Mistakes to Avoid as a Field Service Technician

Written by Unnamed Author – LinkedIn

Field service work is a challenging and rewarding career that requires technical expertise, problem-solving skills, and customer service orientation. However, it also involves some common pitfalls that can affect your performance, reputation, and satisfaction. In this article, you will learn what mistakes to avoid as a field service technician and how to overcome them.

1 Lack of Preparation

One of the worst mistakes you can make as a field service technician  is to show up at a customer site without proper preparation. This can lead to wasted time, frustration, and poor quality of service. To avoid this, you should always do your homework before each assignment. This includes reviewing the work order, the customer history, the equipment specifications, and the relevant manuals and procedures. You should also check your tools, parts, and safety gear and make sure they are in good condition and ready to use.

2 Poor Communication

Another common mistake that can damage your reputation as a field service technician is poor communication. This can happen both internally and externally. Internally, you need to communicate effectively with your supervisor, your colleagues, and your support team. You should report your progress, status, and issues regularly and clearly. You should also ask for help or feedback when you need it and follow up on any requests or instructions. Externally, you need to communicate professionally and courteously with your customers. You should listen to their needs and expectations, explain your actions and recommendations, and confirm their satisfaction and understanding.

3 Lack of Documentation

A mistake that can cost you and your company a lot of money and trouble is lack of documentation. As a field service tech, you are responsible for recording and reporting your work accurately and completely. This includes filling out the work order, the service report, the time sheet, and any other forms or logs required by your company or the customer. You should also document any changes, deviations, or exceptions that occur during your service. Documentation is essential for billing, warranty, quality assurance, and legal purposes.

4 Ignoring Safety Rules

A mistake that can endanger your life and the lives of others is ignoring safety rules. As a field service tech, you often work in hazardous environments and with dangerous equipment. You should always follow the safety rules and regulations of your company, the customer, and the industry. You should also wear the appropriate personal protective equipment (PPE) and use the proper tools and techniques. You should never take shortcuts, compromise quality, or disregard warnings or signs.

5 Not Learning from Mistakes

A mistake that can limit your growth and development as a field service tech is not learning from mistakes. Mistakes are inevitable in any profession, but they can also be valuable opportunities for improvement. You should always analyze your mistakes and identify the root causes, the consequences, and the corrective actions. You should also seek feedback from your supervisor, your peers, and your customers and use it to enhance your skills and knowledge. You should never repeat the same mistake, blame others, or hide your errors.

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About TimeLinx
TimeLinx delivers innovative project & service management software as a complete solution that perfects the sell-track-manage-support-bill cycle that services organizations must have to delight their customers; TimeLinx brings the cycle together in a single application that offers less frustration, better project management, complete reporting, and improved profitability – all specially designed for Infor and Sage.