Job Management Software

Features > Job Management

Job Management Done Right

FieldPulse’s Job Management features help field service businesses create, schedule, and track jobs with ease. Assign technicians, automate workflows, manage recurring jobs, and generate reports—all from one centralized platform designed to streamline operations and maximize efficiency.

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Easily create and assign jobs

Quickly generate job records, assign technicians, and ensure your team has all the details they need to complete their work.

Customer selecting service options in a digital booking system.

Automate Job Scheduling

Save time on repetitive service visits by automating job scheduling for routine maintenance, inspections, or recurring customer requests.

Illustration of a technician confirming an online service booking.

Customizable Workflows

Create custom job workflows that fit your business, ensuring every job moves through the correct process from start to finish.

Manage all jobs in one place

Simplify job creation, scheduling, and technician assignments, ensuring your team always knows where to go and what to do.

Quick Job Creation: Create and schedule jobs in seconds, linking them to customer records, invoices, and estimates.

Assign Teams and Individuals: Easily allocate jobs to specific technicians or teams, ensuring workload balance.

Attach Notes and Files: Keep job details organized by adding notes, photos, and documents directly to job records.

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Automate Recurring Jobs

Set up recurring jobs to save time on repeat service calls, maintenance contracts, and inspections.

Flexible Scheduling Options: Choose daily, weekly, monthly, or custom recurrence intervals.

Link to Projects: Easily link your recurring jobs to a larger, ongoing project to keep everything tracked together.

Link to Recurring Billing : Connect recurring jobs with invoices for seamless service-to-payment tracking.

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Recurring Job and Service Management Software

Create Your Own Workflows

Customize job workflows to how your business operates to track progress in real time and ensure every job follows the correct process.

Create Custom Job Statuses : Create your own stages like "Scheduled," "In Progress," "Completed," and everything in between.

Automate Status Updates: Trigger automatic status changes based on job actions to keep everyone informed.

Workflow Optimization : Streamline operations with structured workflows tailored to your business needs.

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Customize Workflows for all field service job types

Advanced Job Reporting

Generate detailed job reports to analyze efficiency, profitability, and service trends.

Track Job Duration : Compare scheduled vs. actual time spent on jobs to optimize resource allocation.

Monitor Profit Margins: Generate reports on job revenue and expenses to ensure profitability.

Jobs by Lead Source : Analyze where your best jobs originate and adjust marketing strategies accordingly.

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How much will you grow?

See how FieldPulse can take your business further.

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