Streamlining Field Service Documentation Management

By David Sigler

In the world of field service operations, the management of documentation presents a significant challenge. Information traverses the digital realm, phone lines, and occasionally finds its place on handwritten notes scrawled in the margins of work order printouts. As a result, many field service managers grapple with the complexities of organizing and tracking these notes and updates, considering it one of the most daunting aspects of their role.

Documentation management is a formidable task across all industries, but the intricacies of field service documentation elevate the difficulty to another level. This article delves into the importance of maintaining high-caliber documentation related to projects, tasks, and assets within field service operations. Additionally, it outlines several best practices that any field service business can embrace to enhance the quantity and quality of their documentation.