---
schema_version: "1"
id: 8b5cf28b83c87c94cf0d79ea1ec51002eaad1dcb91de0cc031d1fc7f9c2263dc
title: Define Field Service Work
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_solutions_define_work.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_solutions_define_work.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4618585a307df0afbd9ecfe2c4855105731544f123b42077193e70c3943c7d1c
description: Define the various types of work and their details—such as duration, due date, and job requirements—in Field Service to schedule and execute work efficiently and effectively.
products:
  - Field Service
release: "264"
---
# Define Field Service Work

Define the various types of work and their details—such as duration, due date, and job requirements—in Field Service to schedule and execute work efficiently and effectively.

### 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>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

Consider these related jobs when defining Field Service work.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:40%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d157623e85">I WANT TO…</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d157623e88">HOW DO I DO THIS?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d157623e91">PERSONA</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d157623e94">INDUSTRIES CATEGORIES</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Create work in Field Services and define the work requirements.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_work_type_guidelines.htm&amp;type=5&amp;language=en_US" target="_blank">Guidelines for Creating Work Types for
                Field Service</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_required_skills.htm&amp;type=5&amp;language=en_US" target="_blank">Add Required Skills to Work Orders or
                Work Types for Field Service</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_extended_match.htm&amp;type=5&amp;language=en_US" target="_blank">Work Rule Type: Extended
                Match</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Define where work occurs and make sure that the service resource travel time is
            accurately calculated using geolocation information.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_location_tracking.htm&amp;type=5&amp;language=en_US" target="_blank">Work Rule Type: Extended
                Match</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Mark service appointments as offsite so that service resources can perform work
            remotely.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_offsite_service_appointments.htm&amp;type=5&amp;language=en_US" target="_blank">Schedule Appointments Without
                Travel</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Specify the duration of the work.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_work_type_guidelines.htm&amp;type=5&amp;language=en_US" target="_blank">Guidelines for Creating Work Types for
                Field Service</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Manage customer SLAs.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.entitlements_parent_agent.htm&amp;type=5&amp;language=en_US" target="_blank">Work with
                Entitlements</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e85 ">Create work that spans across multiple days.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e88 ">
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_multiday.htm&amp;type=5&amp;language=en_US" target="_blank">Enable Multiday Field Service
                Appointments</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e91 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d157623e94 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>