​

Overview

FieldPulse gives you three record types for managing work: Projects, Jobs, and Site Visits. Each one serves a different purpose, and understanding how they relate to each other will help you keep your work organized and your team on the same page. Here’s the short version:

• Projects are the big picture: a folder that holds all the jobs and invoices for a large or long-running engagement.
• Jobs are the individual units of work, whether they stand alone or live inside a Project.
• Site Visits are extra appointments tied to a single Job, perfect for return trips, call-backs, or multi-day work that doesn’t warrant its own separate job record.

---

​

Projects

​

What is a Project?

Think of a Project like a folder. It organizes all the Jobs, estimates, invoices, and files related to a single large scope of work, so everything stays connected and easy to reference. Projects are ideal for long-term work: work that span weeks, months, or even years, involve multiple phases, or require multiple invoices over time.

​

When to use a Project

Consider creating a Project record when:

• You’re building an entirely new facility
• You’re doing work across multiple units (e.g., rewiring each unit in an apartment complex, where each unit can be its own Job record within the Project)
• You’ll be invoicing your customer multiple times as phases of work are completed (e.g., plumbing new construction floor by floor)
• You’re managing a large commercial installation that goes through multiple defined stages before final completion

​

Key things to know

• Project Notes cascade to any Job record created within that Project, so your team always has the right context.
• You can create Custom Status Workflows for Projects to track exactly where each one stands.

​

Example Project Status Workflows

Electrical New Construction: Accepted → Deposit Collected → Permits Approved → Materials Ordered → Rough In → Trim-Out → Final Inspection → Final Invoice → Completed Overhead Door Installation: Accepted → Deposit Collected → Site Measured/Verified → Door & Parts Ordered → Materials Received → Installation Visit #1 → 2nd Payment Received → Installation Visit #2 → Inspections → Final Invoice Sent → Completed Commercial Elevator Installation: Accepted → Deposit → Pit & Framing (Phase 1) → Rough In (Phase 2) → Selections → Final Measures → Equipment Procurement → Pre-Install Checklist → Ready for Install → Equipment Installation → Ready for Inspection → Final Invoice → Paid and Completed

---

​

Jobs

​

What is a Job?

A Job is the core work record in FieldPulse. Jobs can be standalone records for work that’s completed that day, or they can be part of a Project, representing individual appointments, stages, or phases within a larger scope of work.

​

When to use a Job

• As a standalone record: Use for any single visit or day’s work, like a service call, installation, or repair that starts and finishes within a relatively short window.
• Within a Project: Use Jobs to represent individual phases or appointments. Each one can be scheduled, invoiced, and tracked separately under the umbrella of the Project.

​

Key things to know

• You can create Custom Status Workflows and Status Action Flows for Jobs, giving you granular control over how your team moves work through your process.

​

Example Job Status Workflows

Install: New → Install Scheduled → Truck Preparation → On the Road → Prep & Inspection → Install in Progress → Testing & Clean Up → Install Complete → Invoice Paid & Complete → Pending → Canceled Emergency: New → Emergency Dispatch Scheduled → En Route → On-Site → Service Complete → Invoice Paid & Complete → Paused → Canceled Service Call: New → Service Scheduled → On the Way → Service in Progress → Service Go Back → Service Complete → Invoice Paid & Complete → On Hold → Canceled

---

​

Site Visits

​

What is a Site Visit?

A Site Visit is a sub-record tied to a Job. It lets you schedule an additional appointment under an existing Job without creating a brand-new record. All the visits stay organized in one place, each with their own date, team assignment, notes, and status.

​

When to use a Site Visit

Site Visits are best for return trips: situations where your team needs to come back, but you’re not creating new work or a new invoice. Common examples include:

• Service call-backs or “go-backs”
• Follow-up appointments tied to the same job

​

Key things to know

• You can create Custom Status Workflows for Site Visits. Since overall progress is tracked at the Job level, it’s best to keep Site Visit workflows simple.

​

Example Site Visit Status Workflows

Simple: New → On the Way → On Site → Completed With escalation: New → On the Way → In Progress → Management Needed → Completed

---

​

Quick Reference

---

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.