---
schema_version: "1"
id: 7541b4a792ca53187e96c509993235284a1e4ee96ca1ead07934c114e244e7ae
title: Set Up Work Order Management for Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_order_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_order_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0a9d2cc6433b15e622fe80fe69c467635d753c4b4c0b51d1c7a6e867782c186b
description: Work orders, which track work to be performed on your customers' products, are the heart of Agentforce Field Service and Operations (formerly Field Service). Learn how to create and customize work orders and create time-saving templates called work types.
products:
  - Field Service
release: "264"
---
# Set Up Work Order Management for Field Service

Work orders, which track work to be performed on your customers' products, are the heart of Agentforce Field Service and Operations (formerly Field Service). Learn how to create and customize work orders and create time-saving templates called work types.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

- **[Create Work Types for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_work_types.htm&release=264.0.0&type=5)**  
    Chances are, your business performs the same tasks for multiple customers. Work types are templates that save you time and make it easier to standardize your field service work.
- **[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.
- **[Set Up Knowledge for Work Orders](https://help.salesforce.com/s/articleView?id=service.fs_work_order_knowledge.htm&release=264.0.0&type=5)**  
    Attach knowledge articles to Field Service work orders, work order line items, and work types to share guidelines and specs with mobile workers in the field. Learn how to customize page layouts to let your team view or manage attached articles, also known as linked articles.
- **[Set Up Path for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_set_up_path.htm&release=264.0.0&type=5)**  
    To guide your team as they complete field service jobs, add an interactive, color-coded progress bar to work orders, work order line items, and service appointments.
- **[Set Up Maintenance Work Rules](https://help.salesforce.com/s/articleView?id=service.fs_setup_advanced_maintenance_recurrence.htm&release=264.0.0&type=5)**  
    For Salesforce orgs created before the Spring ’21 (230) release, setup is required to take full advantage of Field Service maintenance work rules.
- **[Create Field Service Work Orders](https://help.salesforce.com/s/articleView?id=service.fs_create_wo.htm&release=264.0.0&type=5)**  
    Create work orders to track work that your team does for customers.