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PROPERTY MANAGER HVAC PORTFOLIO SCORE

See where your property HVAC program stands.

Answer 10 operational questions about service records, filters, coils, 30–60 day performance, tenant complaints, moisture, drainage, repeat failures, and pre-season planning. You’ll receive a portfolio screening score out of 10 and service options priced per enrolled HVAC system.

10 operational questionsAbout 2 minutesInstant portfolio score

STEP 1

Property HVAC program questions

Answer based on the property you want scored. “Not sure” receives partial credit and is flagged for verification.
Question 1Documented service

Do you have documented HVAC assessment/service history for the systems at this property within the last 12 months?

Unit-level history helps identify missed maintenance and recurring issues.

Question 2Filter schedule

Are filters checked or replaced on a defined schedule appropriate for the equipment and property conditions?

A consistent filter process reduces avoidable airflow problems.

Question 3Coil inspection

Are accessible coils inspected on a defined preventive schedule?

Coil condition can affect performance, reliability, and operating efficiency.

Question 430–60 day performance

Have HVAC systems generally performed normally in the last 30–60 days without a noticeable rise in underperformance complaints?

A change in complaint volume can reveal emerging issues.

Question 5Repeat comfort complaints

Are recurring hot/cold complaints low and not concentrated in the same systems or areas?

Repeated complaints in the same location often deserve a targeted on-site review.

Question 6Moisture / mold-like signs

Are accessible HVAC areas free from active water, recurring moisture, or visible mold-like growth?

This is a visual screening only—not mold testing or an indoor-air-quality diagnosis.

Question 7Condensate / drainage

Are drain pans, condensate lines, and nearby areas routinely checked for leaks or recurring clogs?

Drainage issues can create avoidable property damage and emergency calls.

Question 8Emergency/repeat failures

Have you avoided repeated emergency HVAC calls or repeat failures in the same systems during the last 12 months?

Repeat failures can indicate unresolved root causes or equipment nearing replacement.

Question 9Unit history

Can the property team quickly identify service, repair, and recurring-issue history for each enrolled HVAC system?

Usable history supports repair-versus-replacement planning and vendor accountability.

Question 10Pre-season planning

Do you have a defined assessment plan before peak heating and cooling periods?

Pre-season planning helps reduce reactive service during the busiest periods.

PROPERTY REPORT

Tell us which property this score belongs to.

Providing the enrolled HVAC system count lets the results page calculate simple annual plan estimates.