Group a multi-week install in FieldPulse into one Project that holds its jobs, subtasks, estimates, staged invoices, files, and timesheets. Who uses this: Users with Project Management permissions. Availability: All regions.
Overview
A Project is a long-term record that groups related work under one customer. Where a job covers a single unit of work, a Project covers the whole engagement: the jobs, subtasks, estimates, invoices, files, and timesheets that add up to one large or multi-week effort. Jobs can span multiple days on their own, so reach for a Project when the work carries complex assignments across a longer period, or needs more than one invoice before it is finished.How it works
- Customer and team: Every Project belongs to a customer and is assigned to a team.
- Status and progress: A Status Workflow tracks the stage, and a completion percentage slider tracks progress.
- Jobs and subtasks: Create them under the Project. Each is scheduled, assigned, and tracked on its own while staying attached.
- Attached records: Estimates, invoices, purchase orders, files, comments, and timesheets attach to the Project record.
- Job Notes: Notes on the Project insert automatically into related jobs.
- Related Project tab: Any record linked to a Project can open the rest of them.