> ## 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.

# Jobs & Tasks

> 17 FieldPulse help articles on Jobs & Tasks, including Setting Up Job Templates and Setting Up Custom Fields on Job Records.

<CardGroup cols={2}>
  <Card title="Setting Up Job Templates" href="/jobs/jobs-tasks/creating-job-templates">
    Build a reusable job template in FieldPulse so every repeat work type starts with the right details, scheduling rules, forms, and materials.
  </Card>

  <Card title="Setting Up Custom Fields on Job Records" href="/jobs/jobs-tasks/custom-fields">
    Add fields like gate code or warranty number to every FieldPulse job record, then set which roles can view each field and which can edit it.
  </Card>

  <Card title="Setting Up Customer Arrival Windows" href="/jobs/jobs-tasks/customer-arrival-window">
    Turn on arrival windows in FieldPulse so customers get a clear time range in their messages while your team works the exact internal schedule.
  </Card>

  <Card title="Setting Up Job Costing" href="/jobs/jobs-tasks/job-costing">
    Configure costing sources and labor tracking so FieldPulse compares projected versus actual cost, sales, and profit on every job record.
  </Card>

  <Card title="How to Create a Job" href="/jobs/jobs-tasks/creating-a-job">
    Book new work in FieldPulse from the web or mobile app, link the customer, assign your crew, and set a date so the job lands on the right schedule.
  </Card>

  <Card title="How to Use a Job Template" href="/jobs/jobs-tasks/using-job-templates">
    Import a saved job template on the Create Job screen in FieldPulse so a repeat service starts with its notes, custom forms, and material list filled in.
  </Card>

  <Card title="How to Create Recurring Jobs" href="/jobs/jobs-tasks/recurring-jobs">
    Set weekly, monthly, or seasonal work to repeat in FieldPulse so every occurrence lands on the schedule without anyone re-entering the job by hand.
  </Card>

  <Card title="How to Create Custom Tags for Jobs" href="/jobs/jobs-tasks/custom-tags">
    Add color-coded tags to FieldPulse jobs so a warranty call stands out from a new install on the schedule, and filter the Jobs list by one tag.
  </Card>

  <Card title="How to Create a Task" href="/jobs/jobs-tasks/creating-a-task">
    Block off non-billable time like PTO, drive time, and meetings on the FieldPulse calendar with color-coded task categories your team can see at a glance.
  </Card>

  <Card title="How to Manage Unassigned & Unscheduled Jobs" href="/jobs/jobs-tasks/unassigned-unscheduled-jobs">
    Create a job in FieldPulse before the date or the crew is settled, then find it under the Unassigned tab and schedule it with a drag onto the calendar.
  </Card>

  <Card title="How to Add Site Visits" href="/jobs/jobs-tasks/site-visits">
    Schedule follow-ups and multi-day work in FieldPulse as separate visits under one parent job, each with its own date, crew, notes, and status.
  </Card>

  <Card title="How to Use Subtasks" href="/jobs/jobs-tasks/subtasks">
    Divide a FieldPulse job into an ordered task list, save a subtask series as a reusable template, and require key steps before a job status changes.
  </Card>

  <Card title="How to Use Comments" href="/jobs/jobs-tasks/comments">
    Leave a comment on a job, estimate, or invoice in FieldPulse to reach the office from the field, and send job updates to the Customer Portal.
  </Card>

  <Card title="How to Manage Files" href="/jobs/jobs-tasks/file-management">
    Email a file to a customer from a FieldPulse record, estimate, or invoice, keep internal files hidden from field roles, and move files between records.
  </Card>

  <Card title="How to Complete a Job in the Field" href="/jobs/jobs-tasks/completing-a-job">
    Wrap up a job from the FieldPulse mobile app by logging field notes and photos, marking the status Completed, and clocking out before you drive off.
  </Card>

  <Card title="How to Create Dynamic Job Reports" href="/jobs/jobs-tasks/dynamic-job-reports">
    Build a customer-facing link or PDF from one FieldPulse job or several, hide the details you don't want shown, and email it with a signature request.
  </Card>

  <Card title="Jobs & Projects Offline Mode Details" href="/jobs/jobs-tasks/offline-behavior">
    See what your team can do with jobs and projects in the FieldPulse mobile app with no signal, what's cached, and how offline changes sync back.
  </Card>
</CardGroup>
