Field Service Technician Blog

Field Service Technicians Setting Them Up For Success

Company News | March 29, 2021

Set Your Field Service Technicians Up for Success in 5 Simple Steps – If you’re in a service-oriented industry, you know that field technicians play a significant role in the success of your business. After all, they not only manage on-site installations and repairs, they’re also valuable company ambassadors who answer questions and develop meaningful professional relationships with your customers. But managing a successful team of off-site technicians can be a challenge since most of your employees work insularly and have little time to focus on developing meaningful synergy with co-workers and even your brand.

To help you keep your team engaged and equipped to handle anything that comes your way, we’ve put together five simple steps you can take right now. Not only will these suggestions give your technicians confidence to handle any situation, but you’ll also be on the right path for many years of success.

5 Simple Steps To Set Your Field Service Technicians Up For Success

Clearly Define Your Goals

No matter your industry or circumstances, if you don’t supply your team with a clearly defined set of goals and a pathway to achieve them, you’re setting yourself up for failure. For many, this can seem like a definitive and daunting task – but it doesn’t have to be. Dedicate time to outline what you want to achieve and work with your team to develop their own goals. By closely examining your strengths and weaknesses, setting deadlines, determining how to track progress, and making sure what you put in place is achievable, you’ll already have a big head start guiding your team in the right direction.

Provide Your Field Service Technician Team with the Best Tools

When it comes to productivity, not choosing the right service management tools can be detrimental. In this age of cloud computing and mobile communication, it’s easier than ever to keep your team connected to the office and managing everything from routing and tickets to inventory and productivity using cloud-based software and smart devices. “Investing in an integrated field service solution will improve customer relationships, reduce operational expenses, and even generate new sales opportunities,” said DICE Corporation Co-President Avi Lupo. “We’ve had a lot of success with our solutions because they are both customizable and seamlessly integrated with DICE’s other products, Lupo explained. With the technology available today, the opportunities for mobile management are almost limitless.”

Manage Time Efficiently

Time management is often one of the biggest hurdles field technicians face as they navigate their busy schedules. Even the most organized and experienced individuals can run into problems staying on track from time to time. In addition to your productivity tools (see above), work with your team to enact simple processes like reviewing schedules at the beginning of each day and limiting time-consuming email intake. Every employee has their productivity zones where they work best. By working with your team to help develop their optimal routines and standards, you’ll see meaningful results in no time.

Prioritize Training

Field service technicians occupy a unique role in most companies, serving the company’s best interests and the customer. They must connect with the individual, understand their needs and challenges, and bring professional expertise to deliver the best possible solutions. But to do this effectively, it is essential to invest in routine training that emphasizes the technical aspects of the job and offers strategies on successful customer engagement and how to capture the information you collect. Getting this right will allow you to serve the customer better and find new opportunities to build customer profiles to increase sales.         

Related Reading: AI Is Everywhere: 5 Reasons You Should Embrace Artificial Intelligence


From its inception in the mid-20th century, artificial intelligence (AI) is a concept that has generated both intrigue and pushback from scientists and average citizens alike. While some are encouraged by AI’s almost limitless possibilities, others have shown concern for how it could affect the world as we know it. Issues like robots replacing workers and hyperintelligent systems turning against humanity are all valid concerns and warrant careful consideration. But no matter your take on the polarizing subject, AI is here to stay, and it would be shortsighted to disregard the numerous ways it can be used to improve our daily lives. So from keeping your personal information safe to enhancing the way you drive, here are five reasons today’s AI technology should be embraced.

Let Your Field Service Technicians Team Collaborate

One of the simplest but often overlooked ways to get more out of a field-based team is prioritizing collaboration. Companies that set aside small blocks of time to bring employees and their skills/expertise together not only have an opportunity to learn from one another, including mistakes and successes, but they also gain a better understanding of pain points, priorities, and perspectives. Those who cannot dedicate time for regular meetups should take advantage of today’s technology and set up an internal chat tool such as Slack or create collaborative videos, tutorials, and how-to guides. There have never been so many opportunities to stay connected and learn from our colleagues. 

Maintaining a successful team of field technicians is no easy task. But when you invest in the right technology and prioritize training and collaboration, your team will be ahead of the pack with the tools they need to succeed in a demanding working environment. If you’re interested in learning more about the New DICE Corporation’s integrated tools for service technicians, our team is on hand to answer your questions and show you how the solution works in a virtual demo.   

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