Equipment coverage
Establish which assets and locations belong in the agreement, with available model and service information.
SYNERGY / SERVICES / MAINTENANCE AGREEMENTS
Give equipment care a clear plan.
Maintenance discussions built around the equipment you operate, the conditions it works in, and the service information your team needs.
Inspection & scheduling
Discuss tasks, visit frequency, access windows, and coordination with your facility team.
Reporting & follow-up
Define how findings, recommended work, exclusions, and additional approvals will be communicated.
02 / PREPARE THE CONVERSATIONWhat to have
What to have
on hand.
Share what you know. Missing details can be discussed with the team.
- Equipment inventory or an approximate asset count
- Locations and operating schedules
- Existing service records and recurring concerns
- Desired reporting, visit cadence, and procurement requirements
Equipment it can cover
- HVAC equipment
- Commercial refrigeration and walk-ins
- Chillers and plant equipment
- Commercial kitchen equipment
- Clean room supporting systems
What it defines
- Covered assets
- Visit cadence
- Tasks per visit
- Reporting
- Exclusions
- Follow-up work and approvals
04 / COMMON NEEDSWhy customers
Why customers
ask for a plan.
Maintenance agreements usually start from one of these needs.
- Equipment that only gets attention when it fails.
- Several systems or sites that need a consistent plan.
- A procurement requirement for scheduled maintenance.
- Records needed for audits, inspections, or a quality program.
Asset coverage
A list of the equipment included, with locations and identifying details, so everyone knows what the agreement covers.
Visit cadence
How often each asset is serviced, agreed around equipment type, operating conditions, and manufacturer guidance.
Reporting
What you receive after each visit, such as completed tasks, readings, observations, and recommendations, and in what format.
Exclusions
What is not included, such as major repairs, replacement parts, or work outside agreed hours, stated clearly up front.
Follow-up work and authorization
How issues found during a visit are reported and quoted, who can approve additional work, and any approval thresholds.
06 / RELEVANT EXPERIENCEYearly agreements
Yearly agreements
across sectors.
Experience notes summarize Synergy’s published company history. Ask the team about references relevant to your project.
View project experienceYearly service agreements
Synergy’s company history describes yearly service agreements with industrial customers including Western Refining, National Pecan, and Technimark.
Housing Authority of the City of El Paso
The portfolio lists a yearly maintenance contract for HVAC and electrical services.
Before you start.
Is repair work automatically included?
Coverage varies by agreement. Confirm included tasks, parts, repairs, exclusions, and authorization requirements in the written scope.
Can the agreement cover more than one location?
Share the locations and equipment inventory. Synergy needs to confirm geographic coverage and the appropriate scope for each site.
What does a maintenance agreement include?
Each agreement is defined around your equipment: covered assets, visit schedule, tasks, reporting, and exclusions. The maintenance guide explains each part.
How often will equipment be serviced?
The cadence is agreed for each asset based on its type, use, and operating conditions.
What happens when a visit finds a problem?
Findings are reported, and any additional work is quoted and approved under the authorization process defined in the agreement.
Can one agreement cover several buildings?
Multiple sites can be discussed. Share the locations and the equipment at each one.
Related capabilities.
LET’S DEFINE THE NEXT STEP
Discuss a project