Field Service Technician Onboarding Checklist

Field Service Technician Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Field Service Technician starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Maintenance onboarding experience or just need an onboarding checklist for your new Field Service Technician, you’re in the right place. We’ve put together a sample Field Service Technician onboarding checklist below and have created onboarding templates & resources to help.

Field Service Technician Onboarding Checklist

1. Equipment Familiarization: The field service technician should receive a comprehensive overview of the company’s equipment, including its various models, features, and functionalities. This task is typically performed by a senior technician or a designated trainer who has extensive knowledge of the equipment.

2. Safety Training: Ensuring the safety of the field service technician is crucial. They should receive thorough safety training, covering topics such as proper use of personal protective equipment, hazard identification, emergency procedures, and safe work practices. This task is typically performed by the company’s safety officer or a designated safety trainer.

3. Company Policies and Procedures: The field service technician should be familiarized with the company’s policies and procedures, including those related to attendance, timekeeping, reporting, and customer interactions. This task is usually performed by the human resources department or a designated supervisor.

4. Customer Service Training: As field service technicians often interact directly with customers, they should receive training on providing excellent customer service. This training may include effective communication techniques, conflict resolution strategies, and maintaining a professional demeanor. It is typically conducted by a customer service manager or a designated trainer.

5. Technical Training: Field service technicians should undergo technical training specific to the company’s maintenance industry. This training may cover troubleshooting techniques, repair procedures, equipment diagnostics, and software systems used for maintenance tasks. Technical trainers or senior technicians usually perform this task.

6. Field Shadowing: To gain practical experience and learn from experienced technicians, new field service technicians should have the opportunity to shadow and assist senior technicians during service calls. This task is performed by senior technicians who act as mentors to the new hires.

7. Documentation and Reporting: Field service technicians need to be proficient in documenting their work, including service reports, equipment logs, and any other required paperwork. They should receive training on proper documentation practices and reporting procedures. This task is typically performed by a supervisor or a designated trainer.

8. Inventory Management: Familiarizing the field service technician with the company’s inventory management system is essential. They should learn how to track and manage spare parts, tools, and equipment needed for their job. This task is usually performed by a warehouse manager or a designated inventory control specialist.

9. Software and Technology Training: Many field service technicians rely on software and technology tools for scheduling, work orders, and communication. Providing training on these systems, including mobile apps and software platforms, is crucial for efficient job execution. This task is typically performed by an IT specialist or a designated trainer.

10. Performance Evaluation: Regular performance evaluations should be conducted to assess the field service technician’s progress, identify areas for improvement, and set goals for professional development. This task is typically performed by a supervisor or a designated performance manager

Setting Up Your Employee Onboarding Process

From reading through the items in the example Field Service Technician checklist above, you’ll now have an idea of how you can apply best practices to getting your new Field Service Technician up to speed and working well in your Maintenance team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.