Adding Notes, Photos, and Attachments to a Work Order Work order documentation is captured through Notes , Photos , and File Attachments . These elements provide context for technicians in the field and…
Overview This article describes the lifecycle states that mark a work order as complete, the difference between Closed and Archived status, and how to locate historical records after completion. Closing…
Overview Checklist templates must be assigned to work orders before technicians can complete them in the field. This article describes the three methods for linking checklists to jobs. Method 1: Automatic…
Assigning Multiple Technicians to a Single Work Order
Hi there. In my experience, most teams start with one-technician-per-job workflows, but as you scale, you will inevitably encounter situations where…
Overview Great question — escalation rules help your team stay ahead of overdue work orders before they become customer issues. Happy to help you set this up! Escalation Rules automatically trigger notifications…
I've been using FieldPulse in the field for about three years now, and the photo and signature features are honestly what save me from paperwork headaches back at the office. Here's how to get the most…
Overview
A work order is the central record of a job in FieldPulse. This article describes the complete process for creating a work order and assigning it to one or more technicians.
Creating a New…
Job Completion Confirmations
Job Completion Confirmations are automated notifications sent to customers when a work order is marked as completed in FieldPulse. These messages can include a summary of…
Work orders often need to be shared with customers, filed for compliance, or handed to technicians in printed form. FieldPulse provides multiple export formats and print options to accommodate these workflows…
In my experience, the teams that get the most value out of recurring work orders are the ones who take the time upfront to think through the full operational flow—not just the creation of the work order…
