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.
On this page
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
- Volume spikes overnight. Pipes freeze and burst when temperatures bottom out, often in the middle of the night, and calls pile up before the office opens.
- Every caller thinks theirs is the emergency. Some are: active leaks and vulnerable people without heat. Many aren’t: a frozen line with no leak can often wait a few hours.
- The damage grows by the minute. State Farm says a one-eighth-inch crack in a pipe can spray more than 250 gallons of water a day. It reported nearly 9,000 frozen-pipe claims in 2022, averaging just over $20,000 each.
- Skills matter more. A burst PEX line, a gas furnace, a boiler, and a heat pump stuck in defrost need different techs and different parts.
- Roads are bad. Drive times double, so sending the closest qualified tech matters more than usual.
Before the freeze: 7-day prep
The forecast usually gives you several days of warning. Use them.
Triage: what goes first
When everything is urgent, nothing is. Rank every call the moment it comes in.
| Priority | Call type | Target |
|---|---|---|
| P1 — Now | Active burst or leak that can’t be shut off; no heat with infants, elderly, or medically fragile occupants; sewage backup into living space | Next available qualified tech |
| P2 — Today | Burst pipe with water already shut off; no heat with healthy occupants and no backup heat; commercial freezer or business-critical heat | Same day |
| P3 — Next available | Frozen pipe, no leak, water on elsewhere; no heat but backup heat available; heat pump short-cycling | Within 24 hours |
| P4 — Schedule | Winterization requests, maintenance, quotes | After 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.
- 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.
- Is anyone in the home very young, elderly, or medically fragile? That changes the priority.
- Do you have heat, and any backup heat?
- What kind of system? Gas furnace, heat pump, boiler, electric. This decides which tech goes.
- 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.
- Priority changes routing, not just the label. P1 calls should go out to your best available techs immediately, with a short accept window, and cascade if nobody takes it.
- Match the skill. Tag techs for gas furnaces, heat pumps, boilers, and repiping. A heat pump call should never reach a tech who only does water heaters.
- Use the map. With roads bad, the closest qualified tech saves 30–60 minutes per call. A live GPS view beats asking “where is everyone?”
- Cluster P3 calls. Three frozen-pipe calls on the same street go to one tech in a row.
- Cap jobs per tech. Overbooking guarantees missed ETAs and callbacks.
- Use your newer techs on simple calls. Thawing an accessible frozen line or replacing a filter frees senior techs for bursts and furnaces.
- Keep notes on the job, not in texts. Shutoff location, crawlspace access, and “customer has infant” need to follow the job.
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.
- Use the same after-hours rates you always use. Set them before the storm.
- Quote before you work and get approval, ideally in writing on the job.
- Don’t invent new “storm fees” during a declared emergency. Check your state’s rules.
- Be clear about parts shortages instead of quietly marking them up.
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:
- Before: the burst, the water on the floor, the area affected.
- The cause: split pipe, failed fitting, frozen section.
- After: the repair and the area once water is stopped.
- Your invoice with the date, time, and what you did.
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:
- Card on the tech’s phone at the end of the job, with the photos and receipt attached.
- For insurance jobs, the homeowner usually still pays you; the insurer reimburses them. Give them a detailed invoice.
- Log cash and checks on the job so nothing gets lost in the chaos.
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.
- Real shifts. Nights and days, with handoffs, not 20-hour marathons.
- Feed them. Seriously. Order food to the shop.
- Pay the overtime correctly. Non-exempt W-2 techs are owed FLSA overtime, and the federal overtime deduction makes that premium even more valuable to them. See no tax on overtime for trade techs.
- Know the safety basics: crawlspaces, ladders on ice, and CO exposure. See OSHA’s top violations and what happens when a tech gets hurt.
After the storm
- Clear the P3 and P4 backlog and tell those customers when you’re coming.
- Callbacks: check repairs on the worst bursts within a week.
- Ask for reviews while customers are grateful.
- Sell prevention: pipe insulation, heat tape, relocating exposed lines, furnace tune-ups. Customers who just had a burst are your best winterization leads.
- Review the numbers: calls missed, average response time, revenue per tech, callbacks. Fix the weak spots before the next freeze.
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
FAQ
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.
