Preventive Maintenance Products are used for regular inspection and maintenance of one roof or a portfolio of roofs for a client.
1.Preventive Maintenance & Inspection Program – Designed as a preventive maintenance program. The frequency of site visits is negotiated. This program is an inspection only with light maintenance repairs (housekeeping – cleaning drains). The service is performed by a qualified trained inspector (tech, service manager, salesperson – you decide who based upon your organization). The report is a full report with deficiencies and pricing. This service requires follow-up to obtain approval to perform the work outlined in the report.
2. Preventive Maintenance & Inspection Program (with T&M Repairs) – Designed as part of a preventive maintenance program. The frequency of site visits is negotiated. This program is an inspection with maintenance repairs included. The service is sold as an inspection program plus (x) hours dedicated to repairs. The repairs are always prioritized on the roof by the inspector as emergency, then remedial. Emergencies are done first. The report is a full report that shows the repairs completed as well as any repairs outstanding. The report requires follow-up to obtain approval for the additional quoted repairs that were greater than the Not to Exceed amount approved with the contract.
3. Construction with Preventive Maintenance (Preventive Maintenance & Inspection Program) – When a construction project includes a manufacturer warranty, review the applicable inspection, maintenance and workmanship requirements alongside the contractor-client agreement. State the inspection schedule, included repairs and fees in writing. If an introductory inspection period is included in the construction price, state its duration and later renewal terms. Inspect at the intervals required by the applicable agreements, provide a roof-condition report and quote work outside the covered scope for approval. This program can help maintain the client relationship throughout the roof’s life cycle.
Performance: Set inspection frequency in the maintenance agreement and check it against applicable warranty and manufacturer-program requirements. Site conditions and client needs may call for additional visits.
Features:
- Site visit
- Small repairs (cleaning of drains) or repairs up to an NTE amount.
- Full Report – report can be created through Centerpoint Connect or another roofing software company
- Client access to Data through Centerpoint Connect customer portal or another roofing software’s portal
- Dynamic Client Budgets through Centerpoint Connect or another roofing software.
Reliability: Inspections are pre-determined and scheduled. After inspection visit, Client requires data quickly.
Conformance: Product is the site visit, timely Client reports and data. Product will meet specifications if done through Centerpoint Connect (standardized data gathering) and done according to timeline.
Durability: The life of the product is an annual inspection and any other data captured through regular maintenance or reroofs throughout the year. Data is captured and updated in Centerpoint Connect by roof section for that property.
Serviceability: For capacity reasons, inspections for PM are scheduled during slow periods. From Centerpoint Connect software you are aware that reports are required, so they are scheduled in advance and properties close in proximity are scheduled for the same day/next day to speed up the process and to decrease your operating costs.
Esthetics: The product is subjective in the fact that the documents are standardized in the method that the data is gathered. Confirm the report formats currently available before agreeing to a client-specific layout. You can include notes for the inspector for specific Client requirements (for example: HVAC photos of roof top equipment with serial numbers are required).
Perceived Quality: Below is a Sample Pricing Guide for a Preventive Maintenance Program to be used internally to price preventive maintenance:
- Inspector rate. The standard rate per hour for an inspector multiplied by the rate per square foot of the difficulty of the inspection. Have different rates per square feet for simple roofs to more difficult roof types. (Warehouse to hospital). Select 3 or 4 levels for types of roofs.
- Maintenance service. Square feet by amount per square foot for light maintenance – cleaning of drains and scuppers as an example.
- Repairs. If repairs are part of the agreement, number of hours to be pre-approved at the time of inspection. You may want to include some stock materials such as materials up to a certain dollar amount or specify that materials will be added on as a separate line item on the invoice.
- Minimum Inspection Charge – Create a minimum that makes sense for your company.
- Travel. Include travel/truck charges, hotel stays, other.
- Office. Include amount of time for the office to work on the report.
- Mark-up. Determine your markup.
This type of price guide may be placed into a spreadsheet.
Selling: Preventive Maintenance Client Benefits and Objections
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