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Playbooks
Playbooks are season-by-season guides for the weeks when your phone rings more than your crew can answer. Each one is written for a specific stretch of weather and a specific trade, and each ends with the exact changes to make in the portal before the week starts. The heat-wave playbook is for HVAC shops in the first week the temperature stays in the 90s: which keywords to promote to the emergency list and what the agent should say to a caller with an elderly parent in the house. The first-freeze playbook covers the night the temperature drops below freezing, for plumbers and HVAC: frozen pipes, no heat, and the safety line about shutoffs. Read the playbook for your trade a week before the season, not the morning of.
Guides in Playbooks
Heat-wave playbook for HVAC
Set up your line for an HVAC heat wave call surge: what to change in DispatchLine the day before, what to watch during the week, and what to put back after.
First-freeze playbook for plumbers
Set up your DispatchLine line the evening before the first hard freeze: keywords, safety lines, hours and alerts, then what to check the morning after.
New field guides by email
Guides for home-service businesses on answering calls, call triage and after-hours coverage: the title, a short summary and a link for up to six of the newest guides on this site. At most one email every 30 days.