> ## 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](/jobs/jobs-tasks/subtasks)

  * [Job Templates](/jobs/jobs-tasks/creating-job-templates)

  * [Estimate & Invoice Templates](/estimates-invoices/templates/creating-templates)
</Note>

<Frame>
  <iframe src="https://www.loom.com/embed/f22574648d8e42a4b9b9f31d9d38f518?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

<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.
</Note>

***

**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](/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](/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](/jobs/jobs-tasks/creating-a-job.md)
- [FieldPulse360: Workflow Walkthroughs](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-workflow-walkthroughs.md)


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