Incorporating Remote Solutions into Your Daily Field Service Operations: 5 Best Practices

Field service organizations that want to stay ahead of the competition must expand their offerings to include remote solutions. Many companies began offering remote support during the COVID-19 pandemic, and it has been here to stay ever since. Remote solutions enable field technicians to complete jobs without on-site visits, minimize physical contact with customers, and increase service efficiency.

Incorporating remote service into your company’s dailyoperations increases productivity and streamlines operations. Here are some steps to take if you’re ready to integrate remote solutions into your daily workflows:

Employ Remote Solutions Technology

Incorporating remote service into your daily field operations is all about using the right technology tools. They help your team members stay connected and your customers. A field service platform like Gomocha can give you the technology to manage all your operations using one program. This facilitates your remote operations because your team can schedule visits, dispatch technicians, evaluate asset inventory, monitor equipment at customer sites, and much more using one platform.

Further, it’s crucial to equip your technicians with mobile devices to access the field service platform, communicate with customers, and collaborate with other team members.

Provide Frequent Training to Your Team Members

Regularly training your technicians on remote service technology and techniques will ensure they follow best practices throughout their workdays. Training will help them strengthen their skills to provide top-notch remote support.

Moreover, you can empower your field service technicians with a centralized knowledge repository for remote services that includes procedures and troubleshooting information that they can access in their real-time location.

Stay in Communication with Your Customers

While your field technicians don’t need to visit the customer site for every job, regular communication with customers is pertinent for high-quality remote customer service. Technicians can talk with customers during phone or video calls to walk them through conducting maintenance or solving issues. Incorporating these communication touchpoints throughout the daily operations allows your organization to bolster its remote resolutions and help customers become more comfortable with remote services.

Utilize Internet of Things (IoT) Devices to Monitor Equipment

IoT devices and sensors enable your team to collect real-time performance information from equipment at customer sites. Technicians can access and review this data remotely to determine potential problems and proactively schedule repairs or maintenance.

Offer Self-Service Tools for Customers

Providing resources that enable customers to troubleshoot minor issues with the help of chatbots, a self-service platform, or FAQs on your website decreases the need for an on-site visit or scheduled remote call. Customers can utilize these tools conveniently, no matter the day or time.

Incorporating remote solutions into your field service organization’s daily operations allows you to provide more efficient, cost-effective services to your customers. Ensure you have the right technology to offer exceptional remote support and prioritize technician training to help you integrate these services into your daily workflows. Further, frequent communication with customers, leveraging IoT devices to collect equipment data, and offering self-service resources for customers are excellent steps to take if you’re looking to integrate remote solutions into your operational processes.


Understanding the day-to-day use of remote service tools in service delivery, Field Service News,