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A renewal roadmap, quarter by quarter.

How we turn a building full of aging heating and cooling into a plan you can budget — shown on an example office building with eight rooftop units.

The roadmap

Seven workstreams, three years.

Each bar shows when a workstream runs. On a narrow screen the chart scrolls sideways.

  1. AssessWalk-through, unit list: year 1, first quarter
  2. StabiliseSafety and failing units: year 1 first quarter to year 1 second quarter
  3. ControlsThermostats, schedules, economizers: year 1 second quarter to year 1 fourth quarter
  4. Replace — wave 1The two worst units: year 1 fourth quarter to year 2 first quarter
  5. Replace — wave 2Next three by age and condition: year 2 fourth quarter to year 3 first quarter
  6. Replace — wave 3The last three: year 3, fourth quarter
  7. MaintainSpring and fall service, throughout: year 1 first quarter to year 3 fourth quarter

Illustrative example — the building, units and timing are made up to show how a roadmap reads. No prices are implied. Your roadmap follows your equipment's actual age and condition, and your budget years.

Why this order

Every row is where it is for a reason.

Assess first
You can't plan what you haven't listed. The walk-through records every unit's size, age, refrigerant and condition, and anything unsafe.
Stabilise next
A cracked heat exchanger or a unit tripping its breaker can't wait for a budget year. Fixing those first takes the urgency out of everything else.
Controls before replacements
New equipment on bad schedules, stuck economizers or misplaced thermostats will disappoint. Fixing controls early also shows which units were never really the problem.
Replace in waves
Worst first, grouped so a crane and a permit serve several units, and timed for spring and fall when the building can spare them.
Maintain throughout
Spring and fall service continues on every unit, old and new, so the ones waiting their turn don't fail first.
A technician on a commercial roof in Athens with a clipboard, recording a rooftop unit's details during a walk-through
What you receive

A roadmap you can take to a budget meeting.

  • The unit list, with photos, ages and condition notes.
  • The roadmap, with the reason for each wave.
  • Quotes for the first year's work, and estimates for the waves after.
  • A yearly review — plans move when equipment surprises us.
A technician wiring a new programmable thermostat on an office wall, the old unit removed beside it
Controls first: the cheapest phase, and often the one that changes the most.
A crane setting a new rooftop unit on the roof of a brick commercial building on a clear spring morning
Replacement waves: one crane day, several units, planned for spring.
Homes

A house gets a shorter roadmap.

One or two systems, not eight — but the same thinking works. Fix anything unsafe now, set the thermostat and airflow right, and plan the replacement for a spring or fall, not the week it dies. We'll tell you honestly which year that is.

Start the roadmap

It begins with a walk-through.

Tell us about the building and we'll arrange a time.

Call Plan a visit