Technicians & Field Staff
Technician reports, KPIs, reviews and travel claims
Field teams are the business: what they finish, how they report and what they claim. These guides cover the technician daily report format, the service call report format, technician KPIs with the first time fix rate formula, a technician performance review template, a travelling allowance format, the work completion certificate and the maintenance log book format.
Every format is a free download, built for AC, RO, pest control, CCTV, lift and electrical teams.
Start with the daily report format and the technician KPIs.
Technicians & Field Staff guides (7)
Work Completion Certificate Format for Service and Installation Jobs
Work completion certificate format for service and installation jobs: work order, scope done, date, test results, customer acceptance and signatures. Word file.
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Maintenance Log Book Format for Equipment at Client Sites
Maintenance log book format for equipment at client sites: date, type of work, readings, parts, technician, next due and sign-off. Free Excel CSV download.
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Technician Daily Report Format for Field Service Teams
Technician daily report format for field service teams: jobs done, time in and out, parts used, payments collected and pending work. Free Excel CSV download.
Read the articleService Call Report Format for Service Engineers
Service call report format for service engineers: call details, fault found, action taken, parts, readings and customer sign-off. Free editable Word download.
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Technician KPI Examples for Service Businesses
Technician KPI examples for service businesses: jobs per day, first time fix rate, repeat calls, on-time arrival, customer rating, collections, with formulas.
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Technician Performance Review Template for Service Companies
Technician performance review template for service companies: KPIs, skills, customer feedback, behaviour and goals, with rating guide. Editable Word download.
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Travelling Allowance Format for Technicians and Field Staff
Travelling allowance format for technicians and field staff: date, route, km, mode, rate, fuel, parking and approval columns. Free Excel CSV download.
Read the articleHow ServicePilot helps with technicians & field staff
The guides above explain the rules and routines; Dispatch Board in ServicePilot handles them day to day. See all ServicePilot features, pricing or book a demo. Browse all ServicePilot blog articles or the field service glossary.