The 5 Most Actionable Field Service Reports of 2023 (With Interactive Examples!)

Not having enough data is problematic. But swimming in data without actionable reports isn’t ideal, either. 

Service leaders and managers have no shortage of reports and dashboards. The challenging part is turning those dashboards into field service reports that drive action and clearly communicate high-impact priorities. That way, they can focus on tasks that keep their customers happy and their workforce focused. 

To help, we’re sharing five interactive and actionable field service reports below. We’re also showing you exactly how to turn those reports into your secret weapon for improving efficiency. 

Here’s what we’ll cover: 

1. Customer Risk Score 
2. Common Failures
3. Workforce Analysis
4. Industry Benchmarks Report
5. Bonus! Automated Executive Summary Emails

Read on to level up.
 

Customer Risk Score Report

Why it’s actionable 

The best time to stop customer escalations? Before they begin. 

A Customer Risk Score report captures activities and costs that may lead to unhappy customers. When used strategically, it can help you prevent escalations, improve contract margins, and create visibility and transparency into uptime and overall performance. 

Customer Risk Score reporting combines First Time Fix rates, cost per success, mean time to resolution, mean time between events, and the number of assets in the field to immediately highlight problem areas.

How to use the Customer Risk Score report

We recommend reviewing customer risk score reporting once per week to stay on top of potential escalations and take action to get customers back on track. Over time, you’ll be able to create a systematic approach to selecting the customers you check in on each week. 

We also recommend scheduling a weekly meeting with service teams to review the report, schedule calls with customers that are at risk of escalations, and document all feedback.

Share this report with…

Members of your customer success, sales, and field ops teams so they can take necessary actions quickly. We recommend sharing it with your leadership and finance teams as well to understand potential impacts on your contract renewal pipeline.

Common Failures Report

Why it’s actionable 

A common failures report shows you the most frequent customer issues that arise, sorted by product type. It also highlights which service technicians, teams, and regions are driving the highest costs when these failures need to be repaired.

This report lets service leaders apply Pareto principles to focus on the top issues impacting uptime so they can hone in on ways to reduce cost variability in solving them. This report will almost always identify your most impactful training opportunities. 

How to use the Common Failures report

Improve margins, customer retention, total cost of ownership, and reduce warranty costs by taking an intentional approach to this report.

We recommend reviewing the top failures, then sorting them by teams and individuals. From here, you can identify the scope of the issue, create a training plan, and present it alongside the report to drive buy-in across your team and with management. 

Share it with…

Regional field service managers and customer success teams to understand likely causes for issues in the field. Quality assurance and R&D should also see this report to understand where they may need to prioritize product improvements.

Workforce Analysis Reports

Why it’s actionable 

This is your go-to report to understand exactly how well your team is performing in the field. It details major KPI indicators by technician and displays variability for each. 

Use it to sort individual technicians and teams by their KPIs, including workforce performance index, first-time fix, cost per success, mean time to resolution, and mean time between events. Then, view training needs, which can be sorted by the greatest opportunity to improve. 

How to use the Workforce Analysis report

Based on specific KPI observations from this report, sort your technicians and teams by each KPI to identify weak areas and prioritize the most impactful training opportunities.

These reports surface trainable instances like parts shotgunning, customer escalations or losses that are directly tied to tech performance, margin erosion at the tech level, and brand tarnish. 

Share it with…

Team leaders and regional managers so they can identify the technicians that need the most support.

Benchmarks Report

Why it’s actionable 

If you want to understand how you’re performing in the market, this is the report you need. Industry benchmarks help you understand what “best-in-class” looks like so you can set goals with your team and put effort into the areas that are most important to helping you improve.

Using this data, you can set goals at the organizational and team levels that are specific, measurable, and attainable. 

How to use the Benchmarks Report

Use this report to identify your company’s “North Star Metrics” — ones that will lead to breakthrough performance. Then, put training plans into place at the KPI level to avoid complacency and work towards continued improvements, quarter after quarter and year after year. 

Share it with… 

Leadership to show high-level performance, managers to help them understand their teams’ position in the market, and customers to show your company’s stand-out service performance. Click here to download the latest Field Service Benchmark Report.
 

ANNUAL REPORT

Invaluable insights from over 24M work orders, 6.6M assets, and 582K technicians.

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Executive Summary

Why it’s actionable 

An Executive Summary is delivered directly to your inbox each week and helps create a habit of regularly reviewing performance data. It surfaces top priorities and provides you with clear opportunities by potential impact so you can avoid emotion-driven decision-making. 

How to use the Executive Summary 

Use it to encourage action and accountability. Managers and directors should use their personalized recommendations to set priorities for the coming week. They can review opportunities that present the greatest improvements to efficiency and cost.

As improvements are made, this report serves as proof that countermeasures were effective. If improvements are not made, the report will stay the same. 

Share it with… 

Directors and managers to help them drive organizational alignment so everyone is moving in the same direction. 

The Next Step

The right reports can take you from “too much data” to “just the right insights.” By making strategic use of the reports above, you’ll be well on your way to driving meaningful improvements — no data science or IT expertise required. 

Service Intelligence Platforms like Aquant’s make it easy for service leaders and their teams to know which actions to take next. Sign up for a demo of our Service Intelligence Platform today to start turning your data into answers.