Free template · Retail / Hospitality
Performance review template for a field service / trades supervisor
A ready-to-use, section-by-section template with the competencies that matter for a field service / trades supervisor, role-specific example phrases, and a guard against the stock filler that makes most reviews read as generic. Copy the structure, fill in your evidence, or skip the writing entirely with Crestento.
The template
Four sections, in this order. Length should match the evidence you have — a thin section is honest; an invented paragraph is not.
Summary
One or two paragraphs setting the context: what was expected of field service / trades supervisor this period, and your overall verdict. Lead with the headline.
Example phrasing
“Crew billed 86% utilisation at 38% gross margin with zero recordable incidents, ran the EPA 608 cohort that certified four techs, mentored one apprentice to journeyman status, and rebuilt the dispatch logic that cut average drive-time per call from 38 to 26 minutes.”
Strengths
The behaviours and outcomes that made the work happen. Anchor in evidence: crew billable utilisation percent, average gross margin per job, OSHA recordable rate.
- Evidence for: crew productivity (billable hours, utilisation).
- Evidence for: job profitability (revenue minus material and labour).
- Evidence for: safety record and incident rate.
- Evidence for: customer satisfaction across the crew.
Areas for Growth
Forward-looking development edges. Frame as opportunities, not deficiencies. Specific behaviours to develop, not generic field service / trades supervisor criticism.
- One pattern observed across the period.
- One specific behaviour to develop.
- One concrete next step.
Goals for the Next Period
Two or three concrete goals. Each should name a specific behaviour change, a measurable target, and a deadline. Avoid vague aspirations.
Competencies to evaluate
The 7 competencies a strong field service / trades supervisor review structures around, in priority order. Use these as the spine of the Strengths and Areas for Growth sections.
- crew productivity (billable hours, utilisation)
- job profitability (revenue minus material and labour)
- safety record and incident rate
- customer satisfaction across the crew
- technician development and certifications
- dispatch and scheduling optimisation
- vehicle and equipment stewardship
Before you write
Trades supervisors are evaluated on crew throughput AND crew development. The work is operational (dispatch, scheduling, materials), commercial (billable utilisation, margin discipline), and people (tech development, retention). Strong supervisors build crews where techs stay and progress; weak supervisors run high turnover and burnout that erodes service quality.
Evidence to gather
Strong reviews for a field service / trades supervisor cite evidence of these shapes. Only use a specific value (a percentage, a count, a dollar amount) if you actually have it — don’t invent a number to sound concrete.
- crew billable utilisation percent
- average gross margin per job
- OSHA recordable rate
- tech retention and certification count
- customer satisfaction across the crew
- callback rate on crew
- vehicle / equipment downtime
Where to find the evidence
Work products a field service / trades supervisor produces. Reference these by name in the review when they’re relevant — it signals you know the work.
- dispatch and scheduling configuration
- crew toolbox-talk records
- tech development plans
- weekly P&L review per crew
- vehicle / equipment maintenance log
- incident / near-miss reports
Phrasing that lands vs phrasing that doesn’t
Strong — specific, evidenced, role-appropriate
“Crew billed 86% utilisation at 38% gross margin with zero recordable incidents, ran the EPA 608 cohort that certified four techs, mentored one apprentice to journeyman status, and rebuilt the dispatch logic that cut average drive-time per call from 38 to 26 minutes.”
Weak — vague, unevidenced, generic
“Runs a tight crew, great with the team.”
Phrases to never use
Stock filler that AI-written field service / trades supervisor reviews slip into. Managers spot it instantly. Rewrite to name a specific behaviour instead.
- “runs a tight crew”
- “great with the team”
- “passionate about the trade”
- “trusted leader”
- “consistently delivers”
- “tough but fair”
- “leads by example”
Don’t invent these specifics
The details an AI tends to fabricate for field service / trades supervisorreviews. If you don’t have the specific number, name, or date in your notes, leave it out — generic-but-honest beats specific-but- invented every time.
- specific utilisation or margin percentages not in input
- named techs developed when not in input
- specific incident counts or near-miss numbers not provided
- named certifications (EPA 608, journeyman) not in input
- specific dispatch / drive-time numbers not provided
Skip the template, generate the review
Drop your bullet points into Crestento and it produces the polished draft using this exact template structure, tuned for a field service / trades supervisor. Two reviews free, no card.
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