HVAC Vendor Onboarding for Property Managers
Send us your property requirements before the first visit. We coordinate the paperwork and site access with your management team.
Start With Your Property Requirements
Send the property name and address, management company, site contact and required vendor documents. Include any purchase-order, invoicing or access rules that apply to the job.
Insurance and Vendor Documents
Request current insurance documentation and provide your certificate-holder wording, coverage requirements and any additional-insured requirements. Our team will review them before confirming the scope. W-9 and other onboarding documents are handled directly with your authorized contact.
Vendor Portals
Send the portal name and invitation contact. We will confirm our current status and what remains before scheduling work. Portal enrollment and property approval are confirmed individually.
Occupied-Property Access
Provide resident-notice rules, background-screening requirements, escort instructions, keys and roof-access arrangements. Confirm property-specific clearance with us before unit entry.
Written Scope and Closeout
Define the equipment, work areas and approval contact. Agree on required photos, equipment records and completion documents before the job so your team knows what it will receive.
Commercial and Multifamily Support
Discuss scheduled service, maintenance agreements and phased replacement work. For utility-rebate projects, we review the property account and proposed scope before treating incentives as part of the budget.