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Business ManagementGuest Column

Tips For Handling HVAC Service Calls in the Best Way Possible

Understanding the proper perspective toward dispatch

By Tom Merriott
Guest Commentary
The ACHR NEWS
March 9, 2020

I ask company leaders this question a lot in my line of work, and by far, the most common answer I hear is:

“To make sure that all of the calls get run every day.”

If that’s your answer, too, then you should know that you’ve got some work to do.

I’m certain there was a time, back when your business was in its infancy, when you were scrambling for every dollar. It was just you in a truck; you needed every single call that came your way just to survive. You didn’t go home until every call that came in was complete, and once you got too busy to get that done, you hired someone else after scraping up the money for another truck and equipment. Once you did that, things stayed relatively the same. All calls that came in got run, no matter what, because they had to be run or the business would fail.

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• Business Management

• Call Center Operations

Then, I bet you hit a couple more growth points, and you either hired someone to answer the calls and dispatch, or you moved into the office and started doing it yourself. Either way, the message was still “Run until we are done.” And “done” meant that every call was off the board.

But a funny thing happened that you weren’t paying attention to along the way: You became more discerning about what calls you would take and when you would take them. You began to only run the calls that were worth your time, and the others would be taken care of by your team.

Without even knowing it, you were starting to implement “opportunity dispatch” within your business. Opportunity dispatching isn’t a practice that forces companies to stop running maintenance or low-value calls. It’s a practice that means you’re being smarter about when those calls get booked and how they’re run.

As an industry, we have always viewed the dispatch board as a giant to-do list. But there’s a flaw in this type of thinking. That flaw is that once the list is full, we stop taking any more calls. This is where we do our customers and our company a disservice.

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“Triaging” is a term often used in the world of healthcare when medical professionals are treating patients. To triage is to care for the most severe medical conditions first, before moving onto less serious cases. We should really be thinking about handling our dispatch board the same way an emergency room team handles its patients. We might have a waiting room filled with people who have temperatures and the sniffles, but if someone with a gunshot wound comes in, everything shifts to allow them to be cared for first. In this industry, our gunshot wounds are broken units or potential property damage.

Those same people who are upset that we can’t get to their maintenance call today would want us to drop everything if they had a much larger issue. We just need to do a better job of explaining these situations to customers when they arise. ... Taking care of customers with the greatest need will always be the right decision.

Yes, those people with minor problems are important, but you might have to ask them to wait until tomorrow for service. They may get upset — they might even take their business somewhere else. You’ll have to be okay with that, because you’ll know that in the end, you’re doing the greatest good.

Some of you are probably thinking that this analogy is crazy because our customers don’t care about other people’s stuff not working, but I would challenge your thinking here. Those same people who are upset that we can’t get to their maintenance call today would want us to drop everything if they had a much larger issue. We just need to do a better job of explaining these situations to customers when they arise.

There are a lot of other moving parts required to make the opportunity dispatching process a success, including regular and constant update calls, better scheduling for maintenance and other low-priority targets, and even having something ready to give customers who may be inconvenienced by your process. It’s important to remember that no matter what you do you, you will never please everyone. Taking care of customers with the greatest need will always be the right decision.

See more articles from this issue here!

KEYWORDS: call center operations HVAC service Leadership and HVACR

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Merriott

Tom Merriott is a business coach at Nexstar who focuses on call-center, dispatch and contractor communication process excellence. He brings years of call center and management experience from independent HVAC, plumbing and electrical contractors, as well as national home services providers. To learn more, visit nexstarnetwork.com, call 888-240-7827 or email membership@nexstarnetwork.com.

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