How to Create a Job

Who uses this: Admins and Team Managers; Service Agents for their own jobs; not Limited Agents — gated by Create & edit Jobs. Availability: All regions.

A job is the record that ties a customer, your team, and a scheduled time together. Create one at your desk in the web app or in the field on the mobile app, and the same record carries the customer, the crew, the date, and every note about the work.

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Overview

Creating a job follows the same path on web and mobile — link a customer, name the work, assign your team, set the date and time, then add the details the job needs. When you save, FieldPulse notifies the assigned team members and the job appears on their schedules.

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Before you begin

• Link a customer to every job. If the work has no customer to attach it to, create a task instead — see How to Create a Task.
• To start a job from a saved layout instead of a blank form, build the layout first — see Setting Up Job Templates.

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On web

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Open a new job record

1. In the left menu, select Work, then Jobs.
2. Select Create Job.
3. To start from a saved layout, select Import Template at the top of the new job record. See How to Use a Job Template.

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Link the customer and name the job

1. In Customer Name, select an existing customer or create a new one.
2. Pick the Contact for the work. The Location Contacts tab lists contacts tied to the location you are working at, and All Customer Contacts lists every contact on the linked customer.
3. Enter a Job Title/Description that describes the work to be performed.
4. Add a Job Subtitle if the job needs one. The subtitle may not be greater than 150 characters.

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Assign your team

1. Select the Assigned Users To Job field and choose individual team members, several team members, or entire teams. Each team in the list has its own Select All option.
2. Select Save to add the selected people to the job.

Each technician’s row in the dropdown shows their assigned tags — skills, certifications, and languages — so you can see who is qualified without leaving the dropdown. The search box matches by name or tag, so typing a skill like “hvac” surfaces every tech carrying that tag, with the matched tag highlighted on their row. Select Find Availability and FieldPulse suggests time slots based on your scheduling requirements and shows which team members are available. See How to Find Availability.

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Add job tags

Add job tags to organize your jobs and color-code them so the schedule is easier to read at a glance. Use the Job Tags field to search for an existing tag, or type a new tag and press Enter to create it. See How to Create Custom Tags for Jobs.

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Choose a status workflow

Select one of the custom status workflows you have created in Company Settings from the Status Workflow field. The field searches your saved workflows as you type. For help shaping a workflow around each service you offer, see Workflow Design Overview.

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Schedule the job

1. In the Dates section, set the Date, Start Time, and End Time. Select Select Different End Date if the job runs past one day.
2. Select Find Availability to open a chart view of your team’s schedules and pick an open slot.
3. Check the Check scheduling conflicts result.
4. Set a Customer Arrival Window to tell the customer when to expect your team, and select Insert Job Date/Time to copy the job’s own times into the window. See Setting Up Customer Arrival Windows.

FieldPulse notifies you of scheduling conflicts when you select a date and time. To turn those notifications off, clear the scheduling conflicts checkbox — the setting carries over to future jobs. An arrival window reduces the time customers spend waiting for service and can be used in customer communication templates.

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Add site visits

Select Add Site Visit for work that takes more than one trip. Each visit keeps its own date, team, and notes under the same job. See How to Add Site Visits.

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Add notes, files, and assets

1. Enter anything the crew needs to know in the Notes field of the Notes and Files section.
2. Attach any important files by dragging them in or selecting Upload File.
3. In the Assets section, select Select Asset to attach an existing asset to the job, or Add Asset to create a new one. See How to Manage Assets.

Only administrators and managers can add Notes on a job record. The service agent adds Field Notes while working the job. In the web app, every Notes field includes a Fix this button. Select it to send the field’s current text to the Help & Support assistant and describe what you want done. Choose Replace to swap in the result, or Add Below to keep your original text and add the result underneath it. Nothing changes on the job record until you save it.

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Save the job

Select Save Job once you have added all pertinent details. The assigned team members receive a notification of their newly assigned work and the job appears on their schedules.

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On mobile

You can start a job from four places in the mobile app — the Pulse Dashboard, the Schedule tab, the Work tab, and the Customers tab.

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Start from the Pulse Dashboard

Select Create Job near the top of the Pulse Dashboard, or select Create New under Today’s Jobs.

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Start from the Schedule tab

Select Schedule in the bottom menu, then select Create New.

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Start from the Work tab

1. Select Work in the bottom menu.
2. Select Actions for a menu of work-related actions that includes creating a job, or select Work Orders to see all of your jobs.
3. From the Work Orders list, select Actions to create a new job.

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Start from the Customers tab

1. Select Customers in the bottom menu, then select the customer to open their record.
2. Select the Work Orders tab to see the customer’s existing jobs, then select Create Work Order. Or select Actions for a menu of customer-related actions.
3. In Available Actions, select Create Work Order.

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Fill in the job details

1. Attach the Customer. Use an existing customer or create a new one.
2. Enter the Work Order Title, and a Work Order Subtitle if the job needs one.
3. Set the Location, Main Contact, and Status Workflow for the job.
4. Use the Notify me of schedule conflicts toggle under Scheduling Conflicts Checker to turn conflict notifications on or off.
5. Set the Timeslot start and end dates and times, and the Customer Arrival Window.
6. Under Assignment, select Assigned Team Members and choose the people or teams working the job from the Assign To list, then select Done.
7. Select + Site Visit if the job needs another trip.

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Add custom fields, assets, notes, and tags

1. Fill in anything under Additional Fields. These are the custom fields your account has added to job records — see Setting Up Custom Fields on Job Records.
2. Attach equipment in Assets Assigned to Work Order.
3. Add Notes and Field Notes, then add Tags with the + button.

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Save the job

1. Fill in every required field. The Save button appears in the top right once the required fields are complete.
2. To reuse this job’s setup later, turn on the Save as Template toggle before saving.
3. Select Save.

After saving, the full job record appears. Select Edit in the top right to change the job later, and open the Schedule tab in the bottom menu to see the new job on the calendar.

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FAQs

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Can I change the next job number?

Yes. Go to Company Settings > Jobs > General and set the field titled Next Job #. After you save, the next job created uses that number and the numbering auto-increments from there.

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How do I delete a job or work order?

FieldPulse does not support permanently deleting a job, and there are two ways to get one out of your active view. Archive the job to keep the record for reporting but hide it from your active job list — filter for Is Archived jobs under Search & Filter to find it again. Or move the job to the Canceled status, part of the default status workflow, to keep it visible in reports as a distinct outcome.

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen.

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Related articles

• How to Create a Task
• How to Create Recurring Jobs
• How to Complete a Job in the Field
• How to Use a Job Template
• How to Add Site Visits
• Setting Up Customer Arrival Windows

Your job is created when it saves without a required-field warning, the assigned team members get their notification, and the work shows on the right schedule with the customer, the arrival window, and the crew already attached.