Balanced
Bi-Annual PM Plan in Lake Forest, CA
Great fit for retail, offices, and schools with moderate usage. Solid protection without over-servicing.
Business parks and light-industrial/flex space along the El Toro corridor.
2× per year • 2 hours of labor included / year
Best fit for
Retail and office space
Schools and institutional buildings
Sites with standard business hours
Moderate HVAC load, light or no refrigeration
What's included
Free diagnostic fee on repair calls (service call waived)
2 preventive maintenance visits/year: inspection, cleaning, tune-up
Measured readings documented (amps, temps, pressures)
Parts billed separately; labor overages at member rate
Photo-logged reports and clear recommendations
Priority scheduling during peak seasons
DaVinci Portal: QR-coded assets, service history, notes, photos, self-scheduling
FAQ — Bi-Annual PM Plan in Lake Forest
Is bi-annual enough for a retail or office site?
For standard business-hours use with moderate HVAC load, two visits a year (typically pre-summer and pre-winter) covers the seasonal stress points without paying for visits you don't need.
Can I upgrade to quarterly later?
Yes — if your space adds a kitchen, refrigeration, or extends hours, we can move you to quarterly without starting a new contract from scratch.
Do you cover my ZIP code in Lake Forest?
Yes — we cover 92630, 92610 in Lake Forest, plus the surrounding area. If you're just outside these ZIPs, ask us.