How to generate work orders automatically?

Manually scheduling recurring work orders is time-consuming and can be prone to human error due to miscalculations or forgotten tasks. Fortunately, you can automatically schedule and generate work orders using Dynamics 365 Field service. This gives companies the ability to set up recurring work orders automatically for maintenance schedules whether that can be daily, weekly, monthly, quarterly, or annually.

In many cases, these recurring events are routine inspections or maintenance, service scheduled for equipment, or other assets.

Within Dynamics 365 Field Service scheduling recurring events are simple and each recurrence is completely customizable so your scheduler or dispatcher can specify details such as:

1. Date service is scheduled and flexibility parameters.

2. Type of work order or inspection.

3. Date of work order generation prior to the job date.

4. Service task assignments.