Good technicians leave when they feel their work is not noticed, and weak ones stay when nobody tells them. A short, regular review fixes both. This technician performance review template is built for service companies: numbers first, then skills and behaviour, then a plan. Download the Word file below.
Technician performance review template: sections
1. Details
Name, role, branch, review period, reviewer.
2. Numbers for the period
- Jobs completed, per day average
- First time fix rate
- Repeat calls within 30 days
- Average customer rating
- On-time arrival
- Attendance and leave taken
Use the technician KPI formulas so every review uses the same definitions.
3. Skills (rate 1 to 5)
By equipment or service: split AC, VRF, RO, termite treatment, CCTV, lift, as relevant. Note where training is needed.
4. Behaviour and reporting (rate 1 to 5)
- Customer handling and politeness
- Job card and daily report complete
- Cash and parts accounted for
- Safety practices and uniform
5. Summary and plan
- Two strengths
- Two areas to improve
- Training to be given
- Goals for next period, with numbers
- Technician's comments and signature
Rating guide
5 = consistently above expectation; 4 = above; 3 = meets; 2 = below, needs support; 1 = well below, action plan needed.
Run the review well
- Share the numbers a day before, so there are no surprises.
- Start with the strengths.
- End with a written plan both sign.
Numbers from the work itself
ServicePilot's technician performance report shows jobs completed and ratings, attendance and leave keeps attendance history per person, and feedback is linked to each job. The review becomes a discussion of records, not memories.
