From Completion to Continuous Improvement: The Power of Post-Job Assessments
In this session, we’ll review practical tools and methods to analyze project outcomes, uncover root causes of variances, and capture customer feedback that strengthens future work. Industry experts will share proven strategies for documenting lessons learned, identifying installation upsells and RMR opportunities, and streamlining closeout processes. Walk away with practical templates and best practices to reduce callbacks, boost profitability, and transform every completed project into a catalyst for stronger client relationships and long-term success.
The ESA team is excited to see you at this event. From Completion to Continuous Improvement: The Power of Post-Job Assessments
In this session, you’ll learn to:
Evaluate project variances to identify financial and operational improvements.
Capture customer feedback and lessons learned that strengthen future performance.
Uncover upselling and recurring revenue opportunities during project closeout.
Reduce callbacks and boost profitability using proven assessment templates and best practices.
An ESX Executive Pass or Deluxe Pass is required to gain access to this and all best-practice sharing sessions.
See all CEU credits available for attending ESX 2026 education sessions. MORE
Field Operations
Learn how to streamline scheduling, optimize dispatching, and manage inventory and fleets to maximize technician productivity and profitability. Gain insights into best practices for job costing, quality control, and workforce development. Discover how to leverage technology and data to gain real-time visibility into field activities, enabling smarter decisions and proactive problem-solving.
