- Whether it is heat or cooling that has failed, and when it stopped
- A system that quit an hour ago and one that has been struggling for a fortnight are different calls, and the second one has usually already had somebody look at it.
- Who is in the house
- An infant, somebody elderly, or anyone unwell changes where the call sits on the board. It is not sentiment — it is the correct ordering, and it can only be known by asking.
- What is running and what is not
- Outdoor unit humming with no indoor airflow, everything silent, or the blower running with warm air are three different faults, and the answer decides which technician and which parts go.
- Model and serial from the data plate
- Parts availability and remaining manufacturer warranty both hang on it, and the customer is standing next to the unit exactly once — during this call.
- Whether there is water around the indoor unit
- A backed-up condensate line is about to become a ceiling repair. It changes the urgency and it changes what the customer should do in the next few minutes.
- Whether the thermostat has power
- A blank display is a different problem from a system that will not respond, and one of the two is resolved on the phone without anybody driving out.
- The age of the system, and whether it has been repaired before
- A third repair on an old system is a different conversation from a first repair on a young one, and the technician should arrive already knowing which one this is.
- Access: attic, crawl space, locked gate, dog
- Equipment lives in the least convenient part of a house. An attic ladder that is not there, or a gate that is locked, costs a whole visit.
- Whether the property is owner-occupied or let
- A tenant reports the fault, a landlord authorises the spend, and confusing the two produces work nobody agreed to pay for.
- Whether there is a second system, and its age
- The other system in the house is usually the same age as the failed one. Nobody thinks about it until it fails too, generally in the same fortnight.
- Who will be at the property during the window
- Nobody diagnoses a system from the driveway. An empty house is a wasted slot in the week when slots are worth most.
- Whether a maintenance agreement is in force
- It decides the priority, the rate and whether this visit is already paid for, and asking afterwards is how a customer discovers they were charged twice.