Places

Manage places of interest for field service: add customer sites and key locations your staff visits, and use them to streamline task assignments and routes.

Places (or POIs) in the Field service module can be used for organizing and managing key locations that your field staff need to visit, such as customer addresses, company sites, or other important points of interest. This helps streamline task assignments, optimize routes, and ensure efficient field operations.

The page contains the list of all available Places along with their details, including custom fields you've added.

Places page

How to create a Place

1

Go to Places

Open the Places page in the Field service module.

2

Start creating a Place

Click + to open the place creation dialogue.

3

Enter Place details

Creating a Place

Enter the Place's label, address, and radius. You can also add a description, tags, and a file.

4

(Optional) Add custom fields

Custom fields let you add extra details that aren't covered by the standard options. These fields are tailored to your business needs. They can include equipment type stored at the site, site maintenance schedule, security code, or manager contacts.

To manage custom fields, save the place, then reopen it and click Custom fields to open the Custom fields page for Places. Learn how to configure them in the Custom fields article.

How to use Places

Places are used as a map tool to help you track your objects in the Tracking module. To learn more about their use for monitoring the map, see Places (POIs). The Tracking module also allows importing them.