Guide to Set Field Service Technician Goals in 2024

Field service industry is expected to increase at a 19.7% CAGR from 2021 to 2030.

With the rise in competition and demand, you need to effectively utilize your resources and ensure that errors and business operational costs can be reduced.

One of the best methods to achieve maximum efficiency is through future planning.

But planning what?

Set up fundamental field service goals for your technicians to ensure they deliver results. Results aligned with the company’s mission and vision can help you stand out from the rest and increase your business efficiency.

Let’s go through the primary field service technician goals to help you in your service business success.

Why is Goal Setting Important for Your Field Service Technicians?

There are multiple reasons why you need to set goals for your field service technicians, but we have filtered the best reasons you can use:

1. Achieve business goals faster

Once the service leaders set the goals for your field service team that aligns with your business goals, it will become easier for your business to fulfill your desired goals within a set time.

Your team will work towards achieving the set business goals based on employee and customer effort scores. It will help you increase business efficiency and create a positive work environment in your organization.

You can minimize the inefficiencies in your business and improve the business workforce to extract the desired results once your employees achieve their goals.

2. Solid business ecosystem

Most service leaders focus on setting up goals for field technicians that can create a quality work environment where your field service engineer will be focused on working hard and delivering the best results when the service calls.

You can provide incentives for showcasing the technical skills they put in or once they achieve their goals to keep up the motivation to deliver the best results day in and day out.

A motivated workforce can help you stand out from the rest of the competitors and strengthen your business operation at the job site. You can attract the best talent in the technician field to increase your team performance and achieve specific milestones. 

3. Create a healthy competition

You can also create healthy competition within your technical and sales team to ensure that your team delivers the quality of results delivered to your clients.

Setting up goals for your technician and giving limited rewards to one’s who can achieve those goals can help you extract the best out of team members.

It can also ensure that the team members put in the extra effort to achieve the set goals for unlocking the rewards. 

For example, you can roll a competition like ‘Employee of the month’ and set a specific target point to claim the special status. 

You can analyze and monitor the performance of your employees using different key performance indicators using powerful field service management software.

We’ll understand the importance of field service management software for analyzing the results for your employee performance in the latter part of the article, but let’s focus on the basic field service technician goals.

Basic Field Service Technician Goals

The field service technicians’ goals can vary based on the niche of your service business, but we have filtered the fundamental and must-have goals for your business.

1. More involvement

Improving the involvement of your field service operations team in your business process is one of the key goals of your technician team that can provide solutions. You need to be open with your business approach and keep your employees in the center of finalizing their individual goals.

More Involvement

You can provide different blueprints to your employees on how to fulfill their goals and improve their performance and results. The more the involvement, the better the results.

Higher involvement of the technicians can make them feel special and increase their confidence and trust in working with your service brand.

2. Work management

Another key goal for your technician team is to manage the task better. You need to assign different goals for different individuals and analyze their performance based on different key performance indicators.

Work Management

The management team will have different goals and performance triggers, and the on-ground team will have a different role.

You need to ensure that assigning the goals doesn’t hinder the quality of work and that the different teams can coordinate effectively to deliver the desired business results.

3. Quality customer experience

Customer satisfaction should be a paramount goal for your field service engineers and management team. You need to ensure that the team works to deliver the premium customer experience and resolve the dynamic issues of the clients.

Quality Customer Experience

If your team handles the customer satisfaction operations effectively, it can help you attract new clients and scale your business revenue and profits. You can strengthen your presence in the industry and grow your business to a new level.

4. Regular training

Regular training goals should be integrated into your business ecosystem to enhance the learnings and skills of your maintenance technicians in the changing business environment.

Regular Training

The rising service business and customer demand require new hard and soft skills to handle the situation professionally. You should set consistent training programs to brush up on the skills and ensure that the team works with maximum efficiency.

5. Performance tracking

Use the right tools for performance tracking to help you paint a transparent picture regarding your team’s performance. Your team members can access the performance and analyze the deviation from the initial goal setting.

Performance Tracking

Regular tracking and consistent improvement should be a prominent goal in your workforce ecosystem.

It can help the maintenance technicians focus on the goals and work hard to fulfill the daily business goals to increase efficiency and productivity.

6. Access to the right tools

Talking about performance tracking, you need to ensure that your technicians access the right tools and technologies available in the service business.

Access to the Right Tools

They should have an in-depth understanding of the different tools to deliver high-quality results for the clients. It can help you deliver the best customer experience for them to increase customer retention by solving customer complaints smoothly.

Using prominent tools that are a must-have for your service business can help you track the performance of your field service technicians.

7. Grow revenue

The performance goals are also measured on a number of sales the business has made and technicians can be a contributor to it. You can generate more revenue if you train professionals to upgrade their skills.

For instance, the maintenance technician performs a mechanical task but it would be a cherry on the cake if they know how to create an estimate. Having knowledge about creating estimates would save a lot of time of the customers since they would not have to wait for another process. Moreover, it will help you to stand out among competitors.

8. KPI metrics

With KPI tracking in your field service business, understanding of the performance goald would be clear and concise. It will help you to lead generation and teach technicians to reach their goals. Nevertheless, you don’t have to recall or fix the same problem again because you can measure work orders and rate specific tasks. 

9. Work ethics 

Your field service technicians might be masters in their profession with efficient skills, but it would be all valid if they follow work ethic objectives. For instance, a technician who comes late to the service and is rude to the customers will damage your business. Because it will not only spoil your business image but eventually you will lose clients. 

Therefore, make sure your technicians are well-versed with soft skills like communication and positive & polite behavior towards your customers. 


The goals of a field service technician vary from business to business, but the basic goals are quality customer support for better customer satisfaction, professional work management, collaborative behavior, and alignment with the mission and vision of the company.
These goals should be assigned to every technician working in your service business to ensure that you can scale your business performance with a powerful workforce. It can help you create a positive work environment and assist you in standing out from the rest of the industry.
You can improve your field service business by integrating powerful field service software in your existing business ecosystem that can help you improve your business efficiency and productivity. It can help you manage your business processes professionally and never miss out on work deadlines.
Multiple field service software is available in the industry, but if you want to choose the best, there is no match for FieldCamp because it combines excellent features and fair pricing. The software is equipped with high-grade features that can help you handle scheduling, dispatching, invoicing, and other vital components of your field service business within a few clicks. The user-friendly interface makes it easier for a novice to use the software and get the desired results.
The role of the field service technician can differ from business to business. But the fundamental role of the field service technician is to handle the client requirement with professionalism and deliver the desired results within the specified time frame.
They also need to address different client queries and ensure that they can satisfy the client with the service. They should improve their work efficiency to increase the task competition numbers daily.

Good field service technicians have the qualities to impress business owners and clients with their impressive services and role. Following are the qualities technicians should be-

  • Punctual
  • Easily adapt new skills
  • Know how to use digital tools
  • Effective communication skills
  • Mechanical skills

Following are the smart goals examples:

  • Improve communication skills
  • Boost listening skills
  • Enhance mechanical and emotional intelligence skills
  • Spread networking

FieldCamp Has Got You Covered

FieldCamp is the best field service scheduling software that can help you improve your field service business operations. It can assist you in increasing your business efficiency and delivering the best desired results.

You can track the performance of your field service technicians and compare it with the set goals for better analysis results. You can get centralized control over the business operations and well-vetted reports. With FieldCamp, you can save up to 95% of your management time and digitize 90% of your work for better productivity and business workflow.

So, what’s making you wait?

Access the 7-day FREE and operate your service business with finesse.

Author Bio

Gaurang Bhatt

Gaurang Bhatt is a techie in himself with an ability to solve problems technically and present solutions in the form of a product. He is one of the pioneers to curate FieldCamp with his 15+ years of knowledge and expertise in providing solutions to home service industries. Gaurang aims to overcome challenges faced by service business owners through software solutions and blogs.