Count the handoffs before you pick a tool. Here is the loop: truck to customer, back to truck, into the office, out to the customer, back to the office, all day long. Look at how a field note gets to the office. Then look at how it gets back to the tech. Each handoff is a place for details to go missing.
We put together a 44-second walkthrough showing one way to close that loop. A driver flags a problem at the tank. The office turns it into an emailed estimate before he's back in the cab. The customer approves by reply. A tech gets dispatched, fixes it, and logs the work at the tank.
Watch that walkthrough end to end. Count the handoffs in it. Then ask your own dispatcher which handoff costs the most calls back to the office. Start there.
Originally published on Propane Insider.