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Streamline Your Field Service Operations: A Step-by-Step Guide to Auditing Wasteful Practices

Remote field service is a critical component of many industries & it presents unique challenges for companies looking to optimize their operations. Many metrics go into measuring the success of remote field service teams. In order to improve the overall efficiency of remote field service, it's important to identify & eliminate areas of waste.


In this article, we'll explore the importance of auditing wasteful practices in field service & what key metrics to focus on. We'll discuss common sources of waste in remote field service, techniques for identifying areas of inefficiency, & how to involve field service team members in the auditing process. By following the steps outlined in this article, you'll be well on your way to streamlining your remote field service operations & improving your bottom line.

What Exactly is Remote Field Service?

Remote field service refers to the process of providing repair, maintenance, & installation services to customers outside of a central location. This type of service delivery is becoming increasingly common as companies seek to offer customers more convenient & efficient solutions. Remote field service teams are equipped with the tools, expertise, & training necessary to resolve service issues over the phone or by text, saving time & reducing costs for both the company & the customer.

Challenges Faced by Remote Field Service Teams

Remote field service teams face a number of unique challenges, including limited access to parts & equipment, communication difficulties, & the need for real-time problem solving. These challenges can result in longer resolution times, increased costs, & decreased customer satisfaction.


Companies must be proactive in identifying & addressing these challenges in order to optimize performance metrics of their team.


  1. First Call Fix Rate - A high first call fix rate indicates efficient & effective problem-solving, reducing the number of repeat visits & improving customer satisfaction.

  2. Average Time to Complete a Service Call - Lower average time to complete a service call can improve efficiency & maximize the productivity of field service technicians.

  3. Customer Satisfaction - High customer satisfaction can build brand loyalty & increase customer retention.

  4. Technician Utilization - Higher technician utilization indicates that field service technicians are actively working on service calls versus waiting for parts, in transit, or performing other non-revenue generating activities.

  5. Equipment Downtime - Lower equipment downtime can improve customer satisfaction & reduce costs associated with equipment replacement or rental.

Importance of First Call Fix Rate in Remote Field Service

The first call fix rate is a key metric that measures the effectiveness of remote field service operations. It represents the percentage of service calls that are resolved on the first visit, without the need for additional trips or follow-up service. Luckily, the rise of mobile camera sharing through simple SMS messages has greatly increased FCFR for enterprise teams.

Common Sources of Waste in Remote Field Service

There are many factors that can contribute to waste in remote field service operations, but for most teams the issues arise from lack of real-time data & difficulty of communication between field service teams & customers.


How many field service issues could your team close over the phone if they just had an easy way to see what was happening on the other end of the line?


Utilizing mobile cam streaming is a quick & painless way for customers in the field to show agents exactly what they’re seeing in front of them. These “phygital” tools (blending the physical & digital worlds) mean that problem-solving is a collaborative process that can happen in real time.


Mobile cam streaming makes it easy to..

  • Diagnose & evaluate issues effectively

  • Reduce unnecessary truck rolls

  • Relay physical instructions through video

  • Offer personalized service experience remotely

6 Steps for Auditing Wasteful Practices in Remote Field Service

The following steps can be used to conduct a comprehensive audit of wasteful practices in remote field service operations:

  1. Define Key Metrics: Identify the key metrics that will be used to measure the success of remote field service operations, such as those discussed above.

  2. Gather Data: Collect data on the current state of remote field service operations, including scheduling, communication, & real-time data.

  3. Analyze Data: Analyze the data collected to identify areas of waste & inefficiency.

  4. Engage Field Service Team Members: Involve field service team members in the auditing process to gather their perspectives on the challenges faced by then team.

  5. Develop Solutions: Based on the insights gained from the data analysis & field service team member input, develop targeted solutions that address specific areas of waste.

  6. Implement Changes: Implement the solutions developed & monitor the results to determine the impact on the effectiveness of remote field service operations.


If it costs a thousand dollars each time your team rolls a truck out to a site, then imagine the expenses that fixing just a few issues remotely could eliminate.

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Using Remote Tools to Streamline Field Service Operations

The use of remote tools by field service technicians can provide a number of benefits. 


  1. Improved Diagnosis & Problem-Solving: By being able to view & show the broken equipment to a remote expert, field service technicians are able to diagnose problems more accurately & quickly, reducing the time it takes to complete repairs & minimizing the risk of repeat visits.

  2. Increased Safety: By being able to view & show dangerous or hazardous equipment from a safe distance, field service technicians can reduce their exposure to potential harm & ensure that they can complete repairs & maintenance safely.

  3. Reduced Equipment Downtime: With improved diagnosis & problem-solving, field service technicians are able to complete repairs & maintenance without a lengthy drive, reducing the amount of time that equipment is out of service & maximizing uptime for customers.


Overall, the ability for field service technicians to see & show broken equipment through remote cameras can greatly improve remote field service performance metrics, delivering better results for businesses & their customers.


By understanding the value of time and money-saving technology, field service operations can slash costs, supercharge customer satisfaction, & expedite repairs. Auditing & refining remote field service operations helps build brand loyalty, & ultimately deliver better results for customers & your bottom line.

Still have questions?

We are happy to answer any questions you have about cobrowsing, screensharing, mobile camera sharing, video chat, & more. Recursive Labs is an industry leader in Next Generation Visual Customer Engagement & our team has plenty of knowledge to share!

Shoot us a message & we'll send more info!

Recursive Labs is an industry leader in next generation visual customer engagement software in the form of secure no-download cobrowse, screenshare, video chat, & mobile camera CRM software. We help companies connect customers & support teams seamlessly through no-download visual engagement tools that integrate with major CRMs.

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