Getting a call turned into a job your tech can actually run
Where it usually goes wrong
Calls, texts, emails and web forms all land in the same place and half of them are missing something. No gate code. No model number. No real description of what broke. Somebody in your office has to call back and get it, then type it in again, before a tech can use it.
What I would ask on the phone
On the phone I ask how work comes in, what happens to the odd ones, and what your dispatch and customer software already do that nobody turned on. Most of the time part of the quote is a setting you are already paying for. If a fix really needs building, I will say so and tell you roughly what that means.
What stays with your people
Your dispatcher checks the job and decides how urgent it is. Diagnosing the equipment, reading the code book, calling anything a safety issue, setting the scope, quoting the job and setting the price all stay with your qualified people. Nothing goes to a customer or a truck until one of your people has read it and put their name on it.