Resources/Operations

The standard is whatever somebody noticed last

Two competent crews, same equipment, wildly different callback rates. The fix wasn't hiring — it was defining crew work standards nobody had bothered to write down.

A heating and air company on the west end of Boise, nine in the morning, space heater going in the back office. We were staring at what happens when a shop has no crew work standards written down - twelve months of service tickets spread across the table, warranty returns pulled into their own pile. Two hundred and twelve changeouts in the year. Thirty eight of them came back inside ninety days.

Then I sorted the returns by which crew had done the install. One crew ran a hundred and eighteen of those jobs and nine came back. The other ran ninety four and twenty nine came back. One in thirteen against one in three.

The owner looked at the two columns for a while. Then he told me both of those men are good installers and he would put either one in front of a customer any day of the week. He was right about that. That was the problem.

Same equipment, four hours apart, eleven differences

I rode with both crews the following week. Two changeouts, houses within a mile of each other, four hours apart. Neither lead cut a corner. They did the job differently at eleven points I could count, and each man had a reason for his version, and most of the reasons were sound. One had come up through a commercial outfit in Salt Lake. The other learned residential from his uncle across six years.

Nobody in that building had ever told either of them which way was the house way. Nobody had picked one.

That is what this looks like from the inside. The work goes out, the men are competent, most customers are satisfied, and the results scatter for reasons nobody can name. So the scatter gets called luck. Or attitude. Or a rough month. Some of what usually rides along with it:

Two men on your payroll would describe the same job differently, and each would be certain he had it right.

There are written procedures somewhere. They name a supplier you stopped buying from and a form nobody prints.

The office calls a tech to ask what he meant on his own ticket at least once a day, usually while he is up a ladder.

Job information lives in four places: the scheduling software, a paper packet, a group text, and one woman's memory.

Monday's meeting covered the same three subjects it covered last Monday, and nothing left the room with a name and a date on it.

Install hears what service found only when service is angry about it.

You could not say last month's callback rate without sending somebody into the files for an afternoon.

Nobody has ever told your best crew that they are your best crew.

He thought Boise was telling him something

His explanation was ready before I arrived, and it was about the town. He had tried selling a better install two years back. A commissioning step, a longer labour warranty, priced about nine hundred dollars over his standard package. It sold four times. Customers around here will not pay for that, he said. Three bids on the kitchen counter, low one wins.

So I asked him to describe the better install to me. Out loud, in steps a homeowner could picture. He got about ninety seconds in and stopped, because what he was describing was one crew's habits and he could hear it.

A homeowner holding three bids compares on price when price is the only line on the page he can compare. That market was answering the question it had been taught to ask. Two crews were shipping two different products under one price, and neither product had a written description anywhere in the company.

Something was written down, as it turned out. Sixty odd pages in a binder on the shelf above the parts counter, put together six years back to satisfy an insurance requirement, a coffee ring dried on the cover. It named a distributor they dropped four years ago and a form the software replaced. Stale written rules do more damage than no written rules. A man reads one page, finds the one thing on it that is wrong, and decides quietly that paper at this company is decoration. After that you can write whatever you like and nothing changes on a truck.

The tell is a sentence you have heard and let go past: we do not do it that way any more. Nobody thinks that is worth reporting. Every one of those is a policy that died without a funeral, and no list of them exists anywhere.

A crew works to the standard somebody last noticed out loud. Which means the standard in your company is whatever you happened to walk past.

Twenty-two mornings nobody billed for

Run the second crew's ninety four jobs at the first crew's rate and you get about seven returns instead of twenty nine. Twenty two trips that did not have to happen. Each one is two men, most of a morning, refrigerant and parts, and a truck that was booked somewhere else.

Two men, three and a half hours each on a return

7 man-hours

Counted twice, once for the morning and once for the changeout it replaced

14 hours

$30 an hour, plus 27 percent for taxes, insurance and overhead

$38.10

Labour on one return

$533.40

Refrigerant and parts, counted twice because you bought them twice

$140

Truck, fuel, and the dispatch slot it ate

$45

One return trip

$718.40

22 returns the other crew would not have made

$15,805 a year

None of that was invoiced. None of it showed up in his numbers either, since the only place a free trip lands is inside hours he had already paid for. It leaves out what twenty two irritated homeowners said about him over a fence, which I cannot price and you can.

Notice where the money left. Every one of those trips came out of installs. Two men for most of a morning is most of a changeout, so the company ran about a crew short of what it looked like on paper, all year, without anybody deciding to. Sales kept feeding the board. Growth stalled out where the trucks were, and from the owner's chair that reads as a hiring problem.

Ten minutes each, three sheets, no talking

Take the job your company does most often. Ask three of the people who do it, separately, to write down the steps from pulling up to pulling away. Ten minutes each, on paper, no phones and no conferring. Then lay the three sheets side by side on your desk.

You will get three different jobs. The argument that follows is worth an hour of everyone's time, and you should not try to settle all of it. Settle one thing.

Pick the single number that separates a job done right from a job that comes back. Set the threshold. Tell every person who touches that work what it is, and say it in the same words every time.

In that shop it was total external static pressure. Most residential equipment is rated to move air against half an inch of water column, and a system fighting more than that runs hot, freezes coils, and kills compressors on your warranty rather than the customer's dime. The rule fit on one line. Measure static on every changeout before the truck leaves, write the reading on the ticket, and if it comes in over 0.5 you call the shop before you pack up. A digital manometer runs a few hundred dollars. Two of his trucks already had one buried in a toolbox.

Yours will be a different number. Moisture reading before a wall gets closed. Torque on a set of bolts. Cure time before anybody loads a slab. Minutes from a call landing to somebody dialling back. One number, with a line drawn in it, that a man can check on himself before he leaves the site.

Say it to the whole crew at once, in person, in one sentence, and say what it costs the company when it slips. Then put it on a single sheet on the wall where the trucks load. Do not add a second number for a month. Write the date in the corner of that sheet, so the day it stops being true anybody can see the thing is old.

Fifteen minutes before anybody rolls

A number said once dies the way the binder died. It needs somewhere to be read out loud every week. Fifteen minutes, same morning, before the trucks leave.

Open by reading last week's decisions aloud, each one with the name and the date attached to it. That takes ninety seconds and it changes how people sit in the room. A man who knows his name gets read out on Tuesday closes his loop on Monday night.

Then the number, and who hit it, by name. Praise goes in front of everybody and correction goes in the truck afterwards, and most owners have those two exactly backwards. Then anything new. Whatever gets decided in that room leaves it written down with a name and a date beside it. Everything else said in there was a conversation.

What stops happening after six weeks

Nothing announces itself. The office quits phoning techs to translate their own tickets. Warranty trips thin out, and the ones left are equipment faults instead of somebody's habit. The arguments about whose way is right go quiet, because a number settles them and nobody's pride is inside a number.

Six months on, that Boise company sat at eleven returns for the year on similar volume. The weaker crew turned out to be the better crew once somebody told them what winning looked like. That happens more often than it does not.

A man who knows exactly what good work looks like can still do good work on a bad day. A man guessing at it will only ever be as steady as his mood. Most of what gets called an attitude problem in a small company is a definition problem wearing different clothes. Your people are not waiting to be pushed. They are waiting to be told.

Systems, Policies and Communication holds nine statements in the Business Check-in, and this article works properly through four of them. The check-in itself is free and takes about ten minutes.

Talk to Us. First Call’s Free.

We’ll listen first. If we can’t help, we’ll say so.

Schedule a Conversation