FieldPulse comes standard with powerful tools for project management.
Although jobs can span multiple days, if you have longer-term projects with complex work assignments and specialised invoicing needs, consider using the 'Project' record. Projects allow you to better manage projects that may have a longer duration and several pieces of work assigned underneath it.
To enable projects, open the 'Features and Plugin' tab in the Administration section found here. If you would like to learn more about enabling projects, you can click here.
To get started using Projects from your mobile device, you can watch this video or follow the step-by-step guide below.
Concept Diagram
Organising your projects
How can we reach you?
Email: Support@fieldpulse.com
US
We’re available Monday-Friday 8:00am -6:00pm CST
US Customer Success Team Phone: 469-382-5668
AUS & NZ
We’re available Monday-Friday 8:00am -5:00pm AEST
AUS Customer Success Team Phone: +61 3 9917 5448
NZ Customer Success Team Phone: +64 9 801 0275