Field service management

Create a maintenance intervention sheet: template and tips

Monitoring maintenance interventions allows you to ensure the proper functioning and durability of equipment within a company. It is implemented through a dedicated intervention sheet.

But how do you create a good maintenance intervention sheet?

Should you favor paper or digital?

In this article, we offer you a free intervention sheet template as well as our advice for creating one adapted to your needs.

Free Maintenance Intervention Sheet Template

Here is a typical intervention sheet used in France. It is used to document a technical intervention or provided service. The sheet contains information such as the date of the intervention, the name of the responsible technician, a description of the task or problem solved, materials used, time spent, and other relevant information.

The intervention sheet is an important document for companies and professionals providing technical services. It allows for tracking and planning various activities, justifying costs, and providing a history of interventions.

To download our free template, you should:

  • Go to File
  • Make a copy!


How to Create Your Maintenance Intervention Sheet

Efficient maintenance management is necessary to ensure the proper functioning of equipment within any company. To do this, creating a maintenance intervention sheet, whether through Word or Excel, proves to be an interesting solution.

Using Word for a Professional Intervention Sheet

When opting for creating a maintenance intervention sheet via Word, prioritize simplicity and clarity. Use tables to organize information in a structured manner. Include specific details such as the date, type of intervention, parts used, and relevant observations.

Structuring Your Excel Document for Optimal Maintenance

Excel offers a dynamic approach to developing a maintenance intervention sheet. Create separate spreadsheets for different types of interventions. Use formulas to automatically calculate costs and maintain an accurate record of past interventions. This method allows for in-depth data analysis for informed maintenance decisions.

Considerations for Both Methods

Keep simplicity and consistency in mind when designing your sheet. Include fields for technician details, intervention duration, and corrective actions taken. Ensure that the language used is clear and accessible to all team members.

Smooth communication between different departments is necessary for effective maintenance management. Ensure that your intervention sheet is understandable for all relevant stakeholders, whether they are from the technical service, resource management, or leadership.

créer fiche d'intervention

Digital Intervention Sheet vs. Paper Intervention Sheet

The transition to digital has revolutionized many sectors, including maintenance intervention management. We offer you an in-depth analysis of the advantages and disadvantages between digital and paper intervention sheets.

Advantages and Disadvantages of Digital Intervention Sheet

Here is the list of advantages:

  • Increased accessibility: Digital sheets are accessible at any time, promoting faster and more efficient intervention management.
  • Facilitated integration: Integration with other management tools allows for transparent tracking of interventions and process optimization.
  • Reduced errors: Pre-filled fields and automatic checks minimize the risk of errors, ensuring optimal data quality.
  • Instant updates: Information is updated in real-time, offering an accurate view of intervention and equipment status.

And here is the list of disadvantages:

  • Technological dependence: Computer failures can hinder access to sheets, compromising responsiveness in emergencies.
  • Training required: Staff must be trained in the use of digital tools, which may require time and resources.
  • Initial investment: The transition to digital requires an initial investment in equipment and software.

fiche intervention maintenance avantage

Advantages and Disadvantages of Paper Intervention Sheet

Here are the advantages of creating a paper maintenance intervention sheet:

  • Ease of use: No technical training is required, promoting quick adoption by staff.
  • Technological independence: Paper sheets are always available, even in the event of a computer failure.
  • Reduced initial cost: Using paper sheets does not require significant investment in technology.

And here are the disadvantages of the paper intervention sheet:

  • Lack of efficiency: Manual management can lead to delays and errors in intervention tracking.
  • Difficulty sharing: Information transmission may be slower and less transparent, leading to potential delays.

Ultimately, although the paper solution may seem more appealing at first glance, digital intervention sheets are more reliable and better organized.

Using Specialized Software for Maintenance Intervention Sheet Management

Optimizing maintenance intervention sheet management requires the adoption of specialized software. These tailor-made tools facilitate data entry, updating, and consultation of intervention-related information.

Leading software used offer a user-friendly interface, tailored to your specific needs. They ensure complete traceability of past operations, thus promoting in-depth analysis for more efficient future interventions.

Automating administrative tasks associated with intervention sheets is a major asset. Report generation, intervention scheduling, and inventory management are all processes automated by these tools, freeing up time for the essentials.

Real-time tracking is a key feature of these software. It allows for immediate responsiveness to necessary adjustments, thus ensuring proactive management of maintenance interventions.

Data security is a priority. These software ensure optimal protection of sensitive information related to intervention sheets, ensuring data confidentiality and integrity.

In conclusion, using specialized software for maintenance intervention sheet management represents a key lever for increased operational efficiency. With suitable tools, your company can benefit from optimal traceability, intelligent automation, and real-time responsiveness for optimized maintenance interventions.

Nomadia Field Service is the reference solution for planning and managing field interventions.

Intervention sheets are fully customizable to ensure compliance with your company procedures and provide technicians with optimal working comfort.

Discover the Nomadia solution