Quick, practical advice for service professionals. Field tips, business advice, and feature walkthroughs — one per day.
Summer peak season will overwhelm your schedule if you don't plan for it. The key is buffer time between jobs. When...
Read TipWhen a hard freeze is coming, don't wait for the emergency calls. Send a notice to your customers through the...
Read TipFall furnace inspections are about safety first and performance second. Every fall tune-up should include a heat...
Read TipEvery spring AC startup should hit the same checkpoints: test the capacitor, clean the condenser coil, check the...
Read TipA callback isn't just an inconvenience -- it's a signal. If you're going back to the same address for the same...
Read TipThe best time to ask for a review is right after you've finished the job and the customer is happy. They just...
Read TipWhen a customer submits a service request through the PrecisionOps customer portal, the clock starts ticking. Not on...
Read TipYour truck, your fuel, your insurance, your drive time -- all of that costs money whether you replace a part or not....
Read TipEvery install is an opportunity to sell a maintenance agreement. The customer just spent thousands on new equipment...
Read TipIf you only look at revenue once a month, you're finding out about problems four weeks too late. A slow week might...
Read TipYour diagnostic fee needs to cover two things: the time it takes to get to the call and at least thirty minutes of...
Read TipMost unpaid invoices aren't from people who refuse to pay -- they're from people who forgot. A simple follow-up...
Read TipWhat you need to see in the field is completely different from what you need in the office. PrecisionOps custom...
Read TipBuild custom form templates in PrecisionOps for the job types you run most often. An AC tune-up form should prompt...
Read TipPrecisionOps is built offline-first, which means it doesn't just tolerate bad signal -- it actually runs faster...
Read TipYou already entered the parts you used, the labor time, and the job notes. Why type all of that again on an invoice?...
Read TipStop navigating through multiple screens to find what you need. PrecisionOps global search lets you type a customer...
Read TipWhen a customer reschedules, don't delete the job and create a new one. You'll lose the notes, photos, and history...
Read TipIf you sell maintenance agreements, stop creating those jobs by hand every season. Set them up as recurring jobs in...
Read TipWhen you're wedged into a crawlspace or up on a ladder holding gauges, you don't have a free hand to type anything....
Read TipEvery piece of equipment has a wiring diagram, usually on the inside of the access panel. Before you start probing...
Read TipThe time to enter warranty information is the day you install the equipment, not six months later when the customer...
Read TipSunday night, spend ten minutes reviewing your van stock in PrecisionOps. Look at what you used last week and what's...
Read TipA dead capacitor is one of the most common service calls you'll run, especially in summer. If you don't have the...
Read TipTake a photo before you start work and another when you're done. Every single job. It protects you from liability...
Read TipEvery time you service a unit, grab a paint marker and write the model number on the disconnect box. It takes five...
Read TipLow refrigerant charge is one of the best mimics in HVAC. It can look like a bad compressor, a failed TXV, or a...
Read TipBefore you pull a single panel, take a photo of the data plate. Model number, serial number, manufacture date,...
Read TipTips are coming soon. Check back daily for practical field service advice and PrecisionOps walkthroughs.
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