Catalogue › Field Service

Field Service

Use it in Copilot Cowork: download the Field Service plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Dynamics 365 Field Service delivery: work orders, incident types and service tasks, the schedule board, scheduling optimisation, mobile and offline, inventory and purchasing, customer assets and agreements.

Layer Module

Lead role modelled Field Service Consultant

Subject lead Robert Peledie

Agent charter .claude/agents/field-service.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install field-service@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

field-service:agreements-and-recurring-work Designs Field Service agreements for contracted and recurring work, covering booking setups and recurrence, generated work orders and bookings, agreement incidents, products and tasks, invoice setups, lifecycle and renewals. Use when contracts promise scheduled visits, preventive maintenance or recurring billing. reviewed

field-service:customer-assets-and-maintenance Designs customer assets in Field Service, covering asset hierarchies, functional locations, asset data and properties, installed base migration, and preventive maintenance driven by time, usage or condition. Use when modelling equipment at customer sites, migrating an installed base, or planning maintenance against assets. reviewed

field-service:incident-types-and-service-tasks Designs Field Service incident types as reusable job templates, with service tasks, inspections, products, services, required characteristics, estimated durations and resolutions. Use when standardising what technicians do for each kind of job, building the incident type catalogue, or setting realistic job durations. reviewed

field-service:inventory-and-purchasing Designs Field Service inventory and purchasing, covering the system of record with ERP, product types, warehouses and van stock, usage recording, transfers and adjustments, purchase orders and receipts, and returns. Use when deciding how parts are tracked, ordered and returned, or how Field Service inventory relates to ERP. reviewed

field-service:mobile-and-offline Designs the Field Service Mobile experience for technicians, covering mobile forms and navigation, offline profiles and sync scope, media capture, device security, and testing in poor connectivity. Use when configuring the technician app, deciding what data works offline, or diagnosing slow sync and missing records in the field. reviewed

field-service:schedule-board-setup Sets up Field Service resources and the schedule board, covering bookable resource types, characteristics, roles, territories, working hours, start locations, requirements, board tabs and the schedule assistant. Use when onboarding technicians as resources, designing territories, or configuring how dispatchers schedule and reschedule jobs. reviewed

field-service:scheduling-optimisation Decides whether and how to automate Field Service scheduling with Resource Scheduling Optimization or newer AI scheduling capabilities, covering readiness, scope, goals, constraints and objectives, operating rhythm and rollout. Use when manual dispatch no longer scales, travel time is too high, or automated scheduling is proposed. reviewed

field-service:work-order-design Designs the Field Service work order lifecycle, covering work order types, priorities, system statuses and substatuses, booking statuses, creation routes including case conversion, and completion, review and posting. Use when shaping how jobs flow from request to invoice or mapping legacy job statuses onto Field Service. reviewed

Skill	What it covers	Status
`field-service:agreements-and-recurring-work`	Designs Field Service agreements for contracted and recurring work, covering booking setups and recurrence, generated work orders and bookings, agreement incidents, products and tasks, invoice setups, lifecycle and renewals. Use when contracts promise scheduled visits, preventive maintenance or recurring billing.	reviewed
`field-service:customer-assets-and-maintenance`	Designs customer assets in Field Service, covering asset hierarchies, functional locations, asset data and properties, installed base migration, and preventive maintenance driven by time, usage or condition. Use when modelling equipment at customer sites, migrating an installed base, or planning maintenance against assets.	reviewed
`field-service:incident-types-and-service-tasks`	Designs Field Service incident types as reusable job templates, with service tasks, inspections, products, services, required characteristics, estimated durations and resolutions. Use when standardising what technicians do for each kind of job, building the incident type catalogue, or setting realistic job durations.	reviewed
`field-service:inventory-and-purchasing`	Designs Field Service inventory and purchasing, covering the system of record with ERP, product types, warehouses and van stock, usage recording, transfers and adjustments, purchase orders and receipts, and returns. Use when deciding how parts are tracked, ordered and returned, or how Field Service inventory relates to ERP.	reviewed
`field-service:mobile-and-offline`	Designs the Field Service Mobile experience for technicians, covering mobile forms and navigation, offline profiles and sync scope, media capture, device security, and testing in poor connectivity. Use when configuring the technician app, deciding what data works offline, or diagnosing slow sync and missing records in the field.	reviewed
`field-service:schedule-board-setup`	Sets up Field Service resources and the schedule board, covering bookable resource types, characteristics, roles, territories, working hours, start locations, requirements, board tabs and the schedule assistant. Use when onboarding technicians as resources, designing territories, or configuring how dispatchers schedule and reschedule jobs.	reviewed
`field-service:scheduling-optimisation`	Decides whether and how to automate Field Service scheduling with Resource Scheduling Optimization or newer AI scheduling capabilities, covering readiness, scope, goals, constraints and objectives, operating rhythm and rollout. Use when manual dispatch no longer scales, travel time is too high, or automated scheduling is proposed.	reviewed
`field-service:work-order-design`	Designs the Field Service work order lifecycle, covering work order types, priorities, system statuses and substatuses, booking statuses, creation routes including case conversion, and completion, review and posting. Use when shaping how jobs flow from request to invoice or mapping legacy job statuses onto Field Service.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.