Field Visit Recap: A Day with Total Energy’s Service Team

The best way to see how things are used in real life? Find the people who use them. Or in our case – join them in the field.

Recently, MSI Data made a valuable visit to our longest-standing client, Total Energy Systems, to observe how their field technicians are using Service Pro in real-world conditions. Learn more about Total Energy’s story with Service Pro by visiting their case study here. Let’s hear firsthand about the experience:

“The ride-along was coordinated by Weston—thank you again for making that happen—and carried out in the field with Will, who offered a detailed walkthrough of how the system supports him throughout the day.

From the start of the shift, Will began by reviewing his assigned jobs in the Service Pro mobile app. He quickly accessed key information like job type, service history, customer details, and equipment records—all before leaving for the first site. Throughout the day, Service Pro remained the central hub for managing every aspect of the work: checking in on-site, entering notes, attaching photos, recording parts used, updating job status, and capturing customer signatures at completion.

Seeing this process firsthand made it clear how embedded Service Pro is in the daily routine. Will was able to stay productive without having to switch between tools or rely on paper-based processes. Each job followed a consistent digital flow that ensured accurate documentation and efficient communication with the back office.

The ride-along also highlighted how field technicians are not just completing work—they’re actively managing data quality. Will took time to make sure notes were detailed, photos were clear, and job records were complete. It was evident that techs like him take pride in using the system to maintain professionalism and accountability on every call.

This kind of direct field experience is invaluable. It provided a clear picture of what’s working well and how the system supports the service team’s day-to-day execution.”

Observations like this are essential to understanding the realities of fieldwork and how Service Pro is used where it matters most. With field visits like these, we’re able to gain a deeper understanding of how to best help Service Pro users and cntinue to improve the solution.

Thinking about how Service Pro could be making your day easier? It’s time to take action. Explore our capabilities here and envision your profitability going up, up up… start here.

Authors

Full color photo of Alyce Peterson.
Alyce Peterson

Alyce Peterson is Product Marketing Manager at Service Pro by MSI Data in Milwaukee serving the field service industry with over a decade of  marketing expertise—from software, to startups to global Fortune 500s—to the field service industry. After serving on numerous volunteer boards, in 2025 she’s now Vice Chair of EGSA’s Membership Committee.

Full Color photo of Andrew Knox.
Andrew Knox

Andrew Knox is the Vice President of Sales and Marketing at Service Pro by MSI Data bringing over a decade of software sales expertise. He is a also a 2025, 40 under 40 winner with Insight Business and serves as an EGSA AI Task Force member.

Field Five - A Service Pro® by MSI Data Podcast
Field Five Podcast

Each episode of Five Five delivers real-world insights and quick-hit strategies from field service leaders — no fluff, just actionable value.

Full color photo of Geoff Surkamer.
Geoff Surkamer

Geoff Sukamer is the CEO of Service Pro by MSI Data, and focuses on strategy, execution, and leading functional teams with the goal of growing and scaling the company. He has been building and leading global teams in the software industry for nearly three decades. With a relentless passion for growing revenues, developing teams, building awesome cultures, and leading change.
Geoff’s simple approach to any interaction is always based on the same principle—transparency creates trust.

Full color photo of Leena Meyers.
Leena Meyers

As the Content Marketer for MSI Data, Leena Meyers has created compelling content in the field service space for over two years, from staying on top of industry trends to sharing insights into field service optimization.

Picture of Leena Meyers

Leena Meyers

As the Content Marketer for MSI Data, Leena Meyers has created compelling content in the field service space for over two years, from staying on top of industry trends to sharing insights into field service optimization.

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