Multi-unit operators
You run the locations. We keep them running.
Portfolio-grade commercial HVAC, refrigeration, and kitchen equipment service — built around the way multi-unit operators actually work.
Is this you?
Five signs you have outgrown your current service model.
If you nod at two or more of these, the conversation is worth a phone call.
- You are juggling two or three vendors per location and nobody owns the portfolio view.
- Emergency calls at one site blow up the maintenance schedule at every other site.
- Capital replacement surprises are showing up in the P&L with no forecast behind them.
- Franchisor reporting requirements keep getting harder and your service ledger lives in email threads.
- You want predictable monthly spend, not a stack of one-off invoices you have to reconcile.
How we work
The four-step onboarding every portfolio gets.
The same repeatable workflow on every account — so you know what the first 30 days look like before you sign.
- Step 01
Onboarding
Signed MSA, portfolio intake, and a single point-of-contact assigned inside week one.
- Step 02
Assessment
Every asset at every location walked, photographed, and logged — age, refrigerant, service history.
- Step 03
Maintenance plan
Written PM plan tuned to each asset’s age and duty cycle, with a 24-month capital forecast.
- Step 04
Reporting cadence
Same day every month: portfolio report, open-work summary, and the next 90 days of scheduled work.
Portfolio benefits
What you actually get when you consolidate on one partner.
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One point of contact
One phone number, one account lead, one team across every location in your portfolio.
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Consolidated billing
One monthly statement, itemized by location and asset — drops straight into your AP workflow.
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Flat-rate options
Predictable monthly spend with agreed labour rates and a capital-work authorisation threshold.
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Priority dispatch
Portfolio accounts jump the queue on emergencies — SLAs in the contract, not just in the brochure.
Sample monthly report
What lands in your inbox, same day every month.
A real report shows every asset; here is the summary line most operators look at first.
Portfolio summary — sample
Illustrative. Your report covers every location.
| Location | PMs completed | Open work | Upcoming capital |
|---|---|---|---|
| Corona #124 | 2 / 2 | 0 | — |
| Moreno Valley #188 | 2 / 2 | 1 | RTU-3 replace Q2 |
| Riverside #211 | 2 / 2 | 0 | — |
| Ontario #303 | 1 / 2 | 2 | Walk-in compressor Q3 |
Featured case study
Multi-unit franchise portfolio — coming soon.
We will publish the full story — locations, uptime, retention — once the customer signs off on the quote and logo use.
Reserved for: Del Taco franchise portfolio (Linda).
We never fabricate customer quotes or metrics. This slot stays honest until the real case study ships.
Frequently asked
Questions multi-unit operators ask us first.
How do you price a multi-unit maintenance contract?
Portfolio contracts are priced per asset, not per location — so a site with one RTU is costed differently from a site with six. After a walkthrough we quote a flat monthly rate that covers scheduled PMs, with demand and capital work billed transparently against an agreed labour rate.How long does onboarding take for a new portfolio?
Plan on 2–4 weeks from contract to first PM visit. Week 1 is equipment inventory and nameplate capture; week 2 is plan build and scheduling; weeks 3–4 stagger the first PM rotation across your locations so no site loses a day of cover.Do you cover locations outside Southern California?
Our direct service footprint is the Inland Empire, LA County, and Orange County. For portfolios that extend beyond that, we partner with vetted regional providers and keep single-contact billing and reporting on our side — you still have one number to call.What does portfolio reporting actually look like?
Every visit produces a digital ticket with photos, readings, and recommendations. Those roll up into a monthly portfolio report: PMs completed, open work orders, budgeted capital replacements, and a running equipment register by location. You receive it on the same day each month.Can you take over a portfolio that is already under contract?
Yes — most of our larger accounts come to us mid-contract. We handle the equipment audit, absorb the existing maintenance schedule, and coordinate any vendor transition. Give us read access to your current service history and we can usually build a plan inside a week.
Ready when you are
Let's cover your locations.
Free portfolio walkthrough and a written maintenance plan you can hand to ownership.