Your best field tech knows every customer's equipment. Keep what they know.
A quarter of service cost goes to visits that didn't fix the problem.
25%
of total service cost comes from failed visits at the median company.
Source: Aquant 2026 Field Service Benchmark, 161 service organizations77%
median first-time fix rate: nearly 1 in 4 service visits doesn't fix the problem the first time.
Source: Aquant 2026 Field Service Benchmark, 161 service organizations14 days
added to the fix by a failed first visit, along with two more visits on average.
Source: Aquant 2025 Field Service Benchmark, about 160 service organizationsThe stuff that never makes it into the work order.
The usual faults
The fault that keeps coming back on each customer's equipment, and the fix that actually clears it.
Fault codes & firmware
What the code really means on that model, the firmware version that fixed it, the reset that works.
Parts
The part number that fits, the substitute that works, and what to bring so you don't need a second trip.
Customer details
Where to sign in, who the site contact is, where the equipment actually is.
Site rules
The badge you need, the hours you can't shut anything down, who has to know before you start.
Warranty & callbacks
What the last tech did, what's under warranty, and why it turned into a callback.
Ask it like you'd call the senior tech.
- Record at the customer site from a phone's browser. Nothing to install.
- Each note is transcribed and filed under the equipment and the customer site it's about.
- Scan the QR sticker on the equipment to see its notes or record a new one.
- Notes are tagged with the problem, cause, fix, parts, tools and warnings.
- No signal on site? In the installed app, notes wait on the phone and upload when you're back online.
- Anyone on the team searches in plain words or asks a question, and gets the answer from your notes along with the notes it used.
Generator 4471 · Acme plant
“Acme plant, generator 4471 behind the main building. Sign in at the front desk and ask for the facilities lead. The usual fault is a low coolant alarm on the weekly exercise. It's the sensor, not the coolant level, so bring a sensor. Don't run it under load without telling them first.”
Example for illustration, not a real customer's note.
Keep what your best field techs know.
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