Subtasks
Updated over a week ago

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

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
6. Invoice

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.

Click on add…

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.

Click on Subtasks

Then click Create New Series, this will pop up a window to add a new subtask. 

Click on add…

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.

Click on + Insert Template

You can now choose which of your subtask templates to use.

Click on Basic Supply Run

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.

Click on Submit

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.

Click on 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.

Click on Save

You can also sort your subtasks, regardless of whether they are linked to a job or not, using the Open, All, and Closed tabs.

Click on Open…


Requiring a Subtask

Whether using a template or creating a new subtask, subtasks can be required before job statuses are selected or bypassed. If you try to change a status without completed the required subtask(s), FieldPulse will display an error and prompt you to complete it. You'll notice the ability to require a subtask before job statuses when creating templates in Company Settings, as well as when creating subtask(s) on a job.


Completing a Subtask

To complete a subtask, begin by selecting the subtask.

Click on Thu, Jan 25, 8:00 AM…

You can now change the status of the subtask as you move through various stages.

Click on Status

If you need to add comments/notes to the subtask, select Comments and add the details there.

Click on Comments

After completing a subtask and marking it as such, the status will be updated across FieldPulse.


Video Tutorial


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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