A Service Type defines a category of service work your team performs — such as Installation, Inspection, or Corrective Maintenance. It acts as a reusable template that standardizes how a service job is described, priced, estimated, and staffed.
Step 1. Go to Field Service → Settings → Service Type → click Add Service Type
Step 2. The Add Service Type dialog appears. Fill in the form:
1.5 for 1 hour 30 minutes). Used as a suggested value when creating Work Order Templates
Step 3. Click Save.
The Billing Rule determines how labor cost (Labor Cost) is calculated for service appointments of this type. It is one of the most important settings on a Service Type.
The customer is charged a single flat amount for the service, regardless of how many hours the technician actually spends on the job.
When to use: Services with a predictable, standardized scope of work where pricing does not vary with time.
Example: An "Air Conditioning Annual Maintenance" service is charged at a flat $120.00 per visit. Whether the technician completes the job in 1 hour or takes 2.5 hours due to additional cleaning required, the customer is always billed $120.00.
When Fixed Price is selected as the Billing Rule, the Fixed Price field appears in the form to enter the amount.
Labor cost is calculated based on the actual hours worked by the technician, recorded in Timesheets. The hourly rate used for this calculation is defined in the Service Territory settings — not on the Service Type itself.
When to use: Services where duration varies significantly between jobs, and customers are billed based on time actually spent.
Example: An "Electrical Fault Diagnosis & Repair" service is billed hourly at $35/hour (as configured in the Territory). If a technician spends 2 hours tracing a wiring fault and repairing it, the labor cost is $70. If a different job of the same type is resolved in 30 minutes, the labor cost is $17.50.
Note: The actual hourly rate is configured in Field Service → Settings → Service Territory. Make sure the Territory has an hourly rate defined before using this Billing Rule.
No labor cost is charged for this service type. The job is performed at no charge to the customer.
When to use: Warranty services, introductory visits, internal work, or any scenario where the customer should not be billed for technician time.
Example: A "Post-Repair Follow-up Visit" is offered free of charge to verify that a previously repaired system is functioning correctly. The technician's time is not billed to the customer.
Service Types are referenced in several places across the Field Service module:
When creating a Checklist Template (Field Service → Settings → Checklist Template), you select a Service Type to associate the checklist with a specific type of work.
When creating a Work Order Template (Field Service → Settings → Work Order Template), you select a Service Type. The system then:
When a Work Order is created (either directly or from a template), the Service Type determines:
If the Billing Rule is Hourly, the actual rate charged per hour is pulled from the Service Territory record linked to the Service Appointment — not from the Service Type itself.