Planned HVAC Maintenance Agreements.
Scheduled commercial HVAC maintenance that keeps equipment running efficiently and catches problems early.
Our work doesn't end at closeout. WIL-Surge Electric offers planned HVAC maintenance agreements for commercial buildings across Wisconsin, so facility managers get preventive HVAC maintenance on a schedule instead of waiting for equipment to fail. Our EPA 608 certified technicians and in-house crews handle every visit.
What a PM Agreement Includes
A planned maintenance agreement puts your HVAC equipment, rooftop units (RTUs), chillers, boilers, VRF systems, and ventilation, on a regular service schedule. Regular maintenance helps equipment run efficiently, last longer, and show problems before they turn into failures, so repairs happen on your timeline instead of during a breakdown.
The same in-house crews that install commercial HVAC systems maintain them, working out of our own fleet.
Inspections & Reporting
Every maintenance visit includes an inspection of the equipment covered by your agreement, followed by a written report to the owner. Reports document what our technicians found and what they recommend, giving facility managers a record of equipment condition and the information they need to plan repairs and replacements.
What Technicians Check on Common Equipment
Each type of equipment has its own maintenance needs. On rooftop units, technicians typically inspect filters, belts, and fan motors, clean coils, clear condensate drains, and check refrigerant circuits, electrical connections, and damper operation. Boilers get attention on burners, controls, safety devices, venting, and any signs of leaks or corrosion.
Chillers are reviewed for operating pressures and temperatures, refrigerant leaks, oil condition, and water flow, while VRF systems and ventilation equipment are checked for proper operation, clean coils and filters, and controls that match how the building is actually used. The exact checklist follows the manufacturer's recommendations and the equipment covered by your agreement.
Filter & Belt Basics
Some of the most important maintenance is also the simplest. Dirty filters restrict airflow, which makes fans work harder, reduces heating and cooling capacity, and lets dust build up on coils where it's harder to remove. How often filters need changing depends on the filter type, the building's occupancy, and outdoor conditions. Equipment near construction, loading docks, or busy roads often needs more frequent changes.
Belts wear, stretch, and crack over time. A loose or misaligned belt can slip, squeal, and cut airflow long before it breaks, and a broken belt can take a unit offline. Checking tension and alignment and replacing worn belts on schedule keeps fans moving the air the system was designed for.
IAQ Monitoring
Comfort is only part of the job. Our agreements include indoor air quality (IAQ) monitoring, so problems with ventilation and air quality show up in the data instead of in occupant complaints. When monitoring points to an issue, we install the IAQ improvements and filtration upgrades that fix it.
Priority Service
When something does go wrong, agreement customers get priority service. Service requests are handled during office hours (Mon–Fri, 7am–4pm), and facilities with a planned maintenance agreement move to the front of the schedule. Call (262) 781-9210 to reach our team.
Pricing Structures
Every building is different, so every agreement is priced for the facility. Pricing is based on the equipment covered and how often it needs service, and you'll get a written proposal before any agreement starts.
Budgeting for Equipment Life
All HVAC equipment eventually reaches the end of its useful life, and the best time to plan for that is years in advance. Manufacturers and industry references give general life expectancies for rooftop units, boilers, and chillers, but actual life depends on how hard equipment runs, how well it's maintained, and the conditions it operates in. Maintenance reports that track condition over time show which units are approaching replacement and which have years left.
With that information, facility managers can build capital budgets that spread replacements over several years instead of facing multiple failures at once. Planned replacements can also be timed for the part of the year when the building can best do without that equipment, rather than in the middle of a Wisconsin winter or a summer heat wave.
Keeping Maintenance Records
A complete maintenance history is one of a building's most useful tools. Keep an equipment list with make, model, serial number, and installation date, along with the written reports from each visit, repair invoices, refrigerant service records, and warranty information.
Records like these make it easier to spot recurring problems, support warranty claims, and give a new facility manager a clear picture of the building on day one. When it's time to replace equipment, they also show what has and hasn't worked in your building. Consistent records also make maintenance proposals easier to compare, because every contractor is working from the same equipment information.
Request a Proposal
Tell us about your building and equipment, and we'll put together a planned maintenance proposal. Request a proposal, call (262) 781-9210, or explore our full mechanical & HVAC services.
Keep your HVAC running all year.
Preconstruction support, budgeting, and design-build expertise, from a partner who self-performs the work.