Tech onboarding plan

Before day one

• Accounts created: email, field app, time tracking, parts ordering
• Uniform, PPE, and tools ordered
• Truck or stock bin assigned and inventoried
• Ride-along lead assigned for weeks 1-2
• Licensing and certifications verified and copies on file

Week 1: Shadow

• Ride along on every job; observe, then assist
• Learn the job flow in the field app: open the job, record notes and photos, complete checklists, collect signatures
• Walk through truck stock and the parts reorder process
• Review safety procedures and site etiquette (shoe covers, parking, how we talk to customers)

• Gate: completes a job record end to end with lead watching

Week 2: Lead with backup

• New tech runs the job; lead observes and steps in only when needed
• Daily 10-minute debrief: what went well, what to fix tomorrow
• Practice explaining findings and options to the customer

• Gate: three jobs in a row with complete records and no lead intervention

Weeks 3-4: Supervised solo

• Solo on simpler job types; lead reachable by phone
• Manager reviews every job record (photos, readings, notes) the same day
• One scheduled ride-along to check habits

• Gate: callback rate and record quality at team standard for the period
• Gate: customer feedback reviewed with the tech

Day 30 review

Strengths

Areas to improve

Job types cleared for solo

Job types still requiring a lead

Next review date

Manager signature