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Set Up Work Orders | Salesforce
Set Up Work Orders
A work order represents work to be performed on your customers’ products. Learn how to configure work order settings and create time-saving templates called work types.
Available in: Salesforce Classic and Lightning ExperienceAvailable in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud
Configure Work Order SettingsControl how your users work with work orders by customizing page layouts, user permissions, and more.Create Work TypesChances are, your business performs the same tasks for multiple customers. Work types are work order templates that save you time and make it easier to standardize your field service work.Create Work OrdersCreate work orders to track work to be performed for a customer.Choose Preferred Service Resources on Work OrdersYou can designate certain service resources as preferred, required, or excluded on specific accounts or work orders. Work orders inherit their associated account’s resource preferences.Create Service AppointmentsService appointments help you track field service work to be performed for customers. You can associate them with several types of records.
Parent topic: Set Up Field Service Lightning
Previous topic: Set Up Service Resources
Next topic: Set Up Skills for Field Service
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