About this template
Conducting consistent, structured performance reviews is essential for maintaining high service standards across field teams. This Monthly Technician Evaluation Form template provides supervisors and managers with a reliable framework to measure technician productivity, adherence to safety standards, uniform compliance, and field performance. By standardizing your monthly evaluations, you can objectively track key metrics such as job completion rates, inside sales percentages, and safe driving records.
Designed for service companies, contractors, and field operations, this template captures both quantitative performance indicators and qualitative feedback. It includes dedicated sections for reviewing past goals, documenting administrative notes, and establishing clear targets for the upcoming month. Using Doc2Form, you can instantly convert this template into a ready-to-use Google Form, making it simple to collect digital signatures, archive review records, and share feedback directly with your team members.
Key features
- Track monthly productivity, collection rates, and overtime hours in one view
- Evaluate field safety compliance including the five keys to safe driving
- Review progress against previous goals and set actionable targets
- Include dedicated feedback sections for both technicians and supervisors
- Instantly generate a clean, mobile-friendly Google Form for your review cycle
Use cases
Monthly performance reviews for field service and HVAC technicians
Tracking safety and driving records for mobile workforces
Setting and updating monthly productivity targets for operations teams
Documenting professional development discussions between supervisors …
Documenting professional development discussions between supervisors and staff
What this form collects
- Technician Being Reviewed (Short answer)Enter the full name of the technician undergoing this evaluation.
- Technician Email (Short answer)Enter the technician's work email address for review documentation.
- Evaluation Date (Date)Select the date this review is being conducted.
- Licensing Status (Multiple choice)Confirm if all required professional and driver's licenses are current.
- Productivity Last Month (Linear scale)Rate the technician's overall job completion and productivity over the past month.
- Check Collection Percentage (Short answer)Enter the technician's payment and check collection success rate for the month.
- Inside Sales Percentage (Short answer)Enter the percentage of add-on services or inside sales generated during service calls.
- Overtime Hours (Short answer)Indicate total overtime hours logged this month and whether they were pre-approved.
- Uniform and Appearance Rating (Linear scale)Evaluate adherence to company dress code, PPE requirements, and professional presentation.
- Safe Driving Compliance (Multiple choice)Assess adherence to company vehicle safety guidelines and the five keys to safe driving.
- Driving Comments (Paragraph)Provide details regarding vehicle maintenance, safety habits, or driving incidents.
- Goals From Last Review & Progress (Paragraph)Review the goals established during the previous evaluation and discuss progress made.
- Goals Set Before Next Review (Paragraph)Outline specific, measurable objectives for the technician to focus on over the coming month.
- Technician Comments (Paragraph)Enter any feedback, concerns, or support requests from the technician.
- Supervisor Comments (Paragraph)Provide overall supervisor notes, commendations, or areas requiring coaching.
- Technician Signature (Short answer)Please paste a link to your digital signature or type your full legal name to acknowledge this review.
- Supervisor Signature (Short answer)Type your full legal name to finalize and submit this evaluation.
FAQ
How do I use this template for my team?
Simply use Doc2Form to instantly convert this template into your own Google Form. You can then customize the questions, adjust rating criteria to match your company standards, and share the link with your supervisors.
Why are monthly technician evaluations important?
Monthly reviews allow supervisors to catch performance bottlenecks early, recognize top performers, ensure safety compliance, and maintain consistent service quality in the field.
Can I customize the evaluation categories?
Yes. Once the form is generated in your Google Drive, you have full control to add, remove, or edit any questions to fit your specific industry requirements.
How are goals and action items tracked?
The form includes dedicated fields to review progress made on last month's objectives and establish new milestones before the next review period.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.