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Configure Field Service settings for common scenarios

The Field Service Settings page contains many options. The following scenarios highlight which settings to review together so that work orders, agreements, and billing behave as you expect. Learn more about description of each individual setting in Set defaults for work orders, bookings, the schedule board, and agreements.

Set up work order costing and billing

If you want work orders to track costs and generate invoices, review these settings on the Work Order / Booking tab together:

  1. Set Calculate Price to Yes to keep pricing fields and invoice generation enabled.
  2. Set Calculate Cost to Yes to add cost tracking on work order products and services.
  3. Set Work Order Invoice Creation to control whether invoices are generated automatically when a work order is set to Closed - Posted.
  4. If you use tax codes, confirm Calculate Tax is set to Yes. Learn more in Set up tax codes.

Important

Setting Calculate Price to No removes all pricing fields and disables invoice generation. Only choose No if your organization handles billing outside Field Service.

Automate work orders and invoices from agreements

To automatically generate work orders and invoices from agreements, review the Agreement tab:

  1. Set Auto Generate Work Order for Agreement Booking to Yes.
  2. Use Generate Booking Dates X Months in Advance and Generate Invoice Dates X Months in Advance to control how far ahead records are created.
  3. Set Record Generation Timing to a time outside of business hours so that records aren't generated while dispatchers are actively scheduling.

Learn more in Set up agreements.

Standardize record numbering

To apply consistent, unique numbering to work orders and other entities, opt in to auto-numbering during a period of no activity, then configure a simple format such as WO-{SEQNUM:6} on the Auto-Numbering dialog. For advanced formats, configure the field in Power Apps.

Common configuration mistakes

Avoid these common mistakes when you configure Field Service Settings:

  • Opting in to auto-numbering during business hours. Record creation can fail during the initial opt-in. Enable auto-numbering when there's no activity in the application.
  • Turning off Calculate Price to "hide" pricing. This action disables invoicing entirely. To hide pricing fields without losing invoicing, customize the form instead.
  • Expecting the default warehouse to populate every work order product. The Default Warehouse value is only applied when a warehouse is required and left blank - it doesn't overwrite warehouses you set manually.
  • Setting Record Generation Timing during the work day. Agreement-generated work orders can appear in the middle of active scheduling. Choose an off-hours time.
  • Editing advanced auto-number formats in the Field Service dialog. Formats with placeholders after {SEQNUM} must be edited in Power Apps; the dialog only supports simple formats.

Troubleshooting settings

If settings don't behave as expected, check the related setting before opening a support request:

  • Changes don't appear: Confirm you selected Save on the correct tab. Each tab saves independently.
  • A setting is missing or read-only: Verify you have the Field Service - Administrator security role.
  • Addresses aren't geocoded: Confirm Auto Geo Code Addresses is enabled on the Other settings tab.
  • Date window fields are missing on work orders: Review the Pre/Post Booking Flexibility Date Field Population agreement setting.

Learn more in the troubleshooting articles listed in Related information.

If you run into issues when configuring Field Service settings, see the following troubleshooting articles:

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