Repair vs. Replacement: First Attempt
An agents first direction should be to attempt a cost-effective repair rather than jumping straight to a replacement of the equipment/product. Customers respond positively when a Service Request results in a repair that was completed and have a higher NPS score for the Service Request with repairs when they are completed faster and are less complicated.
We should always review the history of the product/item before making a decision.
- How long has the contract been effective? What was the Effective Date?
- Have there been previous job dispatched for that item under this or any other prior contract term?
- Has there been a repair attempted?
- Was it successful or unsuccessful?
If there has been no prior repair attempt, a repair should be attempted on the product/item with no previous service job history, depending on pricing, before a replacement decision is made.
- Is the Service Professional recommending replacement instead of repair?
- Ask if a repair can be successfully attempted?
- If YES: Encourage the technician to do so.
- If NO: Capture the reason why the technician recommends against it.
- Remember to capture the failed parts and the Service Professional’s pricing for the parts in the Service Job Comments if moving forward with the replacement.
- It is also our duty to question the Service Professional’s reason for their replacement recommendation and document the feedback/justification in the Service Job.
The following failures are the few exceptions which would typically go straight to a replacement decision rather than any attempted repair.
Product/Equipment
|
Failure
|
Standard Water Heater
|
Tank leaking
|
Ceiling Fan
|
Cash out (up to $75-$100 standard ceiling fan + $75 install)
|
Garbage Disposal
|
Unit leaking, motor seized, or cannot be reset.
|
Faucet
|
Depending on brand and failure (i.e., broken stem)
|
For replacements listed below, the agent must contact an Authorizations Specialist, Authorizations Supervisor, or Manager. Agents must open an exception for the review and also document in the status update note who reviewed and approved the replacement.
Product/Equipment
|
Failure
|
HVAC
|
Replacement inside and out: Condenser and air handler/coil, package
units, wall units, and PTAC.
|
Boiler
|
Replacement
|
Furnace
|
Replacement
|
Refrigerator
|
Replacement
|
Related Articles
Customer Under Review-Pending Decision
When a Claim has been in Under Review status with a Claim Credit on hold over 90 Days, a task is created in Zoho and assigned to the Customer Under Review-Pending Decision Queue. When working the task, be sure to review all history of the Service Job ...
Replacement Deductible - SP Will Collect - Claim Credit and Cap
Cinch P3 contracts May require a Replacement Deductible for specific items being replaced rather than repaired. When the Service Type field in SB is updated to Replacement, this begins the Replacement Deductible process: An Email and Text is ...
Decision Desk
Agents are required to call the Decision Desk when the Agent or Service Provider feels that the job should be denied. DO NOT call the Decision Desk if there is a long hold for a specialist. This line needs to remain open for all recommended denials ...
When To Call A Specialist
When calling the Authorizations Specialist Line or a Supervisor, please have all required information and have a decision made on the direction you want to go with the job. Authorizations Specialist Line Agents are required to call the Specialist ...
Replacement Recommendations: Service Professional Process
Below is the process that should be followed when the Service Professional calls in recommending a replacement. Enter the service technician's findings/diagnosis and attributes into the Service Job in the Service Explanation field. Authorizers are ...