Derek L.'s Transformation: From Random Dispatching to Precision-Driven Results

For Derek L., dispatching technicians based on proximity was a common practice—but it was costing the company far more than it saved. Jobs were frequently assigned to nearby techs regardless of skillset, leading to incomplete work, callbacks, lost upsell opportunities, and ultimately, declining profitability.

The Challenge:

Dispatching without regard to technician skills or job complexity left Derek's team mismatched and inefficient. The business lacked a system to strategically route the right tech to the right job.

The Solution:

ThermoGrid’s dispatching tools changed everything. By accounting for technician certifications, job types, and complexity, the software automated smarter decision-making. Combined with RISE Coaching, Derek also received leadership support to align his operational processes with broader business goals.

Results Delivered:

• Transitioned from “closest tech” to “best-fit tech” model
• Increased job completion rates and upsell conversions
• Boosted profitability and technician utilization
• Reduced customer callbacks and mismatched assignments

The Outcome:


Derek’s company not only became more efficient—it became more profitable. Smarter dispatching didn’t just improve workflows; it changed the entire trajectory of the business.