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Performance Reviews individual contributor

Field Service Tech Performance Review

Field service tech review — first-time fix, CSAT, work order completion, route efficiency.

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Built for: Field Service HVAC Telecom Equipment Service

What's inside this template

Production Metrics

  • First-time fix rate (required)
  • Customer satisfaction (CSAT) score (required)
  • Work orders completed per day
  • Mean time on site

Technical Skills

  • Equipment knowledge breadth
  • Diagnostic / troubleshooting (required)
  • Safety practices on customer site (required)

Customer Experience

  • Communication with customer (required)
  • Cleanliness and respect for property
  • Upsell opportunities identified

Truck Stock & Documentation

  • Truck stock organization and accuracy
  • Work order documentation quality

Common use cases

Annual field service review
Tech-grade promotion review

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