Before working with Work Orders, it is important to configure several foundational settings within the Field Service → Module Settings → General Settings section. These settings determine how key items like distance and labor are calculated in your Work Order Cards and related invoices.
Distance Item
Define your default Distance Item, which will be used when calculating and displaying travel distance costs in both the Work Order Card PDF and the generated invoice. This ensures that service-related travel expenses are consistently billed and traceable.
Workhours Item
Set your default Workhours Item, which represents the hourly labor effort of technicians. This item is automatically applied when a technician logs time on an appointment or Work Order and will appear in both the Work Order Card and any related invoices.
Work Order PDF Default Contact Information
You can define your company's default service contact details, branding, or additional informational text that will appear in the footer section of the Work Order Service Card PDF. This helps ensure your documents carry consistent and professional contact info for client communication and reference.
Next Work Order Number
Specify the next sequential Work Order number. This is useful for maintaining a consistent, traceable series of Work Order identifiers that align with your internal or customer-facing documentation practices.
Allow custom Work Order Distance / Workhours pricing
Allow to manually set the price for Distance or Workhours items when no "branch" related entry exists in the Pricelists module.