Pulse Search
Here's a quick look at the Pulse homepage:
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Project/Job Switcher → enables fast switching between Project and Job Search
Claims Filter → enables filtering to find a specific claim, you can filter by account, team members, status and dates etc.
Page Actions → Bulk Assign Team Members and Import/Export CSV
List View/Map View Switcher → enables fast switching between List and Map View
Line Item → Data Entry (Job or Project)
Line Item Actions → (Project) Line item actions with optional sub-actions
Jobs Indicator → Full circles indicate completed jobs and empty indicate ongoing (open) jobs; the colours of the circles refer to different types of jobs
Pagination → Number of result pages
Project Page
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Jump-to Menu → Navigate to related apps/items
Project Details → Claim Type, Reference, Address
Project Tabs → Project’s navigation
Project Status → View / Edit Project Status
'Create' Button/Action → Create Project Jobs, Assets and Tasks
Panels → Sections of claim information and data entry fields. Panels can be collapsed
Assigned Team Members → View and Edit Assigned Team Members
Side Panel - Details Tab → View/Assign Team Members, View Claims location
Side Panel - Comments → View/Add comments added on the Project
Job Page
And a quick look at the Jobs screen:
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Jump-to Menu → Navigate to related apps/items
Job Details → Job Type, Reference, Address
Job Tabs → Job's navigation
Job Status → View/Edit Job Status
'Create' Button/Action → Create Job Assets and Tasks
Panels → Sections of claim information and data entry fields. Panels can be collapsed
Assigned Team Members → View and Edit Assigned Team Members
Side Panel - Details tab → View/Assign Team Members, View Claims location
Side Panel - Comments → View/Add comments added on Project
Activities
The activities tab on a Project/Job will show tasks and appointments. If you're looking at the Project page, the activity will have the Job reference. You can also edit, complete or delete the tasks from this page.
Assets
The purpose of the assets table is to provide a quick and easy way to find and view any related records to your project. This might mean quotes, invoices, purchase orders or reports!
We should only be showing the most recent record - so if there's multiple attempts of the same invoice, it's best to go to the invoices app and try searching there.
Attachments
The attachment tabs on a Project level will show you all of the attachments broken down by job or type.
To make it easier for users to navigate/identify assets from Projects with a large amount of attachments, we've added a filter attachments dropdown. So users can filter attachments by: Upload Date and Time, Titles in Alphabetical order, and File names in Alphabetical order, accordingly per folder in the attachments gallery!
Note these filters are also available for selection in the attachments tab on a Job level too.
Timeline
All activities and actions made on a claim made on a job can easily be accessed by all users in the "Timeline" feature. To show all records, make sure to enable 'Show System-Generated Records'.
Time Tracking
Crunchworks' in-app time tracking system allows users to add timesheets against their jobs. When enabled, this becomes a new app in the menu, and interacts with Pulse jobs and dashboards.
Statuses
Project and Job Statuses can be manually changed and are included in the Pulse search filter.
 Status change menu for Projects | 
Status change menu for jobs |
Teams and Team Members
Your Team selection menu controls what Teams can view or be assigned to a Project and its corresponding jobs:
On the right-hand side you can select the team members assigned to each role:
If you can't find a team member to select, make sure the team has been selected as 'Assignable'.
Create
On a Project level, the create menu will allow you to create Internal Jobs, Tasks, and other Actions:
On a Job level, this menu is where you can create assets and PDF documents:
Jump To
The Jump To menu is on the top left of your Job or Project screen:
Here you can access all related assets to a Project. You can use it to navigate from job to project and back again or go to related quotes or other documents.