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, assigned team members, notes, and custom fields. Once a job is scheduled with a date/time, it will appear on the Team Schedule. Job records are the primary record type.


The secondary record type is called a 'Subtask.' Although Subtasks can be standalone, they are typically created as a child of a job record to further divide the work into multiple subtasks or 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.

Many companies choose to never use subtasks or only use subtasks as a checklist when performing work. Subtask Templates can be created to quickly insert a series of subtasks onto a job record. Create Subtask Templates here. Subtask Templates can be inserted into Subtask Series on the "Subtasks" tab of a job record.

Need to manage longer-term work? Learn about 'Project' records here.

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