FieldPulse's main record type is called a Job. A job record requires a customer and a title, but it also commonly includes a start and end date/time, and assigned team members.
The secondary record type is called a Subtask. Although Subtasks can be independent, they are typically attached under a job record to further divide the work into a task list. For example, you may want to separate your job into multiple subtasks to better track the status or to assign the work to different team members, rather than having a single job record track everything. Subtasks, unlike Jobs, will not appear on the schedule.
Subtask Templates allow you to pre-define a subtask or series of subtasks that you commonly use in your jobs. That way you can quickly insert them into jobs.
For example, for a standard service call, you might create a subtask template with the following series of subtasks for your service agents to follow:
1. Diagnose Issue
2. Plan Repair
3. Provide estimate to customer and receive sign-off
4. Repair Issue
5. Inspect unit for quality and functioning
To create a subtask template, navigate to Company Settings on the left-side menu, click Jobs, then Subtask Templates. On this page, click Create New.
This will pop up a window where you enter your template name, title, and an optional description for your subtask. You can add additional subtasks to the series by selecting Additional Subtask.
Continue adding your subtasks in the series. When you're finished adding subtasks, click Save and you'll see the subtask template populated in your Subtask Templates list.
Attaching a Subtask to a Job
To use your subtask template, go to the job record you'd like to use the template on and click Subtasks.
Then click Create New Series, this will pop up a window to add a new subtask.
From here, you can create a single subtask, a series of subtasks, or you can select Insert Template to attach a previously created subtask template.
You can now choose which of your subtask templates to use.
Your subtask template details will be added to the subtask series. You can change the text, add additional subtasks, assign team members to subtasks, and even make certain subtasks required.
Once you customize it to your liking, click Submit. Your subtask(s) will now be attached to your job record on the Subtasks page.
This is how your subtask(s) will appear on the job record. They're housed under the Subtasks tab.
Subtasks without a Job
If you'd like to create a subtask without attaching it to a job, select Subtasks from the left-side menu, then click Add Subtask.
You can now complete the details of the subtask, including a title, date, team members, and description. Press Save when you're finished.
You can also sort your subtasks, regardless of whether they are linked to a job or not, using the Open, All, and Closed tabs.
Completing a Subtask
To complete a subtask, begin by selecting the subtask.
You can now change the status of the subtask as you move through various stages.
If you need to add comments/notes to the subtask, select Comments and add the details there.
After completing a subtask and marking it as such, the status will be updated across FieldPulse.
Have additional questions?
Contact us at email@example.com or use the chat feature in the bottom right corner of your screen.