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Tips to keep your cool in the summer rush

Get through this current season of record-breaking heat waves with a few best practices.

Modified on

July 11, 2024

Summer can be a challenging time for service providers — more work orders, everything’s urgent, people go on vacations, parts are in high demand and short supply.

ServiceChannel data show that all trades — plumbing, general repairs, refrigeration, HVAC, electrical — are affected by these seasonal factors. Some providers may see a dip in key metrics including response time to work orders and same-day completion. These seasonal dips can have a lasting impact on performance scores.

Here are a few best practices to help you get through this current season of record-breaking heat waves with happy customers and your hard-earned performance scores intact:

  • Always check in and out with the Provider mobile app to ensure your good service is documented. Use the IVR system if mobile isn’t possible.
  • Meticulously update your progress with notes at every stage of every work order.
  • Things outside your control “happen” in any season. Buffer the impact by updating your schedule date so your customer has a clear indication of when your tech will be onsite.
  • Do not exceed the NTE. Either request an immediate increase while onsite or check out as “waiting for a proposal.”
  • Clearly indicate with notes any temporary solution you’ve provided.
  • If the job requires a proposal, submit it promptly.
  • If the job requires you to order parts, use expedited overnight shipping whenever possible and provide regular tracking updates.
  • Return to the jobsite as quickly as possible following the approval of your  proposal or receipt of parts.
  • Provide clear and concise completion notes.
  • Submit your invoice promptly after completion of the work.

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