Work order life cycle and statuses

Work order system statuses, work order substatuses, and booking statuses all work together to help stakeholders stay up to date with work orders from creation to closing. Updating one of these statuses can update the others automatically.

Work Order System Statuses are noted on the work order entity, marking the current point of a work order in its life cycle. They are part of the product by default and should not be edited. Work order system statuses are:

  • Open - Unscheduled
  • Open - Scheduled
  • Open - In Progress
  • Open - Completed
  • Closed - Posted
  • Closed - Canceled

Work Order Substatuses are noted on the work order entity and relate to and provide more detail for work order system statuses. Work order substatuses are created custom for each organization.

Booking Statuses are noted on the bookable resource booking entity and are updated by field technicians on the Field Service Mobile app to track their progress for a specific work order requirement. Additionally, booking statuses are visualized on the schedule board with a distinct color and icon, and a few booking statuses are part of the product by default, though more custom ones can be added. Out of the box, the booking statuses are:

  • Scheduled
  • Traveling
  • In Progress
  • On Break
  • Completed
  • Canceled

In this topic, we explore work order and booking statuses with the following scenarios:

  1. Work order life cycle: A field service organization wants to understand how the out-of-the-box statuses are designed for the work order process without any customizations, based on their specific business needs.

  2. Estimate work order: A field service organization wants to use work orders for estimating potential products, services, and prices for their clients, and wants to mark such work orders with a custom "Estimate" work order substatus.

  3. Delayed schedules: Field technicians want to make dispatchers aware if they are running more than 15 minutes behind schedule due to traffic by changing the status of their bookings to "Delayed".

  4. Follow up work orders: Field service organizations often schedule a follow-up inspection after an initial installation or repair work order. If a follow-up is required, field technicians should note this with a custom "Follow Up Required" work order substatus to ensure back office workers create a follow-up before closing the work order.

Prerequisites

  • Any version of Field Service
  • You must be logged in as a user with Field Service - Dispatcher, Field Service - Administrator, or System Administrator security roles to edit work order substatuses and booking statuses

Note

Work order system statuses should never be edited because system jobs and plug-ins rely on these statuses. Instead, administrators should create custom work order substatuses that relate to work order system statuses.

Statuses and the work order life cycle

A field service organization wants to understand how the out-of-the-box statuses are designed for the work order process without any customizations, based on their specific business needs.

Field Service ships with standard work order system statuses and booking statuses that should be considered during all field service implementations because many processes are triggered based on those statuses. This makes the field service app more valuable for an organization by:

  1. automatically calculating and populating data.
  2. automating the next step in the work order process.

For example, when the Booking Status is changed to In Progress to indicate the field technician has arrived on site, the Actual Arrival Time field populates accordingly on the bookable resource booking. For another example, when the Work Order System Status is changed to Open-Completed, applicable work order products are converted to customer assets in order to begin building service history.

Let's walk through the standard work order and booking statuses at each stage of the work order life cycle.

When a work order is created, it has a status of Open-Unscheduled by default.

Screenshot of new work order

Once the work order is scheduled, the booking created for it has a booking status of Scheduled by default.

Screenshot of scheduling a work order

The creation of a booking automatically changes the work order system status to Open-Scheduled.

Screenshot of work order system status changed to open-scheduled

After the work order is scheduled to a field technician resource, you can see it on the Field Service Mobile app, and the next step is for the field technician to note that he or she is traveling to the work order location by changing the booking status to Traveling.

Screenshot of booking on mobile

Screenshot of changing status to traveling on mobile

Each booking status has a color and icon and appears on the schedule board.

Screenshot of traveling on schedule board

The status and a color appears on the mobile app, too.

Screenshot of traveling status on mobile

Changing the booking status to Traveling automatically changes the work order system status to Open - In Progress.

Screenshot of in progress mobile status

Note

If there are multiple bookings for a single work order, if at least one booking is traveling or in progress, the related work order will have a status of Open - In Progress.

When the field technician arrives on site and is ready to begin the work, he or she changes the booking status to In Progress.

Screenshot of in progress booking status on mobile

During work, the field technician may want to record times he or she is on break by changing the booking status to On Break.

Screenshot of on break status

Screenshot of on break booking on schedule board

For both In Progress and On Break booking statuses, the work order system status remains as Open - In Progress.

When the work is complete, the field technician will change the booking status to Completed.

Screenshot of completed booking status on mobile

Screenshot of updated completed booking on schedule board

In the previous screenshot, the color and icon reflect a completed status. The duration is updated to the actual duration of the booking, and the end time is updated to reflect the time the status was changed to completed.

This will change the related work order system status to Open-Completed.

Screenshot of open completed system status

Note

If there are multiple bookings for a single work order, once all related booking have statuses of Completed (including ones that are Canceled), the related work order will have a status of Open - Completed.

Finally, a back office worker will review the completed work order to make sure data was entered correctly, communicate with the customer, review survey results, and more depending on the organization's specific business needs. The last step is to change the work order system status to Closed-Posted.

Screenshot of changing system status to closed posted

Changing the work order system status to Closed-Posted is only performed by office workers in the web interface. In fact, the out-of-the-box resource security roles prohibit field technicians from editing the work order system status field on the Field Service Mobile app.

Screenshot of not being able to edit system status on mobile

Here is a table summarizing the out-of-the-box relationship between work order system statuses and booking statuses.

Work Order System Status Booking Status Details
Open-Unscheduled -- Not applicable, as booking does not exist yet
Open-Scheduled Scheduled
Open-In Progress Traveling
Open-In Progress In Progress
Open-In Progress On Break
Open-Completed Completed
Closed-Posted -- No booking status can change the work order system status to Closed-Posted; changing the system status to Closed-Posted does not affect bookings.
Closed-Canceled Canceled If the work order system status is changed to Closed-Canceled, all bookings with a status of Scheduled will change to Canceled. You can't cancel a work order if in progress bookings exist. Completed bookings will remain as completed.
Open-Unscheduled Canceled If the booking status is Canceled, and is the only booking, the work order system status will revert to Open-Unscheduled. If one of multiple bookings is canceled, the work order system status will revert to Open-Scheduled, Open-In Progress, or Open-Completed based on the other remaining uncanceled bookings.

Beyond work order system statuses updating booking statuses and vice versa, many processes and data updates are also triggered. Here are the most common.

Work order system status processes

Open – Completed

  • Used work order products are converted to new customer assets if applicable. This is accomplished by setting the Convert to Customer Asset field on the published product record to Yes.

Screenshot of used work order product

Here is the customer asset that results from the used work order product. Notice the customer asset record references the specific work order product.

Screenshot of customer asset related to work order product

  • Travel charge item is added to work order products, if applicable. See this topic for more details.

Closed – Posted

  • Invoice is generated for used work order products and services billing account
  • Actuals records are created for time and materials costs related to work orders and bookings. Sales actuals for billed products and services are created once the generated invoice is confirmed.

Screenshot of an invoice with attention to the confirm invoice button

Screenshot of a list of sales actuals

  • Closed By field is updated.
  • Closed On field is updated.

Screenshot of new invoice from work order

Screenshot of closed by and closed on fields

Booking status processes

Scheduled

  • Miles Traveled is updated, calculated as the driving distance from the previous location to the booking location (typically the work order location).
  • Booking Timestamp created. Booking timestamps track the date and time of all booking status changes.

Screenshot of miles traveled

Screenshot of booking timestamp

Traveling

  • Booking Timestamp is created.

In Progress

  • Actual Arrival Time field is updated with the date and time the when booking status is changed from the mobile app or schedule board, but not from the form.
  • Actual Travel Duration field is updated, calculated as the total time the booking status is Traveling.
  • Booking Timestamp is created.

Screenshot of booking fields updated

On Break

  • Booking Timestamp is created.

Completed

  • End Time is updated.
  • Total Duration in Progress is updated, calculated as the total time the booking status is In progress.
  • Total Break Duration is updated, calculated as the total time the booking status is On Break.
  • Total Cost is updated, defined as the internal cost of the resource for the booking, calculated as the sum total of actual travel duration, total duration in progress, and total break duration, multiplied by the resource's hourly rate.
  • Total Billable Duration is updated, calculated as the sum total of total duration in progress and total break duration.
  • Booking Journals created. Booking journals use booking timestamps to calculate the working duration, travel time, and break time for a specific booking. Booking journals also calculate internal resource costs for bookings based on resource's hourly rate as defined on the bookable resource record.
  • Booking Timestamp is created.

Screenshot of end time updated

Screenshot of booking fields updated

By the end of the work order life cycle, you will have timestamps of all booking status changes from both the field technicians and dispatchers.

Screenshot of booking timestamp

Estimate work order substatus

In our next scenario, a field service organization wants to utilize work orders for estimating potential products, services, and prices for their clients and want to mark such work orders with a custom "Estimate" work order substatus.

Note

For this scenario, substatuses must be used. Work order system statuses should never be edited because system jobs and plug-ins rely on these statuses. Instead, administrators should create custom work order substatuses that relate to work order system statuses.

First, create a new work order substatus by going to Field Service > Settings > Work Order Substatuses > then select +New.

Enter for the following fields:

  • Name: Estimate.

  • System Status: Open-Unscheduled. When the field service organization is building an estimated work order, this is before it should be scheduled to a resource; therefore, this substatus will relate to the Open-Unscheduled system status.

  • Default Substatus: choose if you want this substatus populated by default any time a work order has a system status of Open-Unscheduled. Because work orders are given a system status of Open-Unscheduled when created, this substatus would populate on all newly created work orders, but can be manually updated. If all or most work orders first originate as an estimate, then this field should be set to Yes, giving the work order creator one less field to manually populate. If a smaller proportion of work orders are estimates, then set to No. In this example, we will choose Yes.

Screenshot of new estimate work order substatus

The next time a work order is created, this substatus will populate automatically or be available in the substatus lookup. This lets dispatchers and other stakeholders know that this work order is a "work in progress" and not agreed upon yet with the customer.

Screenshot of estimate substatus automatically applied to a work order

Next, it's important to note that dispatchers do not schedule estimate work orders, as they are not ready yet. One way to achieve this is to remove esitmate work orders from the Unscheduled Work Orders view on the schedule board.

To accomplish this, go to Settings > Customizations > Customize the System > Entities > Resource Requirements > Views.

Next, edit the Unscheduled Work Order Requirements view to filter out requirements related to work orders where the substatus equals estimate.

Screenshot of editing requirement views

This will remove estimate work orders from the lower pane in the schedule board, among other places.

Screenshot of lower requirement view on schedule board

Delayed Booking Status

Field technicians want to make dispatchers aware if they are running more than 15 minutes behind schedule by changing the status of their bookings to "Delayed". This will help dispatchers manage the remaining bookings for that resource for the rest of the day by running Single Resource Optimization or triggering automated messages to the next customer.

First, go to Resource Scheduling > Settings > Booking Statuses > +New.

For the following fields:

  • Name: Enter "Delayed."

  • Status: Select Committed.

Screenshot of new delayed booking status

  • Status Color: Choose a color. This color will appear on the schedule board when the booking has this status. Because the out-of-the-box Traveling status has a red color, one option is to make this delayed travel status a darker red that is distinguishable.

Screenshot of adding color and icon to booking status

  • Image URL: Select the web resource URL that references an image icon to appear on the schedule board. New images can be uploaded by going to Settings > Customizations > Customize the System > Web Resources.

Screenshot of editing and adding booking icons in web resources

  • Field Service Status: select Traveling. This means the new Delayed status applies to the travel portion of the field service booking process. If for example, we wanted a status to indicate when actual work was taking longer than expected, we could choose In Progress for the Field Service Status.

Screenshot of field service status

Note

Field Service Status is required when creating booking statuses for Field Service use cases. This allows the booking status to fit into the above work order processes. By default, only booking statuses with field service statuses are available for work order bookings, but this is editable in Booking Setup Metadata.

Click Save and Close.

This means the new Delayed Booking Status will appear as an option on the Field Service Mobile for field technicians, and on the schedule board.

Screenshot of new booking status on the schedule board

Follow-up work order sub-status

Field service organization often schedule a follow up inspection after an initial installation or repair work order. If a follow-up is required, field technicians should note this with a custom "Follow-Up Required" work order substatus to ensure back office workers create a follow-up before closing the work order.

Similar to the example before, go to Field Service > Settings > Work Order Substatuses > then select +New.

For the following fields:

Name: enter "Follow-Up Required."

System Status: enter Open-Completed. This implies the follow-up required substatus can only be entered on Open-Completed work orders and the organization's follow-up process should only be carried out on these work orders.

Default Substatus: set to Yes if all Open-Completed work orders should be given a substatus of Follow-Up Required by default. For our example, we will choose No because not all completed work orders require a follow-up so it's left to the discretion of the field technician.

Click Save and Close.

Unlike work order system statuses, work order substatuses can be updated on the mobile app by the field technicians.

Screenshot of editing sub status on mobile

The substatuses will appear based on the work order system status. In the example above, Follow-Up Required only appears when the work order system status is Open-Completed because we related the two.

Configuration considerations

If your organization is using Resource Scheduling Optimization, then an additional field called Scheduling Method will appear on the book status entity.

Options include:

  • Optimize
  • Do Not Move
  • Ignore

If you create a new custom Booking Status, then you should pick a scheduling method that relates to the field service booking status. For example, the out-of-the-box booking status Traveling has an RSO scheduling method set to Do Not Move because RSO should not move bookings that a field technician is traveling to. Therefore, using our previous example, our new Delayed booking status is related to the Traveling Field Service status, so its scheduling method should be set to Do Not Move as well.

See the topic on Resource Scheduling Optimization (RSO) configuration for more details.

See also