How does Field Service use accounts and contacts in a work order?

Dynamics 365 Field Service uses accounts and contacts throughout the work order process. Accounts represent who is receiving the site service (driven by work orders), and which customer account should be billed for invoices generated from the work order. Locations are important in field service scenarios where field technicians may need to travel to multiple customer locations each day.

Service accounts represent who is the receiving account of the on-site service (work order), and where the field technician will be dispatched.

Billing accounts represent which account should receive invoices and identifies the parent account in cases where many service accounts belong to a central organization (for example multiple wine vineyards are owned by a wine corporation).

Selecting accounts will also auto-populate other fields on a work order.

This proves useful in several scenarios, including:

1. passing account (customer) price lists to all related work orders.

2. passing the account territory to all related work orders, ensures that resources devoted to the territory are scheduled to perform the on-site work.