Field service operations are the driving force behind superior customer experiences in today’s rapidly evolving business world. However, without effective automation, field service teams can face challenges similar to those encountered by employees seeking support in different departments. The lack of clear communication channels, inefficient processes, and inadequate information can lead to confusion, wasted time, and dissatisfied customers. To address these issues and optimize field service operations, organizations can adopt five best practices in field service automation. Let’s explore them in detail.

1. Streamline Communication and Escalation:

Just as employees need clear identification of go-to persons and an escalation matrix for support, field service teams require a well-defined communication and escalation system. For example, consider a scenario where a field technician encounters a complex issue while on-site. With a streamlined communication and escalation process in place, the technician can quickly reach out to the designated expert in the department to seek guidance and resolve the problem effectively. This practice ensures that field technicians know whom to approach for assistance, eliminating confusion and enabling prompt problem resolution.

2. Enable Self-Service Capabilities:

Field service technicians often require quick access to relevant information and support. By identifying common information and support requests that can be run in self-service mode, organizations can empower technicians to retrieve the necessary information independently. For instance, imagine a technician encountering a recurring issue with a particular equipment model. By accessing a self-service knowledge base with detailed troubleshooting guides, the technician can efficiently resolve the problem without the need for manual support or escalation. This self-service approach improves efficiency, reduces reliance on manual support, and enables technicians to resolve issues more efficiently.

3. Align Skills with Assignments:

Similar to mapping technical and non-technical skills with support teams in employee help desk management, organizations can enhance field service operations by aligning specific skills with individual technicians. Consider a situation where a customer has a specialized equipment requirement that demands expertise in a particular technology. By assigning a technician who possesses the required skills and knowledge to handle the task, organizations can ensure a higher quality of service and a smoother customer experience. This practice optimizes resource allocation and guarantees that the right person handles each task.

4. Implement an Integrated Field Service System:

Deploying an integrated field service automation system centralizes and streamlines the entire process. Implement a comprehensive solution that allows technicians to submit their service requests through a single platform. For example, imagine a field technician using a mobile application to log a service request, which automatically routes it to the appropriate department for assignment. This integrated system provides real-time visibility into service requests, enables efficient scheduling and dispatching, and allows for seamless communication between field technicians, support teams, and customers.

5. Establish a Proactive Employee Response Mechanism:

Similar to the need for an employee response mechanism in help desk management, field service operations benefit from establishing a proactive communication channel with technicians. Implement a system that provides regular updates to technicians about the progress of their service requests. For instance, technicians can receive automated notifications when a service request status changes or when additional information is required. This proactive approach keeps technicians informed, manages their expectations, and ensures timely completion of tasks, leading to improved customer satisfaction.

In Summary:

Adopting best practices in field service automation can revolutionize the way organizations manage their service operations. By implementing clear communication channels, enabling self-service capabilities, aligning skills with assignments, deploying an integrated system, and establishing a proactive employee response mechanism, organizations can enhance productivity, boost customer satisfaction, reduce operational costs, and optimize field service outcomes.

ASISTA has been instrumental in assisting some of the largest organizations in India to automate their field service operations. To learn more about how your organization can implement these best practices, visit and submit your request on the “Contact us” page.