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Nexstar Coach’s Blog:

Dispatch Calls the Right Way

By Tom Merriott
July 7, 2016

I need everyone to take a look at how their company dispatches calls to technicians. I’m not talking about your technology, or whatever fancy system you have come up with that includes a map to the customer and aerial shots of the property, etc. I am talking about how the calls are distributed to your team. In most businesses I visit, customer problems are assigned to techs when the call is booked following a general set of guidelines. Something as sophisticated as plumbing calls go to plumbers, HVAC calls go to HVAC techs, and electrical calls go to electricians. While that is the right way to divide work, it is only a baby step in the dispatch process.

You need to be sure that the right technician is being sent to every opportunity. For example: If you have all the calls divided correctly and one of them is a leaking water heater, the initial assignment might have put that call on your best repairman. It seems like a good fit because the guy can fix anything, but a good dispatcher would know that part of the reason he can fix anything is because he is afraid to present the cost of replacement even if that is the best solution for the consumer.

Your calls should constantly be moving around your board. Each one should be evaluated against the others to make sure that the perfect technician runs each one. This is a lot of work and requires constant attention, but this is why we pay dispatchers. If you want to set up your board in the morning and just have the calls run in order that day, then you don’t need a dispatcher. Most of the modern software available can automatically send out the next call when the first one clears in the system.

Be sure that your dispatch system is set up so that your company and your customers get the best service possible.

Looking for quick answers on air conditioning, heating and refrigeration topics? Try Ask ACHR NEWS, our new smart AI search tool. Ask ACHR NEWS →

KEYWORDS: Leadership and HVACR scheduling and dispatching

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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.

Recent Comments

Great article

Agree Completly

Butch Welsch

People who really want the job are the...

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