Both my wife and my background is in manufacturing, specifically operations, customer service, and project/account management. 

If there’s specific projects like electrical we get a project specific estimate after we put it under contract prior to the earnest money going hard.

However, I'm unsure of the specific areas within these states to target.

Are you using a specific property management software to handle this automatically, or do you have a different system in place to ensure accurate tax reporting?

My recommendation is neighborhood specific.

“Notes” are such a BIG field, that I’ve found it more efficient, effective and profitable to target specific “arena” of notes at different times in different economic environments.  

You CAN limit that agreement to a specific property; but, as others have stated, agents are looking for a certain amount of loyalty from their clients.If an agent gets vibes from a prospective client that indicates that they want to cheapskate and not pay a professional for their service, they are not likely to waste their time with them.

Most get cornered into purchasing specific property types because its what their resources allow.

@Dallas Morioka what specific help are you looking for? 

You have to get specific with these dates, give opportunities to correct, and take action the next day if nothing happens.