an account or app?

No. Sellers open a secure link on their phone, confirm their utility providers, and submit the form without creating an account or downloading anything.

How does PDF delivery work?

When the seller submits, UtilitySheet can automatically 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 live info sheet in the dashboard, future PDF downloads reflect those changes, but previously emailed attachments stay as sent snapshots.

Can I edit a submitted info sheet?

Yes. Submitted info sheets can be edited after seller submission on Pro and Team plans. Editing happens inside the authenticated dashboard, seller and public links stay read-only after submission, and future PDF downloads reflect the latest saved version. In Team workspaces, any teammate who already has access to the request can make updates.

How do provider suggestions work?

UtilitySheet suggests likely utility providers based on the property address. Sellers can confirm the suggestion, search for another provider, or enter one manually.

What happens if I hit the free plan limit?

Additional submissions are still saved. If they are locked because of the free-plan limit, they unlock automatically after you upgrade. Editing submitted sheets is reserved for Pro and Team workspaces.

How long does it take to get started?

Most users can sign up, grab their reusable seller link, and send their first request in a minute or two.

Saves 30+ minutes per transaction

Utility sheet software for transaction coordinators and agentsthat collects seller utility info fast.

Send one seller utility information form link, let sellers confirm providers with guided suggestions, and generate a polished utility sheet your team can review, share, and keep current from the dashboard.

No credit card required3 free requests per monthPro + Teams can edit submitted sheets

UtilitySheet

UTILITY INFO SHEET

123 Main St, Springfield

Generated today

UtilityProviderContact

Electric

Springfield Electric

(800) 555-0100springfieldelectric.com

Gas

County Gas Co.

(800) 555-0101countygas.com

Water

Springfield Water

(800) 555-0102springfieldwater.gov

Trash & Recycling

Waste Services

(800) 555-0103wasteservices.com

Internet

Xfinity

(800) 555-0104xfinity.com

30+ min

Saved per file

Typical time saved on utility collection and follow-up per transaction

1 link

Sent to the seller

No app install, no login, no account — sellers complete it on their phone

~2 min

Seller completion

Average time for a seller to fill out the guided utility form

“My TC business runs on UtilitySheet now. Sellers get one link, fill it out in a couple minutes, and I get a clean sheet ready to share. No more texting back and forth asking who their gas company is.”

Debbie O'Brien

Transaction Coordinator · PA Real Estate Support Services, LLC

No credit card required

Free plan: 3 requests/month

Cancel anytime

Sound familiar?

Still doing this the old way?

Here's what changes when you switch to UtilitySheet.

The Old Way

Multiple texts/emails to collect provider details

Delays and follow-ups when sellers miss info

Small corrections turn into more seller follow-up after submission

Result: fragmented process, delayed handoffs, inconsistent output

With UtilitySheet

Send one secure link (takes 30 seconds)

Seller confirms providers on their phone with guidance

Pro/Teams can correct submitted sheets in the dashboard

Web sheet + PDF generated for clean sharing

Optional completion email can include PDF attachment

Result: consistent workflow, faster handoffs, professional delivery

Standardized handoff:

one guided seller link, one clean output

How it works

From seller utility form to buyer-ready utility sheet

UtilitySheet gives real estate teams a repeatable utility handoff workflow: send one link, collect cleaner seller data, and deliver a finished utility sheet without the usual chasing.

01.Send your reusable seller link

Share the same seller utility form link on every file. Sellers open it, enter the property address, and start without downloading an app or creating an account.

UtilitySheet dashboard showing how to send a reusable seller utility information request

02.Seller confirms utility providers

Sellers review suggested providers, correct anything that looks off, and submit a cleaner utility handoff. Advanced mode can also capture access details, service vendors, and move-related notes.

Seller utility information form with guided provider suggestions inside UtilitySheet

03.Review the finished sheet and share it forward

As soon as the seller submits, your team gets a clean web view and downloadable PDF. Share it with buyers, add it to the file, or, on Pro and Teams, make dashboard-side corrections that carry through to future PDF downloads.

Generated utility sheet PDF for a real estate transaction

Features

Real estate utility sheet features that keep closings moving

Collect seller utility information faster, standardize every handoff, and keep the finished utility sheet accurate even when small corrections come up later.

Reusable seller link

Use the same utility information form across listings instead of rebuilding the process for every property.

Simple Utility Sheet and Advanced Utility Packet modesAdvanced

Choose a lightweight utility handoff or collect deeper closing-prep details when the transaction needs more context.

Completion email + PDF attachment

The completed PDF can auto-attach to the notification email the moment the seller submits, so the handoff is ready to review right away.

AI-powered provider suggestions

Start with likely providers based on the address so sellers can confirm details faster and with fewer mistakes.

Submitted-sheet editing on Pro and TeamsPro + Teams

Correct capitalization, addresses, provider names, phone numbers, websites, and other seller-entered details after submission without sending the seller back through the form.

Buyer-ready utility sheet output

Deliver a polished utility sheet that is easy to read, easy to share, and consistent across transactions.

Tracking, reminders, and status visibility

See which requests are complete, which sellers need a nudge, and which files are ready for the next step.

Secure by design

Seller links are separate from share links. After submission, public and seller links stay read-only, and any corrections happen inside the dashboard.

White-label brandingPro + Teams

Add your logo, colors, and branded delivery so the workflow feels like part of your team’s client experience.

Use cases

Built for the real estate teams chasing utility details every week

UtilitySheet is not generic form software. It is designed around the people who need seller utility information before closing and want a cleaner, more professional handoff.

Utility sheet for transaction coordinators

Position UtilitySheet as a repeatable workflow that saves time, standardizes handoffs, and reduces seller follow-up.

Explore this use case

Utility sheet for real estate agents

Show agents how to collect seller utility information quickly and hand buyers a more professional closing packet.

Explore this use case

Seller utility information form

Explain the guided seller form experience and why it works better than scattered emails, texts, and PDFs.

Explore this use case

Real estate closing utility checklist

Capture checklist-oriented search intent around pre-closing utility handoff preparation.

Explore this use case

Built by TCs, for TCs

The utility handoff, standardized.

Turn a messy, repeated task into a simple workflow you can run on every file—without chasing sellers.

Sound familiar?

Wasting 30-45 min per file on utility busywork

Incomplete buyer packets at closing

Waiting days for sellers to respond

What you get

Built around real TC pain points.

One permanent link, reused on every file

Saves 15 min

Share your seller link in texts, emails, or your signature. Sellers enter the address — no back-and-forth, no "who's your gas company?" texts.

Choose simple or advanced packet output

Saves 10 min

Keep simple handoffs fast, or collect deeper transition details with Advanced Utility Packet modules (Pro/Teams).

Review and correct submitted sheets

Saves 15 min

When a seller submits, Pro and Teams can fix formatting, provider names, addresses, and contact details in the dashboard before the sheet gets shared forward.

The TC workflow

Drop it into whatever system you already use.

Add your seller link to your email signature or text template — once, and it's there forever.

When a new file opens, text or email the seller your link. They enter the address, confirm utilities, and can complete advanced module groups when needed.

The packet PDF attaches to your notification email automatically. If anything needs cleanup after submission, update the live sheet in the dashboard before you share the web link or PDF forward.

Works with your process

Paste your reusable link into email, text, Dotloop, Skyslope, Brokermint, or your TC checklist — no integrations, no new logins, no extra steps.

Pricing

Transparent pricing for utility sheet workflows

Start free, then upgrade when you need post-submission edits, branded packets, or a shared team workflow.

Starter

Free

Try UtilitySheet on real transactions with a reusable seller link, dashboard review, and simple utility sheet output.

3 unlocked requests per month
Reusable seller link
Simple Utility Sheet mode
Dashboard view of submitted sheets
Buyer-ready PDF and share link
Completion email notifications
Optional PDF attachment on completion emails
Saved over-limit submissions
UtilitySheet branding on shared links

Pro

$9/month

For solo transaction coordinators and agents who want unlimited requests, advanced packets, branded output, and post-submission edits.

Unlimited requests
Custom branded link
Advanced Utility Packet mode
Edit submitted sheets after seller submission
Live updates to future PDF downloads
Custom branding
Branded PDF attachments
Unlock locked submissions
Remove UtilitySheet footer
Priority support
Single-seat account

Teams

$7/seat/mo

For brokerages and teams that need a shared workspace, teammate access, and consistent utility handoff workflows.

Everything in Pro
Shared organization workspace
Any teammate with request access can edit submitted sheets
Invite members and assign roles
Seat-based billing with 3-seat minimum
Org-wide packet defaults
Branded output across the team
Priority support

Starter keeps submitted sheets read-only after seller submission. Pro and Teams add dashboard editing, and seller/public links stay write-protected after submission on every plan.

Frequently Asked Questions

Answers about seller utility forms, utility sheet PDFs, pricing, and how UtilitySheet fits a real estate closing workflow.

Join TCs already using UtilitySheet

Your next utility handoff takes 2 minutes.

Start free — 3 requests, no credit card, no time limit.