Main Responsibilities and Required Skills for Field Service Technician
A Field Service Technician is a professional who repairs and maintains machinery and mechanical equipment. They ensure the equipment works properly and gather and record machine information to monitor performance. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Field Service Technicians.
Get market insights and compare skills for other jobs here.
Main Responsibilities of Field Service Technician
The following list describes the typical responsibilities of a Field Service Technician:
Adhere to
Adhere to all health and safety rules and procedures.
Adhere to and strictly enforce all safety policies and procedures.
Advise
Advise Sales Manager of any new business opportunities.
Apply
Apply standard troubleshooting tools or concepts to identify the real issue and its root cause.
Arrange
Arrange own travel and accommodation using company procedures and policies.
Assemble
Assemble and install wall mounts, cabinets, and equipment racks.
Assemble control panels, motor panels and HMI panels.
Assist in
Assist in diagnosing errors or technical problems and determining proper solutions.
Assist in the commissioning and startup of instrumentation and control systems.
Assist sales personnel in marketing all Arjo equipment (joint calls, in-services, sales leads).
Build
Build and test service and production subassemblies and systems.
Build positive customer relationships with product end-user and / or store management.
Build positive relationships with customers.
Build support structures and populate with SICK equipment.
Clean
Clean and inspect incoming print components in our facility.
Clean driving record that is maintained as such for insurability.
Clean, lubricate, and perform other routine maintenance work on equipment and vehicles.
Clean, reliable vehicle required.
Coach
Coach customer staff on safety, operation and maintenance best practices.
Collaborate with
Collaborate with partners to install the system for the first time.
Communicate
Communicate highly technical information to both technical and non-technical personnel.
Communicate leads to management and sales staff.
Communicate professionally and effectively with customers via telephone.
Communicate with customers during installation, start-up and maintenance of projects.
Communicate with your supervisor, customer service, dispatch, and other team members.
Complete
Complete all required paperwork i.e. work orders, repair tags, equipment loaner tags.
Complete necessary paperless and paper based procedures.
Complete various record keeping tasks.
Conduct
Conduct formal training with the customer.
Configure
Configure, repair, maintain, update and install Clever Devices equipment on a regular basis.
Contribute to
Contribute to building and updating training and instruction manuals.
Control
Control expenses in order to maximize the profit contribution to the company.
Cooperate with
Cooperate with sales to meet customer requirements.
Cooperate with technical team and share information across the organisation.
Coordinate
Coordinate multiple projects and customer issues in a timely manner.
Coordinate repairs with other Engineers, contractors, suppliers and agents.
Coordinate service projects including team meetings, schedule and financials as required.
Coordinate with the data center to verify remote reading capabilities of systems.
Create
Create procedures and other related documentation for customers in the field.
Create schedule and travel to client sites.
Create service reports documenting service level and repair activities.
Develop
Develop and maintain a good relationship with all customers.
Develop processes and documentation for standard service actions.
Diagnose
Diagnose and troubleshoot server and PC hardware issues.
Diagnose and repair equipment and components.
Diagnose system problems and make repairs.
Dismantle
Dismantle and reassemble heavy equipment using hoists and hand tools.
Document
Document consumption of equipment and parts at customer sites.
Document processes and corrective actions.
Drive
Drive to selected homes within a designated territory, using company-provided vehicle.
Educate
Educate people about our systems and the operation and maintenance of equipment.
Ensure
Ensure alignment of customer objectives with on-site work plan.
Ensure all scheduled visits are completed by end of day.
Ensure any repairs and maintenance for testing equipment are performed in a timely manner.
Ensure collection and transmission equipment is properly installed and configured to transmit.
Ensure overall customer satisfaction.
Ensure the customer are comfortable with operational and safety procedures of their equipment.
Ensure the equipment works properly and per the established specifications.
Establish
Establish and maintain permanent data and report files for customers assigned to their territory.
Facilitate
Facilitate projects and effectively manages multiple tasks.
Follow
Follow and supports compliance with all applicable safety rules, laws, regulations and standards.
Follow appropriate security procedures when working with Point Of Sale System.
Follow ATS and customer's plant and safety regulations while at their facility.
Follow documented processes for completing tasks.
Follow the in house procedure for taking the necessary parts to solve these predicted issues.
Follow up on equipment and parts purchasing orders.
Gather
Gather and record machine information to monitor performance.
Handle
Handle incoming phone calls regarding Field Service issues.
Handle post commissioning warranty activities.
Highlight
Highlight and resolve problems through the proper channels.
Identify
Identify key issues and patterns from partial / conflicting data.
Identify opportunities for clients to improve their home comfort systems.
Identify opportunities to proactively resolve.
Identify problems and troubleshoot data / equipment.
Initiate
Initiate recommendations for improved tools, procedures, and devices for service operations.
Inspect
Inspect and test electronic equipment and assemblies.
Install
Install equipment on clients' sites.
Install, maintain and repair electronic equipment.
Install or repair security systems, alarm devices or related equipment, following AAA standards.
Install are primarily conducted on off-shifts.
Install, configure and troubleshoot desktop systems, workstations, printers and network issues.
Install safety protective equipment, guarding, posts and rails.
Interact
Interact with customers and fill reports.
Interact with customers in a professional manner.
Lead
Lead a team during project process.
Learn
Learn and follow manufacturer guidelines relative to the repair of devices.
Maintain
Maintain a clean and organized work environment.
Maintain and cares for shop tools, all Company equipment and Company vehicles.
Maintain and establish paperwork regarding work orders and actions taken.
Maintain and service the company vehicle as needed in order to keep you on the road.
Maintain contact with customers and office to confirm appointment times.
Maintain correct insurance paperwork and vehicle records on person or in vehicle.
Maintain defined inventory of spare parts on service vehicle.
Maintain inventory in their service trucks, ordering new items when stock is low.
Maintain proper parts in inventory.
Maintain quality and quantity of work on equipment.
Maintain records by documenting original system, upgrades, and repairs.
Make
Make best practice recommendations to customer to aid improvement to their sites and assets.
Manage
Manage all on site installation, repair, maintenance and test tasks.
Manage all on site installation, repair, maintenance, and training.
Manage, build, and mentor a team of marketers.
Manage inventory and restocks when necessary.
Manage your assigned service requests to ensure SLAs are met and clients are happy.
Measure
Measure and adjust digital and analog instrumentation using calibration equipment.
Operate
Operate and inspect machines or heavy equipment to diagnose defects.
Operate hand and power tools.
Operate remotely from the Fresno office.
Order
Order, install, and return parts and manages repair parts cycle time and returns.
Perform
Perform after-sale service on residential and commercial equipment on customer sites.
Perform all other duties as assigned by management in a professional and efficient manner.
Perform appropriate tests procedures upon clean air devices and clean rooms.
Perform cable fault acceptance tests on newly constructed facilities.
Perform cable management after device is installed.
Perform daily maintenance of and ensure that all equipment is running and safe to operate.
Perform detailed and accurate site inspections.
Perform manufacturer visits after installation.
Perform onsite hardware testing and troubleshooting.
Perform on-site repair or preventive maintenance services in customer facilities.
Perform other duties as assigned.
Perform other duties as requested.
Perform outside field service work on AC / DC electric motors (mechanical & electrical repair.
Perform preventative maintenance on the components of the machine per a set schedule.
Perform proactive service support activities to maintain system performance.
Perform routine preventative maintenance.
Perform scheduled preventive maintenance and repairs.
Perform standard system installations and tests functionality of components.
Perform start-up / commissioning, preventive maintenance and unscheduled maintenance.
Prepare
Prepare necessary parts to accommodate required repairs as well as unforeseen occurrences.
Present
Present themselves professionally to clients and co-workers.
Provide
Provide accurate and timely service reports, time cards, and travel expenses.
Provide action for the remedial repairs and major equipment overhauls and operation.
Provide continuity of customer operations and high levels of customer satisfaction.
Provide exceptional customer service.
Provide high standards of exceptional service to clients and internal support.
Provide initial system training to the customer.
Provide installation support in collaboration with the sales team during the high season.
Provide local stakeholders updates on current repair status.
Provide on-site device installation, troubleshooting, repairs and upgrades.
Provide phone support and troubleshooting to customers and internal departments.
Provide service and customer support during field visits or dispatches.
Provide support / mentorship / training to other team members.
Provide training on product features and specifications.
Read
Read and interpret construction drawings.
Receive
Receive communication of locations and duties from dispatch software and / or personnel.
Receive, update and complete Field Service Dispatches (FSDs) with Service Dashboard in Salesforce.
Record
Record service and installation actions by completing documentation in a timely and accurate manner.
Record results and completes maintenance reports.
Reduce
Reduce costs to contract when possible.
Repair
Repair and maintain large off-road equipment.
Repair and maintain machinery and mechanical equipment within the Facility.
Repair and Maintain Taski Machines, Repair Dosing and Dispensing Equipment, Resolve customer problem.
Repair and servicing of equipment on site and in shop.
Repair, maintain, troubleshoot and service electric / hybrid vehicles, systems and equipment.
Repair or replace broken or malfunctioning components of machinery or equipment.
Report
Report and correct abnormal equipment conditions and inaccurate actions by customer staff.
Report and track defects found during testing.
Report findings and provide solutions for any issues that may halt progression.
Respond to
Respond to customers' concerns with the performance or functionality of their system.
Restore
Restore equipment to working order through component replacement and / or repair.
Review
Review all logs for open issues and prepares formal reports to customers and manager as necessary.
Seek
Seek to acquire new service business, maintenance contracts and parts / accessory sales.
Set-up
Set-up and configure equipment for client demos.
Supervise
Supervise equipment installation and / or perform assembly services upon request.
Support
Support equipment factory acceptance tests, as required.
Support warranty repairs and campaign modification.
Take
Take responsibility for vehicles, tools and credit cards.
Test
Test and troubleshoot digital media solutions on-site.
Test, commission, troubleshoot, repair, erect, upgrade, various switchgear and voltage ratings.
Train
Train end users on operation, repair, and maintenance of all TransPower product lines.
Transport
Transport hardware between SWAT office and client sites.
Travel
Travel as required for business needs.
Travel to both domestic and international customer locations for long and short term support.
Travel to customer sites for repair and preventative maintenance visits.
Troubleshoot
Troubleshoot and repair Separator systems.
Understand
Understand electrical logic to troubleshoot electrical issues.
Use
Use proactive monitoring procedures / tools to identify problem prevention opportunities.
Use service manuals and parts books to look up specs and parts for repairs.
Walk
Walk and stoop, kneel, squat, sit, and twist.
Work
Work autonomously, and troubleshoot tasks and issues with supervision.
Work closely with sales leadership to ensure feedback loops are in place to monitor lead quality.
Work directly with customers to determine scope of work and create quotes for onsite EMC testing.
Work in high places and noisy, hot, cold, and tight environments.
Work safely at all times and adheres to all applicable safety policies.
Work towards establishing trusted advisor status on customers installed power assets, with focus on.
Work with Customer on field related problems.
Work with customers using photos and phone calls to assist customers with problems in the field.
Write
Write logs of each service performed and add notes to customer record.
Most In-demand Hard Skills
The following list describes the most required technical skills of a Field Service Technician:
PC Skills
Operating System Familiarity
Specific Hardware
Imaging Software
Large Servers
Valid Driver's License
Walking
Standing
Bending
Squatting
Mainframe Computers
Database Management Systems
Systems Architecture
MS Suite
Windows
Network / System Management
Customer Service
Mechanical Aptitude
Most In-demand Soft Skills
The following list describes the most required soft skills of a Field Service Technician:
Written and oral communication skills
Work independently with little direction
Organizational capacity
Interpersonal skills
Self-motivated
Flexible
Time-management
Attention to detail
Problem-solving attitude
Positive attitude
Decision-making
Self-starter
Organized
Professional attitude
Work ethic
