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How to Make Every HVAC Maintenance Call a Success

Updated July 13, 2022

As a technician, you never know what you’re going to encounter when you enter a home or office for an HVAC maintenance call. You might find a dirty filter that needs to be replaced, or you might discover a serious problem that requires a more extensive repair. Even worse, you might encounter a glaring problem a previous tech didn’t point out to the customer. No matter what, you need to make sure your maintenance service call is a success for both you and the customer.

And that’s what this episode is all about! Chris Craft, HVAC manufacturers rep from Target Sales, breaks down some of the problems you might encounter in the field, and the best solutions to overcome them.

What is a Successful HVAC Maintenance Call?

A successful HVAC maintenance service call leaves both the customer and technician feeling good about the experience. The customer feels good because their system is running smoothly and they understand how to keep it running well into the future. The technician feels good because they were able to perform their job efficiently and effectively.

There are a few key things that make a successful HVAC maintenance service call. First, the technician arrives on time and is respectful of the customer’s property. They take the time to listen to the customer’s concerns and answer any questions they have. They then proceed with a thorough inspection of the system, taking note of any potential problems. Finally, they provide the customer with a detailed report of their findings and recommend a course of action. By following these steps, a successful HVAC maintenance service call is sure to leave both parties satisfied.

Loss-leading service agreements are out – Profitable service agreements are in. Learn a better way to price your service agreements… so you’re at the very least, breaking even on them. Watch and learn how ➡

Bonus Tips to Improve the Experience

There are ways to differentiate your business, even through HVAC maintenance calls. They are little tweaks you can make that can have a big impact on your business relationships. Here are a few we talk we talk about in this episode:

  • If you see something, say something
  • Outline the expectations of your service maintenance call
  • Ask the client if they have any areas of concern

These are the super simple, yet, over-the-top differentiators you can incorporate into your maintenance call to improve the experience and wow your customer. Watch the video to learn exactly to accomplish this.

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