Functional Locations

Field service organizations often work with customers that have large or complex worksites like a warehouse or a multi-story office building. Technicians can't waste time looking for a worksite. They need to know exactly where to go to perform their work. In WennSoft Service, functional locations on a service call identify where the equipment is located at a customer site.

Functional locations create a location hierarchy, placing equipment within specific locations, such as buildings or rooms. You can view the equipment associated with each location.

For example, the following relationship represents the location of a printer named "Acct-10" on the third floor in Building A on a customer's campus:

• Campus

  • Building A

    • Floor 3

      • Printer Acct-10

Add Equipment to a Functional Location

Equipment can be associated with a functional location to help field technicians find them.

In the Functional Locations tab, select Show assets to view the list of equipment that are associated with each location. Multiple accounts can be associated with a functional location hierarchy.

1. Select a functional location, and then select the ellipsis (…).

2. Add equipment to the location:

   • To associate an existing customer equipment with the location, select Add existing asset. Search for and select the equipment. If the equipment doesn't exist yet, select New Customer Asset to create it and add it to the location.

   • To create equipment and then associate it with the location, select New asset.

Search for a Functional Location or Equipment

Use the search box to look for a functional location. To search for equipment and locations, select Show assets. Matching search results are highlighted.

For larger or more complex hierarchies, expand or collapse the results by using the Expand all (+) and Collapse all (−) icons.

Add a Functional Location to a Service Call

Associate a functional location with a service call to make it easier for field technicians to find equipment to work on.

If you don't set a functional location, the system uses the service address on the service call. If no service address exists, the system uses the address of the contact that reported the issue.

If you select a functional location, the service call's Location tab displays the location's address and latitude and longitude coordinates.

Add Multiple Functional Locations to a Service Call

The Functional Location on the service call reflects the location of the primary incident. If more work needs to be done, add incidents to the service call. If some or all of that work involves equipment at a different location from the primary incident, you can select a different functional location for each service call incident.

For example, a technician needs to go to two different buildings to perform maintenance on a customer's HVAC system. The service call would include two incidents, each with its respective functional location.