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6 Tips To Become A Good Field Service Engineer

Two maintenance engineers inspect relay protection system with laptop comp

A field service engineer typically moves from one service site to another to offer technical advice on installation, demonstration, maintenance, and repair systems. The required academic qualifications and professional certifications vary depending on their industry of specialization.

Many engineers require an associate degree in field service engineering. The most common program for them is a degree in mechanical engineering. However, academic qualifications alone won’t make you excellent in the field. You must have the necessary skills, experience, and tools to do your job excellently. Here are seven tips for becoming a great field service engineer:

1.     Use the right tools for the job

Every service business has corresponding technological tools that help streamline operations. If you’re offering services like maintenance, installation, repairs, or damage restoration management, you could use service management software, such as Jobber, or others for the following tasks:

·       Scheduling and dispatching staff

·       Organizing client details on one platform

·       Customizing and automating communication with clients

·       Tracking the whereabouts of your crew remotely

·       Creating professional job quotes

·       Tracking time worked

Invoicing clients for payments is also an essential aspect of field service jobs. You must create accurate and professional-looking invoices and send them to clients on time so they pay promptly. An excellent option is to use a customizable free invoice template, which you quickly populate with the job and company specifics.

Other essential tools of the trade include graphing calculators, Computer-Aided Design (CAD) software, unit conversion apps, and customer relationship management software. You can enhance communication and handle all managerial duties correctly with the right tools.

2.     Build your personal skills

Personal skills such as attentiveness, independence, and resourcefulness will help your engineering career. You’ll often work in places you aren’t familiar with and use equipment you’ve never used. In such instances, resourcefulness comes to play. By definition, it’s the ability to devise ingenious ideas to overcome challenges promptly. 

You’ll also interact with professionals like civil engineers, accountants, homeowners, local authorities, and tax officials. Thus, your communication skills must be top-notch to enable you to speak and send messages precisely and clearly, and for the recipients to understand you.

Good communication skills will help you excel as an engineer in more ways than one. Presentations are part of your everyday life as a field technician. You’ll be making presentations now and then with people from higher management. You wouldn’t want to stammer in the middle of such an important meeting and give the wrong impression.

As a field engineer, you’ll also interact with clients who sometimes need detailed reports on the projects worked. You’ll have to explain the complex issues they don’t relate to. Moreover, you’ll work with colleagues from time to time which needs acute communication to avoid mistakes and inaccurate data.

3.     Act professionally

In all your encounters, be professional. Address clients and co-workers in a kind, polite, and professional manner. Once you’re allowed access to repair broken equipment or structures, be productive and give results. Leave your client with positive feelings regarding that interaction.

Be resilient and develop skills to help you cope in difficult and triggering situations. It won’t hurt to come up with a few business policies of your own to help you achieve your goals. Ensure you never lose your cool, as it’ll be a step back in your career. Also, manage your time well to beat deadlines.

4.     Value networking

Networking is essential if you want to be a good field service engineer. Having a bunch of engineer friends or relatives isn’t enough. Make more interactions with strangers from the same field. You can attend professional meet-ups outside your workplace or region. Luckily, technology has made it easier to network with people all over the globe. You could also catch online meetings where physical attendance isn’t possible.

The relationships formed through networking will help you grow rapidly and progress in your career. So, whether you’re an introvert or not, connect with different people around the universe. After all, learning never stops.

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5.     Define your career goals

The successful engineers you’ve heard of don’t become prosperous by chance. They had goals that helped them achieve their dreams. Defining your goals specifies where you’d want to be as an engineer in the next 5, 10, 15, or 20 years. 

It’s better to have both short-term and long-term career goals. The commitment may not be unbreakable, but it’ll help you focus. Through this, you’ll achieve milestones and become a better field service engineer.

6.     Commit to continuous growth

The world is changing and evolving every day. To keep up, improve skills in all areas of your career. You may want to stay on top of the current developments in field service engineering.

Engage in projects that’ll help you grow and add value to your career. It may mean sparing some time off work to take up a few classes or attend several training sessions. Take this as an investment and not a waste of your time. Focus on its long-term benefits.


Becoming a good field service engineer isn’t that complicated. If you adapt the tips discussed, your future as a successful engineer is bright. With a commitment to continuous growth in your career, you’ll be able to stay on top of new trends. Your career short-term and long-term goals will help you focus. And when your daily operations prove too much to handle, use service management software.

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