Should you consider an HVAC dispatching tool?

An HVAC dispatching tool could help your business tremendously as you grow... or harm your customer service reputation forever. Knowing how to implement and personalize that experience for customers is the key to a successful HVAC dispatching tool.

So how do you manage calls? Here are a few suggestions on how to get started:

  • Hire the right staff (and have a backup for the busy seasons): The most successful people in dispatching are highly organized, quick thinkers, and personable. They'll be able to determine urgencies and get the right technicians to the right sites.
  • Choose a tool that intuitively schedules the most efficient and flexible time possible: Obviously, you can't be in the office all the time. This is when an automated system comes in handy. If you offer 24-hour emergency service, be sure to have a quick response system beyond your automatic dispatching tool. A human must always be in the front line of the problem; the automated tool is just a liaison.
  • Sales lead tracking tool: To keep up with calls for the sales team, be sure to have a lead tracking tool to manage all points of contact.

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