Configure travel charges

Use travel charges to bill customers for the cost of travel to a work site. The system adds travel charges to a work order as a work order product. The system calculates the travel charge based on the travel charge type and travel charge set for the service account.

When a qualifying booking is complete, Field Service adds the product selected as the Travel Charge Item to the work order. The Travel Charge on the work order’s service account becomes the work order product’s per-unit price. The Travel Charge Type determines its quantity.

Field Service creates a separate travel charge item for each qualifying booking. Normal work order product pricing, discounts, and taxes apply afterward.

If there are multiple bookings for a single work order, the system adds multiple travel charge items as work order products.

Specify the travel charge item

1. In Field Service, go to the Settings area and select the Work Order / Booking tab.

2. In the Travel Charge Item field, search for and select a product.

   If the product doesn't exist yet, select New Product to create it, and add the product as a travel charge item.

   

3. Select Save.

Specify the travel charge type and travel charge

Set travel charges on the service account not a billing account. To specify the travel charge type and travel charge:

1. In Field Service, go to Accounts and select a service account.

2. Select the Servicing tab.

3. In the Travel Charge Type field, select one of the following options:

   • Hourly: The system calculates the travel charge based on the actual travel duration in minutes ÷ 60.
   • Mileage: The system calculates the travel charge based on miles traveled x price per mile.
   • Fixed: The system uses a fixed amount for the travel charge.

4. In the Travel Charge field, enter the amount to charge for travel.

   

5. Select Save & Close.

Example