Land 10X Bigger Jobs From Routine Service Calls

Implement a technician incentive program where techs earn a percentage or flat fee for additional estimates they generate that close, motivating them to identify more opportunities.

Develop a comprehensive technician checklist for every service visit to ensure all potential issues and upselling opportunities are identified, even beyond the customer's initial request.

Empower your CSRs to pre-sell by training them to ask qualifying questions and suggest additional services during initial calls or confirmation calls, leveraging customer needs and common neighborhood issues.

Simplify the estimate generation process for technicians using digital forms (like a QR code linked to a Google Form or website page) that capture customer information for follow-up by dedicated sales staff.

Utilize 'happy calls' (post-service follow-ups) as a sales function; have salespeople review the technician's checklist, address any identified issues, and proactively offer solutions and estimates.

Track 'estimate count' as a primary growth metric, aiming for 30-50% of service calls to convert into additional estimates, indicating a healthy sales process beyond initial leads.