Example Workflow

HVAC Call Answering

The first heatwave of summer triples call volume overnight. Technicians are on jobs, the office is overwhelmed, and every unanswered call is a customer phoning a competitor who did pick up.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Customer callsA service request, quote enquiry or genuine emergency.
  • Agent captures detailsAddress, system type, symptom, urgency and access notes.
  • TriagesEmergency or standard, using criteria the client defines.
  • Books the jobInto dispatch, matched to the right technician skillset.
  • ConfirmsReminder contact and rescheduling where needed.
Responsibilities

Who does what

Agent responsibilities

  • Answer every call in the business name
  • Capture accurate job and access details
  • Apply the client's emergency-triage rules exactly
  • Book into the correct dispatch slot
  • Escalate safety-related symptoms immediately per the defined rule

Client responsibilities

  • Define emergency criteria and escalation contacts in writing
  • Keep dispatch calendar accurate and current
  • Approve pricing structure agents may quote, if any
  • Plan seasonal capacity ahead of the peak, not during it

Suggested starting crew

2 agents for standard coverage, with seasonal overflow capacity added before the first heatwave or cold snap.

Illustrative daily volume

20–50 calls/day normally; 100+ on the first hot or cold days of the season.

Tools

Field-service dispatch software, Phone system

Possible KPIs

Speed to answer, Job booking rate, Emergency triage accuracy, First-call resolution of scheduling

Escalation flow

Suspected gas smell, sparking, or safety hazards trigger immediate escalation per a client-defined trigger list — never handled as a standard booking.

Pricing starting point

$4.99/hr per agent, inbound customer support

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.