Field Service Knowledge Transfer

When your best tech leaves, $200K in know-how walks out with him. The operational knowledge graph keeps it in the building.

A Spaid engineer rides with your top performers, documents every diagnostic and close decision, and converts it into a system any tech can use — delivered through the FSM job card they’re already looking at.

What Walks Out the Door

What walks out the door when a top performer leaves.

Tribal knowledge isn’t just a retention risk. It’s a daily performance gap that compounds every time you hire, every time a veteran tech is out sick, and every time a new branch opens without a playbook.

Ramp Time Costs

New techs operate at 60–70% of veteran GM and callback performance for 6–12 months. At $20K–$40K in slow-ramp cost per hire, a shop hiring 8–10 techs/year is bleeding $160K–$400K annually in below-target performance before the new hire reaches full productivity.

$20K–$40K in slow-ramp cost per new hire

Branch Execution Variance

Every branch runs differently because the “standard” is in the DM’s head. One branch runs 38% GM. Another runs 28%. Nobody can explain the gap in a way that’s trainable.

8–12 pt GM spread branch to branch

No Succession Path

When a lead tech leaves, callback rates climb, GM drops, and the next hire starts over. No system captures what made the top performer effective — it walks out with them every time.

3–6 month recovery window per senior departure
Why Existing Solutions Fail

Generic training vs. a system built from your people.

Most knowledge transfer programs fail because they’re built from generic content. Ours is built from what your top performers actually do — job by job, objection by objection.

What you've tried before

Generic training content

Off-the-shelf HVAC or plumbing training that doesn’t reflect how your best tech runs a job in your market.

Shadowing programs

New tech follows a veteran for two weeks. No structure, no documentation, no way to replicate at scale.

Playbooks written by management

Based on how management thinks jobs should go — not how the best performers actually run them.

LMS platforms

Content libraries that nobody opens. Completion rates high, behavior change rates low.

VS
What forward-deployed looks like

Ride-alongs with your top performers (Days 1–5)

Engineer rides with your best tech and documents every diagnostic decision, pricing logic, and close technique — not what they say they do, what they actually do.

Operational knowledge graph built job by job

Converts observed patterns into a structured system — each job type has its own decision tree, objection handlers, and documentation standard. Built from your data, not generic best practices.

Pre-job briefing layer in the existing FSM job card

Surfaces the right knowledge for the specific job type before the tech arrives — parts checklist, prior job history, callback risk, customer LTV. No new app, no new login.

Onboarding module from the graph

New hire ramp time cut by 50% because the knowledge is in a system, not a person. Same applies to CSRs — top-CSR scripting baked into onboarding.

Engineer + Software

How the knowledge gets captured and used.

Ride-alongs plus software. The knowledge graph gets more complete with every job type documented.

Ride-Along Observation

Capture what the best performers actually do

Engineer spends Days 1–5 in the field with your top performer and in the call center with your best CSR — documenting every diagnostic step, pricing decision, objection response, and close technique. This is the raw material for everything that follows.

Operational Knowledge Graph

Top-performer logic as a reusable system

Converts observed patterns into a structured knowledge base organized by job type — what to check, what to bring, how to price, how to close. Built from your actual operation, not generic industry content. This is how top-performer knowledge reduces callbacks at scale. Gets more complete with every job type documented.

Pre-Job Briefing Layer

Right knowledge, right tech, right moment

Pulls job-specific context from the knowledge graph and delivers it via the existing FSM job card before the truck rolls — parts checklist, prior job history at this address, callback risk flag, customer LTV. Techs see it as part of normal workflow.

New Hire Onboarding Module

50% faster ramp, no training manager required

Structured onboarding content built from the knowledge graph for each job type. New tech ramp time drops from 8 months to 3 when the standard is explicit and consistent, not tribal. Same framework applied to CSR onboarding — top-CSR patterns encoded into the first 30 days.

Measured Outcomes

What operators measure after 90 days.

Field
50
% Faster
New Tech Ramp Time
Structured onboarding from the knowledge graph compresses 6–12 month ramp to 3–4 months.
Field
3–5
Pts GM
New Tech Performance Gap
Closing the spread between new hires and veterans in the first 90 days.
Field
$20–40K
Saved/hire
Slow-Ramp Cost Eliminated
Per new tech hired after the knowledge graph is deployed.
Field
100%
Retained
Top-Performer Logic
Codified in the system before the next departure — not lost when they leave.
Related Problems

Operators solving tribal knowledge also address:

The Measured Pilot Guarantee

If we don't identify $200K, you pay nothing.

Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don't identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.

After kickoff, we ask for about 30 minutes a week of your ops leader's time.

Zero risk. Full-operation visibility. Founding customer pricing: 40% below standard rates.
Start Here

45 minutes. Your data.
No commitment.

We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks, and scope the engagement. Full access happens only if you proceed to the audit.

Accepting 2–3 founding operators · $20M–$100M revenue · 40–120 techs · On a modern FSM