Field Service Executive

Job Title: Field Service / Site Visit Executive

Department: Operations

Location: Bangalore

Reports To: Operations Manager / Service Delivery Manager

Role OverviewThe Field Service / Site Visit Executive will be responsible for ensuring smooth execution of all on-site activities, conducting technical/site assessments, coordinating with clients and vendors, and preparing post-visit documentation. This role ensures service quality, compliance, and timely reporting to support operational excellence.

Key Responsibilities

1. Site Visits & Assessments

· Conduct scheduled and unscheduled site visits across assigned locations.

· Perform technical evaluations, safety checks, and service readiness assessments.

· Identify on-ground challenges and recommend corrective actions.

2. Service Execution Support

· Coordinate with internal teams, field staff, and vendors for smooth execution.

· Monitor quality of work during visits and ensure adherence to SOPs, SLAs, and safety norms.

· Support execution planning (manpower, tools, material readiness).

3. Client Coordination

· Interact with clients during visits for requirements gathering, clarifications, and feedback.

· Provide updates and communicate issues promptly to the operations team.

4. Documentation & Reporting

· Prepare detailed site visit reports with observations, photos, and recommendations.

· Maintain checklists, service records, and compliance documentation.

· Update CRM/ERP systems (scheduling, visit logs, work progress).

5. Compliance & Quality Assurance

· Ensure adherence to industry standards

· Conduct mystery audits / post-service audits as assigned.

· Track repeated issues and raise red flags proactively.

6. Operational Coordination

· Support scheduling, vendor follow-up, and site readiness verification.

· Report manpower issues, safety gaps, and operational risks.

· Assist during project initiation, mobilization, and handover.

Required Skills & Competencies

· Strong communication and client-handling skills.

· Ability to identify technical/operational issues during site visits.

· Basic understanding of HVAC, cleaning services, facility operations, or field operations (industry can be customized).

· Proficient in MS Office, WhatsApp reporting, basic CRM/ERP tools.

· Strong observation, reporting, and follow-up skills.

· Willingness to travel extensively.

Qualification & Experience

· Graduate / Diploma (Mechanical, Electrical, or related fields preferred).

· 1–4 years of field service / site inspection / operations experience.

· Freshers with strong willingness to work in field operations may also apply.

Work Conditions

· Travel to client sites.

· Flexible working hours depending on site schedules.