How an account works
What goes in the file for each unit
We ask for these once. After that, every visit and every phone call starts from the file instead of from questions.
Address and unit number
So a crew goes to the right door, and the invoice goes with the right address.
System and age
Gas furnace, boiler, heat pump or central air, and roughly how old. A photo of the label is enough.
Filter size
Written once, so a tune-up leaves the right filter and nobody counts on a guess.
Thermostat
Where it is and what kind it is, which saves a call to the tenant.
How we get in
Tenant lets us in, lockbox, or a key at your office. Different by unit is fine.
Who we may call
You, a manager or a maintenance contact. We do not call a tenant about money.
Tenants
Tenants hear from us the day before, and from you first
The account runs on your authority, so a tenant is never asked to approve work.
We schedule visits through you and text the tenant a window the day before. If a tenant calls us, we find the address on your account and ask them to talk to you about repairs and cost. We work only on addresses a landlord has put on an account.
A text to the tenant the day before, with a time window
No repairs started on a tenant’s say-so
Invoices to you, per address
A written price for anything beyond the tune-up
From the first message to the first tune-ups
- 01
Step 1: Day 1
You send the addresses, by form or by text.
- 02
Step 2: Next business day
We reply with the rate sheet and what we still need.
- 03
Step 3: Within the week
Your units go on file and you see the file.
- 04
Step 4: September and October
First tune-ups, street by street, ahead of the cold.
Ready to add your doors?
A list of addresses is enough to start.