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Contact Info
'FIRST NAME' 'LAST NAME' WHEN ENTERING NEW CUSTOMER INFORMATI0N.  
Company Location: Greenville, SC
Services: Plumbing, HVAC, Electric
Emergency on call dispatcher (6PM-7AM EST): 864-444-7898
Email communications (including requests for techs to talk, customers returning calls for dispatching jobs): service@corleypro.com (Please do not use other emails unless replying; do not text technicians:  anything directed or asked of them is filtered through service@corleypro.com
     
  • Please Note* - If it is afterhours  and you have contacted the Emergency phone number and they don’t answer the call
Double check the number called then try calling them a second time , checking back with the customer to avoid long hold times. If after 2 attempts  and no one answers follow this process:  
  • Do Not Book the Call
  • Document the times you called the Emergency number
  • Include all information on the  call for the customer and send over to dispatch to inform them a customer has an emergency and is looking for availability
  • Send an email to service@corleypro.com and CC Derrick and Cassy
  • On-call rep should then be responsible for contacting the customer and booking the emergency
  • On-call rep should respond to the WC email and service@corleypro.com stating it has been booked/handled.
  • On-call rep should note Service Titan appropriately
 
  • Corley DOES NOT do New Construction.
  • If You Reschedule the customer it will remove the Tech who was originally assigned to the job, make sure to reassign "Unassigned Plumbing/HVAC/Electric" to job.
  • The only time WC agents should contact dispatch on the emergency number is after the hours listed below. If the customer is calling in during normal business hours but we are only open for afterhours calls (due to availability), the agent can book afterhours (if available) by selecting “custom window” and entering 7PM as the start time and 9PM as the end time (see below). I hope this helps to clarify. Please let me know if further information is required.
  • Emergency hours: For true emergencies you MUST call the on-call dispatch representative.
 
Mon-Fri: AFTER 6PM EST
Saturdays: AFTER 4PM EST
Sundays: ALL DAY
Holidays:  ALL DAY:
  • Please note the dispatch charge is different for After Hour emergencies.
Covid-19
Cannot book appointment from the time period that quarantine ends for positive diagnosis until 2 weeks from that point, or until they have a Covid-free test and paperwork.
Dispatch/AH Fee
  • Search for ZIP Code
  • Check if service is available
  • Check if after hours fee applies
  PLATINUM/1986 MEMBERSHIP – NO FEE DC/AFTER HOURS GOLD MEMBERSHIP – $20 OFF DC, REGULAR HOURS DC FOR AFTER HOURS BRONZE MEMBERSHIP – $10 OFF REGULAR DC, NORMAL DC FOR AFTER HOURS   Regular Hours: M-F 7AM-6PM, SAT 8AM-4PM (NOT WAIVED IF WORK PERFORMED)
After Hours Fee: (Emergencies only)Quote if booked timeframe is after Business Hours.
Mon-Fri: AFTER 6PM EST
Saturdays: AFTER 4PM EST
Sundays: ALL DAY
Holidays:  ALL DAY:
  • New Year’s
  • Memorial Day
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day
Military: 10%
Must contact Emergency phone number - 864-444-7898 , If no answer after 2 attempts email  service@corleypro.com (Send an email to Dispatching after you book any after-hours call with Corley)   No Dispatch fee for New HVAC install estimates Commercial ELECTRIC (Any Business) accounts are $129 Dispatch fee RPZ Backflow Tests Have a Flat Fee of $142.00 for Residential RPZ Backflow Tests for Commercial, it would be a dispatch charge based on zip code & the backflow fee will  be quoted.
ZIP CODE CITY COUNTY    SERVICE Plumbing/ Electric DISPATCH   Plumbing/ Electric AFTER HOURS HVAC Diagnostic HVAC AFTER HOURS
29301 Spartanburg Spartanburg Yes 49.50 189.00    89.50 239.00
29302 Spartanburg Spartanburg Yes 49.50 189.00    89.50 239.00
29303 Spartanburg Spartanburg Yes 49.50 189.00    89.50 239.00
29306 Spartanburg Spartanburg Yes 49.50 189.00    89.50 239.00
29307 Spartanburg Spartanburg Yes 49.50 189.00    89.50 239.00
29316 Boiling Springs Spartanburg Yes 49.50 189.00    89.50 239.00
29322 Campobello Spartanburg Yes 89.50 289.00  139.50 339.00
29334 Duncan Spartanburg Yes 39.50 189.00    89.50 239.00
29338 Fingerville Spartanburg Yes 89.50 289.00  139.50 339.00
29346 Glendale Spartanburg Yes 49.50 189.00    89.50  239.00
29349 Inman Spartanburg Yes 89.50 289.00  139.50  339.00
29356 Landrum - Glassy Mtn Spartanburg Yes 129.50 329.00  179.50 379.00
29365 Lyman Spartanburg Yes 49.50 189.00    89.50 239.00
29369 Moore Spartanburg Yes 49.50 189.00    89.50 239.00
29376 Roebuck Spartanburg Yes 49.50 189.00    89.50 239.00
29377 Startex Spartanburg Yes 49.50 189.00    89.50 239.00
29385 Wellford Spartanburg Yes 49.50 189.00    89.50 239.00
29386 White Stone Spartanburg Yes 49.50 189.00    89.50 239.00
29388 Woodruff Spartanburg Yes 49.50 189.00    89.50 239.00
29601 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29602 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29604 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29605 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29606 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29607 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29609 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29610 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29611 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29615 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29617 Greenville Greenville Yes 39.50 189.00    89.50 239.00
29621 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29622 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29623 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29624 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29625 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29626 Anderson Anderson Business Only 89.50 289.00   139.50 339.00
29627 Belton Anderson Business Only 89.50 289.00   139.50 339.00
29630 Clemson Pickens Business Only 89.50 289.00   139.50 339.00
29632 Clemson Pickens Business Only 89.50 289.00   139.50 339.00
29633 Clemson Pickens Business Only 89.50 289.00   139.50 339.00
29634 Clemson Pickens Business Only 89.50 289.00   139.50  339.00
29636 Conestee Greenville Yes 39.50 189.00     89.50 239.00
29640 Easley Pickens Yes 39.50 189.00     89.50 239.00
29642 Easley Pickens Yes 39.50 189.00     89.50 239.00
29644 Fountain Inn Greenville/Laurens Yes 39.50 189.00     89.50 239.00
29650 Greer Greenville Yes 39.50 189.00      89.50 239.00
29651 Greer G'ville/Sptbg Yes 39.50 189.00      89.50 239.00
29652 Greer Greenville Yes 39.50 189.00      89.50 239.00
29661 Marietta Greenville Yes 89.50 289.00  139.50 339.00
29662 Mauldin Greenville Yes 39.50 189.00    89.50 239.00
29669 Pelzer Anderson Yes 89.50 289.00 139.50 339.00
29673 Piedmont Greenville Yes 39.50 189.00     89.50 239.00
29680 Simpsonville Greenville Yes 39.50 189.00    89.50 239.00
29681 Simpsonville Greenville Yes 39.50 189.00    89.50 239.00
29687 Taylors Greenville Yes 39.50 189.00    89.50 239.00
29690 Travelers Rest Greenville Yes 89.50 289.00   139.50 339.00
29690 Travelers Rest Greenville - Glassy Mountain Area Yes 129.50 329.00   179.50 379.00
29697 Williamston Anderson Yes 39.50 189.00    89.50 239.00
Job Codes
Electric Code Description
EService ADD Add outlets or switches
EService ATC FAN Attic Fan
EService BOND Water/Gas Bonding
EService COMM Commercial Elec
EService DOORBELL Door Bell issues or installation
EService (E)MCK Electrical Check (NON SP)
EService EREF Presold from a different dept
EService EX FAN Exhaust Fan
EService GE General - Electric (Not Used)
EService GEN Generators
EService HI-E Service Partner Check - Electric
EService IN FIXTURE Indoor Fixture
EService OUT FIXTURE Outdoor Fixture
EService PANELS Panels
EService REWIRE Home Rewires
EService SMK Det Smoke Detectors - adding or troubleshooting
EService SUP Service Upgrade/Change
EService TBL Residential Troubleshooting (General Electric)
HVAC Code Description
HVACService AIRQT Air Quality
HVACService BURN Burning Smell
HVACService COOL No Cooling
HVACService COOL 10+ No Cooling - units 10 years or older
HVACService DRYER Dryer vent cleaning
HVACService DUCT Duct Work Issues
HVACService FROZEN Unit is Frozen
HVACService GHVAC General HVAC
HVACService HEAT No Heating
HVACService HEAT 10+ No Heating - units 10 years or older
HVACService HI-H&A Service Partner Check - Heat & Air
HVACService InstallOC HVAC system installed within the past year and not working properly
HVACService INSTCHK 6 month check from new HVAC install for non SP
HVACService LUNIT Unit is leaking
HVACService MCK MAINTENANCE CHECK UNIT
HVACService NOISE Unit is making a noise
HVACService OILFURNACE Oil Furnace
HVACService TSTAT Thermostat Issues
Plumbing Code Description
PService BFP Backflow Test  ($142 flat for residential, no DC; Commerical BFP – quote dispatch charge & plumber will quote cost)
PService CI Camera Inspection
PService CIRC Recirc Pump
PService DSP Garbage Disposal
PService FIX Fixture Repair/Replace
PService GAS Gas Piping
PService GDRAIN General Drains
PService GP General - Plumbing
PService HI-P Service Partner Check - Plumbing
PService IDRN Inside Drain Stoppage
PService JET Jetting
PService LKI Leak Inside
PService LKO Leak Outside
PService MAI Mainline Stoppage
PService (P)MCK Plumbing Check (NON SP)
PService PIPE Pipe - new pipes ran or rerouted
PService PRES Water Pressure Issues
PService SUMP Sump Pump
PService TLT Toilet Repair/Install
PService WHC Water Heater - Commercial
PService WHR Water Heater - Residential
PService WHR 10+ Water Heater - Residential - 10+ years old
PService WHT Water Heater - Tankless
PService WHT 10+ Water Heater - Tankless - 10+ years old
PService WI-P Warranty Inspection - Plumbing
Basic Info
Corley Services Plumbing, HVAC, Electric
ServiceTitan Call Flow: While booking the call in ServiceTitan, after you find the customer or enter in their new information, fill out the following boxes.
  • Job Type – What type of service is needed? (see list)
  • Business Unit – this should default whenever you choose the job type
  • Marketing campaign – how did they get our number? (may default depending on what number they dialed) (see list)
  • Priority – keep this as Low
  • Start date – date we are booking the appointment for
  • Arrival window – We book within 3 window timeframes
    • Morning – 8a-1p
    • Afternoon – 1p-7p
    • (Limited Appointment Openings)- 5p-7p
  • How did you hear about Corley – Choose “AFTER HOURS”
  • Is anyone in your house experiencing Flu-like symptoms – Yes/No (Covid precaution)
  • Technician – Choose from below according to what business unit you entered above:
    • *Unassigned Electric
    • *Unassigned HVAC
    • *Unassigned HVAC Sales
    • *Unassigned Plumbing
  • ALWAYS add “Customer Support” tag
Booking two services in one call:  When a customer is booking 2 services in one call, the agent can mention that we will waive the additional Discharge Fee, keep in mind to charge the earlier appt, or the more expensive fee.  
Booking a job with Realtor/Renter: We must book either with the home owner or receive permission from them (along with who is responsible for payment and payment method) before the job can be booked. Often times, we’ll try to conference in the home owner along with the renter/agent to get permission while they are on the phone. Additionally, once we have the homeowner on the line we must be certain they are either present at the time of service OR reachable by phone to discuss the service options and payment for said services.
Clarifying Questions to Ask: Air Conditioner & Heating Questions. As part of call taking for HVAC, we should always ask how old the customer’s system is, note that in the job instructions for the technicians, and add a 10+ HVAC tag if the unit is older than ten years.  This helps us in a few ways.  First, it alerts the homeowner that this is something they should be thinking about prior to our technician showing up.  Second, it gives dispatch a gauge on which technician may be best qualified to send to each call.  Finally, it gives the technician information going into the call on how they might approach it (repair vs. replacement, etc.).
  • Do you own the home?
  • How old is the unit?
  • How many units?
  • What type of system do you have?
  • Where is it located?
  • When was the last time you changed the filter?
  • Gas or electric?
  • Has it been regularly maintained?
  • What temperature is your home currently?
  • In the summer, ask if the unit is iced over. Let the customer know that if it is, our technician will not be able to run the diagnostics and would have to return later once the unit thaws. Ask the customer to turn the unit off so it can defrost.
    • Is the unit or any pipes frozen over?
    • If yes, advise the customer to shut off the system; we cannot work on the unit if it is frozen over.
    • Is the outdoor fan spinning, do you have air coming from the vents, and what is the difference in the temperature?
Comfort Specialists
  1. Do you own the home?
  2. Will all decision makers be available?
  3. How old is your system?
  4. What type of system do you currently have?
  5. What type of system are you looking to have installed?
Water Heaters
  1. Where is the heater located (garage, attic, crawlspace, outdoors in Aquahut)?
  2. What type of heater is it (gas, electric, tankless)?
  3. How old is the heater?
  4. Is it leaking?
DO NOT GO Jobs: There are times when we will not go to a business. Outstanding Balance There are some accounts that have not paid us. Whenever you go to book a call in Service Titan, a screen will pop up if a balance is owed.
  • If the customer owes more than $100, do not book the appointment without getting approval from Finance, Customer Experience, or the General manager.
  • If the amount owed is under $100, it’s likely due to a Service Partner payment that didn’t go through. You have permission to get the updated credit card over the phone to give to Finance. Let the customer know we will process the payment for the owed amount and use the card for future payments.
If the customer doesn’t give us this amount, then we will not book the appointment. We realize this might mean we lose a Service Partner, but we need to collect for the plan. Please update the notes accordingly when you book the call stating that you followed up on the money owed as appropriate.   Do Not Bill TAG If this tag is on an account, most likely on a business, then we need to let the customer know we will not bill them for the work and they will need to pay us at the time the service is completed.   Night Clubs, Strip Clubs, Smoke Shops & Bars As a company policy, we have chosen not to work for certain types of establishments.  While places like Hooters and Twin Peaks are restaurants, we do not want to work for them due to the perception associated with them. This is not a perception we want associated with our company.  This same would hold true for night clubs, strip clubs and bars.  We do not want our trucks parked in the parking lots of these places so the integrity of our company or our guys can ever come into question.
  • Availability for Limited Appointment Openings from 5pm-7pm by Trade: (be sure to check dispatch board)
    • 2 Plumbing 5-7 (Wednesday-Friday)
    • 1 Plumbing 5-7 (Monday & Tuesday)
    • 1 Electrical 5-7 (Daily)
    • 1 HVAC 5-7 (Daily)
 
  • Availability for Service Partner checks
    • 6 Plumbing (Monday-Friday)
    • 2 Plumbing (Saturday)
    • 3 Electrical (Monday-Friday)
    • 1 Electrical (Saturday)
    • 10 HVAC (Monday-Friday)
    • 1 HVAC (Saturday)
Status Key for Avalibility: OPEN -  (can book demands or maintenance checks for morning or afternoon) OPEN FOR DEMANDS - (can book demands for morning or afternoon) OPEN MORNING/AFTERNOON - (open morning/afternoon - can book demands or checks for whichever time it says) EMERG ONLY - (only emergency demands) AFTER HOURS - (the schedule is full that day so only book after hours with after hours charge) CLOSED - (schedule AND after hours is full so no more calls for that day)
Call Note Template
Call Notes: It is important for call notes to be thorough and complete so we can make the best decision possible when dispatching technicians. All calls should include:
  • DATE ENTERED
  • NEW CUSTOMER / EXISTING CUSTOMER
  • SUMMARY
  • DISPATCH FEE
  • PAYMENT TYPE
  • JOB DATE / TIME FRAME
  • AGENT NAME
 
  • ALWAYS add “Customer Support” tag
Examples: 2/5/18 (special timeframes here; 'customer has to be somewhere by …') EC-Customer has a 12 year old gas water heater in the attic that is leaking. Has not been able to turn water off. DC $39.50. Pay by CC. Appt Morning Tuesday 2/6/18. WC#   09.04.20  **GATE CODE #0608** EC // Customer's WH stopped working. Water coming through H water faucet, but cold. Gas WH. // DC 39.50 // WC#     9.1.20 **Call Rex for dispatch** Requested Matt Pittman  *WEAR MASK* Customer states there is condensation coming from vent in the great room. There is also wet installation in the attic. // DC 69.50 // Afternoon Tuesday 9.1.20 WC#
After Hours Examples: 09.01.20 **customer has NO water** NC // Customer may need leak detection. Wants detection without having to dig extensively if possible. Mentioned that they got struck by lightning, and has since had no water. He had the water company out and they verified there is water coming from the street to the meter. They verified some water pressure, but did note low pressure. Recommended plumber // DC 189.00 // **AH** Tuesday 09.01.20 // WC#
Updates
Emergencies
Please review the qualifications for an emergency and evaluate customers' needs with probing questions. If their situation does not apply, we cannot book for after hours. After Hours service is reserved for residential emergencies only (no commercial after hours, only during regular hours).   Plumbing WH leaking NO hot water NO water (super low pressure) Mainline stoppage Toilet stopped up (only has ONE toilet in the home) Gushing/Flooding Gas smell   Electric   Sparks/fire Burning smell Meter ripped off home ONE room has no power Two rooms SIDE BY SIDE sharing walls have no power More than 2 rooms, CALL POWER COMPANY   HVAC   NO heat/ NO cool (has only ONE unit and/or elderly) Gas smell Burning smell Estimates
Misc Notes
  • Estimates are good for 30 days
Comfort Consultants (New HVAC install)
  • There is no dispatch fee for estimate of a new HVAC system install
  • Review the home and existing equipment
  • Multiple measurements will be taken of the existing unit and space where new unit will be installed
  • Our technicians will be in the home 1-2 hours
  • Upon completion of the home review our technician will present several options / offers to improve the efficiency and comfort of the home
  • Dates for installation will also be discussed at this time
  • Request that all decision makers be present or reachable to review options
If a customer calls in to book an Estimate for an HVAC Unit/Install that was Quoted, we Cannot Book them. That is handled with our install dept. and you can confirm with the customer which option they want, let them know someone will be in touch to schedule. CSR will send email to Service@corleypro.com to let our dispatch team know which estimate/unit the customer wanted to go with. (include all of the customer's information.   Process of Estimates:
  • $0 - $500 – CSR would Book the call and email dispatch@corleypro.com
  • $500+ CSR would transfer to lead/MOD
Memberships
CORLEY SERVICE PARTNER PLAN – $19.86/Month +$5 per additional HVAC unit
  • 12 Month No Break Down Guarantee^
  • NO Dispatch Charge Ever
  • Priority Response Time
  • 15% Discount on Repairs
  • Personal Concierge Line
  • Convenient Monthly Payments
  • Plus the Annual Maintenance Check of your home’s HVAC System, Plumbing System and Electrical System
  ^12 Month No Break Down Guarantee. We guarantee that your system won’t experience a breakdown when you make the suggested necessary repairs. If something fails, we’ll come at no charge and repair it at no cost to you. *Extended Labor Warranty for new systems installed by Corley. We’ll cover the labor warranty to match the original manufacturer’s warranty with continuous coverage of a Service Plan and regular maintenance of the system. **Does not include heat exchangers, compressors, or coils. With the exception of the inspections and maintenance checks, all services are as needed. Where quantity of services are listed, this is a maximum number performed annually.
  • Our Service Partner plan is $19.86/month. The only time there may be more charged is $5/month for any additional HVAC units. So you may see some customers who get charged $24.86/month, for example, because they have 2 units.
  • However, if anyone calls in with billing questions or questions about the SP, just shoot us an email at service@corleypro.com and we will get them taken care of!
  PREVIOUS PLANS PLATINUM, GOLD, BRONZE– being phased out, but there will be some existing customers with these plans.  New plan will be the Partner Plan as shown above.
Do/Don't Services
Can Do’s Plumbing
  • Backflow preventer testing (Job type – PService-BFP)
  • Caulking plumbing fixtures
  • Drains to get water away from the home (not French drains)
  • Grease traps (clear them, not install them)
  • High pressure regulators (residential only)
  • Locate septic tank & work on connection (we do not pump septic or work on actual tank)
  • (lines to) Irrigation system(but not the irrigation system itself)
  • Trenchless Pipe repair
  • Urinals
  • UV installations for water filtration
  • Water filtration systems
  • Water fountains
  • Winterize pool plumbing (i.e., cap off lines, etc.)
  • RPZ (see top of Dispatch Charge list)
  • Trenchless digging for pipe repair
Electric
  • Electrical to pool pumps (only hook up, no troubleshooting problems)
  • Car chargers (electric vehicles)
  • Generators- (Except Portable Ones)
  • Installation of a meter box
  • Wall microwaves
  • Bathroom exhaust fans( Eservice EX-FAN)
HVAC
  • Air quality test
  • Coil cleaning (not included in maintenance check, quoted separately)
  • Duct cleaning (quoted by comfort consultant and HVAC install actually performs the service once scheduled)
  • Combing fins
  • Geothermal units
  • Hybrid furnaces (gas/electric)
  • Oil furnace (Aaron Clarkson, Chad Sokol, and Chris Berry)
  • Vents on the outside(crawlspace vents, dryer, bathroom exhaust)
Miscellaneous
  • We CAN pull permits IF we do the work (not otherwise)
  Cannot Do’s Plumbing
  • Appliances (we do work on water lines to and drain lines from, not the appliance)
  • Boilers
  • French drains (we don’t install them or work on them)
  • Installing walk-in tubs
  • Jacuzzi tubs
  • Outdoor water fountains
  • Ponds
  • Pools or pool pumps
  • Portable water heaters
  • Roof vents for plumbing system
  • RVs
  • Septic tank itself (but we can do lines to septic)
  • Shower doors
  • Solar water heaters
  • Storm drains
  • Submeters for plumbing
  • Wells/well pumps (we can work on the water to the well, and everything not in the ground)
Electric
  • Appliances (we do work on power to the appliance)
  • Ethernet installs
  • Floorboard registers
  • Install stoves
  • Install wall ovens
  • Low voltage
  • Parking lot pole lights
  • Phones lines
  • Pool pumps
  • Run electric overhead (referring to outside, done by electric company)
  • RVs
  • Solar panels (work, replace, or install)
  • Submeters for electrical
HVAC
  • >5-ton HVAC units (greater than 5-ton)
  • Blower door tests (tests airtightness of buildings)
  • Commercial kitchen vent/hoods (eg. Type II Hood)
  • Mall or rooftop HVAC units
  • Portable heaters
  • Radon detection
  • Relocate oil tanks for furnace (but we DO work on oil furnaces)
  • RVs
  • Window AC units
Miscellaneous
  • Cracked tub
  • Fireplaces (but we CAN run a gas line)
  • If we do not do the work, we cannot pull the permit
  • New construction
  • Roof leaks
  • Tiles
Frozen pipes
Please note: We aren’t able to help the customer until the pipes are un-frozen. Please have the customer do the following to help the process happen quicker:
  • Close any basement vents
  • Turn on the kitchen sink or a bathtub tap just a little to let the air circulate
  • Open cabinet doors to let the warm air in
  • Most importantly, if the pipes are frozen, tell the customer NOT to leave the home until they are unfrozen. They don’t want to leave and come back to a pipe burst.
If a customer has found that their pipes have burst, ask them to turn the water off to the house and please work with Dispatch to have us get out there as soon as possible to fix.
The difference between a frozen pipe and something being wrong with their water heater is: 
  • Frozen pipe – customer has cold water but nothing is coming out when they turn their hot water on
  • Potential Water Heater – customer has running water out of hot and cold side, but temp does not get hot.
A frozen or a burst pipe can be a terrifying situation for a customer.  When a customer calls with questions about frozen pipes here is a helpful set of questions to have: 
  1. Ask if pipes are frozen or if one has burst
    1. Reassure the customer that just because their pipes are frozen they may have nothing to worry about, but you’ve got some things they can do to help. It’s not necessary to book a plumbing appointment for frozen pipes as there isn’t anything we can really do.
    2. Ask what type of pipes they have. If they have PEX, it’s less likely the pipes have burst, but not impossible. Copper is a 50/50 likelihood and CPVC is highly likely to burst in extreme temperatures, but again they don’t always.
 
  1. If the pipe has burst instruct them to turn off water off (if possible) to reduce further damage.
    1. The meter might be near the street and they will need a meter key, which is a metal “T” shaped rod
    2. They may have a shut off in the house possibly in the garage or even in a closet.
    3. If for some reason they can’t get the water off and we can’t get there quickly, the can call the fire department non-emergency number.
    4. Schedule an appointment as soon as possible for a plumber to go out.
 
  1. For frozen pipes, tell them to not try to heat up the faucet or pipes but to let them thaw naturally. Suggest they stay home until the pipes unfreeze. They should listen for sounds of running water as the pipes thaw. They can also look for signs of water in walls or on ceilings. If they notice signs of a burst, they should call us for a plumber to come out.
  A customer with a burst pipe may ask you a question about insurance. Let them know that every insurance company is different, but generally they cover a situation like this because it wasn’t an ongoing issue. Tell the customer to reach out to their insurance company to file a claim.  We will give the customer an invoice that they will pay, and then the customer will get reimbursed by their insurance company. Remember we don’t bill insurance companies. 
If someone calls in with questions about how to protect their home you can offer: 
  1. Open the cabinets under sinks that are on exterior walls of the home so the piping is exposed to the warm air of the house.
  2. Drip any faucets that are on an exterior wall of the home. The flow of water will help keep the water in the pipes from freezing.
  3. Remove the outside hose from the hose bib as water can expand and crack the hose bib causing a burst pipe in the wall to their home.
  4. Tell them to close any vents to a crawlspace. They want to do everything possible to keep their pipes warm and protected from the wind.
Cold weather snaps can bring a significant increase in our plumbing demand calls. Your efforts to help ask these questions will help calm the fears of a customer, help us get to the most urgent calls first, and help our guys from being overworked by eliminating unnecessary calls.
Home Depot
I wanted to make you aware that we have a new lead source through Home Depot. We are performing installs for HVAC. We do not  book any jobs associated with HD. They must route through our designated dispatch contact Lindsey Allen.  Simply collect the caller’s information and email directly to Lindsey at  lallen@corleypro.com.  She’ll call the customer back to book. We would need you to send an email (service@corleypro.com) to us to book the install if they are contacted. If a customer of Home Depot calls in and requests other services with us outside of HVAC installs, we should collect the caller’s information and email directly to Lindsey at  lallen@corleypro.com. She’ll call the customer back to book.
Objective Statement Scenario
Example: Caller wants someone to come out to provide estimated pricing for an outdoor electrical box, or perhaps they want to add an outdoor spigot to their garden. We would still charge a dispatch fee, correct? In this case would we be able to waive the fee if they had the work done?   Answer : You are correct; we do still charge a dispatch charge for the technicians to come out. We are not able to waive the charge on our end, but ultimately it’s the technician’s decision. So, when customers are having objections to the dispatch charge when they’re interested in estimates only and aren’t committed to having the work done, we can say something like, “the technician would be happy to discuss that [the dispatch charge] with you.”   If you do mention this to a customer when booking jobs like this in the future, please make a note in the job summary like this: “10.12.20 NC // Customer would like estimates on a new generator. // DC 39.50, tech advise // Morning Tuesday 10.13.20 // WC#”
QA Scorecard