Configure travel charges

Use travel charges to bill customers for the cost of travel to a work site.

Dynamics 365 Field Service adds a travel charge item as a work order product if a travel charge type is set for a service account, not a billing account. The travel charge is 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 is set for the service account. The price list, list price, and travel charge determine the unit amount price of the travel charge item. However, the quantity of the Travel Charge Item work order product is based on the travel charge type that is set for the service account.

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

Specify the travel charge item

  1. In Field Service, select the Settings area.

  2. Under General, select Field Service Settings.

  3. On the Work Order / Booking tab, in the Travel Charge Item field, search for and select a product.

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

    Screenshot of the Field Service Settings page with a travel charge item highlighted.

  4. Select Save.