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Adding a new job location in the Pega Field Service Interaction portal

Suggest edit Updated on October 6, 2020

As a customer service representative (CSR), you can add a new job location while collecting field service location details, if that location doesn't exist in the Job location list. A location is where the field service is performed and falls within one or more service territories. A customer account can have multiple locations such as an office, a warehouse, headquarters.

Before you begin: Determine the customer reported issue as described in Creating a service request and related work orders in the Pega Field Service Interaction portal.
  1. In the Pega Field Service Interaction portal, in the Collect location details window, click Add new next to Job location.

  2. In the Create Location window, on the Details tab, complete the displayed fields.

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

    • Complete the address fields of the location.
    • In Geocode details, enter the latitude and longitude coordinates of the address.
  4. Click Create.

Result: The Create Location window closes and the new job location is now available for assignment in the service request.
  • Previous topic Creating a service request and related work orders in the Pega Field Service Interaction portal
  • Next topic Adding a new sub-location in the Pega Field Service Interaction portal
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