Create work order types

A work order type in Dynamics 365 Field Service helps you categorize and build different types of work orders, such as installation, preventative maintenance, repair, sales, quote, and so on. When you create a work order type, it also helps separate work order information into views, reports, and dashboards on the schedule board.

  1. From the main menu, select Field Service > Administration, and then choose Work Order Types.

  2. On the Active Work Order Types screen, select New in the upper left corner.

  3. Use the tooltips to help fill in information, and then select Save & Close.