Industry
Field service work instructions: fixed right on the first visit
Field service work instructions and digital checklists with AR and remote support: higher first-time fix rates, fewer return visits, complete reports.
In short
Field service work instructions guide technicians through installation, maintenance and repair at the customer's site. Actarion gives them digital checklists and step-by-step AR guidance on a tablet or glasses, plus remote support from an expert. The result: more first-time fixes, fewer return visits and a complete job report.
How it works on the shop floor
How do you start a pilot in field service?
- 1
Pick one asset type
that causes the most repeat visits or long calls to senior engineers.
- 2
Collect what exists
service manuals, checklists, photos and short videos from your best engineer doing the job.
- 3
Convert it with AI
into a guided procedure with mandatory photos and readings at the steps that cause repeat visits.
- 4
Prepare the field conditions
load instructions before the visit, test the connection for remote support and agree who answers expert calls.
- 5
Measure
first-time-fix rate, report completeness and time on site against a baseline. Extend to the next asset type when the results hold.
What challenges do field service teams face?
- Technicians work alone and meet equipment they rarely see.
- Return visits because a part, a step or a measurement was missed.
- Job reports are incomplete or written up at the end of the day.
- Senior technicians are overloaded with phone calls from junior colleagues.
Which standards apply?
- ISO 9001 for documented procedures and records of service delivery.
- ISO 45001 for safe work, including lone working and isolation.
- Sector rules depending on equipment, such as EN 50110-1 for electrical installations or F-gas rules for cooling equipment.
Use cases in field service
| Use case | What it supports | KPI |
|---|---|---|
| Remote expert support | Help from the expert on site | First-time fix rate |
| Quality inspections | Digital checklists and job reports | Report completeness |
| Preventive maintenance | Service visits by asset type | Visit duration |
| Onboarding & training | New technicians | Time to solo visits |
| Safety & LOTO | Isolation on customer sites | Safety compliance |
Anonymized case
A transport company combined maintenance, traceability and remote support for its technical teams. Read the cases.
The duration of a first pilot depends on scope and site. See the pilot approach for the full method.
How Actarion helps
- Digital checklists and instructions per asset type, created with AI.
- AR guidance for tasks the technician rarely does.
- Remote support built into the job.
- Automatic job report with photos, values and time.
- Skills matrix for planning the right technician.
- Scope
- 1–2 lines, 1 process
- Duration
- 6–8 weeks
- KPIs
- Field service
- Prerequisite
- baseline across several shifts
Frequently asked questions
Yes, per project. Jobs and results are exchanged through the API or CSV export; which fields are needed is agreed together with your FSM vendor.
Load instructions onto the device in advance and test this in the pilot. Remote support always needs a mobile connection, and results sync once a connection is available again.
Yes, with their own access and the same guided steps.
Yes. For rare jobs, remote support helps most, and a good session can be saved as a new instruction.
See your own process as a digital work instruction.
In 30 minutes we look at your process, your numbers and the fastest route to a measurable pilot. No sales pitch, just concrete advice.