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This scenario walks through the most common scheduling workflow - a single technician dispatched to a single work order at a customer location. Use this scenario as a starting point if you're new to scheduling in Field Service.
Prerequisites
Before you can schedule, make sure you set up the following prerequisites:
- At least one bookable resource with work hours configured.
- Geocoding enabled for travel time calculations.
- A work order with a valid service address (latitude/longitude).
Learn more about what's needed in The scheduling process.
Step 1: Review the requirement
When you create a work order, the system automatically generates a resource requirement. Open the work order and check the related requirement to verify the following details:
- Duration - How long the job takes
- Location - The customer's address (latitude/longitude)
- Date range - The From Date and To Date within which the job can be scheduled
- Promise window - If you committed to a specific arrival window for the customer
Learn more in Requirement types and Time constraints and promise windows.
Step 2: Find the right resource
You have several options to match the requirement to a resource:
| Method | Best for |
|---|---|
| Schedule assistant | Most scheduling - matches resources based on availability, skills, and travel time |
| Schedule board drag-drop | Quick assignments when you can see the right resource |
| Manual booking | Emergency work or overrides |
| Quick scheduling | Fast booking with minimal interaction |
If the requirement has constraints, such as characteristics, territories, or preferred resources, the schedule assistant automatically filters to show only matching resources.
Step 3: Create the booking
When you select a resource and time slot, the system creates a Bookable Resource Booking record that tracks all of the following information:
- Which resource is assigned
- Start and end time
- Travel time estimate
- Booking status (starts as Scheduled)
The requirement status stays Active until the booking is complete.
Learn more in Use the schedule board.
Step 4: Track progress
As the technician works through the job, the booking status flows through its lifecycle:
Scheduled → Traveling → In Progress → Completed
Each status change creates a booking timestamp. When the booking is completed, the system generates booking journals for travel, working hours, overtime, and other related activities.
Learn more in How booking statuses relate to requirement statuses.
Next steps
Ready for more complex scenarios?