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Feature · Field service & maintenance

Two trips for the same fault. You never earn the second trip back.

A service engineer earns money by fixing faults, not by driving kilometres and filling in forms. Yet a large part of the day goes on driving, searching, calling the office and typing up job sheets in the evening. And the most expensive mistake is the visit that does not succeed first time: wrong part, missing information, a second appointment. You never earn that second trip back. That is where automation helps: the right information and the right part in advance, and admin that takes care of itself while the engineer is on the road.

// A report from a fictional service and maintenance company with 12 engineers in vans, a planner in the office and customers who call to ask “are they still coming today?”. The company is fictional, the situations are real: we run into them again and again.

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Sound familiar?

  • The engineer gets a list of addresses in the morning, but not the customer’s fault history.
  • On site, it turns out the right part is not in the van; a new appointment is needed.
  • Job sheets are on paper; typed up at home or in the office in the evening, or lost.
  • The customer calls the office: “are they still coming today, and what time?” Nobody knows exactly.
  • This morning’s schedule is already wrong by eleven o’clock, but it does not adapt.
  • Invoices wait for the signed job sheet; it is still in the van.
  • Every engineer has their own stock in the van, and nobody knows exactly what is where.
  • Knowledge sits in the head of the experienced engineer; the new one rides along until they “get a feel for it”.

What usually runs here

The software we come across here most often. It does not have to go; we build around it and in between.

Sigmax / Field Service field service software and schedulingSimplicate / Teamleader work orders, hours, invoicingAFAS ERP, service, hoursOrtec / Routigo route planning and optimisationExact invoicing and stockJira / TOPdesk fault reports and ticketsVan stock apps materials per vanWhatsApp Business contact with customer and officeTrack & trace portals arrival time for the customerExcel / paper job sheet scheduling and record-keeping
// the same working day, twice

A day in field service & maintenance: now and next

On the left, the day as it usually runs now. On the right, the same day once the dull parts are automated and AI does the groundwork. Watch what changes: not the people, but where their time goes.

// how it goes nowWithout AI
  1. 07:30EngineerReceives five addresses. The first is a boiler fault, but the history of that unit is in the office, not in the van.
  2. 09:10EngineerDiagnosis made, but the right valve is not in the van. Order it and come back: a second trip.
  3. 10:30CustomerCalls the office: “Is the engineer still coming, and what time?” The planner calls the engineer, who is lying under a boiler at that moment.
  4. 12:00PlannerThe morning overruns; the afternoon appointments shift, but the schedule in the office does not move with them. So it is phone calls by hand, then.
  5. 14:20EngineerFills in the paper job sheet, has the customer sign on paper. The sheet goes into the folder behind the seat.
  6. 16:45AdminWaits for the job sheets to invoice. Three engineers are still on the road; those invoices go out tomorrow. Or the day after.
  7. 19:00EngineerAnother hour at home: typing the day’s hours and materials into the system. One sheet has become illegible.
// how it will goWith AI and automation
  1. 07:30EngineerOpens the route on their phone: for each address the fault history, the unit type and the likely cause, with the parts that go with it.
  2. 09:10EngineerThe right valve was in the van: the system had put it on the loading list in advance, based on the fault report. Fixed first time.
  3. 10:30CustomerAutomatically received a message with an arrival time that adapts as the day goes on. Does not call; can see for themselves that the engineer will arrive in twenty minutes.
  4. 12:00PlannerThe morning’s overrun automatically flows through the schedule, with a proposal for which appointment can move to tomorrow. The customer is notified.
  5. 14:20EngineerDigital job sheet: photos, parts used and hours in a few taps, the customer signs on screen. Done by the time they walk out the door.
  6. 16:45AdminThe invoices are ready as soon as the job sheet is completed, with the right parts and the service contract accounted for. Nothing is left in a van any more.
  7. 19:00EngineerAt home. The day’s admin was done when they walked out of the last door.

Where AI makes the difference here

Per use case: what the automation does, what a person keeps doing, and whether it is proven or still promising. We say which one honestly.

01promising

The right parts in advance

Based on the fault report, the unit type and the history, the system predicts which parts are likely to be needed and puts them on the van’s loading list.

Still human: the engineer decides and takes what they think they need; the system prevents the forgotten-part trip.

Handling more with fewer people Working more efficiently
02proven

Fault history in hand

For every address, the previous visits, the unit type, contract terms and known problems are on the engineer’s phone, without calling the office.

Still human: uses the information and adds what they see on site.

Working more efficiently
03proven

Digital job sheet and invoicing

Photos, materials used, hours and the customer’s signature all go digital; the invoice is ready as soon as the job sheet is done, with contract and surcharges accounted for.

Still human: checks the exceptions; the rest runs automatically and nothing gets lost.

Saving time Working more efficiently
04proven

A schedule that adapts

If a job overruns or an urgent call-out comes in, the system reschedules the day and proposes what should shift; the customers affected are notified automatically.

Still human: the planner decides on the important choices; the rest shifts by itself.

Working more efficiently Handling more with fewer people
05proven

Track & trace for the customer

The customer automatically receives a realistic arrival time that adapts as the day goes on. The “are they still coming?” phone call largely disappears.

Still human: only steps in for real exceptions.

Saving time Handling more with fewer people
06proven

Van stock that is actually right

Parts used are booked out when the job sheet is closed; the system replenishes the van to the agreed level and flags what is almost out.

Still human: restocks based on the list; no more guesswork about what is where.

Working more efficiently
75–80%
is a typical first-time fix rate in the service industry; the best organisations reach 88–90%. Every second trip you prevent is direct profit. [1]
≥ 80%
first-time right is what most Dutch field service teams aim for; for complex installations it is lower, so that is where there is most to gain. [2]
86%
customer retention is achieved by service organisations with a first-time fix rate above 70%; below that, retention drops by around ten percentage points. [3]

Honestly: what AI does not do here

  • The parts prediction is only as good as your records. If nobody ever noted what was replaced, there is little to predict. That is why this starts with closing job sheets properly; the prediction comes after that.
  • A first-time fix rate of 100% does not exist. Some faults genuinely need a second visit or a special part. The goal is to eliminate the avoidable second trips, not to deny the unavoidable ones.
  • An app in the van only works if it works with dirty hands, in a crawl space, without signal. That is why we build it with the engineers and make it work offline; otherwise the piece of paper simply ends up behind the seat again.
  • Smarter scheduling does not mean squeezing more jobs into a day. It means fewer wasted kilometres and fewer second trips, so you help more customers properly with the same people.

The objections we hear — and whether we can close them off

We looked them up and heard them from clients. For each objection we say whether it is really solvable, partly solvable, or a risk that stays and that you accept knowingly.

Can it be closed off: yes. That is exactly why we take the typing away: scanning, photos, a few buttons, the customer signs on screen. Less admin than the paper job sheet, not more. If it does not work with gloves on, we do not build it.

// how we start, the first thirty days
  1. 01Week 1: core session in the office and a day riding along. We follow the routes, the second visits and the evening admin and count what gets left undone.
  2. 02Weeks 2 and 3: digital job sheet with photos, materials and signature, offline-capable, built with the engineers; invoice generated automatically from the completed job sheet.
  3. 03Weeks 3 and 4: fault history to the van and track & trace to the customer to take away the phone calls.
  4. 04Week 4: measure. First-time fix, second trips, days to invoice, hours typed up. Only after that, parts prediction and van stock.
// what it costs and how it works

First the free AI scan, then a core session on your floor (a half-day of 4 hours, €596 excl. VAT and travel costs) with a core report and an honest go/no-go. We build on a project basis with fixed hours: €110 per hour for straightforward work, €165 for complex development.

More hours only with your written approval. If we cannot deliver, you pay nothing for what was not delivered.

AI scan & strategy Process automation Custom software & integrations

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// which industries this matters most in
Installation & engineering
// from our insights
Where do you start with AI in your business?

Most businesses start with the tool and then get stuck. It is better to start with one piece of work that comes back every week and nobody enjoys.

What does AI automation really cost?

The build costs are usually the easiest part of the bill. The surprises are in the clean-up beforehand, the monthly usage and the maintenance afterwards.

// other departments
Administration & finance Sales & quotes Purchasing & stock Production & workshop Construction & installation Transport planning & administration Marketing & content Customer service & communication HR & recruitment Planning, scheduling & events IT, security & data Management & leadership
// sources
  1. Sigmax, How do you improve your first-time fix rate? (2024)
  2. Sigmax, First Time Right in Field Service (2024)
  3. FastLeanSmart, The key KPIs for field service management (2024)