--- schema_version: "1" id: a88e15ff4f67239b0ed98e6895cc4e09f71a43356ba0ded3a7d4da12dd31c443 title: Manage the Field Service Schedule collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_solutions_manage_schedule.md canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_solutions_manage_schedule.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: de002ea3469fec45f935c6d7ec41c329ecdf68bc6d2dcf45b2eeaa635a05a0e0 description: Learn how to create schedules for your workforce, and manage them when unexpected events occur. Discover the tools that Field Service provides to help you create optimal schedules that fit your business constraints and goals. products: - Field Service release: "264" --- # Manage the Field Service Schedule Learn how to create schedules for your workforce, and manage them when unexpected events occur. Discover the tools that Field Service provides to help you create optimal schedules that fit your business constraints and goals. ### 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.

![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 managing the Field Service schedule.

I WANT TO…	HOW DO I DO THIS?	PERSONA	INDUSTRIES CATEGORIES
Schedule or reschedule a single appointment.	Customize Appointment Booking Settings Enable Service Appointment Sliding Schedule Appointments from the Record Feed	Call Center Rep	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule or reschedule a service appointment.	Schedule Appointments from the Record Feed Schedule Appointments from the Classic Dispatch Console Create Custom Actions for the Field Service Classic Dispatch Console Set Custom Permissions for Field Service (Candidates action in the Classic Dispatch Console Gantt appointment list)	Dispatcher	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule several service appointments from the Classic Dispatch Console.	Schedule Appointments from the Classic Dispatch Console Create and Manage Map Polygons Manage Field Service Optimization Optimize Today’s Field Service Schedule Optimize a Single Field Service Resource’s Schedule	Dispatcher	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule work based on priority so that emergency and high-priority appointments get scheduled first. Or, optimize appointments using Priorities.	Schedule Emergency Appointments Reshuffle Service Appointments in Field Service Schedule Appointments Using Priorities Filter the Gantt in Field Service Optimize Field Service Appointments Using Priorities Manage Field Service Optimization Optimize Today’s Field Service Schedule Optimize a Single Field Service Resource’s Schedule		Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Optimize the schedule and fix schedule violations such as schedule overlaps, and gaps.	Manage Field Service Scheduling Overlaps Fix Overlaps by Using an Automated Scheduling Flow (Beta) Fill Schedule Gaps in Field Service Manage Field Service Optimization Optimize Today’s Field Service Schedule Optimize a Single Field Service Resource’s Schedule	Admin	Communication, Media, and Technology Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Automate scheduling and rescheduling of service appointments.	Schedule an Appointment Automatically Scheduling APIs - ScheduleService Class Manage Scheduled Jobs in Field Service	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Make sure that travel time calculations are accurate.	Set Up Routing for Travel Time Calculations Set Up Travel Modes	Admin	Communication, Media, and Technology Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Visualize work priorities, types of jobs, statuses, and due dates, and manage exceptions, for example, service appointments that are awaiting an action from the dispatcher, or marked In Jeopardy and aren’t canceled.	Work in the Field Service Classic Dispatch Console Work in the Field Service Classic Dispatch Console Gantt Color-Code the Gantt Working in the Field Service Classic Dispatch Console Map Customize the Field Service Classic Dispatch Console	Dispatcher	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Travel, Transport, and Hospitality
Schedule work that’s geographically close together by bundling service appointments or grouping appointments located at the same site, for example, deliveries in an apartment complex.	Set Up Field Service Appointment Bundling Create and Manage Field Service Objectives	Admin	Communication, Media, and Technology Education Energy and Utilities Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule work to myself (field resource self-assignment).	Customize and Extend the Field Service Mobile App with Lightning Web Components	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Define the hours that my customer is available for work to be performed at their location.	Work Rule Type: Service Appointment Visiting Hours Guidelines for Creating Operating Hours for Field Service	Admin	Communication, Media, and Technology Education Energy and Utilities Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Fix the schedule for one service resource when last-minute developments occur like canceled jobs, lateness, or emergencies.	Optimize a Single Field Service Resource’s Schedule Fix Overlaps by Using an Automated Scheduling Flow (Beta)		Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule interdependent or related jobs to multiple service resources.	Create Service Crews Set Up Crew Management Complex Work in Field Service	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Travel, Transport, and Hospitality
Make sure that service appointments occur in a specific sequence.	Complex Work in Field Service	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Limit the number of service appointments that a service resource is assigned in 1 day.	Work Rule Type: Count Rule	Admin	Communication, Media, and Technology Energy and Utilities Engineering and Construction Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Define service resource preferences for customers and specific jobs.	Add Service Resource Preferences in Field Service	Admin	Communication, Media, and Technology Energy and Utilities Engineering and Construction Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Schedule work based on priority.	Schedule Appointments Using Priorities	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Limit the amount of work that can be scheduled in a service territory to reserve capacity for unplanned or other work.	Manage Work Capacity in Field Service Set Up Field Service Work Capacity	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Automate dispatching of work to mobile workers.	Drip Feed Field Service Appointments Auto-Dispatch Service Resources	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality