Activity (Process)

Start with Customer Discovery Before Inspecting the System

When the technician arrives at a home for a service call, they pause before opening any equipment or taking tools out of the truck. They first invite the customer to explain the concern in their own words and ask what result would count as a good outcome. That conversation helps reveal priorities, budget expectations, and details such as remodeling plans or earlier repair attempts that may affect the recommended work.

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Updated 2026-08-12

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