How do you set up a service agreement in Field Service?
Created with AI.
A service agreement automatically schedules recurring work. This guide explains how to set it up and how to avoid a flood of work orders.
- 6 steps
- Total time: 1 h 45 min
- Preparation: 45 min
- Result: Recurring work orders that are generated automatically
Required tools
- Dynamics 365 Field Service — With access to service agreements.
- Registered customer equipment — The agreement is linked to the equipment.
Build the agreement
1.Set period and customer
Start and end date, customer, and service location. An end date should be set even if the agreement is ongoing—this ensures a review upon renewal.
2.Enter the agreement package
What needs to be done, which equipment it applies to, and the estimated duration. This will be the content of each generated work order.
3.Set the interval
How often, and how long before the due date, the order should be created. Two to four weeks in advance gives the planner time to allocate the work.
Test and activate
4.Enable for one customer first
Generate the bookings and see what comes up. An incorrect interval across many agreements results in hundreds of orders, which must be cleaned up manually.
5.Check the prices on a generated order
The price list from the agreement must be included. If it has not been set, billing will be at the standard price—and this will not be discovered until the invoice is received.
6.Schedule a regular review
Quarterly: Which contracts are nearing their end, and which are generating orders that no one fulfills? Both cost money.
Discussion
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