Keep the customer, crew, date, and notes for a piece of work on one job record, and block off non-billable time on the calendar with tasks. Who uses this: Admins and Team Managers create and edit jobs, Service Agents work with their own jobs, and Limited Agents cannot create jobs. The Create & edit Jobs permission gates job creation. Availability: All regions.
Overview
A job is the record that ties a customer, your team, and a scheduled time together. You create a job on the web app or the mobile app, and the same record carries the customer, the crew, the date, and every note about the work. A task blocks off non-billable time on your team’s calendar, such as PTO, drive time, and meetings, and does not need a customer attached.How it works
- Create. Link a customer, name the work, assign your team, set the date and time, then add the details the job needs. When you save, FieldPulse notifies the assigned team members and the job appears on their schedules.
- Schedule. Create a job before the date or crew is settled and schedule it later, set work to repeat, add site visits for follow-ups and multi-day work, and give customers an arrival window that is separate from your internal start and end times.
- Organize. Add color-coded tags, divide a job into subtasks, track extra details in custom fields, and start repeat work from a job template.
- Do the work. The person on site updates the job status, logs field notes, attaches photos and files, leaves comments for the office, and clocks out from the mobile app.
- Review. Job costing compares projected and actual cost, sales, and profit on each job record. A dynamic job report sends the customer a link, a PDF, or both.
Availability
Jobs and tasks are available in all regions. Job costing is configured in the web app only. Offline mode is available in the FieldPulse mobile app to Admins, Team Managers, and Service Agents.Related articles
Create and schedule- How to Create a Job: Book new work from the web or mobile app, link the customer, assign your crew, and set a date.
- How to Create a Task: Block off non-billable time like PTO, drive time, and meetings.
- How to Create Recurring Jobs: Set weekly, monthly, or seasonal work to repeat on the schedule.
- How to Add Site Visits: Schedule follow-ups and multi-day work as separate visits under one parent job.
- How to Manage Unassigned & Unscheduled Jobs: Create a job before the date or crew is settled, then schedule it later.
- Setting Up Job Templates: Build a reusable template for repeat work types.
- Setting Up Custom Fields on Job Records: Add fields like gate code or warranty number and set which roles can view and edit them.
- Setting Up Customer Arrival Windows: Send customers a time range while your team works the exact internal schedule.
- Setting Up Job Costing: Compare projected and actual cost, sales, and profit on every job.
- How to Use a Job Template: Import a saved template on the Create Job screen.
- How to Use Subtasks: Divide a job into an ordered task list and require key steps before a status change.
- How to Create Custom Tags for Jobs: Add color-coded tags and filter the Jobs list by one tag.
- How to Use Comments: Reach the office from the field and send job updates to the Customer Portal.
- How to Manage Files: Email files to customers, hide internal files from field roles, and move files between records.
- How to Complete a Job in the Field: Log field notes and photos, mark the job Completed, and clock out.
- How to Create Dynamic Job Reports: Build a customer-facing link or PDF and email it with a signature request.
- Jobs & Projects Offline Mode Details: What works in the mobile app with no signal and how changes sync back.