Portfolio Desk
User guide
Maintenance & facilities 6 min read

HVAC & preventive maintenance

HVAC is the most expensive thing on most roofs and the most predictable to maintain. Contracts, equipment and service history sit together so a due visit is a fact rather than a memory.

  1. 1

    Track contracts and equipment

    Service contracts by property and vendor, with the equipment they cover and the dates they run. Expiring coverage surfaces before it lapses.

    HVAC contracts and equipment records by property
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Let the schedule generate the work

    Preventive maintenance tasks raise work orders on their own cadence, so seasonal servicing does not depend on anyone remembering it in a busy month.

Used alongside

Maintenance tickets

The work queue, from resident report through vendor assignment to cost capture.
Capital assets & debt

Fixed assets, depreciation, impairment, and the loans behind the properties.
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