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Overview

The Related Project widgets display records from the project that the current job is associated with. If your job is tied to a larger project, these widgets give techs visibility into the broader project context like estimates, invoices, other jobs, files, and purchase orders, all from the Focus View.
To learn how to add widgets to your Status Action Flow, click here.

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Widgets

What It Shows: All estimates associated with the related project. What You Can Do: You can view the list of project estimates and tap into any record to open it in full. What It Shows: All invoices associated with the related project. What You Can Do: You can view the list of project invoices and tap into any record to open it in full. What It Shows: All other jobs associated with the related project, giving the you visibility into the full scope of work under that project. What You Can Do: You can view the list of project jobs and tap into any record to open it in full. What It Shows: All files and photos associated with the related project. What You Can Do: You can view the list of project files and photos, and tap any file to open it in full. What It Shows: All purchase orders associated with the related project. What You Can Do: You can view the list of project purchase orders and tap into any record to open it in full.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.