Manage Loads for Your Trucks and Workers

To limit assignments, daily work hours, and how much workers can transport, add Count work rules to a scheduling policy. You can assign light workloads to new-hires, or track item quantities that fit in each worker’s vehicle.

Where: This feature applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

Why: If you create Count work rules using relevance groups, you can refine how the limits apply. For example, you can create shorter daily schedules for less experienced workers.

How: Define Count work rules manually, or use the Lightning custom component from the managed package. You can add multiple Count work rules to a scheduling policy, including up to four rules that count custom fields.

Tip

Tip

When you create a new work rule, if the Count work rule type isn’t listed, update the FSL custom permission sets.