Maintenance Plan Intake

1. The building

"Not sure" is a fine answer anywhere on this form. We'll check on our first visit.

Your name

Best phone

Year built (approx.)

Number of units

Building type

Stories above ground

Basement

Who pays for heat?

2. Systems and their ages

Ages drive the plan. A water heater past 10 years or a roof past 20 gets a replacement plan instead of a surprise.

3. Current vendors, contracts and warranties

Anyone you pay on a schedule (landscaping, pest, snow, fire alarm monitoring, elevator) and any warranties still running. Tell us whether to keep them.

Service	Company / contact	Contract or warranty ends	Keep them?

4. How you like to work

Approve repairs without calling me up to

Yearly budget for planned maintenance (per building)

Things you handle yourself (we'll leave these off the plan)

Known issues or anything that's been fixed more than once

Bigger projects you're planning in the next 1 to 3 years

Anything else we should know

Goes straight to our maintenance team. Questions: support@greenoceanpm.com