Resources
Playbooks for the phones, written for dispatch.
Checklists and example scripts you can use with your own team, whether or not you ever use ShiftSill.
HVAC playbook
How to handle HVAC call overflow during peak season
A playbook for HVAC contractors: define urgent calls, set overflow forwarding, write intake questions and scripts, and plan for transfers that don’t connect.
Read the hvac playbook · 8 minPlumbing checklistPlumbing phone intake checklist for service calls
Plumbing phone intake checklist: shutoff and leak questions, drain and sewer details, water heater calls, service-area checks and example scripts.
Read the plumbing checklist · 7 minAfter-hours checklistHow to set up after-hours call routing for contractors
Checklist for after-hours call routing at an HVAC or plumbing company: schedules, holidays, on-call rotation, transfer order, fallbacks and testing.
Read the after-hours checklist · 7 minThe next shift is covered.
See a scripted call built around your trade, your service area and your on-call rotation. Bring your current after-hours setup and we’ll map it together.