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3 Essential Elements of a Field Service Report [Free Form Template and App]

 

 

Part 1
What Is a Field Service Report

Field service report is a document designed to map-out an organizations service delivery system. Inclusive of numerous sections this form allows you to capture vital details of a particular clients request like:

  • The time when the request was made
  • What the request was about
  • Action-taken in regard to a particular demand
  • Time-taken to respond to the request
  • Course of actions

Additionally, a field service report app helps track responsible use of your company’s assets like equipment and vehicle.

This comprehensive tool greatly streamlines all your customer support workflows thus boosting the client satisfaction: it allows to keep track of consumers requests and monitor workforce response. With a bird view on your service delivery system, you can understand how exactly a customer’s request was executed.

Part 2
Essential Elements of a Field Service Report: What to Include in a Field Service Report

1. Client Details and the Exact Request

The very important thing is to establish the exact client who filed the suggestion. Precise customer information allows the relevant taskforce to quickly identify, seamlessly connect and objectively interact with your clients.

For a typical field service report, this intuitive section should include details like:

  • Name of the client
  • Address of the customer
  • The contact information of the explicit customer
  • Name of the company

Tip: Customer information creates a perfect response channel thus promoting further support even after the field service is over.

2. Course of Action

An excellent field service report should include the exact course of action that was taken in an effort to help the customer.

This section should highlight the exact product that was defective and exact procedures used to streamline the challenge. Besides solving the immediate problem, this insightful information paves the way for further research and analysis, consequently reducing the chances of a similar incident.

Essentially, this section should focus on aspects like:

  • Periodic checkup
  • Installation
  • Replacement
  • General maintenance among others

3. Average Timeframe

While it is difficult to track time for field workers, incorporating a section that explains the time taken to handle each service is an essential time management boost. Besides that, this indicating the average time taken to complete a specific task also enhances your scheduling workflows.

ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

Other Essential Aspects to Include in Field Service Report Include

  • Brief notes regarding the service offered.
  • Customer comments. Customer feedback always comes first — rather than relying on employee’s side of the narrative which can often be biased; client responses should form the basis of your decision.
  • Follow up action and priority.
  • Ensure real-time documentation to avoid information distortion.
  • An excellent field service report should be short but intuitive. Essentially, it should go across all relevant scopes without exceeding a page.

Part 3
Template of a Field Service Form

Field service report is a business document that enables you to understand various aspects of your service delivery system. An excellent field service report can help you boost the quality of your services as well as act as a resourceful field management aid.

Meticulously documenting all the details of a request inclusive of the customer’s details and clearly outlining the action exact action taken in response to the demand, field service report is an invaluable business tool that can greatly boost your organization’s productivity as well as general client’s satisfaction.

Check these sample forms:

end of day report

Edit and use this template

 

end of day report

Edit and use this template

 

ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

daily progress report

Edit and use this template

 

near miss report

Edit and use this template

 

incident report

Edit and use this template

 

incident near misses hazard alert immediate attention

Edit and use this template

ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

 

location information management

Edit and use this template

 

equipment rental log equipment checkout

Edit and use this template

 

 

Part 4

ProsperForms is a cloud solution to dramatically reduce the time you spend creating reports

  1. Make reporting easier with auto-fill: Fields such as date, name, report type, and formatting are inserted automatically by software.
  2. Consolidate reports automatically: Reports created by your team members can be consolidated easily.
  3. Save time with auto-layout: No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks.
  4. Peace of mind with auto-reminders: No one forgets to submit their reports because ProsperForms automatically sends timely reminders according to the schedule you chose.
  5. Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
  6. Quick sharing: Reports can be either - exported to files and printed, or sent by email; - shared with the manager online (in real time); - optionally shared online as team-wide status reports, i.e., all team members share their progress with each other to spend less time on meetings.

How to configure reports on ProsperForms:

Step 1:
  • Choose a form (100+ forms available) — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders when their reports are due.
  • Configure who will submit reports by choosing the “Participants” tab.
Step 2: Click the "Open Submission Form" button to fill in and submit the report. Data such as the report type, date and name will be added automatically. As soon as a new report is added, participants with “View” rights can view it in real time.

Step 3 (Optional): Generate a report and export it to PDF. (Skip this step if you share status reports online and don’t print them.)

Click “Generate Report”.

Done!  

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