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Creating a location

Updated on October 6, 2020

A location is where the field service is performed and falls within one or more service territories. A customer account or a customer record can have multiple locations such as primary location, office, warehouse, store, residence, and headquarters. For example, a bakery with a primary location in Boston and another storefront located in Cambridge. A configured product can be linked to any of these accounts. A customer service representative (CSR) selects one location, where the work needs to be performed.

Before you begin: Create an account before creating a location. For more information, see Setting up customer.
  1. In the Pega Field Service Admin portal, select Customers.

  2. Select a customer account.

  3. Click Add next to Locations.

  4. On the Details tab, provide the following location information:

    1. Enter location Name and select the appropriate location Type.

    2. Enter a Description of the location.

    3. Select the appropriate check boxes for primary location and service availability.

  5. On the Address tab, to add an address you can do either of the following:

    • Complete the address fields of the location and select the appropriate Service territory name.
    • In Geo-code details, enter the latitude and longitude coordinates of the address.
  6. Click Create.

Add contacts and configured products to an account. For more information, see Adding configured products to a customer account and Adding contacts to a customer account.

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