Seasonal HVAC Program
Tune-Ups Across Your Whole Portfolio
Proactively identify and fix heat pump and furnace issues before they become emergencies, keep residents warm, and get a report on the life of the equipment. One request, every unit, in every market you operate.
The cost of waiting
Prevent heating emergencies before winter arrives
Fall time HVAC tune-ups are one of the most efficient ways to prevent a total system failure that turns into an emergency in the dead winter.
Winter finds the weak units
Heat gets called on for the first time in months and the marginal units fail together, in the same cold week. What could have been a planned visit becomes an after-hours emergency with a resident in the cold.
One address at a time
Arranging prevention property by property, market by market, is its own job before a single unit has been looked at. Most portfolios run out of season before they run out of addresses.
No fixed scope, no paper trail
A visit without a set checklist leaves two units with two different outcomes, and neither leaves you anything to send an owner. When the repair-or-replace conversation comes, you are describing the unit rather than documenting it.
What comes back
Each tune-up can go one of three ways.
Your not-to-exceed rules get set before the tune-ups to ensure all SOPs are followed thoroughly.
Tuned, documented, nothing needed. Report filed.
Repair found and completed under your cap.
Documented for the owner, planned into the next turn.
Six-year-old furnace, tuned and clear
Runs the full checklist, cleans the flame sensor, checks the air filter, and records the temperature rise.
A Health Report recording make, model, serial, and date of manufacture, with the unit well inside its expected life.
Cracked condensate line, water pooling
Finds the fault during the drainage check, prices it against the not-to-exceed you authorized when you sent the list.
The repair completed the same visit, itemized on the report. No approval call, no second trip charge.
1999 furnace, past its expected life
Tunes it so it runs through the season, and records the age, model, and condition rather than describing them.
A documented case for the owner, and the option to plan the replacement into the next turn instead of a January outage.
Illustrative examples. Each tune-up includes a furnace or air handler Health Report detailing unit age, life expectancy, and an estimated risk-of-failure score. The risk assessment is provided by a third party and is subject to data availability.
You stay in control
You set the cap before anyone drives out
The not-to-exceed is yours to define. You decide what a Pro can fix on site without stopping for a call, and what comes back to you as a quote first. Everything under that line is handled on the visit and itemized on the report.
Send the units as work orders the way you do today, or as one sheet for the whole portfolio. Four fields per property: address, not-to-exceed, access instructions, and a resident contact.
Frequently asked
Seasonal tune-up questions
What equipment is covered?+
Gas furnaces, air handlers, and heat pumps. Heat pumps follow a slightly different scope, because the refrigerant and temperature-split checks carry more of the visit. Oil furnaces, mini splits, PTAC units, and boilers sit outside this program.
How do I send the units?+
Submit a standard maintenance work order per unit the way you do today, or send one sheet for the whole portfolio. Your account manager has the template. Four fields per property: address, not-to-exceed, access instructions, and a resident contact.
What if a home has more than one system?+
Additional costs apply for homes with multiple units. Send the property once and note the number of systems, and it comes back with a report per unit.
Do I have to tell my owners first?+
Owner approval is yours to manage. Your account manager has an owner-facing one-pager you can send under your own brand, with or without pricing shown, so you can present it the way your management agreement requires.
What happens if a repair is needed on the visit?+
Anything under the not-to-exceed you set is completed on the same visit and itemized on the report. Anything above it comes back as a quote before work starts.
When should I get on the schedule?+
Tune-up demand peaks once the heating season starts, so the earlier a list lands the more of the season is still ahead of it.
Get started
Book the portfolio before the cold does it for you.
Send your account manager the list, or start here. The earlier it lands, the more of the heating season is still ahead of it.
