Although jobs can span multiple days, if your jobs have complex work orders and assignments, you may want to consider using the 'Project' record. We introduced a new record type called 'Projects' that allows managers to better manage projects that may have different assigned work underneath it. 

While you may only use job records for same day service work, "Projects" allow you to create a parent record that bundles multiple related jobs together. If you have multiple projects ongoing at once, grouping your jobs into a "Project Record" lets you better view, monitor, and adjust the work ("Job Records") using drag and drop Gantt charts, status trackers, and more. 

To enable projects, open the "Functionality" tab in the Administration section found here. Toggle Enable Projects to On and then click Save.

If you have more questions about FieldPulse, please contact us:

Did this answer your question?