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MB-240 study materials
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MB-240 practice questions

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Question 1Configure field service applications

Which record represents a person, crew, facility, or piece of equipment that can be booked and dispatched to work orders?

  1. Resource role
  2. Characteristic
  3. Bookable resource Correct answer.
  4. Organizational unit

Explanation

A bookable resource is the schedulable record that represents a technician, crew, facility, equipment, account, or contact. Resource roles describe the function a resource performs, organizational units model the business hierarchy, and characteristics capture skills or certifications. Scheduling and dispatch operate on bookable resources, not on the role or characteristic records.

Question 2Configure field service applications

A dispatcher must ensure that work orders for postal codes in a region are routed to technicians assigned to that region. Which configuration provides this geographic grouping?

  1. Territory Correct answer.
  2. Organizational unit
  3. Resource category
  4. Booking status

Explanation

A territory defines a geographic sales or service area and can include postal codes and map boundaries. Resources and work orders are associated with territories so that dispatchers can filter and route work to the correct area. Organizational units define business structure, while resource categories group resources by type.

Question 3Configure field service applications

Which record should you create to represent an electrical certification that can be attached to both resources and work order requirements?

  1. Proficiency model
  2. Characteristic Correct answer.
  3. Resource role
  4. Rating model

Explanation

Characteristics represent skills, certifications, and other attributes that can be attached to resources and to requirements. A characteristic type identifies whether the record is a skill, certification, or other qualification. Rating and proficiency models define how those characteristics are scored or leveled.

Question 4Configure field service applications

You need to schedule three technicians who must be dispatched together and appear as one unit on the schedule board. Which configuration should you use?

  1. A requirement group with three separate requirements
  2. A crew bookable resource with three crew members Correct answer.
  3. A single requirement with quantity set to three
  4. Three separate work orders linked to the same incident

Explanation

A crew is a bookable resource with a resource type of Crew and linked crew member records. Booking the crew books all members together, so they appear and are dispatched as one unit. Separate requirements or quantities create separate bookings rather than a synchronized crew booking.

Question 5Configure field service applications

A work order requires one lead technician and one helper, each with different roles and skills. Which configuration models this most accurately?

  1. One crew with no members
  2. A single requirement with role set to lead technician
  3. Two bookable resource categories
  4. A requirement group containing two requirements Correct answer.

Explanation

A requirement group can contain multiple requirements, each with its own role, characteristics, and quantity. This lets one work order request a lead technician and a helper with different qualifications. A single requirement can specify only one role and one set of characteristics.

Question 6Configure field service applications

Which capability evaluates unscheduled work and moves existing bookings to produce an optimized schedule based on priorities, travel time, and constraints?

  1. Agreement-based recurring work order generation
  2. The manual schedule board
  3. Booking rules with duration constraints
  4. Resource Scheduling Optimization Correct answer.

Explanation

Resource Scheduling Optimization runs optimization jobs that assign unscheduled work and can rearrange existing bookings to improve travel, priority, and constraint satisfaction. The schedule board is the manual dispatch interface, booking rules enforce constraints at booking time, and agreements generate recurring work orders.

Question 7Configure field service applications

A technician needs to view assigned work orders and complete inspections while disconnected from the network in the Field Service mobile app. Which configuration controls which records are available offline?

  1. Bookable resource category
  2. Field Service settings
  3. Mobile offline profile Correct answer.
  4. Security role

Explanation

A mobile offline profile defines which entities and records are downloaded to the Field Service mobile app so technicians can work without connectivity. It uses filters to limit data, such as bookings assigned to the user for the next several days. Security roles control access but do not determine offline sync scope.

Question 8Configure field service applications

A customer requires preventive maintenance work orders to be generated automatically every quarter for the next two years. Which configuration should you use?

  1. An agreement with an agreement booking setup Correct answer.
  2. An incident type with a default priority
  3. A work order template with copied line items
  4. A booking rule with a recurrence pattern

Explanation

An agreement with an agreement booking setup generates work orders on a recurring schedule, such as quarterly for two years. The booking setup defines the recurrence, duration, and work order details used for each generated visit. Work order templates and booking rules support individual work orders but do not generate a recurring series.

Question 9Configure field service applications

A work order type has a default incident assigned. A dispatcher creates a new work order and selects that type. What is the primary result?

  1. The work order is immediately booked to the nearest available technician.
  2. The incident's products and service tasks populate the work order. Correct answer.
  3. The incident's price list replaces the account's price list.
  4. The work order is locked and cannot be edited.

Explanation

When a work order type has a default incident, selecting that type on a new work order copies the incident's products, services, and service tasks to the work order. This standardizes the work required for that type of issue. It does not automatically book the work order or lock it from editing.

Question 10Configure field service applications

A field technician must be able to create and update work orders but must not be able to delete bookings or change system settings. Which security configuration should you use?

  1. A custom role granting work order create and write but no booking delete Correct answer.
  2. The System Administrator role
  3. The Field Service - Dispatcher role, which can manage all bookings and schedules
  4. The Field Service - Administrator role

Explanation

Least-privilege security uses a custom role that grants only the required create and write privileges on work orders while withholding delete on bookings and administrative settings. Dispatcher and administrator roles include broader privileges than the technician needs. Security roles should be scoped to the user's actual job tasks.

Question 11Configure field service applications

You are configuring Dynamics 365 Field Service so that new work order addresses are automatically assigned latitude and longitude coordinates. Which setting should you enable?

  1. Address validation in the work order type
  2. Postal code matching in the territory record
  3. Geocoding in the schedule board settings
  4. Auto Geo Code Addresses in Field Service settings Correct answer.

Explanation

Field Service settings include the Auto Geo Code Addresses option, and enabling it causes the system to geocode work order addresses automatically. Territory postal code matching is used for territory assignment and routing, not coordinate calculation. Schedule board settings and work order types do not geocode records.

Question 12Configure field service applications

A dispatcher changes a booking status from Traveling to In Progress on the schedule board, and the linked work order must automatically change from Open - Scheduled to Open - In Progress. Which configuration record controls this behavior?

  1. Booking status Correct answer.
  2. Resource requirement
  3. Booking rule
  4. Work order type

Explanation

Booking status records contain a status value and an associated work order status, so changing the booking status can update the related work order. Booking rules enforce scheduling constraints, work order types supply defaults, and resource requirements describe demand. The booking status is therefore the record that maps booking progress to work order status.

Question 13Configure field service applications

A technician will be on approved leave for three days, and the dispatcher must prevent the technician from being scheduled during that period. Which record should the dispatcher create or approve?

  1. Booking status
  2. Resource requirement
  3. Time off request Correct answer.
  4. Bookable resource booking

Explanation

An approved time off request creates a time-off booking that blocks the resource calendar so the technician cannot be scheduled during the leave. A resource requirement represents demand, a booking status represents progress, and an ordinary booking reserves time without necessarily representing approved leave.

Question 14Configure field service applications

A company uses two work order types: one for warranty repairs and one for chargeable repairs. Each type must automatically apply a different price list to new work orders. Where should you configure the default price list?

  1. On the work order type record Correct answer.
  2. On the service territory record
  3. On the incident type record
  4. On the bookable resource record

Explanation

Work order types include a default price list field that is used to populate new work orders of that type. Incident types, bookable resources, and service territories may affect other defaults or matching, but the type-level price list default is configured on the work order type.

Question 15Configure field service applications

You must prevent a booking from being saved when the selected resource does not have every characteristic required by the resource requirement. Which configuration should you use?

  1. A bookable resource category on the requirement
  2. A time group on the resource
  3. A work order type default incident
  4. A booking rule that enforces resource characteristics Correct answer.

Explanation

Booking rules validate bookings against constraints, including whether a resource has all characteristics required by the requirement. Resource categories help with filtering and matching but do not enforce the characteristic constraint. Incident defaults and time groups affect other behaviors.

Question 16Configure field service applications

A customer's equipment is installed across a hierarchy of buildings, floors, and rooms. You need to model that physical hierarchy independently of the individual equipment records. Which record type should you use?

  1. Customer asset
  2. Functional location Correct answer.
  3. Bookable resource
  4. Service territory

Explanation

Functional locations model a hierarchical physical structure, such as a building containing floors and rooms, and customer assets can be associated with those locations. Customer assets represent individual pieces of equipment, bookable resources are schedulable people or equipment, and territories define geographic service coverage.

Question 17Configure field service applications

Dispatchers must be able to edit work orders but must not see the customer credit limit field that is stored on the work order form. Which configuration should you use?

  1. A work order type that hides the field
  2. A business unit that excludes the credit limit field
  3. A security role that removes read permission on the work order entity
  4. A field security profile applied to the credit limit field Correct answer.

Explanation

A field security profile restricts read, update, or create access to individual fields without removing entity-level privileges. A security role controls entity permissions, and a business unit controls record ownership and access scope. Work order types do not hide form fields.

Question 18Configure field service applications

A supervisor needs to compare the scheduled start time of each booking with the actual time the technician arrived at the customer site. Which Field Service record stores the actual arrival time?

  1. Work order duration
  2. Booking timestamp Correct answer.
  3. Resource requirement
  4. Booking status

Explanation

Booking timestamps record actual events such as arrival, work start, and work end, allowing planned times to be compared with what really happened. Booking status is a state value, work order duration is an estimate, and a resource requirement describes the work to be scheduled.

Question 19Configure field service applications

An agreement must automatically generate a consolidated invoice each month for all completed work orders covered by the agreement. Which agreement component should you configure?

  1. Agreement invoice setup Correct answer.
  2. Agreement booking recurrence
  3. Agreement booking setup
  4. Agreement service task

Explanation

Agreement invoice setup defines invoice products, billing frequency, and whether invoices are generated automatically. Agreement booking setup generates the work orders, booking recurrence determines visit timing, and service tasks are checklist items performed on work orders.

Question 20Configure field service applications

A company requires technicians to answer a set of pass/fail safety questions before a work order can be completed. Which configuration should you create?

  1. An inspection template linked to the work order Correct answer.
  2. A characteristic on the bookable resource
  3. A service task attached to the incident type
  4. A booking rule on the work order

Explanation

Inspection templates define questions and response options, and an inspection generated for the work order captures the technician's answers. Service tasks are simpler checklist items, booking rules validate scheduling constraints, and characteristics describe resource skills or qualifications.

Question 21Configure field service applications

A dispatcher moves a booking to the 'In Progress' booking status, and the related work order must automatically change to the 'In Progress' system status. Which configuration record defines this mapping?

  1. Booking Status Correct answer.
  2. Work Order Type
  3. Bookable Resource
  4. Service Territory

Explanation

Each booking status record includes a Work Order Status lookup. When a booking is changed to that booking status, Field Service updates the related work order to the system status selected in that lookup. Work order types, resources, and territories do not define this status mapping.

Question 22Configure field service applications

Which configuration item on a bookable resource defines the recurring days and times when the resource is available for scheduling?

  1. Resource work hours Correct answer.
  2. Resource category assignment
  3. Characteristic assignment
  4. Booking status configuration

Explanation

Resource work hours define the working calendar for a bookable resource. The schedule board uses those hours to calculate available capacity and to display nonworking time. Categories, characteristics, and booking statuses affect filtering or lifecycle, not availability.

Question 23Configure field service applications

You need a standard set of service tasks to be copied to a work order automatically when a specific incident type is added. Where should the service tasks be configured?

  1. On the Bookable Resource record
  2. On the Booking Setup record
  3. On the Incident Type record Correct answer.
  4. On the Work Order Type record

Explanation

Service tasks are child records of an incident type. When that incident type is added to a work order, its service tasks are copied to the work order so technicians see the standard checklist. Work order types and booking setup records do not own service task templates.

Question 24Configure field service applications

A company wants to prevent a technician from being scheduled for more than 6 hours of work in a single day. Which configuration should you use?

  1. Booking Rule
  2. Resource Category
  3. Capacity Profile Correct answer.
  4. Resource Work Hours

Explanation

Capacity profiles define limits such as maximum hours per day, maximum bookings per day, and maximum end time. You assign a capacity profile to a bookable resource so scheduling respects those limits. Work hours define availability, and categories and booking rules serve different purposes.

Question 25Configure field service applications

A customer's work order has a promised arrival window. Which pair of work order fields defines the start and end of that promised window for scheduling?

  1. Booking Start Time and Booking End Time
  2. Scheduled Start Time and Scheduled End Time
  3. Time From Promised and Time To Promised Correct answer.
  4. Actual Start Time and Actual End Time

Explanation

The Time From Promised and Time To Promised fields store the customer-facing promised time window on the work order. Dispatchers and the schedule assistant use this window when evaluating potential booking slots. Actual fields record what happened after the fact, not the promise.

Question 26Configure field service applications

A connected device at a customer site sends an alert that should create a work order. Which record represents the device and links it to the customer asset in Connected Field Service?

  1. Work Order Product
  2. Functional Location
  3. IoT Device Correct answer.
  4. Customer Asset

Explanation

An IoT Device record represents the connected device and is associated with a customer asset. IoT alerts from that device can then trigger flows or workflows that create work orders. Customer assets, functional locations, and work order products do not represent the connected device itself.

Question 27Configure field service applications

A technician uses a part from the truck stock while completing a work order, and the part must appear on the work order for billing. Which record should be created?

  1. Booking
  2. Work Order Service
  3. Work Order Product Correct answer.
  4. Customer Asset

Explanation

A Work Order Product record links a product and quantity to the work order so the part can be tracked and invoiced. Work Order Service records represent labor or services, not physical parts. Customer assets and bookings do not capture part usage for billing.

Question 28Configure field service applications

A work order is ready to be scheduled, but the schedule assistant needs a record that represents the unscheduled work and its requirements. Which record type is used?

  1. Bookable Resource Booking
  2. Resource Requirement Correct answer.
  3. Work Order Incident
  4. Time Entry

Explanation

A Resource Requirement represents unscheduled work that the schedule assistant can match to resources. It carries duration, time window, and requirement details. A Bookable Resource Booking is the resulting scheduled booking, and time entries record labor.

Question 29Configure field service applications

A company keeps spare parts both in a central warehouse and on service vehicles. Dispatchers must check the quantity of a part at each location. Which record type should you configure?

  1. Work Order Product
  2. Purchase Order
  3. Product Inventory Correct answer.
  4. Inventory Adjustment

Explanation

Product Inventory records track the on-hand quantity of a product for a specific warehouse or inventory location, such as a service vehicle. Work order products record parts used on a work order, while adjustments and purchase orders change stock. Use Product Inventory to see availability by location.

Question 30Configure field service applications

A dispatcher reports that the same technician can be booked for two work orders at overlapping times. Which configuration should you check on the bookable resource?

  1. Resource category assignment
  2. Overlapping bookings setting Correct answer.
  3. Resource work hour calendar
  4. Capacity profile daily maximum

Explanation

The overlapping bookings setting on a bookable resource controls whether that resource can have bookings that overlap in time. When it is enabled, the schedule board and booking validation allow conflicting times. Work hours, capacity profiles, and categories do not directly control time overlap.

Question 31Configure field service applications

Three technicians always work together on the same jobs and dispatchers want to schedule them as one unit on the schedule board. Which bookable resource type should you create?

  1. Crew Correct answer.
  2. Contact
  3. Facility
  4. Equipment

Explanation

A bookable resource of type Crew groups several resources so they are scheduled as a single unit. When the crew is booked, the system creates a parent booking for the crew and individual bookings for each member, which keeps the technicians' calendars accurate and prevents conflicts.

Question 32Configure field service applications

A technician services the same pump at a customer site every quarter, and the warranty details and full service history must be kept against that specific pump. Which record should you create?

  1. Customer asset Correct answer.
  2. Functional location
  3. Product
  4. Incident type

Explanation

A customer asset record links a specific product to a customer's location and stores its warranty, service history, and parent or child relationships. Creating one asset per physical item keeps the pump's history separate from other equipment installed at the same site.

Question 33Configure field service applications

Dispatchers want bookings in a new stage named 'Waiting for Parts' to appear in a distinct color on the schedule board and to move the related work order to a specific status. Which record must you create?

  1. Schedule board view
  2. Booking status Correct answer.
  3. Bookable resource category
  4. Work order type

Explanation

A booking status record defines the stage name, the color used for its bookings on the schedule board, and the work order status that the linked work order takes when the booking reaches that stage. Dispatchers can then move bookings into the new stage manually or the mobile app can apply it as work progresses.

Question 34Configure field service applications

An agreement must generate a preventive maintenance work order every quarter for the same incident type, using a defined work order type and service account. Which record defines that recurrence?

  1. Work order type
  2. Agreement invoice product
  3. Agreement booking date
  4. Agreement booking setup Correct answer.

Explanation

Agreement booking setup stores the recurrence pattern together with the work order type, incident type, service account, and booking windows used when preventive work orders are generated. The system then produces agreement booking dates, which are converted into work orders as each occurrence becomes due.

Question 35Configure field service applications

A vendor delivers 40 filters to the central warehouse, and the on-hand stock quantity and purchase cost must be recorded. Which inventory process should you use?

  1. Return merchandise authorization
  2. Inventory transfer
  3. Inventory adjustment
  4. Purchase order receipt Correct answer.

Explanation

A purchase order receipt records products arriving against a purchase order and increases product inventory in the receiving warehouse at the ordered cost. Inventory adjustments correct quantities after a count, while transfers only move existing stock between warehouses.

Question 36Configure field service applications

Technicians must use the Field Service mobile app to work with their assigned jobs, but they must not be able to schedule other resources or manage agreements. Which out-of-the-box Field Service security role is intended for these users?

  1. System Administrator
  2. Field Service - Dispatcher
  3. Field Service - Administrator
  4. Field Service - Resource Correct answer.

Explanation

The Field Service - Resource role is the out-of-the-box role intended for technicians who use the mobile app to work their bookings and work orders. Dispatcher and administrator roles carry scheduling, configuration, and administrative privileges that technicians should not have.

Question 37Configure field service applications

A technician must record the hours spent traveling to and working on a work order so those hours can be billed to the customer. Which record should be created?

  1. Work order service task
  2. Time entry Correct answer.
  3. Booking timestamp
  4. Booking status

Explanation

Time entries capture duration, entry type such as work or travel, and the related booking or work order, and they feed time-and-material billing. Booking timestamps are system-calculated comparison values and are not billable records.

Question 38Configure field service applications

An agreement must charge a fixed monthly monitoring fee in addition to any work orders it generates. Which record controls the recurrence of that recurring invoice and holds the products billed on it?

  1. Agreement booking setup
  2. Agreement invoice setup Correct answer.
  3. Work order type
  4. Agreement invoice product

Explanation

Agreement invoice setup holds the invoice recurrence and the invoice products, with quantity and price, that are billed each time a recurring agreement invoice is generated. Work orders billed to the agreement are added separately from these fixed fee lines.

Question 39Configure field service applications

A dispatcher books a crew of four technicians for a full-day job on the schedule board. What should the dispatcher expect to see afterwards?

  1. A parent booking for the crew and a child booking per member Correct answer.
  2. One booking that appears only on the crew record and never on individual member calendars
  3. Four unlinked bookings created directly against each member
  4. A single booking assigned to the crew lead, with members notified by email

Explanation

Booking a crew creates a parent booking for the crew resource and a child booking for every crew member, so each technician's calendar reflects the job and conflicts with other work are detected. The child bookings are linked to the parent, so changes such as moving or cancelling the crew booking cascade to the members.

Question 40Configure field service applications

Technicians work in areas without connectivity and must be able to open their assigned work orders, service tasks, and customer assets offline in the Field Service mobile app. Which configuration determines which records are downloaded to the device?

  1. Field Service settings record
  2. Field security profile
  3. Mobile offline profile Correct answer.
  4. Bookable resource category

Explanation

A mobile offline profile defines the entities and record filters that are synchronized to the device, and it must be assigned to the technicians' users before offline data is available. Field security profiles restrict field visibility but do not control which records are downloaded.

Question 41Configure field service applications

A service manager must maintain different labor and part rates for two customers and have the correct rates used when products and services are added to their work orders. Which configuration should the manager use?

  1. Create a price list for each customer and select the matching list on the work order Correct answer.
  2. Create a work order type for each customer and store the rates in its default settings
  3. Create a separate incident type for each customer and define the rates on its service tasks
  4. Create a bookable resource category for each customer and enter the rates on the category

Explanation

Pricing in Field Service comes from price lists and their price list items, and the price list selected on a work order determines the cost and list amounts used for products and services on that work order. Maintaining one list per customer (or per rate agreement) lets a dispatcher or back-office user pick the right list when the work order is created or edited. Incident types, work order types, and resource categories classify work rather than price it.

Question 42Configure field service applications

Dispatchers must be offered only technicians who hold a valid high-voltage certification when they schedule certain jobs. Which configuration maps the certification requirement on the work order to the qualified resources?

  1. Create a booking status named after the certification and assign it to the qualified resources
  2. Create a characteristic, rate it on the qualified resources, and add it to the resource requirement Correct answer.
  3. Add the certification text to each qualified resource's name so dispatchers can filter by it in the schedule assistant
  4. Create a separate business unit for each certification and restrict the requirement's territory to that unit

Explanation

Characteristics model skills and certifications. You attach the characteristic to the resource requirement with the needed rating, record the same characteristic with a rating on each qualified bookable resource, and the schedule assistant then filters candidates to resources that meet the requirement. Naming conventions, business units, and booking statuses play no part in skill matching.

Question 43Configure field service applications

A supervisor wants technicians to answer a standard set of pass/fail, measurement, and photo questions while completing a specific service task, and the answers must be stored against the work order. Which Field Service capability should you configure?

  1. A booking status whose status type is In Progress
  2. A work order type that supplies a default service account for the job
  3. A service task with the questions written into its description field
  4. An inspection template associated with the service task type Correct answer.

Explanation

Inspections let you build a reusable template of questions with defined response types, required flags, and dependencies, then associate that template with a service task type. When the task is generated on a work order, technicians complete the inspection in the Field Service mobile app and the responses are stored as inspection records linked to the work order. Free-text descriptions capture no structured responses and cannot be reported on.

Question 44Configure field service applications

Dispatchers need a new schedule board tab that lists only open requirements for the North territory while still showing bookable resources from every territory. Which configuration achieves this?

  1. Change the security role of North dispatchers so they can read only North requirements
  2. Set the tab's resource filter in Schedule Board Settings to a North territory resource view
  3. Create a territory named North and add each requirement record to it manually
  4. Set the tab's requirement filter in Schedule Board Settings to a North territory view Correct answer.

Explanation

A schedule board tab defined in Schedule Board Settings has separate filters for resources and for requirements. Filtering the requirement side to a view scoped to the North territory restricts the lower pane while leaving all resources visible in the upper pane, which is exactly what these dispatchers need. The resource filter would do the opposite, and security roles affect data access rather than board layout.

Question 45Manage work orders and customer assets

A field service manager creates a work order type named Inspection and sets Incident Required to Yes. A dispatcher then creates a work order of this type. What is the effect of that setting?

  1. The work order is automatically booked to the primary resource.
  2. The work order must include at least one incident type before it can be saved. Correct answer.
  3. The work order system status is set to Completed on creation.
  4. The incident type is copied from the most recent work order of this type.

Explanation

Incident Required on the work order type controls whether an incident type must be added to a work order of that type. If it is set to Yes, the work order cannot be saved without at least one incident type. Incident types then supply the related service tasks, products, and services.

Question 46Manage work orders and customer assets

You are creating a customer asset for a rooftop air-conditioning unit. Which pair of fields on the customer asset identifies the installed location and the product model?

  1. Agreement and Booking Status
  2. Service Account and Work Order Type
  3. Functional Location and Product Correct answer.
  4. Billing Account and Price List

Explanation

A customer asset record links to the service account that owns it, and it can be tied to a functional location that describes where the asset is installed. The Product field identifies the model or item represented by the asset.

Question 47Manage work orders and customer assets

What is the main purpose of an incident type in Dynamics 365 Field Service?

  1. It defines the geographic territory that can serve a work order.
  2. It controls the colors used for booking statuses on the schedule board.
  3. It stores the warranty terms for each customer asset.
  4. It bundles commonly used service tasks, products, and services for reuse on work orders. Correct answer.

Explanation

An incident type is a reusable template that groups service tasks, products, and services that usually belong together. When added to a work order, it helps populate those lines consistently. It does not define territories, board colors, or asset warranty terms.

Question 48Manage work orders and customer assets

A work order already contains two manually added service tasks. A dispatcher adds an incident type that includes three service tasks and one product. What happens by default?

  1. The incident type's service tasks and product are added to the work order, and the existing tasks remain. Correct answer.
  2. The existing service tasks are replaced by the incident type's tasks.
  3. The incident type is linked, but its tasks and product are not copied.
  4. The work order is closed and a new work order is created from the incident type.

Explanation

Adding an incident type to a work order copies its service tasks, products, and services onto that work order. Existing manually added lines are not removed, so the dispatcher should check for duplicates. The incident type relationship is retained for reference.

Question 49Manage work orders and customer assets

A dispatcher creates a work order and then books it to a technician using a booking status of Scheduled. What is the work order's system status after the booking is saved?

  1. Scheduled Correct answer.
  2. Closed
  3. Posted
  4. In Progress

Explanation

A new work order starts as unscheduled until it is booked. Saving a booking with a Scheduled booking status moves the work order to the Scheduled system status. In Progress occurs when work actually starts, while Posted and Closed are later billing and completion states.

Question 50Manage work orders and customer assets

A company wants every new work order for a standard installation to begin with the same work order type, priority, and service tasks. Which Field Service feature should they use?

  1. Agreement
  2. Work order template Correct answer.
  3. Incident type
  4. Booking rule

Explanation

A work order template stores predefined work order details so users can create new work orders from it consistently. It can save time when the same header values and related lines are needed repeatedly. Incident types group tasks, but a template is the feature for standardizing the whole work order.