How to Organize a Field Service Day

A practical routine for field technicians: prepare the night before, plan the route, manage each call and close out the day so tomorrow starts clean.

A practical routine for field technicians: prepare the night before, plan the route, manage each call and close out the day so tomorrow starts clean.

Customers see a billing rate far above the technician's wage. Here is the math that connects the two: loaded cost, unbilled hours, overhead and profit.

Ohm's law links voltage, current and resistance. Here are the formulas, worked examples on real equipment, and how they help you troubleshoot in the field.

Technician utilization shows how much paid time is spent on jobs. Learn the formula, the difference between utilization and billable hours, and how to improve it.

How seasonal service businesses can plan the year: preparing for peak demand, filling the slow shoulder seasons, managing cash and keeping technicians busy.

A step-by-step way for owner-operators to set an hourly labor rate: what to pay yourself, your overhead, realistic billable hours, break-even and profit.

How technicians should behave in a customer's home: arrival, protecting floors, communication, privacy, cleanliness and the small habits that earn trust and reviews.

Warranty repairs cost a service business labor it often cannot recover. How manufacturer and labor warranties work, how to process claims and how to track the real cost.

A reference of common HVAC conversions and formulas: BTU, tons, kilowatts, horsepower, pressure, airflow and water flow, with worked examples.

What a written service estimate should include, the difference between an estimate and a quote, how to present options and how to protect yourself when the scope changes.