--- schema_version: "1" id: 9595b615e9341b388620cfb038723a63d4659ded50c4d96a94f620bb35b2afdb title: Create Field Service Work Orders collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_create_wo.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_wo.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f240dfff783fdbd4371d5a2bb42f611124dd4ec8b72d243649ae9d3ae31b6580 description: Create work orders to track work that your team does for customers. products: - Field Service release: "264" --- # Create Field Service Work Orders Create work orders to track work that your team does for customers. ### Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create work orders: Create on work orders
To view work order line items: Read on work orders
To create, update, or delete work order line items: Edit on work orders
1. From the Work Orders tab or the Work Orders related list on a record, click **New**. 2. Optionally, select a work type. Work types are templates that auto-populate these settings on work orders:
Duration
Duration Type
Minimum Crew Size
Recommended Crew Size
Service Report Template
Skill Requirements
Products Required
Auto-creation of a service appointment
Attached knowledge articles
3. Enter the address for the work order. The work order’s service appointments and line items inherit its address, though the address on line items can be updated. 4. Optionally, to link each work order line item to a price book entry (product), select a price book. 5. To track pricing on work orders, enter the tax amount. For example, in a work order whose total price is $200, enter 20 to apply a 10 percent tax. You can enter a number with or without the currency symbol and use up to two decimal places. 6. Complete the remaining [fields](https://help.salesforce.com/s/articleView?id=service.fs_work_order_fields.htm&release=264.0.0&type=5 "Work orders have the following fields. Sometimes you can't see or edit certain fields because of your page layout and field-level security settings.") as needed. 7. Save your work. 8. Optionally, add details in the work order’s related lists.
Work Order Line ItemsSubtasks or steps that must be performed to complete the work order. Line items can be marked as completed one by one, and can each have their own active service appointment, work type, and required skills and products. Pricing details like discounts and unit price are set at the line item level.
Child Work OrdersChild records of the work order, which are useful in complex jobs.
Service AppointmentsRecords of visits to the customer. Work orders and work order line items can have multiple service appointments. To create a service appointment at the same time as the work order, select Auto-Complete Service Appointment on the associated work type.
Products RequiredInventory require to complete the work order. For details, see Track Required Inventory in Field Service.
Skill RequirementsSkills required to complete the work order. For help, see Add Required Skills to Work Orders or Work Types for Field Service.
ArticlesRelevant knowledge articles.
Resource PreferencesService resource for the work order that’s preferred, required, or excluded. Resource preference is set based on the resource preference on the work order’s asset, location, or account, in that order. Salesforce sets the preference using the first resource preference it finds on asset, then location, then account. If a resource preference exists, Salesforce doesn’t create a new one.
- **[Add Service Resource Preferences in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_preferences.htm&release=264.0.0&type=5)** Designate certain service resources as preferred, required, or excluded on accounts, assets, locations, work orders, and work order line items. Ensure great customer service by matching the best worker to the job. - **[Add Required Skills to Work Orders or Work Types for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_required_skills.htm&release=264.0.0&type=5)** Ensure that every field service appointment is assigned to a service resource with the right skills. Add skill requirements to work types, work orders, and work order line items so they can be checked against a service resource’s assigned skills. - **[Attach Knowledge Articles to Work Orders or Work Types](https://help.salesforce.com/s/articleView?id=service.fs_attach_articles.htm&release=264.0.0&type=5)** Interact with knowledge articles on Field Service work orders, work order line items, and work types. - **[Guidelines for Creating Work Orders for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_work_order_guidelines.htm&release=264.0.0&type=5)** Work orders help you track tasks to be performed on a product. Learn how to create and manage work orders. - **[Work Order Pricing Guidelines for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_work_order_pricing.htm&release=264.0.0&type=5)** Work orders and work order line items have several price-related settings. Learn about these settings and how to apply them to your business. - **[Troubleshooting Work Order Generations in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_troubleshooting_work_order_generation.htm&release=264.0.0&type=5)** If work orders aren’t generating as expected these guidelines can help you resolve any issues. #### See Also - [Work Order Fields for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_work_order_fields.htm&release=264.0.0&type=5 "Work orders have the following fields. Sometimes you can't see or edit certain fields because of your page layout and field-level security settings.") - [Customize Work Order Settings for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_wo_settings.htm&release=264.0.0&type=5 "To control how your team works with work orders and work types, customize page layouts and assign user permissions.") - [_Trailhead_: Field Service Center Customization](https://trailhead.salesforce.com/content/learn/modules/field_service_center?trail_id=field_service)