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FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 1: Subtasks & Record Templates

Your Business, Your Way Series - Session 3 Part 1

Updated this week

Join us as we discuss:

  • How to create a series of Subtasks (status instructions/action items) for three main service types:

    • Installations

    • Standard Services (maintenance, preventative)

    • Emergency Services

  • How to create a Job/Service Template and link the subtasks we've created.

  • What other templates you could be utilizing within FieldPulse to save yourself time and optimize your workflow.

Click here for a spreadsheet that will help you organize the instructions or action items for each step of your workflow.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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