Learn how to create and use Field Service work plans to deliver consistent service.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
- Learn About Work Plans in Field Service
Keep Field Service workers on track with guided steps for completing their work. - Get Started with Work Plans in Field Service
Customize your work plans settings, assign users permissions to manage work plans, and map fields that display information for work plans and work steps. - Build and Manage Work Plans
Create and maintain work plans by defining templates for work steps and work plans, and create work plan selection rules. - View and Complete Work Plans
Back-office workers can view and complete work plans on their desktop.