Maintenance plans
Which maintenance tier is right for my building?
Match the frequency to the equipment, its operating hours and the cost of a failure. Kitchens, grocery and any site with refrigeration generally run quarterly; standard-hours retail, offices and schools fit bi-annual with visits before summer and before heating season; low-occupancy warehouse or storage with few units suits annual. Mixed sites split assets across tiers under one agreement. The plans page includes a decision table by property type and a description of what each visit covers, and the onboarding walkthrough confirms the recommendation against the actual equipment.
What readings are recorded during a maintenance visit, and why?
Supply and return air temperatures, refrigerant pressures with superheat and subcooling, compressor and motor amp draws, capacitor microfarad values, voltage, box and case temperatures on refrigeration, and water temperatures and combustion readings on heating equipment. Each number is stored on the asset record rather than in a PDF so that the next visit can be compared with the last. The comparison is where failures are caught early: a capacitor losing value or a compressor drawing more current than it did last quarter is scheduled for correction before it becomes an outage.
Does a plan include emergency repairs?
Plans include scheduled preventive visits, a waived diagnostic fee on repair calls, a block of labor hours per year and member-rate labor beyond those hours. Parts are always billed separately and quoted before installation. Emergency and after-hours response is available to members with priority scheduling, billed at the after-hours member rate. A plan is not a full-coverage contract that bundles major repairs into a fixed fee; the distinction is explained on the plans page so the two models can be compared honestly.
Can you take over maintenance on equipment another company installed or serviced?
Yes, and it is the typical starting point. The onboarding walkthrough inventories every asset regardless of who installed it, labels each with a QR code, and records nameplate data and condition. The first maintenance visit establishes baseline readings, and recommendations from that visit tend to be longer than usual because deferred items surface all at once. Manufacturer warranties generally stay valid as long as maintenance is performed and documented to the manufacturer's requirements, which the Portal record is built to show.
How does seasonal timing affect the maintenance schedule in Southern California?
The pre-summer visit, roughly April through early June, is the most important for cooling equipment and is where condensers are cleaned and refrigerant circuits proven before the first heat event. Inland sites get a second heavy-cooling visit during the September and October Santa Ana wind season, when dust loads condensers and heating sections need their first checks. Coastal sites receive corrosion inspection and fin rinsing on every visit. Winter is reserved for work that needs equipment offline. The Orange County climate guide explains the pattern.
Can a property management company put an entire portfolio on one agreement?
Yes. Portfolio programs put every site under one scope with a per-site equipment schedule, so each asset runs at the frequency it needs while the client deals with one contact and one reporting format. The Portal gives the manager a view across all locations, sortable by age, repair history and open recommendations, which is the starting point for capital planning. Tenant access coordination and the split between landlord-owned and tenant-owned equipment are written into the scope; see property management.