How to Turn Your Field Service Engineers into Customer Service Pros

Linda Formichelli
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Field service engineers work on a project, fix a problem, and move on. The end. Right?

Not if you want to drive value on all fronts in your business.  

While your company works so hard to develop good customer service skills in your office employees, the field team is actually on the front lines every day, meeting face-to-face with your customers in times of need.

Don’t miss this opportunity for your field service engineers to deliver value for the customer, and your company, by boosting their soft skills—from calming down stressed-out customers to creating positive experiences with your brand.

We talked with Ron Kaufman, Chairman of UP! Your Service and author of Uplifting Service: The Proven Path to Delighting Your Customers, Your Colleagues, and Everyone Else You Meet, to share his advice on soft skills development for your field service engineers.

Get the Basics Down

When asked what soft skills field service engineers most need to learn, Kaufman pointed out that the first thing they need to understand is the incredibly valuable position that they have in the company's relationship with the customer.

The customer likely heard about your company thanks to your marketing team, and signed on for a project through your sales department. Your on-site engineer thinks he's part of the back-end serving a purely technical function—while in reality, he's much further down the line in terms of the customer relationship than the marketing and sales teams are.

'The field service engineer is the most trusted person in the customer's entire relationship with the company,' Kaufman explains. 'It's not just the tools or the technology they have with them, or their knowledge and skill. The way they interact with the customer brings the experience that the customer has with the brand.'

Later, we'll talk about how to train your field service engineers in good customer service skills; keep this key fact in mind as you read through the rest of this post and start developing a plan.

Sharing Is Caring (About the Customer)

Don't let your field service engineers become isolated from the rest of the company, which only strengthens their opinion that they're there to fix things and get out. Bringing together teams from different departments to discuss company news, brainstorm new ideas, or weigh in on policy changes gives engineers valuable information they can share with customers on site.

For example, if your field service engineers know prices are going up, they can work with the customer get potential projects rolling before the increase takes effect. If they're privy to the fact that your company will soon be offering a discounted 12-month service package, they can bring that up to the customer after installing a new HVAC system.

Create an Experience

How can a field service engineer create an experience for the customer that reflects well on your company—especially when they're often walking into a situation where the customer is unhappy because their heating system broke, their electrical system went haywire, or the roof is leaking water onto their antique Turkish tribal rugs?

They can do it using two methods: Connection and education.

Connection is when the engineer meets the client and introduces himself and even engages in some light chit-chat. At the end of the project, the engineer continues the connection by showing the customer the notes on the project, offering his personal business card, and writing down the case number in case the customer needs to contact the company about the project. (If you use Commusoft Workforce Management software [link], the customer will also get a follow-up email with all this information, doubling the connection.)

Education is when the engineer explains the process—not in a haughty professor-like tone, but in the spirit of making the customer feel comfortable with the process and the engineer's skill. For example, an engineer might say, 'Let me explain to you how this will work. First, I'll spend a little bit of time doing diagnosis. Then I'll let you know where we're at, and how long I think the repair will take. When I'm done with the job, I'll show you what I did and give you some tips on taking care of the system so it won't give you any more trouble.'

Field service engineer greeting customerAnother part of education is recognizing opportunities to upsell or cross-sell products or services that will make the customer's life easier in the long run. For example, maybe that new gas heating system will last a lot longer if the customer signs up for your six-month service plan or opts for a higher-quality (and higher-priced) replacement. Thinking of cross-selling and upselling as education makes these concepts feel less uncomfortable to engineers not used to selling.

Become a Teacher

So now you know the soft skills field service engineers need.

That's great, but you're not a field service engineer—which is why the next step is to get it all in writing (or on video, or in a live class) to help your engineers brush up on their customer service skills.

However you choose to do it, you'll want to teach your field service engineers how to connect with and educate customers; effective ways to handle common situations like irritated customers or having to break bad news; and communication skills like reflecting the customer's feelings and creating ease in a stressful situation.

Too busy to develop a manual or class? We'll send you a free employee 'cheat sheet'you can share with your office workers and field service engineers. We did all the work for you: Our cheat sheet includes expert advice, plus actual scripts that show employees exactly what to say when breaking bad news, interacting with customers in the field, and responding to negative reviews

Say Thanks

With all this talk of how field service engineers are the face of your company, and how much rests on their shoulders, we need to add that field service engineers deserve recognition for their valuable role in your business. Between complicated installations and stressed-out customers, their jobs are probably a lot tougher than you thought!


This is the second post in a three-part series on customer service for field service companies. Be sure to check out our first post, on how to break bad news to your customers; the final post of the series will give you the scoop on how to handle bad reviews. Subscribe to the Commusoft newsletter to be notified when the final post goes live.

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