> ## 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.

# FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 1: Subtasks & Record Templates

> Learn to speed up repeat work with subtasks and record templates for jobs, estimates, and invoices.

**Recorded on July 8th, 2025**

<Note>
  Heads up - FieldPulse is constantly evolving, so the interface or features shown in this recording may look or behave a little differently today. For the most up-to-date information, check out:

  * [Subtasks](/using-fieldpulse/work/subtasks)

  * [Job Templates](/using-fieldpulse/work/job-templates)

  * [Estimate & Invoice Templates](/using-fieldpulse/estimates-invoices/estimate-invoice-templates)
</Note>

<Frame>
  <iframe src="https://www.loom.com/embed/f22574648d8e42a4b9b9f31d9d38f518?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

<Note>
  [the workflow planning spreadsheet](https://docs.google.com/spreadsheets/d/1T7Sw99CGnGWJ4VxKDgAUqFDhvQah_qpca6yQ6lfxv1Y/copy?gid=1649040090#gid=1649040090) for a spreadsheet that will help you organize the instructions or action items for each step of your workflow.
</Note>

***

**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.*