Allow to create a work order for a contact (not account)
Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).
Duration - Display in Hours, not in days or minutes
When we plan a job/service or similar we have contract/agreements/estimations (or similar) where we state the work needed in Hours to perform this job.
To have duration display as e.g.3,75 days is utterly confusing, someone looking at that would think this job would take almo...
Ability to enter a negative line item on a work order
Currently if a correction is required in the billing of a Work order, there is no ability to correctly apply a negative value. You are able to enter a negative Quantity and/or a negative Unit Amount. However, if the result is a negative amount, the system automatically sets the value to $0.00 r...
Generate a quote from Work Order
We would like to use the work order functionality and take advantage of the Incidents definition and relationship with services and service tasks plus characteristics. After that we would be generating a quote that is sent to the customer for approval/ changes. Currently we have to use a plug-...
Thank you for your feedback.
We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
- What would happen to a work order that generated a quote if the quote isn't accepted?
- How would you expect scheduling logic to handle a quoted work order before the quote has been accepted?
- Once the quote has been accepted, how would you expect that to be reflected on the work order?
While we can see this as a potentially interesting use case, we'd love to understand if this work order to quote idea is a more broad demand by seeing this get more votes. At the moment, this isn't something we've heard from the market/community, aside from here.
Sincerely,
Jason Cohen
PM, Microsoft.
Recalculate est. travel time on booking when address changes on work order
Scenario: Customers that have the need to change the address of a work order when the field worker is already traveling to the destination. This could be because D365 Field Service is used to deliver or pick up items, or maybe the application is used for nurses to care for a patient, and the pati...
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.
Sincerely,
Jason Cohen
PM, Microsoft