Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Creating a job in the Pega Field Service Dispatcher portal

Updated on March 16, 2021

As a dispatcher, create a job that defines the work that a field worker must perform to resolve a customer request. For example, you can use jobs to plan large-scale work that requires multiple field workers with different skills, who need to make multiple visits to the job location to resolve the customer request.

  1. In the upper right corner of the Pega Field Service Dispatcher portal, click the Add icon.

  2. Select Job.

  3. In the Create job window, select a customer for whom you want to create a job.

  4. On the Details tab, in the Job template field, select a template with which to fetch the case hierarchy definition from the job setup.

    The job setups are maintained in the Pega Field Service Admin portal.
  5. Optional:

    Select a configured product that the customer owns.

    Based on the configured product that you select, the application automatically populates the corresponding service, job location, and the primary contact information on the Services tab, in the Job location field, and in the Contact at location field, respectively. To make any changes to the job location and primary contact, select appropriate entries from the Job location list and the Contact at location list.
  6. Optional:

    On the Services tab, review the associated work order and tasks details.

    A service is a specific item of work that is part of a customer issue, such as the repair of a configured product. You can delete a service or delete a work order in the service.
  7. Click Submit.

  • Previous topic Pega Field Service Dispatcher portal
  • Next topic Creating a standalone work order in the Pega Field Service Dispatcher portal

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us