Project Management Overview
Group a multi-week install in FieldPulse into one Project that holds its jobs, subtasks, estimates, staged invoices, files, and timesheets.
Setting Up Custom Fields on Project Records
Capture details like a lead installer or risk rating on FieldPulse project records, then cascade each one to related jobs, invoices, and purchase orders.
Projects vs. Jobs vs. Site Visits Details
Decide when a multi-phase install belongs in a FieldPulse project, when it is a single job, and when a return trip should be a site visit.