Setting Up Job Templates
Build a reusable job template in FieldPulse so every repeat work type starts with the right details, scheduling rules, forms, and materials.
Setting Up Custom Fields on Job Records
Add fields like gate code or warranty number to every FieldPulse job record, then set which roles can view each field and which can edit it.
Setting Up Customer Arrival Windows
Turn on arrival windows in FieldPulse so customers get a clear time range in their messages while your team works the exact internal schedule.
Setting Up Job Costing
Configure costing sources and labor tracking so FieldPulse compares projected versus actual cost, sales, and profit on every job record.
How to Create a Job
Book new work in FieldPulse from the web or mobile app, link the customer, assign your crew, and set a date so the job lands on the right schedule.
How to Use a Job Template
Import a saved job template on the Create Job screen in FieldPulse so a repeat service starts with its notes, custom forms, and material list filled in.
How to Create Recurring Jobs
Set weekly, monthly, or seasonal work to repeat in FieldPulse so every occurrence lands on the schedule without anyone re-entering the job by hand.
How to Create Custom Tags for Jobs
Add color-coded tags to FieldPulse jobs so a warranty call stands out from a new install on the schedule, and filter the Jobs list by one tag.
How to Create a Task
Block off non-billable time like PTO, drive time, and meetings on the FieldPulse calendar with color-coded task categories your team can see at a glance.
How to Manage Unassigned & Unscheduled Jobs
Create a job in FieldPulse before the date or the crew is settled, then find it under the Unassigned tab and schedule it with a drag onto the calendar.
How to Add Site Visits
Schedule follow-ups and multi-day work in FieldPulse as separate visits under one parent job, each with its own date, crew, notes, and status.
How to Use Subtasks
Divide a FieldPulse job into an ordered task list, save a subtask series as a reusable template, and require key steps before a job status changes.
How to Use Comments
Leave a comment on a job, estimate, or invoice in FieldPulse to reach the office from the field, and send job updates to the Customer Portal.
How to Manage Files
Email a file to a customer from a FieldPulse record, estimate, or invoice, keep internal files hidden from field roles, and move files between records.
How to Complete a Job in the Field
Wrap up a job from the FieldPulse mobile app by logging field notes and photos, marking the status Completed, and clocking out before you drive off.
How to Create Dynamic Job Reports
Build a customer-facing link or PDF from one FieldPulse job or several, hide the details you don’t want shown, and email it with a signature request.
Jobs & Projects Offline Mode Details
See what your team can do with jobs and projects in the FieldPulse mobile app with no signal, what’s cached, and how offline changes sync back.