> ## 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](https://help.fieldpulse.com/jobs/jobs-tasks/subtasks.md)
>
> * [Job Templates](https://help.fieldpulse.com/jobs/jobs-tasks/creating-job-templates.md)
>
> * [Estimate & Invoice Templates](https://help.fieldpulse.com/estimates-invoices/templates/creating-templates.md)

[Video](https://www.loom.com/embed/f22574648d8e42a4b9b9f31d9d38f518?hide_owner=true\&hide_share=true)

> [!NOTE]
>
> [Make a copy of the workflow planning spreadsheet](https://docs.google.com/spreadsheets/d/1T7Sw99CGnGWJ4VxKDgAUqFDhvQah_qpca6yQ6lfxv1Y/copy?gid=1649040090#gid=1649040090) to organize the instructions or action items for each step of your workflow.

***

**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.*


## Related topics

- [FieldPulse360 Archives](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/index.md)
- [FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 2: Automatic Customer Communications & Notification Settings](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-2-automatic-customer-communications-notification-settings.md)
- [How to Create a Job](https://help.fieldpulse.com/jobs/jobs-tasks/creating-a-job.md)
- [FieldPulse360: Workflow Walkthroughs](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-workflow-walkthroughs.md)


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