Creating a location
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.
In the Pega Field Service Admin portal, select Customers.
Select a customer account.
Click Add next to Locations.
On the Details tab, provide the following location information:
Enter location Name and select the appropriate location Type.
Enter a Description of the location.
Select the appropriate check boxes for primary location and service availability.
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.
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