Dealer guide

Will-call vs. automatic delivery: which customers should be on which?

Every independent dealer runs a mix of will-call and automatic delivery customers. Here is how each affects your routes, your runout calls, and your phones, and how to move the right customers to auto-fill.

The two models

Will-call: the customer watches their gauge and calls to order. Automatic (keep-full): you schedule deliveries from degree days or tank monitor readings, and the customer doesn't have to call.

Will-callAutomatic
Who controls timingCustomerDealer
Runout riskHigher: customers forget or wait for priceLower, if degree-day K-factors are kept current
Route efficiencyLower: small, scattered, urgent dropsHigher: planned, fuller drops
Phone volumeHigh, spiking on the first cold snapLow
Customer loyaltyShops on price each fillStickier
Credit exposureOften COD or prepayNeeds credit approval or a budget plan

Who belongs on will-call

Seasonal or low-use customers (cooking, a fireplace, a pool heater), customers with poor payment history, and those who insist on choosing their own timing. These are fine on will-call, but they are the source of most runout and "can you come tonight?" calls.

Who to move to automatic

Year-round heating customers with good credit and steady usage. Moving them cuts emergency deliveries and the leak checks that follow runouts, and it smooths your route planning.

A simple conversion playbook

  1. Pull will-call customers with 2+ heating-season deliveries last year.
  2. Text them in early fall: "Want us to keep your tank full automatically so you never run out?"
  3. Offer a budget plan alongside auto-fill to remove price anxiety.
  4. After any runout, follow up with the auto-fill offer. That is when they are most open to it.
  5. Send everyone left on will-call a "time to check your tank" reminder before each forecast cold snap.

PropaneLink's Full Office plan runs steps 2 to 5 automatically from your CRM. See the propane delivery CRM.

What to measure

Track the share of gallons on automatic, runouts per 100 will-call customers, emergency (after-hours) deliveries per month, and average gallons per drop. All four should improve as auto-fill share grows.

Related

Questions dealers ask

Is automatic delivery always better for the dealer?

Not always. Low-use and slow-pay customers can cost more on auto-fill than they're worth. Use usage and credit to decide.

How do I keep auto-fill customers from running out?

Recalibrate each customer's K-factor after every delivery, adjust for added appliances, and consider tank monitors for high-risk or remote tanks.

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