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To ensure we’re on the same page with our FieldPulse terminology, below are definitions of record types and terminology you’ll see throughout the documentation. Assets - Assets are typically physical products sold to customers or equipment used by the business and include data such as warranty information, installation dates, and photos. These are different from invoice items. Comments - Comments are used for internal company communication between users on customer records, jobs, invoices, etc. Contracts - Contracts can be added to estimates and invoices and require a customer’s signature before beginning work. Customers - The customer is the person for whom the company is performing work. Custom Fields - Custom Fields are customizable fields that can belong to customer records, jobs, invoices, estimates, and purchase orders. They are used to capture custom information and details. Estimates - Estimates (sometimes called quotes) can be created from customer records, jobs, or from the Estimates page directly. They are used to create work proposals for customers and can be converted to invoices. Estimates are often created from Estimate Templates. Invoices - A central part of the FieldPulse platform, invoices are sent by companies to customers to collect payment for work. Invoices are often created using Invoice Templates. Invoice Items - These are the line items that exist on an invoice. They include several fields like name, prices, cost, quantity, vendor, IDs, and much more. Jobs - Jobs (also referred to as work orders) are associated with customers and represent a body of work to be completed by a company for a customer. Jobs are often created using Job Templates. Jobs have statuses and typically result in an estimate and invoice. Locations - Addresses on various record types. Payments - Payments are created from invoices. Payment methods can be credit cards, cash, check, or other. Pipeline Status - Companies may categorize their customers into pipeline statuses such as new, contact made, scheduled, converted. Projects - Projects can contain jobs, estimates, and invoices. They are typically used to track larger bodies of work that will contain multiple jobs and invoices. Purchase Orders (POs) - Purchase orders can be created as standalone POs or created from jobs, estimates, or invoices directly and are used to purchase materials from suppliers. Subtasks - Projects, jobs, estimates, and invoices can each have subtasks which are used like checklists. Some may be required and some may not, and some may be part of a sequential order. Tags - Tags are labels of text that exist on all record types, used for categorization and organization of records. Teams - Teams are groups of company users. A user may belong to more than one team. Teams are often used to assign work to a group of users. Timesheets - Timesheets are used to clock users in and out and to calculate pay and hours worked. Users - Company users. We currently have three roles: Admin, Team Manager, and Service Agent. The permissions for each role are highly customizable. Vendors - Typically used on purchase orders or inventory items to specify the manufacturer or supplier.