Template

At Our Best V1.1 - Field Engineer Audit Checklist

by Kevin Clelland, from the Community

10+

Use this At Our Best V1.1 checklist to coach and audit field engineers across the full service journey. Review ETA process and communication, vehicle condition and telematics, IFS compliance, job timestamps and stock control, risk assessment and escalation, customer profiling, Sky Q installation and service steps, SM3 setup and updates, WiFi testing, health and safety requirements, team communication, admin, surveys, holidays, and uniform readiness.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
At Our Best V.1.4
This document serves as a comprehensive audit checklist for Sky engineers, ensuring compliance with company standards and safety protocols. It covers essential areas including risk assessment, vehicle inspection, attendance policies, IFS compliance, stock management through StockSmart, technical procedures for Sky Q installations, and health and safety requirements. The audit process evaluates engineer performance across multiple domains, from customer profiling to equipment maintenance, while ensuring proper communication channels and administrative procedures are followed. This systematic approach helps maintain service quality and safety standards across Sky's engineering operations.
by Kevin Clelland, from the Community
Downloads: 70+
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Template
S03 NTR 13-Week Review for Sky Engineers
Structured 13-week review and performance document for Sky field engineers. Covers expectations for ETAs and customer communication, MFT and SM3 compliance, on-site risk assessment, external and internal installation steps for Sky Q, Wi-Fi checks and boosters, troubleshooting and software updates, showcasing features and upsell via ACE, NPS best practices, completions and revisit processes. Includes weekly review sections to capture progress, attendance and behavior concerns, support measures, and targets, with signatures and media attachments.
by Richard Gibbs, from the Community
Downloads: 10+
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Template
Central 5 Customer Journey Template
Use this Central 5 customer journey template to document each stage of a field service visit from appointment and ETA updates to installation, service, or deinstall. Capture risk assessment and ladder set up checks, equipment setup details, communication attempts, photos, and escalations. Record engineer comments and signatures to verify work, surface issues, and improve customer experience and retention.
by Jason Goodlad, from the Community
Downloads: 30+
Get
Template
Team Contract and Personal Responsibilities
This document outlines essential guidelines for Sky engineers, detailing key operational requirements and standards. It covers attendance protocols, including 8 AM start times and ETA procedures, professional communication standards using company devices, and vehicle maintenance responsibilities. The guide emphasizes strict health and safety protocols, particularly for high-risk tasks like ladder work and roof access. Compliance requirements focus on STB handling, Sky Q installations, and service standards, with specific attention to data logging and WiFi testing procedures. Engineers must maintain professional standards in uniform presentation, vehicle cleanliness, and customer interaction. The document also details equipment handling, mandatory safety procedures, and sales targets, ensuring comprehensive coverage of all aspects of an engineer's daily responsibilities.
by Rich Curtis, from the Community
Downloads: 40+
Get

At Our Best V.1.4

This document serves as a comprehensive audit checklist for Sky engineers, ensuring compliance with company standards and safety protocols. It covers essential areas including risk assessment, vehicle inspection, attendance policies, IFS compliance, stock management through StockSmart, technical procedures for Sky Q installations, and health and safety requirements. The audit process evaluates engineer performance across multiple domains, from customer profiling to equipment maintenance, while ensuring proper communication channels and administrative procedures are followed. This systematic approach helps maintain service quality and safety standards across Sky's engineering operations.

by Kevin Clelland, from the Community

70+

Get

Template

S03 NTR 13-Week Review for Sky Engineers

Structured 13-week review and performance document for Sky field engineers. Covers expectations for ETAs and customer communication, MFT and SM3 compliance, on-site risk assessment, external and internal installation steps for Sky Q, Wi-Fi checks and boosters, troubleshooting and software updates, showcasing features and upsell via ACE, NPS best practices, completions and revisit processes. Includes weekly review sections to capture progress, attendance and behavior concerns, support measures, and targets, with signatures and media attachments.

by Richard Gibbs, from the Community

10+

Get

Template

Central 5 Customer Journey Template

Use this Central 5 customer journey template to document each stage of a field service visit from appointment and ETA updates to installation, service, or deinstall. Capture risk assessment and ladder set up checks, equipment setup details, communication attempts, photos, and escalations. Record engineer comments and signatures to verify work, surface issues, and improve customer experience and retention.

by Jason Goodlad, from the Community

30+

Get

Template

Team Contract and Personal Responsibilities

This document outlines essential guidelines for Sky engineers, detailing key operational requirements and standards. It covers attendance protocols, including 8 AM start times and ETA procedures, professional communication standards using company devices, and vehicle maintenance responsibilities. The guide emphasizes strict health and safety protocols, particularly for high-risk tasks like ladder work and roof access. Compliance requirements focus on STB handling, Sky Q installations, and service standards, with specific attention to data logging and WiFi testing procedures. Engineers must maintain professional standards in uniform presentation, vehicle cleanliness, and customer interaction. The document also details equipment handling, mandatory safety procedures, and sales targets, ensuring comprehensive coverage of all aspects of an engineer's daily responsibilities.

by Rich Curtis, from the Community

40+

Get

At Our Best V1.1 - Field Engineer Audit Checklist

About author

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S03 NTR 13-Week Review for Sky Engineers

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Team Contract and Personal Responsibilities

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At Our Best V.1.4

S03 NTR 13-Week Review for Sky Engineers

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