Service Locations

Service Locations

In field service operations, managing addresses can become cumbersome when dealing with large facilities, shared sites, or frequently changing customers. Service Locations in Zoho FSM help streamline address management in such scenarios by centralizing and standardizing location address.

They allow you to create and manage addresses that can be reused across multiple Requests, Estimates, and Work Orders, ensuring consistency and saving time when scheduling or dispatching jobs.

With service locations, handling addresses for the following scenarios becomes efficient:
  1. A single large location serving multiple customers: A single physical location—such as a high-rise office tower or a commercial complex—may serve multiple customers. Service requests can raise independently for each customer, but all jobs are linked to one standardized service address. This avoids duplicate address records while maintaining clear customer ownership of each request.
  2. A single location with changing customers: In some cases, customers associated with a location change over time, such as tenants moving in and out of a residential complex or businesses leasing office space. Service locations allow you to continue servicing the same physical site without recreating the address for every new customer, ensuring clean address data.
  3. In-house repairs: In a hybrid service model, organizations manage three distinct types of work: on-site field services, in-house depot repairs, and internal maintenance of their own equipment. The most efficient way to handle this is by using a single Service Location for your facility to anchor all non-field activities.



Available in Editions: All Editions

Create Service Locations 

Info
Permission Required: Service Locations

You can create a service location in two ways:
  1. From Setup
  2. From within a Request, Estimate, Work Order, Follow Up Estimate, or Follow Up Work Order

From Setup 

  1. Navigate to Setup > General > Service Locations and click Create Service Location.



  2. Enter the address details and click Save.


From Within a Transaction Record

You can create a service location while adding or editing a Request, Estimate, Work Order, Follow Up Estimate, or Follow Up Work Order. To do so:
  1. While adding or editing a record, click Create New in the address field.



  2. Select Service Location from the Address relation dropdown.



  3. Enter the address details and click Save.


Note:
  1. Single Use Address: The address will only be used in the current record.
  2. Service Location: This address will be added to the global list and will be available for use in other records too.
You can add up to a maximum of 10 service locations in an organization.

Using Service Locations

You can use the service locations while adding or editing a Request, Estimate, Work Order, Follow Up Estimate, or Follow Up Work Order.
 
When you click the address field, the list of existing service locations will appear. Select the one you want to use.


 
Note: If you edit the address details after selecting a service location in a record, those changes will not update the original service location.

Manage Service Locations 

You can edit and delete the service locations. Hover over a service location to find these options.


 
Editing or deleting a service location will not impact the records where it is already in use. Once a service location is edited, the updated details will appear in all places where it is listed for use. Likewise, deleting a service location will remove it from all places where it is listed.

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