Create a Service Appointment

Create a service appointment in Field Service to assign work to mobile workers.

The Short Cycle Work flow template and sample data are configured for three utility scenarios: gas meter replacement, meter turn off/move out, and meter turn on/move in. To launch the template on the Field Service Mobile app, you must create a work order, a service appointment, and then assign the service appointment to a field service worker on the Field Service app.

Note Typically, the service agent creates a work order, a scheduler schedules the service appointment with the mobile worker, and a dispatcher dispatches the service appointment.

1. To schedule appointments in Field Service, assign the Field Service Dispatcher permission set to the admin user. See Field Service Permission Set Licenses.
2. In the App Launcher, enter Field Service, and then click Field Service.
3. On the Work Orders tab, click New.
4. In Account, select a sample account. For example, select Ronald Ross.
5. In Work Type, select a sample work type.
   For example, select Gas Meter Replacement.
6. In Asset, select a sample asset.
   For example, select Gas Meter.
7. Save your changes.
   A work order is created. The work plan associated with the selected work type is part of the work order.
8. Create and schedule a service appointment..
   See Manage Field Service Appointments
9. Add the mobile worker user that was created previously as a service resource.
   See Manage Field Service Resources.