> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ClearPath Widgets: Related Records

> Let techs open, review, and create a job's estimates, invoices, material lists, POs, assets, and forms straight from Focus View.

# Overview

The related records widgets give technicians access to all records tied to a job like estimates, invoices, material lists, purchase orders, the parent maintenance agreement, assets, and forms. Techs can review, create, and open records without ever leaving the Focus View.

<Note>
  To learn how to add widgets to your Status Action Flow, [click here.](/features-add-ons/clearpath/clearpath-by-fieldpulse#h_09e9672fae)
</Note>

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/01.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=c118b266e218d0dcb0b314d6a1060886" alt="Related records widgets shown in the ClearPath Focus View" width="1112" height="1110" data-path="static/images/_api/15281803-clearpath-widgets-related-records/01.png" />

***

# Widgets

## Estimates

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/02.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=70d14412c518a8aa05719cc0b6965304" alt="The Estimates widget showing estimates attached to the job" width="1172" height="1562" data-path="static/images/_api/15281803-clearpath-widgets-related-records/02.png" />

*What It Shows:* All Estimates attached to your Job.

*What You Can Do:* You can view the list of Estimates, tap into any Estimate to open the full record, and create new Estimates — if you have the required permission.

## Invoices

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/03.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=fc7eb6ac564fef8b2a87a9c70749c6fd" alt="The Invoices widget showing invoices attached to the job" width="1172" height="1562" data-path="static/images/_api/15281803-clearpath-widgets-related-records/03.png" />

*What It Shows:* All Invoices attached to your Job.

*What You Can Do:* You can view the list of Invoices, tap into any Invoice to open the full record, and create new Invoices — if you have the required permission.

## Material Lists

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/04.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=1304b1521214037b83bd412600822d76" alt="The Material Lists widget showing material lists attached to the job" width="1172" height="1562" data-path="static/images/_api/15281803-clearpath-widgets-related-records/04.png" />

*What It Shows:* All Material Lists attached to your Job.

*What You Can Do:* You can view the list of Material Lists, tap into any Material Lists to open the full record, and create new Material Lists — if you have the required permission.

## Purchase Orders

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/05.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=b37b76d57a922bb867f98b8185fb7528" alt="The Purchase Orders widget showing purchase orders attached to the job" width="1170" height="1562" data-path="static/images/_api/15281803-clearpath-widgets-related-records/05.png" />

*What It Shows:* All purchase orders attached to the job.

*What You Can Do:* You can view the list of purchase orders, tap into any purchase order to open the full record, and create new purchase orders — if you have the required permission.

## Parent Maintenance Agreement

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/06.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=d00da035a2232afa2a2fa5f21a40ee09" alt="ClearPath related records widget showing the parent Maintenance Agreement for a job" width="1170" height="1572" data-path="static/images/_api/15281803-clearpath-widgets-related-records/06.png" />

*What It Shows:* The parent Maintenance Agreement that this Job is under, providing context that the job is part of an ongoing service contract.

*What You Can Do:* You can view the maintenance agreement linked to the job and tap into a record to open it — if you have the required permission.

## Assets

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/07.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=f79e72d08da49318705d3ea59cbf08e9" alt="ClearPath related records widget listing all Assets associated with a job" width="1172" height="1562" data-path="static/images/_api/15281803-clearpath-widgets-related-records/07.png" />

*What It Shows:* All Assets associated with your Job.

*What You Can Do:* You can view the list of Assets on the Job, tap into any Asset to open the full record, and create new Assets — if you have the required permission.

## Forms

<img src="https://mintcdn.com/fieldpulse/SqZRt4eaxbBDvhMz/static/images/_api/15281803-clearpath-widgets-related-records/08.png?fit=max&auto=format&n=SqZRt4eaxbBDvhMz&q=85&s=ba320b8bd91418958e7518b488df89d0" alt="ClearPath related records widget listing all Forms attached to a job" width="1166" height="1570" data-path="static/images/_api/15281803-clearpath-widgets-related-records/08.png" />

*What It Shows:* All Forms attached to your Job.

*What You Can Do:* You can view all Forms on the Job, tap into any Form to open and fill it out, and create new Forms directly from this widget — if you have the required permission.

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
