Dispatch Coverage and On-Call System
Plan dispatch coverage with a workbook, an on-call rotation for the busy season, and scripts for addressing recurring call-offs.
These previews show pages from the files you receive.
Home services retention
Tech First-Year Retention System
Give a new technician a clear plan for the first year. You get the 30, 60, and 90 day plan, a first-year tracker, and check-in scripts to help identify concerns before they lead to a resignation.
Use the free Tech Turnover Cost Calculator to calculate the cost of one technician departure using your billed rate, wage, refill weeks, and hiring costs.
$49
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
Add one roster row per technician hired in the last year.
Set the As of date at the top, and the tracker calculates tenure, ramp, and every check-in date.
DecisionKeep good people
IndustryHome services
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRelated reference note: What the technician shortage costs a home services shop
Fit
Is this the right fit for your work?
A good fit
- For home services businesses focused on keeping good technicians.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For help running the process, explore our advisory services.
What is inside
Every file in the download, by name.
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useTech First-Year Retention Tracker: a cohort roster calculating tenure, ramp time, and the 30, 90, and 365 milestones; a log for all seven check-ins; sourced benchmarks; and a summary showing 90-day and one-year survival rates, exit costs, and survival by hiring source.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readThe Tech Retention Field Guide: how the retention process works, what an early exit costs, the seven scheduled conversations, signs that a technician is going quiet, and common mistakes that can undermine retention efforts.
PDF · readTech Check-In Scripts and Templates
Word · editTech Check-In Scripts and Templates: scripts for all seven conversations, from the first solo day to the one-year stay conversation, plus the mentor assignment sheet, the first-week plan, the going-quiet list, and the early exit conversation.
How to use it
Your first 15 minutes
Begin with The Tech Retention Field Guide and follow the four steps in order. Step 4 puts the check-in conversations into practice.
Spend fifteen minutes with the Field Guide, starting with the idea on page 2. It explains why first-year departures are especially costly and when the decisions that affect retention are made.
Open the Tracker and set the As of date. Add one roster row for each technician hired in the last year. Tenure, ramp, and every milestone calculate automatically.
Schedule all seven check-ins in the log, with due dates, on the day an offer is accepted. Do this for current hires as well. The scripts provide the wording for each conversation.
Hold each conversation and record the outcome. Review the Summary tab monthly for survival at 90 days and one year, early exit costs calculated using your figure, and which hiring sources send technicians who stay.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. The files arrive as a ZIP download. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
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