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What are the ideal qualities of field technicians in addressing field service technician skills?

Tania Piunno
Tania Piunno
November 1, 2022
10 min. read

Meticulous. Punctual. Friendly. The good field technician uses a number of these interpersonal skills to communicate and interact with customers every day. They also use digital field service management tools to both manage their field service activities and help them adapt to each unique client need.

Customers are delighted by technician effectiveness. They want technicians to arrive on site on time, accurately diagnose problems, and complete the repair as quickly as possible, all part of customer service from a holistic perspective.

Customers look for field service technicians who carefully follow predefined procedures and check and double-check the status of materials and services. If an anomaly or potential failure is detected due to wear and tear, they appreciate technicians who quickly complete the repair or replace the defective part. In fact, speed is particularly important if the issue has halted production or the company’s ability to provide service to its customers.

However, the technician’s ability to use problem-solving skills to analyze situations and willingness to utilize the appropriate field service tools and steps required to resolve issues, are what clients value most. A meticulous approach to dealing with their problems, especially for preventive maintenance activities, is what makes the experience a memorable one.

The Role of a Field Service Technician

What do field service technicians do? Field service technicians are responsible for installing new equipment and supporting customers in using and maintaining it. The job involves using appropriate communication skills to explain technical data. The technicians must also document the work and record the maintenance service history.

Other duties vary from solving problems to carrying out preventive check-ups. They should possess several field service tech skills to solve standard issues. Field techs are essential since they help ensure that equipment runs well, which is critical to the company’s operations and profitability.

Management and Supervision in Field Service

Field service technicians report to a field service supervisor, whose role encompasses leadership, scheduling, quality assurance, and providing support to technicians in the field. Effective management of field technicians is crucial for ensuring high-quality service and optimal operational performance. Field service supervisors play a key role in ensuring that all assigned tasks are completed on time and meet the required standards. They also guide technicians in addressing challenges during service calls, requiring strong critical thinking and problem-solving skills. Additionally, supervisors are responsible for hiring and training new technicians, while keeping the team informed about the latest trends and technologies in the industry.

Field Service Technician Job Requirements

The standard qualifications for field service technicians should include education, experience, technical skills, and people skills. Prospective field technicians must also have expertise with the equipment they will be using and good verbal communication with customers. Other critical field service tech skills include physical fitness and experience with digital technology.

As for education, a high school degree could be acceptable, but many employers would like candidates with a technical education degree or certification in the given field. It is desirable to have practical experience in other companies or organizations through internships, apprenticeships, or previous employment. Also, field service technicians need to be prepared to learn or refresh themselves on new knowledge from time to time due to the advancing technology.

Field Service Technicians Need Strong Interpersonal Skills to Effectively Manage Field Service Management Challenges

Maintenance technicians are in constant contact with customers. As a result, one of the field service technician goals is to remain calm, pleasant, and approachable, to earn customer satisfaction, even when faced with stressed or angry people. The writing skills of technicians are also required to provide clear and concise descriptions of the services provided. At its core, the most fundamental job description for a field service technician includes the following:

ENGLISH PROFICIENCY

Most technical documents and user manuals are written solely in English. Being able to read and understand instructions is one of the essential skills of field service technician skills in any industry. They use these resources daily and must acquire enough knowledge to monitor and maintain customer equipment on an ongoing basis.

GOOD PHYSICAL SHAPE

It helps when field service technicians are in good physical condition. Particularly those that spend most of their time working in the field, and are exposed to a wide variety of weather conditions and work environments.

They must deal with the fatigue associated with early mornings, frequent road trips, and carrying heavy items. In addition, the stress that comes with field service schedule changes due to last-minute emergencies can add up.

The Role of Soft Skills in Enhancing Field Service Success

While technical expertise is critical, interpersonal skills are equally important in determining a field service technician’s success. Attributes like active listening, patience, and adaptability help technicians build strong customer relationships and tailor their approach to different situations.

Clear, effective communication is key to explaining complex technical issues in simple terms, helping customers feel confident and in control. Collaboration with colleagues is also vital for improving service delivery and fostering teamwork. Mastering these field service technician skills can positively influence customer perceptions of field service technicians, ultimately resulting in an enhanced performance of field service specialists.

Technicians are empowered by technology

Field automation systems help bring their interpersonal skills to life. It enables them to handle real life situations, which can be stressful at times, at customer sites.

New technical equipment means that technicians are no longer alone in the field and the ideal field service technician can now handle two scenarios — working autonomously, and as part of a team. They’re in constant contact with colleagues back at the service center. According to an Aberdeen Group study, 65% of best-in-class field service management companies ensure close contact between technicians in the field and the main office, compared to 42% on average.

ALWAYS CONNECTED TO THE SERVICE CENTER

Technicians’ mobile devices become like an umbilical cord that connects them to their desk-bound colleagues. They can use voice, text, and video to communicate. By using the field technician mobile app they can even send photos or diagrams to other mobile team members who can analyze and comment on the pictures to help refine problem diagnosis.

With the ability to share information in these ways, technician work and field visits benefit from precise and detailed recommendations that help to increase their first-time fix rate.

Today’s field technicians appreciate smart mobile field service management tools that make their lives easier in the field. By facilitating their communication with other members of their team, technicians are happier and more productive on the job.

Punctuality with access to real-time data

Mobile devices enable far more than collaboration capabilities. Technicians who are punctual use intelligent field service management tools to help them deliver timely service. They get notified about schedule changes and use integrated GPS to get to their next appointment on time, through the field technician mobile app.

Geolocation capabilities from the technician’s mobile application also help to improve punctuality. For example, if the technician expects to arrive late for whatever reason, customers can be advised in advance via text or email.

The ability to use real-time information is an important differentiating factor in terms of quality of service. According to another study, 55% of leading field service companies provide real-time technician location and status information, compared to 31% for other companies.

Highly efficient and informed

Mobile devices also help them improve efficiency by reducing service time. Informed technicians use their devices to consult necessary documents and technical manuals, even when they are in areas with no network access. For example, the Praxedo field service mobile app has online/offline functionality which means the technician can input data or fill in our work order details with no internet connection, and the information syncs as soon as a cell signal is re-established.

Field service technicians can also use the field technician mobile app to determine whether they are carrying the required spare parts in their vehicles. If the parts are not in the vehicle, technicians can extend their search to check the stock status at the nearest location and reserve or order the required part, avoiding errors or technical issues with ease. They can also go about producing detailed electronic field service reports in a fast manner, say for installation repair.

ACCELERATED BILLING MEANS THE COMPANY GETS PAID FASTER

Empowered field service technicians help their companies get paid more rapidly. They use their mobile device to complete work order reports with easy-to-use drop-down menus and checkboxes that are configured in advance to simplify the submission process. They can also have customers validate the electronic field service report by providing an electronic signature on-site.

On top of this, when connected to a payment module, the technician’s mobile device also becomes an electronic payment terminal (EPT). Now, the billing process can start immediately at the customer site by simply scanning a barcode that corresponds to the services performed.

Another example involves employee time tracking. Technicians can use the same device to log their hours—start times, end times, work periods, and breaks. This data is sent directly to the service company’s enterprise resource planning (ERP) system, minimizing the risk of errors, eliminating double entries, and speeding up the payment process.

Highly trained technicians are essential in the service industry

Maintenance technicians must be constantly trained for the industry they serve. However, this becomes difficult with technicians constantly on the road. If they visit the headquarters for in-person field service management training, service continuity can be affected. Again, mobile devices are a key part of the field service management solution.

Mobile learning is a subcategory of e-learning. With mobile learning, you can provide field service management training content that is customized for mobile devices. The term micro-learning is also used for tutorials that are designed for mobile and are less than two minutes in length. These very short training sessions can be supplemented with longer sessions on desktop computers when it makes sense for technicians to return to the service center.

Effective Customer Relationship Management for Field Technicians

Direct interaction with customers is essential for field technicians to retain and build lasting relationships. Addressing customer issues involves more than just resolving problems—it’s about fostering trust and ensuring satisfaction. To achieve this, field service technicians must actively listen to customers, communicate clearly, and verify that their solutions are functioning correctly. By adopting these practices, technicians can enhance customer satisfaction and strengthen the organization’s reputation for exceptional service.

Adopting Sustainable Practices in Field Service Operations

Environmental sustainability is becoming increasingly important across all industries, including field service. Technicians can contribute by using eco-friendly tools and supplies, properly disposing of waste, and optimizing routes to minimize fuel consumption. Additionally, leveraging mobile technology to manage documents reduces paper waste and supports environmental conservation. By prioritizing sustainability, field service specialists not only help protect the environment but also enhance their market reputation by aligning their practices with clients’ growing environmental concerns.

Technicians need mobile tools to help them be their best selves

In conclusion, service companies look for certain traits when hiring new field technician roles. However, the field service management tools they use to bolster their communication skills, see their schedules, gather information, and submit work order reports must highlight their best characteristics as part of the customer experience.

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