When our customers contact my HVAC maintenance service, the guy getting information asks a lot of questions.
The phone rep tries to find out the name of the guy making the call & their address, PC number, and e-mail address.
If there is an emergency, all of us need to have a way to get a hold of the customer. A few of our customers do not want to give us all of this information and that is perfectly fine. When all of us think about the repairs that need to be made a day ahead of time, the office staff prepares all of the parts the day ahead of time. The office staff works with the HVAC worker in the supply room. They can gather everything necessary for the work and location these items in a bag. The worker completes the work, picks up the bag of parts the day before they go to the work that is scheduled. I picked up a bag of parts for a ductless HVAC program repair gig. Unfortunately, I picked up the wrong bag of parts. I was supposed to collect a bag of parts for a client that had a last name that was almost identical to the bag that I collected. It was an honorable mistake that was rather easy to make. I did not notice the mistake until I got to that client and started to work on the ductless HVAC system. I knew as soon as I opened up the bag that I grabbed the HVAC parts for someone else’s work. There were O-rings for a boiler and I did not need anything such as that for this particular repair.