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Updating the sub-location and contact at location details of a work order in the Pega Field Service Dispatcher portal

Updated on March 16, 2021

As a dispatcher, update the existing sub-location and customer contact details for a work order at any time, irrespective of the status of the work order.

  1. In the Pega Field Service Dispatcher portal, to open the work order that you want to modify, perform any of the following actions:

    • Click a work order on the timeline.
    • Click a work order pin on the map.
    • Click on a work order within a job.
  2. On the work order page, click Actions and then click Edit.

  3. In the Sub-location field, enter a sub-location.

    A sub-location defines the exact location for work to be performed at the customer location. For example, if the configured product is in the basement of the customer location, then “basement” is the sub-location.
  4. In the Contact at location field, enter a customer contact.

    Contacts are individuals who are responsible for the customer account. A contact can play one of the following roles: to act as a business contact on a service request, and to act as a work contact at a job location. If a customer has multiple contacts, one of the contacts created is a primary contact. The primary contact is the first contact to be selected when a job is created. Other contacts can be selected instead of the primary contact, as appropriate.
  5. Click Submit.

  • Previous topic Adding tasks to a work order in the Pega Field Service Dispatcher portal
  • Next topic Pega Field Service mobile app

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