6 Tips for maintaining an effective field service team.


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Field service management is an important part of every organization as it ensures prompt and effective service delivery to customers. When a company has a well-oiled field service team, it becomes easy for them to deliver high-quality support services to customers either remotely or on-site. We would like to share with readers, tips we’ve discovered on maintaining an effective field service team encountered with experience.  

Ways to improve maintenance of your field service team. 

1) Make sure staff members are well-connected. 

Create a culture of clear communication within your business across all teams and departments to keep operations running smoothly. Implementing communication channels between all remote support desks and other departments within the business to provide employees with the ability to clearly coordinate operations across multiple teams which has a major impact on the effectiveness of operations. 

2) Invest in technology. 

The world is becoming more digital, relying a lot more on technological investments that improve the quality of services delivered to customers. Field service teams can make use of technology investments to further support service teams not only in their daily operations but, also to provide customers with higher-quality support services. 

AR-based remote visual support tools. 

Field service teams looking to provide customers remote support services can invest in services such as AIRe Link’s AR-based remote visual support platform. Such solutions provide the essential tools required to connect with customers visually & audibly to diagnose and resolve issues present. An effective field service team utilizes AR-based remote visual support to resolve customer issues faster than before while reducing costs associated with engineer callouts.  

Provide field service technicians with mobile devices. 

Mobile technology investments for field service teams can enhance the way in which daily operations are untaken. For example, engineers facing challenging issues in the field can contact their manager or team members for visual assistance. Engineers can then visually show issues present and a solution brainstormed without the need for additional team members to go onsite. 

Engineers travelling onsite will also have access to a wide range of navigational apps that can come in handy for hard-to-find customer sites that standard satnavs cannot locate. In addition, engineers arriving onsite early or stuck in traffic, can call ahead, and let customers know the updated estimated time of arrival. 

3) Don’t underestimate training. 

Training is critical for ensuring your field service team has the skills necessary to perform their jobs effectively and safely. Training should cover the systems in place, how to resolve the most common problems faced by your service team, and how to professionally communicate with customers. You could even utilize AR-based remote visual support such as AIRe Link to conduct remote training sessions with employees which you can learn about here. Simply connect as usual and use the audio-visual capabilities to conduct training sessions instead of support. 

Improve training resources available to your field service team. 

Improve training resources available to your field service team. Create outlined solution cards showing how to resolve the most common problems faced by your teams. Even when training sessions are over, these resources should be accessible. Learn how AIRe Link leads to better knowledge sharing of training resources in field service teams enabling technicians to reference them whenever they get stuck resolving customer issues, boosting the chance of a first-time remote fix. 

Keep training consistent. 

Consistent training sessions are an important aspect to maintain an effective field service team. Over time employees can forget specific elements, especially for uncommon tasks rarely undertaken. A good idea is to keep training sessions consistent to ensure employees build confidence and polish their expertise, resulting in customers always receive a high standard of service. 

Make sure your technicians get the right training. 

Making sure technicians receive the correct training is essential to maintaining an effective service team. Many field service teams segregate employees into departments that handle different cases and tasks therefore training should specialise around the issues most commonly faced. A good idea could also be to cross-train employees to undertake tasks other teams’ handle. In the event you are short staffed, the workload can still be resolved by other employees within the business. 

4) Develop a strategic plan

Create a consistent schedule. 

An effective field service team has a consistent workplace schedule in place so all employees know which tasks should be undertaken at certain times of the day. Employees should also be aware of business operations so they can plan daily routines accordingly such as when phone support lines open so they can be in a position to start resolving customer issues right away. 

Remove inefficient paperwork from the field service process. 

As part of a strategic plan, a good idea might be to remove paperwork from the field service process and delegate it to less busy administration departments. It’s best to leave technicians to do what they best, resolving customer issues, and not waste their valuable time with inefficient paperwork. A team could even be set up to handle the paperwork to maintain efficiency within your field service team. 

5) Ensure technicians have the right tools for the job. 

An effective field service team is one that carries out audit inspections to ensure technicians have the right tools for the job. It’s recommended to regularly check tool and spare part stock levels to guarantee your team never runs out resulting in delayed services for customers. Remote audit inspections can also be carried out using AR-based remote visual support AIRe Link which you can learn about here. 

6) Communicate with your team. 

An effective field service team is one that is constantly communicating with management and is kept in the loop regarding business operations. You could even hold morning meetings to go over key tasks planned for the day so employees know what is expected before starting work. 

Remain open to feedback. 

An important element for maintaining an effective field service team is having an open-door policy and remaining open to feedback. Some of the best ideas come from those working on the job which makes sense as they have the most experience. After all, these are the people that decisions will impact the most. Listen to their ideas and concerns, learn from their expertise, and keep your door open to feedback. 

Provide your team feedback. 

Field service teams should be provided feedback on the work carried out based on responses from customers, co-workers, and management. Good work can be recognised and rewarded while mistakes or areas of improvement can be discussed so technicians and engineers are able to undertake future work more effectively. 

Field service teams that use AIRe Link for remote support can take advantage of analytical data stored to track support sessions undertaken by individual employees. Prior to feedback being provided, managers can review the work undertaken by induvial employees to discover their strengths and weaknesses that require improvement.  

To conclude. 

Maintaining an effective field service team not only can help business operations run more smoothly but can also be the difference between a one-time customer, and a client for life. There are many elements that require attention to maintain the effectiveness of a service team from keeping employees well-trained and happy to have procedures in place to resolve customer issues