How to Set Field Service Goals for 2022

January 18, 2022 - Jessica Dorey

Can you believe it’s 2022?!

Hopefully you’re feeling refreshed after the holidays. But if not - we totally understand! It’s been two long, unpredictable and quite frankly, stressful years.

While the last two years have certainly felt like riding a rollercoaster, looking forward is still important, even if you’re not sure what to expect. In fact, research shows that businesses that plan for the future grow 30 percent faster than those that don’t. So, with that in mind, we’re here to help you kick start 2022 with fresh goals for your field service management business.

But how do you set goals when you have no idea how things will or won’t change?

Benefits of Setting Field Service Business Goals

Setting field service management goals is an important step in creating success in your business, no matter the circumstances you’re in or industry climate. Goals not only provide you with direction, they also keep you motivated and help build comradery within your team.

As a business owner, your goals are likely related to the overall health of your business. But you need each individual team member to keep the wheels turning, so your overall business goals should incorporate their everyday achievements too.

Which Field Service Business Goals Should You Set?

Start by thinking about what you want to achieve in your business by the end of a quarter or a year. And then, work backwards. What sort of goals need to be hit in various parts of your business to achieve your wider goal?

For example, if you want to increase your revenue by 10% by the end of the year, what do you need to optimize to increase your productivity without increasing losses too much? Do you need to improve response and travel time to your customers? Do your scheduling processes need to be faster? Can you limit the amount of repeat visits to a site? You can also look at wider strategies that bring in more customers, for example - do you need to improve customer service? Or, can you increase the amount of five-star reviews you have on Google?

How to Set Business Goals

Setting goals can sometimes feel overwhelming, but doing so is the best way to track your progress throughout the year, and make it easy for you to review your overall performance as a business at year's end.

Check out this cheat sheet that we’ve put together for goal setting.

Infographic highlighting the five steps to setting field service KPIs

What will your 2022 goals be? Share them with us at

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Author - Jessica Dorey

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Jessica is a former journalist turned digital marketer and content strategist. She loves sharing stories and building brand awareness through carefully crafted content. When she’s not knee-deep in words she enjoys spending time with loved ones and cheering on her footy team.