5 Tips for Field Service Engineers to Improve Productivity on the Field

Being a field service engineer means filling up big shoes.

You are in charge of all field service operations, managing on-site technicians, scheduling, and planning for everything from routine maintenance service to big projects. 

Indeed that’s a lot of responsibilities and if you are managing all field service sites manually, then you are in grave danger. 

In such situations, you need a strong digital ally that can help you navigate and automate all hurdles in field service management

Even if you are managing all these processes on through ready software, still it would bring you a lot of headaches

And no-code field workflow automation platform is just the right kind of friend that can help you do that.

In this article, I am going to explain how a field service engineer can improve field efficiency with the right and easy-to-implement approach.

Let’s start with number 1

1. Convert All Your Paper Forms & Checklists Into Mobile Apps

The modern organization is a ‘mobile-first’ one. The burgeoning penetration of mobile phones has made employees more productive than ever just before. And in recent times, the same has extended to the field service management industry.

With the advent of no-code platforms, field service management companies can effortlessly convert their paper forms & checklists into mobile apps. 

Such checklist-based apps streamline daily field processes and make things easier for the field service management industry.

It ensures that everything is in order and keeps track of problems and procedures that need improvement.

Convert Paper Forms into Mobile Forms

To give you a complete idea, here are some most used checklists & forms every field service engineer must covert into mobile apps:

2. Go Digital- Use Your Own Mobile Apps

Field service engineers must understand that you can’t simply improve field operations by rolling out expensive ready-made software. They come with its own challenges like long development timelines and high capital expenditure.

However, you can always use cost-effective solutions to streamline your field service management. 

For instance, every field employee has their own smartphone, while many businesses have also deployed tablets to their field staff. 

But, these devices are often used just for basic purposes like taking notes and calling. Most employees are likely leveraging only a few of the capabilities these devices offer.

A modern no-code app platform like Axonator can make it extremely easy for organizations to create custom mobile apps that run on their employees’ smartphones and tablets and help them do more.

Such apps allow field employees to collect field data, send automated reports, and conduct daily field-related activities. 

3. Automate Mission Critical Workflows

As a field service engineer, the first thing you should do is automate the workflows of mission-critical and repetitive processes. 

Automating your field workflow through a no-code platform would not only help you in streamlining daily field processes but also help you save time and costs.

To give you a complete idea of how workflow automation works, consider the below example. 

Let’s consider, a field service firm decides to automate the data collection process. All field employees can start using a workflow app on their mobiles for data collection. 

Now, as a field team collects the data – the manager gets the notification to check the data in real-time. He checks the relevant data and approves it.

As soon as he approves, the next task is assigned automatically through notification and other details are sent to the concerned person. This is how workflow automation works.

In nutshell, workflow automation is a series of repetitive actions that are automated for streamlining processes. 

Apart from streamlining processes, field workflow automation helps organizations to eliminate human errors, automate repetitive tasks, bring down the cost, create transparency, share notifications, real-time reports, etc.

4. Automate Daily Field Reporting

Every field service engineer faces challenges when it comes to reporting. It is important for field service engineers to receive timely updates on what’s going on in the field. 

Yes, it’s true that they can directly just call field employees and to take updates on work. But then records of fieldwork that field technicians complete will be completed on paper and still need to be rewritten or entered into a computer later.  That is a hell of a lot of tasks, isn’t it?

Real-time Assessment Reports for Better Management

With field workflow automation, the field service engineers can automatically receive reports from technicians on how they complete their job.  The report can be pre-populated to include key details, such as the address of a job, tasks performed, brand logo, customer information. This will significantly save your team time and let them easily move on to the next task.

5. Focus On Most Important Areas

This is the probability the most important aspect that every field service engineer should focus on.

Businesses often seek to implement digital transformation projects across the entire service landscape. 

While digitizing the entire service landscape may seem like a good idea at first, the process is extremely challenging. 

High cost, long project timelines, and difficult adoption are some of the key

reasons why such initiatives fail in most organizations.

This calls for a strong approach towards digitizing the service landscape and that’s where ‘The Micro-app strategy’ comes into the picture. 

Instead of taking on a herculean task of automating the entire organizational process, the MicroApp Strategy allows you to go one step at a time.

The strategy allows organizations to focus on mission-critical areas and accelerate their digital transformation in a step-by-step manner using modern no-code tools and practices.

The micro-app strategy benefits service organizations in many ways like

  • Practical easy-to-use implement an approach for digital transformation
  • Focus on your 20% problem areas that drive 80% of operational productivity.
  • Better Control On Cap-Ex and Op-Ex


In this article, we have understood how field service engineers can attain better productivity and efficiency in the field in five easy steps.

However, the shift towards automating processes hasn’t been easy.

 If your organization is in need of assistance to achieve field workflow automation using the no-code platform, we are here to help!

Our expertise in automating field workflows using a micro-app strategy will surely help you achieve greater heights. 

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Article Index

  1. What is Axonator’s MicroApp Strategy?
  2. The Implementation of “The MicroApp Strategy” is Easy
  3.  The Top Benefits of Digital Transformation using the Axonator’s MicroApp Strategy

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