4 Ways to Strengthen Your Service And Make Your Team Superior


Dave Thiemecke
VP of Learning & Development
April 29, 2018
minutes to read

Get to the Point

  1. Be On Time - Punctuality is one of the first impressions your customer has of you and your company. Make sure to respect their time by being on time.
  2. Be Prepared - Keeping a well-stocked truck, and loading what you need for the day’s installs will help you look professional to your customers, and save you time.
  3. Attitude - Attitude is contagious. Stay positive and engaged with what you’re doing, and your customer will notice. Don’t be afraid to go the extra mile for your customer.

Time to strengthen your service.

There was a trend on social media where people would post a collection of 10 things that require zero talent that can make you better. You may have seen these lists before; the message behind these lists is that anyone can make a tremendous difference in the success of their life and their profession. This has led me to reflect back to when I was a HVAC service technician. I believe for a service technician to be superior in their career they must follow four things from this list:

Be On Time

Companies that provide both superior service and customer service understand that their customer's time matters. Successful companies create strong rapport with their customers, and a very powerful way to create a strong bond is by being on time.  As a service technician, you should try to be on time for your customer and your boss.  Being on time shows that your work matters to you.  If you have trouble managing your schedule, I recommend having mobile technology that syncs with phone or tablet to make sure you are always on time. Trust me, it helped me when I was in the field.

Be Prepared

Before your service technicians steps on site how prepared are they?  I know the more I knew about the customer, the job, and that my truck was fully packed with my tools, the more confident I was. When I was prepared, my body language showed it and the customer could easily tell.  Being prepared will help the customer be more comfortable with you.  I had a daily checklist to make sure I had the right equipment and tools in my truck, as well as made sure my dispatcher provided me specific information, allowing me to be always prepared.  


A positive attitude is a great starting point for developing that like and trust factor with a customer. When I kept my attitude positive I had an easier time understanding the customer and fixing the issue. Dealing with difficult customers can test your patience, but remember the best way to deal with a customer's bad attitude is to listen and kill them with kindness. When you bring a positive attitude to the job site with you, the customer will reflect it.

Do Extra

It’s never crowded on the extra mile. When you go the extra mile for your customers and yourself you will receive a greater reward. Doing extra takes effort but it’s well worth it.  For example, taking the time to explain what you are fixing to the customer helps build trust and a long-lasting relationship and only takes a few extra minutes.  I could never understand techs who didn't take the time to put shoe covers on or take the time to clean their shoes.  I would always remind myself that I go the extra mile to keep my house clean, so I should do the same for my customers.

In your next service meeting, I highly recommend that you share the photo of 10 things that require zero talent with your service team, as well as take the time to emphasize about being on time, going the extra mile, having a positive attitude, and being prepared.  It will help make your service team superior.

4. Add-On or Upsell Count and Amount

Here, we’re looking at repairs sold beyond the original reason for the call. Every time you enter a customer’s home your techs have the chance to sell value added work, beyond the repair itself. If you’re training your techs to sell add-on products, don’t you want to know who's doing it well, and who may need a training refresher?

5. Agreement Opportunities/Sales

Maintenance agreements are the key to a consistent client base and essential for keeping your team busy during the shoulder seasons. Every time your technician is in the home of a non-member there is an opportunity to sell. Are they delivering? You need to know.

6. Future Opportunities

Are your technicians talking to customers with forced air heat about the improved comfort that comes with a humidifier? How about the benefits of water softeners or whole-house surge protection? If the customer is interested, but not now, you need to be able to follow up on those opportunities.

How much money do you think gets left on the table just by failing to make a follow-up call to reintroduce an offered product or service? Tracking these opportunities can be the secret to putting more of that money in your pocket. These opportunities are the gold dust that’s hiding in your business. With a little work, there’s a lot of money just waiting to be panned for and earned.

7. Replacement Opportunities/Sales

Repairing a capacitor on a 17-year-old condenser, or the pilot on a 12-year old hot water tank? These are opportunities for replacement, and your techs should be offering that as an option along with the repair itself. You can determine what you consider a replacement opportunity in your business. But regardless of the conditions you establish, you want to know which of your techs is making the most of them. 

And if they didn’t sell? See the previous item. You should be setting this as an opportunity for a follow up.

Have any recommendations for additional information you’ve found to be essential? How do you make sure your team shares these details after each visit? We’d love to know — drop us a line here.

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