Configure travel charges

Use travel charges to bill customers for the cost of travel to a work site. Field Service adds travel charges to a work order as a work order product. The system calculates the travel charge based on the travel charge type and travel charge set for the service account.

When a qualifying booking is complete, Field Service adds the product selected as the Travel Charge Item to the work order. The Travel Charge on the work order’s service account becomes the work order product’s per-unit price. The Travel Charge Type determines the quantity.

Field Service creates a separate travel charge item for each qualifying booking. Normal work order product pricing, discounts, and taxes apply afterward.

If there are multiple bookings for a single work order, the system adds multiple travel charge items as work order products.

Specify the travel charge item

1. In Field Service, go to Settings and then select the Work Order / Booking tab.

2. In the Travel Charge Item, search for and select a product.

   If the product doesn't exist, select New Product to create one, and then select the new product as a travel charge item.

   

3. Select Save.

Specify the travel charge type and travel charge

Set travel charges on the service account rather than the billing account. To specify the travel charge type and travel charge:

1. In Field Service, go to Accounts, and then select a service account.

2. Select the Servicing tab.

3. In the Travel Charge Type field, select one of the following options:

   • Hourly: Field Service calculates the travel charge based on the actual travel duration in minutes divided by 60.
   • Mileage: Field Service calculates the travel charge based on miles traveled times price per mile.
   • Fixed: Field Service uses a fixed amount for the travel charge.

4. In the Travel Charge field, enter the amount to charge for travel.

   

5. Select Save & Close.

Example