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Tag: Surge Operations

  • Setting Up Automated Out-of-Office and Surge Routing

    Setting Up Automated Out-of-Office and Surge Routing

    The first cold snap, the storm, the burst-pipe week. Demand triples in a day and the businesses that handle it well decided how to before it happened.

    TL;DR Define your capacity ceiling in advance. Triage ruthlessly on urgency. Tell people honestly when you cannot get to them. Pause your advertising when you are full.

    Know your ceiling

    Write down the number before you need it.

    • Jobs per technician per day, normal and surge.
    • Absolute maximum emergency call-outs per day.
    • The point at which quality starts to fall. This is usually lower than the physical maximum and it is the number that matters.

    Set the surge threshold below the physical limit. A team working at absolute capacity makes mistakes, and a mistake during a surge week is expensive in both directions.

    Triage rules, written in advance

    Decide the priority order now, calmly, not at 7am during a flood week.

    Priority Definition Response
    P1 Safety, active damage, vulnerable person Same day, always
    P2 No heat, no water, no power, business closed Same day if possible, 24 hours otherwise
    P3 Degraded but functioning Within the week
    P4 Routine, planned, cosmetic Scheduled normally

    Additional weighting

    • Existing customers and members before new enquiries. This is what the membership is for, and it must be honoured visibly or the tier is worthless.
    • Vulnerable customers first, regardless of tier. Elderly, disabled, young children, medical dependency on the service.
    • Commercial contracts with SLAs, per the contract.

    Make the rules visible to whoever answers the phone. Triage decided in the moment by an overwhelmed person is not triage.

    Volume-based escalation

    Automate the response to volume itself.

    Condition Automatic action
    Calls in queue above threshold Additional staff notified to answer
    Wait time above 2 minutes Callback offered instead of holding
    Diary full for 48 hours Booking form switches to waitlist mode
    Emergency slots exhausted Alert to owner, backup plan activated

    The callback offer is important. Holding produces abandoned calls and angry customers. An offered callback with a realistic window is accepted readily.

    Say the honest thing

    The worst surge response is silence or false optimism.

    Better

    We are booked solid until Thursday because of the weather. I do not want to promise you a slot today and let you down. If it is an emergency I will find a way. If it can wait, I can do Thursday morning and I will confirm now. If you need it sooner than that, honestly, try [competitor] because they are good and they may have capacity.

    Referring a customer to a competitor during a surge

    • Is remembered, disproportionately.
    • Costs you a job you could not do anyway.
    • Frequently produces a reciprocal referral later.
    • Is the single most credibility-building thing you can do in a bad week.

    Overcapacity scheduling blocks

    Protect the schedule structurally.

    • Reserve emergency slots daily, and do not fill them with routine work. Two slots a day, released at 3pm if unused.
    • Buffer between jobs, increased during surge.
    • Block the last hour so overruns do not eat into the evening.
    • Cap daily job count in the system so it cannot be overbooked by someone trying to help.

    The reserved emergency slot is the highest-value schedule discipline and the first thing abandoned under pressure. Hold it.

    Backup dispatch

    Somebody must answer when the usual person cannot.

    • A named second and third for phone answering, with the triage rules to hand.
    • An answering service or AI assistant for overflow, configured to capture and escalate rather than resolve.
    • A shared inbox so nothing sits in one person’s messages.
    • Trusted subcontractors on standby, agreed in advance with rates settled.

    Agree surge subcontractor terms before the surge. Negotiating a rate during a storm week means paying whatever is asked.

    Pause your advertising

    Counterintuitive, and correct.

    When you are booked out

    • Pause paid search and social ads. You are paying for enquiries you cannot serve.
    • Update your website with current availability.
    • Pause lead generation automations.
    • Amend the Google Business Profile if the wait is significant.

    Set a rule. “When the diary is full for more than five working days, pause paid acquisition.”

    Money spent on leads you cannot serve is worse than wasted, because those callers get a poor experience of you rather than none.

    Manage the team through it

    Surges break people, and the cost lands after the surge.

    • Say how long it will last. “Two hard weeks then it eases” is bearable. Open-ended is not.
    • Feed them. Sounds trivial, is not.
    • Protect at least one rest day even during the worst of it.
    • Pay the overtime promptly, not next month.
    • Say thank you specifically, afterwards and in detail.
    • Plan the recovery week. Lighter scheduling immediately after.

    Turnover after a badly handled surge is the real cost, and it shows up two months later when you have lost the person who got you through it.

    Afterwards

    Debrief while it is fresh.

    • What broke first?
    • Which decisions were made well and which under pressure?
    • What would we pre-agree next time?
    • Which customers did we lose, and were they the right ones to lose?
    • What is the standing plan for next time?

    Write the plan down. A surge plan produced during the surge is worth little. One written the week after is ready for the next one.

    Write your triage rules and your capacity ceiling this week, on one page, and give it to whoever answers the phone. That page is the whole system and it costs nothing to produce before you need it.

    Need a pro to plan it? [BOOK A CALL]