Work Orders Setup

Before working with Work Orders, it is important to configure several foundational settings within:

Field Service → Module Settings → General Settings

These settings define how cost calculation, numbering, and document output behave in Work Orders and related invoices.

Distance Item

Define the default Distance Item, which is used to calculate and display travel-related costs.

• The item represents the distance traveled to the service location (e.g., kilometers).

• The selected item is automatically applied in:

  • Work Order Service Card (PDF)

  • Generated invoices

Configuration includes:

• Item (e.g., Distance)

• Unit of measure (e.g., km)

This ensures that travel expenses are consistently tracked and billed.

Workhours Item

Define the default Workhours Item, which represents the labor effort of technicians.

• This item is used when logging work time in a Work Order.

• It is automatically included in:

  • Work Order Service Card (PDF)

  • Generated invoices

Configuration includes:

• Item (e.g., Workhours (hrs))

• Unit of measure (e.g., hours / unit)

This ensures consistent labor cost calculation and reporting.

Work Order PDF Default Contact Information

Define the default company contact details and additional information displayed in the footer of the Work Order Service Card PDF.

This may include:

• Company name

• Address

• Phone / email

• Additional notes or legal text

This ensures that all generated documents have consistent branding and contact information.

Next Work Order Number

Specify the next sequential number to be assigned to newly created Work Orders.

• Ensures consistent and traceable numbering

• Supports internal tracking and customer-facing documentation

The system will automatically increment this value for each new Work Order.

Custom Pricing Settings

These settings control whether manual pricing can override predefined pricing rules.

Allow Custom Distance Pricing

• Yes / No

If enabled:

• Users can manually set the price for the Distance Item in a Work Order

• This overrides pricing from:

  • Customer branch pricelists

  • Default item rates

If disabled:

• Distance pricing is strictly determined by predefined pricing rules

Allow Custom Workhours Pricing

• Yes / No

If enabled:

• Users can manually set the price for the Workhours Item in a Work Order

• This overrides pricing from:

  • Customer branch pricelists

  • Default item rates

If disabled:

• Workhours pricing is automatically calculated based on system configuration

Pricing Behavior Notes

• If a customer branch pricelist exists, it is used by default

• If manual pricing is enabled, users may override system-calculated values

• The system may display warnings when:

  • Manual pricing differs from pricelist values

  • Item default rate differs from applied rate