Ops playbook, not safety or legal advice. Follow your local codes, your manufacturer instructions, and your state’s rules on emergency pricing. Gas leaks and carbon monoxide calls go to 911 and the utility first.

The short version

A hard freeze turns a normal week into 3–5 days of nonstop calls. Burst pipes, frozen lines, and no-heat calls all land at once, usually overnight. Shops that prepare the week before — stock, on-call schedule, triage script, prices, and dispatch rules — take the most profitable jobs of the winter. Shops that wing it lose calls to voicemail and burn out their techs.

  • Before: stock up, set the on-call rotation, write the phone script, and send customers freeze-prep texts.
  • During: triage every call, route by urgency and skill, cluster nearby jobs, and protect your techs from 20-hour days.
  • After: photos for insurance claims, callbacks, reviews, and winterization sales while customers still remember the freeze.

2:10 a.m., third night of a hard freeze. Your phone has 41 missed calls. A burst line is flooding a finished basement. An elderly customer’s furnace is out and the house is at 54 degrees. A heat pump is stuck in defrost. Six more people have frozen pipes and no water. You have five techs, two of them already worked 16 hours today, and one truck is out of PEX fittings.

That’s the winter surge. It’s the most profitable week of the season for plumbing and HVAC shops, and the easiest one to lose. The calls come all at once, the priorities change by the hour, and the shop that runs dispatch like a group text ends up with angry customers, missed emergencies, and exhausted techs.

This is the playbook: what to do the week before, how to triage, how to dispatch when every call feels urgent, and how to keep money and documentation clean while you’re slammed.

Why winter surges break dispatch

Before the freeze: 7-day prep

The forecast usually gives you several days of warning. Use them.

☐Stock the trucks. PEX and copper repair fittings, push-to-connect couplings, pipe insulation, heat tape, shutoff valves, igniters, flame sensors, capacitors, and furnace filters. One missing part means two trips.
☐Set the on-call rotation. Decide who covers nights and who covers days. Write it down, and give people real off-time.
☐Write the triage script (below) and make sure whoever answers phones has it.
☐Set surge pricing rules now, calmly, in writing: after-hours rates, trip charges, and what you won’t do. See pricing without gouging.
☐Text your customer list freeze-prep tips: know where your main water shutoff is, drip faucets on outside walls, open cabinet doors under sinks, keep heat at 55°F or higher.
☐Sell winterization to customers with exposed pipes, crawlspaces, or old furnaces. Every job done before the freeze is one fewer 2 a.m. emergency.
☐Clear the schedule. Move routine maintenance and non-urgent installs out of the forecast window.
☐Check the trucks themselves: tires, batteries, chains or traction gear where needed, and fuel.

Triage: what goes first

When everything is urgent, nothing is. Rank every call the moment it comes in.

PriorityCall typeTarget
P1 — NowActive burst or leak that can’t be shut off; no heat with infants, elderly, or medically fragile occupants; sewage backup into living spaceNext available qualified tech
P2 — TodayBurst pipe with water already shut off; no heat with healthy occupants and no backup heat; commercial freezer or business-critical heatSame day
P3 — Next availableFrozen pipe, no leak, water on elsewhere; no heat but backup heat available; heat pump short-cyclingWithin 24 hours
P4 — ScheduleWinterization requests, maintenance, quotesAfter the surge

Gas smell or carbon monoxide alarm: tell the customer to leave the building and call 911 and the gas utility first. Then schedule your visit.

The phone script

Whoever answers the phone — you, your office, or an answering service — should ask the same questions every time and give the same safety advice.

  1. Is water leaking right now? If yes: “Do you know where your main water shutoff is? Turn it off now.” Walk them through it if needed.
  2. Is anyone in the home very young, elderly, or medically fragile? That changes the priority.
  3. Do you have heat, and any backup heat?
  4. What kind of system? Gas furnace, heat pump, boiler, electric. This decides which tech goes.
  5. Address, best callback number, and access notes (gate code, crawlspace access, where the shutoff is).

Safety advice to give on every frozen-pipe call: never thaw a pipe with an open flame or torch (University of Illinois Extension and others say this plainly), keep heat at 55°F or higher, and open faucets on the frozen line so water can flow once it thaws.

Then set expectations honestly: “You’re a priority 2. We’re estimating mid-afternoon. We’ll text you when the tech is on the way.” Honest ETAs prevent repeat calls that tie up your phone.

Dispatching during the surge

This is where software stops being a nice-to-have.

Vortech handles this with Platinum/Gold/Silver tiers (your best techs get first refusal on P1 calls, then it cascades), specialist tags for gas, heat pumps, and boilers, a live GPS map, and job-tied notes and photos. More on the model: plumbing dispatch software and HVAC dispatch software.

A night in a hard freeze

11:40 p.m. Temperature hits the overnight low. The first burst-pipe call comes in. Triage: P1, water can’t be shut off because the valve is seized. The closest Platinum plumber, 4 miles away, accepts in under a minute.

12:15 a.m. A no-heat call: gas furnace, elderly homeowner, house at 58°F. P1. It goes to a furnace-tagged tech. The plumber nearby doesn’t even see it.

1:30 a.m. Four frozen-pipe calls, no leaks, water on in the rest of each house. P3. The office tells callers to expect morning visits and texts them the safety tips.

6:30 a.m. Day crew comes on. P3 calls are clustered by neighborhood and handed out in batches. Newer techs take the simple thaw-and-insulate jobs.

All day: every job gets before and after photos, payment is taken on site, and the night techs go home to sleep instead of starting a second shift.

Pricing without gouging

After-hours and emergency rates are normal and fair. Unreasonable price spikes during a declared emergency are not — and in many states they’re illegal. Texas, for example, has price-gouging rules that apply during declared disasters, and the state attorney general’s office took complaints during the 2021 winter storm.

If after-hours pricing is new to you, see how to price emergency service calls.

Photos for insurance claims

Many frozen-pipe and water-damage customers will file an insurance claim. Your photos make that easier for them and protect you:

Keep them attached to the job, not on a tech’s camera roll. If water damage needs drying or restoration, refer the customer to a restoration company. Related: water damage restoration licensing by state.

Getting paid during a surge

In a surge, unpaid invoices pile up as fast as calls. Take payment on site, every time:

Vortech takes card payments in the app through your own Stripe account (VortechConnect, optional: your Stripe rate plus 1%), or you can keep your existing processor.

Protecting your techs

A freeze can last days. Burned-out techs make mistakes, drive tired on icy roads, and quit after the season.

After the storm

Run the next freeze from one board

Priority routing, skill tags, live GPS, photos, and payments on the tech’s phone. $99/mo for 5 techs, +$20 each additional. 30-day free trial.

Printable checklist

☐Trucks stocked with freeze and no-heat parts
☐On-call rotation written and shared
☐Triage script at every phone
☐Prices set in writing before the storm
☐Freeze-prep text sent to customers
☐Routine work moved out of the forecast window
☐Techs tagged by skill (gas, heat pump, boiler, repipe)
☐Photos and payment on every job
☐Callbacks, reviews, and winterization offers after

FAQ

How should plumbing and HVAC shops prepare for a hard freeze?
Use the days before the forecast freeze to stock trucks with repair fittings and furnace parts, set an on-call rotation, write a triage phone script, set after-hours prices in writing, text customers freeze-prep tips, sell winterization, clear routine work from the schedule, and check trucks for icy roads.
Which winter calls should be dispatched first?
Priority 1 is an active burst or leak that can't be shut off, no heat with infants, elderly, or medically fragile occupants, or sewage backing into living space. Priority 2 is a burst with water already shut off or no heat without backup. Priority 3 is a frozen pipe with no leak or no heat with backup heat. Maintenance and quotes wait until after the surge.
What should the office tell a customer with frozen pipes?
Ask if water is leaking and walk them through shutting off the main if it is. Tell them never to thaw a pipe with an open flame or torch, keep heat at 55°F or higher, and open faucets on the frozen line. Then give an honest ETA and text when the tech is on the way.
How much damage can a burst pipe cause?
State Farm says a one-eighth-inch crack in a pipe can spray more than 250 gallons of water a day, and it reported nearly 9,000 frozen-pipe claims in 2022 averaging just over $20,000 each.
Can contractors charge more during a winter storm?
Normal after-hours and emergency rates set in advance are fair. Many states, including Texas, have price-gouging rules that apply during declared disasters, so avoid inventing new storm fees or spiking prices during a declared emergency, and quote before you work.
Why do photos matter on frozen-pipe jobs?
Many customers file insurance claims. Before, cause, and after photos plus a dated invoice help their claim and protect you in disputes. Keep them attached to the job record, not on a tech's camera roll.
How does dispatch software help during a winter surge?
It turns priority into routing: urgent calls go to the best available qualified tech first with a short accept window, skill tags keep gas, heat pump, and boiler calls on the right techs, a live map finds the closest truck on bad roads, and notes, photos, and payment stay on the job.
How do you keep techs from burning out during a multi-day freeze?
Run real day and night shifts with handoffs, cap jobs per tech, feed the crew, pay overtime correctly, and send newer techs to simple calls so senior techs handle bursts and furnaces.

Sources: State Farm newsroom, “Water + ice = not so nice” (2022 frozen-pipe claims and the 250-gallon figure); University of Illinois Extension, “Cold weather, frozen pipes” (thawing and heat guidance). Checked November 2026.