Safety first, then the checks a homeowner can safely do in a couple of minutes, then the details that tell the tech what to bring.

What to Ask a Customer With No Heat Before Sending a Tech

Ask about safety first: any smell of gas, a carbon monoxide alarm going off, or anyone in the home who is vulnerable to the cold. Then walk through the quick checks a homeowner can safely do, like the thermostat setting, the furnace switch and the breaker, and finish with the equipment details the tech needs. The safety questions decide how fast someone goes out, the quick checks sometimes solve it on the phone, and the details save a second trip.

Safety first, before anything else

Quick checks the homeowner can safely do

What the tech needs to know

How it sounds on the phone

Say

Before anything else, do you smell gas anywhere in the house, or is a carbon monoxide alarm going off?

Not

What kind of system do you have?

Say

Can you check that the thermostat is set to heat and a few degrees above the room? Sometimes that is all it is, and I would rather save you the visit.

Not

Someone will have to come out and look.

Say

The checks did not fix it, so I am getting a tech to you, and they will know it is a gas furnace that starts and then shuts off.

Not

Someone will call you back.

The three ways this goes wrong

A no-heat call is safety, then the easy checks, then the details. Ask in that order, and the urgent calls go out fast, the simple ones get fixed on the phone, and the tech arrives ready.

B

I answer the phones for HVAC contractors, and I ask the safety questions first on every no-heat call. callbobai.com