HVAC Preventative Maintenance Proposal
1. Company Information
Company Legal Name (“Company”)
*
Company Phone Number
*
Please enter a valid phone number.
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company Email
*
example@example.com
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2. Company Standard Pricing & Capacity
Company Standard Hourly Rate for Services (per Hour)
*
How many new customers can you service?
*
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3. MyPM Scope ("Scope") & Pricing Section
This section includes what MyPM may hire Company to perform at some of its clients' homes on an annual basis.
Scope of Work:
Perform:
Spring: Cooling Preventative Maintenance
(including but not limited to the items described in the table below)
Fall: Heating Preventative Maintenance
(including but not limited to the items described below)
Mark Task Complete & Submit Inspection Reports on MyPM Portal
Frequency & Timing:
Spring: Cooling Preventative Maintenance
1x Annually
Late-March to Early-May
Fall: Heating Preventative Maintenance
1x Annually
Late-September to Early November
MyPM Scope Pricing Section
Please provide pricing (per Home) for the Scope broken down in the table below:
*
Spring: Cooling Preventative Maintenance Pricing
Fall: Heating Preventative Maintenance Pricing
Total Preventative Maintenance Services Pricing
1 HVAC Unit
2 HVAC Units
3 HVAC Units
4 HVAC Units
Please provide schedule of air filter prices by size, separate from pricing for the Scope above if not included.
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4. MyPM Discount Section
As MyPM hires Company to perform the Scope in more homes, MyPM is seeking a discount from Company on the cost of the Scope.
Will Company provide MyPM a discount when hires Company to perform Scope for multiple homeowners?
*
Yes
No
Multi Home Discount (ex. From: “0" Homes - To: “10" Homes - % Discount: “10%”):
From (# of Homes)
To (# of Homes)
% Discount
Option 1
Option 2
Option 3
Option 4
Option 5
Option 6
Option 7
Option 8
Option 9
Option 10
Will Company provide MyPM Customers a discount for Non-Scope Services and/or Materials?
*
Yes
No
Thank you! What % discount are you able to offer for Non-Scope Services (hourly Rate)?
What % discount are you able to offer for Non-Scope Materials?
The prices provided in Sections 3 & 4 will remain in effect through:
*
/
Month
/
Day
Year
Date
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5. Service Area Section
We service all areas of Macomb, Oakland, Washtenaw, and Wayne Counties:
*
YES
NO
If NO, please describe Service Area below:
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6. Company License & Insurance Section
Is Company Licensed?
*
Yes
No
Great! What kind of licenses does Company hold?
Does Company carry insurance?
*
Yes
No
Great! Are you willing to add MyPM and its Customers as Additional Insureds?
Yes
No
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7. Who Completed This Proposal?
Name
*
First Name
Last Name
Title
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Submit
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