---
title: "Create FSL Records"
slug: "payments-fsl-install-setup-create-records"
tags: ["Payments"]
updated: 2025-01-28T23:17:30Z
published: 2025-01-28T23:17:30Z
canonical: "docs.blackthorn.io/payments-fsl-install-setup-create-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create FSL Records

Once you have installed and set up the FSL Extension, it's time to create FSL records.

## Create a Work Order

1. Navigate to the Work Order object.
2. Click **New** to create a new Work Order record.
3. Add the required fields.
4. Make sure to define the **Price Book** when creating the Work Order.
5. Click **Save**. ![P_03_create fsl rec 1](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_03_create%20fsl%20rec%201.png)

## Create a Work Order Line Item

1. From the Work Order Line Item Related List on the Work Order you just created, click **New** to add a new Work Order Line Item record.
2. Add the required fields.
3. Be sure to set the **Product** and **Quantity**.
4. Click **Save**. ![P_03_create fsl rec 2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_03_create%20fsl%20rec%202.png)

          The Magic of the Blackthorn FSL Extension

          

When a Work Order Line Item is added to the Work Order and the Work Order's **Total Price** > 0 or the **Total Price** changes, a Transaction with **Transaction Status** = "Open" is automatically created. If a Transaction with **Transaction Status** = "Open" already exists, it will be updated to reflect the Work Order's **Balance Due** amount.

![P_03_create fsl rec 3](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_03_create%20fsl%20rec%203.png)

## Create a Service Appointment

          Service Appointments

          

If **Work Type** = "Auto-Create Service Appointment" on a Work Order or Work Order Line Item record, a child service appointment will be created. Review the Salesforce documentation about creating [Service Appointments](https://help.salesforce.com/s/articleView?id=sf.fs_create_appointments.htm&type=5) for more information.

1. Navigate to the Service Appointment object in the Related List on the Work Order that was created.
2. Click **New** to add a record.
3. Add the required fields.
4. Click **Save**. ![P_03_create fsl rec 4](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_03_create%20fsl%20rec%204.png)

## Add a Service Resource

Adding a Service Resource lets you see your Work Order and related records in the FSL mobile app.

1. Go to the Service Resource Related List on the newly created Service Appointment record.
2. Click **New** to create a new Service Resource record.
3. Set a value for the **User** and **Location** fields.
4. Set **Active** = "TRUE".
5. Click **Save**.![P_03_create fsl rec 5](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/P_03_create%20fsl%20rec%205.png)

## View Records in the FSL Mobile App

1. Go to the Field Service app on your mobile device.
2. Click the Service Appointment record that you have assigned to yourself (or to the user logged into the FSL Mobile app). Clicking the Service Appointment opens the Work Order.
3. Complete the payment process by either using the [Mobile Pay option](https://docs.blackthorn.io/v1/docs/additional-configuration) from Actions or by navigating to the Details tab and clicking **Pay** in the **Mobile Pay** field.