Configure travel charges

Use travel charges to bill customers for the cost of traveling to the worksite.

Field Service adds a travel charge item as a work order product if a service account, not a billing account, has a travel charge type set. It's added after the work order is scheduled and when the status of the generated booking changes.

The unit amount of the Travel Charge Item work order product is the value of the Travel Charge that's set for the service account. The unit amount price of the travel charge item is dictated by the price list, list price, and travel charge. However, the quantity of the Travel Charge Item work order product is based on the Travel Charge Type set for the service account.

In cases of multiple bookings for a single work order, multiple travel charge items will be added as work order products.

Specify the travel charge item

1. In Field Service, select the Settings area. Under General, select Field Service Settings.

2. In the Work Order / Booking tab, search for and select a product in Travel Charge Item.

   If the product doesn't exist yet, select New Product to create it and add the product as a travel charge item.

   

3. Select Save.