How to confirm a home visit so the technician doesn’t drive out for nothing
Sado AI team · · 4 min read
In short
A visit confirmation call is a short call before a technician, measurer or installer goes to a customer’s home. Its job is to prevent a wasted trip: is the customer home, are the address and landmark right, who will open the door, what needs preparing. Confirm the time window the day before, then make one more short call on the day, before leaving. Send the answers to the technician in writing. An AI voice operator can make these calls in Uzbek and Russian.
What a wasted trip costs
A field technician spends much of the day on the road. If the door is locked, the address was written down wrong or the customer says “I thought it wasn’t today”, you lose the drive, the fuel and a whole visit slot that another customer could have had.
For example, a technician visits five addresses a day. If one is wasted, a fifth of the day is gone, which adds up to a full working day each week. The numbers are only an example; do the same sum for your team.
What to confirm on the call
- Day and time window: not an exact hour but, for example, 10:00–12:00. The technician may hit traffic.
- Full address and landmark: district, building, entrance, floor. In new blocks the building number is often not visible.
- Who will be home and their number, if it isn’t the customer who booked.
- What to prepare: clear the space, move old equipment out, find documents or the warranty card.
- If a price or call-out fee was agreed, repeat it: then there’s no argument on site.
- Where to park, if the technician comes with equipment.
Two calls: the day before and before leaving
- The day before: day, time window, address, who will be home. If the customer can’t do it, move it to another day right there.
- Send the answers to the technician in writing: address, landmark, the number of the person at home. The technician shouldn’t have to ask again.
- On the day, 30–60 minutes before leaving, a short call: “The technician is on the way, are you home?”
- If the technician is running late, call the customer first. That beats the customer waiting and calling you.
A sample call
Sado: Assalomu alaykum, this is Malika from Oyna Plast. Your window measurement is tomorrow; I’m calling to confirm.
Caller: Yes, we’re expecting you.
Sado: The technician will come between ten and twelve. The address is Chilonzor, block 9, building 14, right? What’s the landmark?
Caller: That’s right. Opposite school number 17, second entrance, fourth floor.
Sado: Noted. Who will be home tomorrow?
Caller: I’ll be at work; my mother will be home.
Sado: All right. The technician will call you before leaving. If you clear the space by the windows, the measuring will be quicker.
Caller: Fine, thank you.
Note that the operator doesn’t ask “when suits you?”. The window is already agreed; the call only checks the details and adds what the technician needs.
Handing confirmations to an AI operator
You upload tomorrow’s visits as an Excel file, or the list comes from your CRM. Sado’s operator calls each customer, confirms the time, asks for the address, landmark and who will be home, and moves anyone who can’t make it to another day. More: AI outbound calls.
Each answer is a separate field in the portal, with the recording and transcript. The call card can go to your company’s Telegram group, so the technician reads the address right there. Common questions: FAQ. Try it live.
Questions
How is a confirmation different from a reminder?
A reminder tells the customer they are coming to you. A confirmation checks the details before you go to them: address, landmark, who’s home, what to prepare.
If the customer doesn’t answer, should the technician still go?
That’s the company’s call. A common rule: two calls, then a text. If there’s no reply by morning, the address moves to the end of the day or the technician goes to another customer.
How long does such a call take?
Usually a minute or two. With a short list of questions the customer answers quickly, and the technician knows everything in advance.
Which businesses need confirmation calls?
Any service that goes to the customer: window and furniture measuring, air-conditioner or appliance installation, repairs, cleaning, internet connection, delivery of large items. Anywhere one wasted trip costs more than a call.
