Manage your field services with FieldTask. Use the top field service management software to manage technicians and contractors, and check their GPS location and performance.
Create, assign, and manage jobs effortlessly, ensuring tasks are clearly defined and allocated to the right team members.
Generate and organize work orders to keep track of job details, customer information, and required resources, improving job accuracy and completion.
Quickly dispatch technicians to specific jobs based on skill, location, or availability, ensuring the right person reaches the job site efficiently.
Easily assign jobs and shifts to technicians through a streamlined scheduling interface, reducing overlaps and enhancing productivity.
Routes map tracking for field technicians using integrated map tracking, saving time and enhancing service efficiency.
Monitor real-time locations of field employees to enhance accountability and facilitate better job coordination.
Track working hours and time spent on each task, allowing for accurate reporting and improved productivity insights.
Set up geofenced boundaries around job sites, allowing employees to clock in and out only within the designated areas. This feature ensures accurate attendance logging and adds an extra layer of accountability with optional photo verification for each check-in and check-out.
Enable field technicians to clock in and out directly from job sites, complete with geolocation and optional selfies for verification.
View detailed timesheets of field employees, tracking daily, weekly, or monthly hours for complete oversight of workforce productivity.
Store and manage customer details in one place, allowing for quick access to contact information, job history, and billing details.
Generate invoices directly from the platform, including customer details, job specifics, taxes, and discounts, ensuring timely and accurate billing.
Automate payroll by calculating wages based on recorded work hours and hourly rates, making payroll processing smooth and error-free.
View detailed timesheets of field employees, tracking daily, weekly, or monthly hours for complete oversight of workforce productivity.
Access FieldTask on both iOS and Android devices, enabling field teams to stay connected, manage jobs, and work from anywhere at any time
If you're running a service business and using HighLevel for your marketing and sales, you're already on the right track. But let's face it - keeping tabs on your team in the field can be a real headache, whether you're managing an agency or running a sub-account.
That's where a field service app comes in handy that works in integration with HighLevel. You need a better way to coordinate your field team than spreadsheets and phone calls. Use FieldTask - it's a tool that works with HighLevel to help you keep your field operations running smoothly.
Managing your field team in HighLevel can be a real puzzle - from scheduling and tracking to keeping customers happy. If you're struggling to keep all these pieces together, you're not alone.
FieldTask offers complementary features that HighLevel missed for agencies to manage their service business employees, jobs and work orders.
HighLevel is fantastic at what it does: CRM, marketing automation, and sales. But when it comes to managing your field team? Not so much. It's missing those crucial features like real-time tracking, dispatching, and work order management that field service businesses need.
But don't worry! That's where FieldTask steps in. You can grab it right from the HighLevel Marketplace to fill those gaps. Think of it as the perfect sidekick - you get to keep using HighLevel's awesome marketing and CRM tools while smoothly managing your field operations. It's like getting the best of both worlds from lead to service delivery!
Want to make HighLevel work better for your field service business? FieldTask is your answer. It works hand-in-hand with HighLevel's powerful CRM and marketing tools, while adding everything you need to run your field operations smoothly.
Here's what you'll get when you add FieldTask from the HighLevel Marketplace:
In managing field teams - it's all about keeping things running smoothly, staying in touch, and keeping customers happy. That's exactly where FieldTask comes in. It takes GoHighLevel's powerful CRM and adds everything you need to manage your field team like a pro.
Think of FieldTask as the perfect partner for HighLevel - it connects all the dots between customer management and field operations, helping you run a tighter, more efficient business.
Below is the guide on how to set up FieldTask for HighLevel. We have shared the guide for getting started and getting going. Please follow these steps to get started with FieldTask:
To install FieldTask, you need to go to “App Marketplace” from the HighLevel web app.
Installation steps:
After installation, from the sub account. Log in using:
You are brought to "Dashboard". From here, you can have an quick overview of your organization.
There is no data in your screen now, but after you add the members and start using the
3. Inviting team members
Click on the "+Invite Member" button to invite new team members to your organization.
Then, put the email address of team members and click on "Send & Add Another" button.
Download our mobile app from the App Store if you use an iPhone, or Google Play Store for Android devices. You can find download links at https://www.fieldtask.io/download.
Once installed, team members must first clock in at their office location with a selfie photo. They can then check in for any jobs assigned to them. Upon completing each job, they'll need to document their work by submitting proof - this can be audio recordings, written notes, or photos.
To enable employee clock-ins within a geofenced area, first create an office location. Just click the "+ Create Office" button located in the top right corner to set up a new office.
To review attendance, head to the "Attendance" section where you'll find employee selfies and their clock-in/clock-out times for each day.
To create a new work order, click the "+ Create Work Order" button in the top right corner.
Now, you have give a name, and select a customer (you can create new customers by clicking on the "Add new customer" button). You can choose to add jobs directly under this work order, as well add billing & budget info. Now, you can schedule these jobs.
To set up new jobs, navigate to Jobs > All Jobs and click the "+ Create Job" button. Select your work order and update the job status, then input the location.
For single jobs, mark as "Ready to dispatch" to assign staff and set schedules. Recurring jobs require using the Scheduling feature.
Missing a location? Simply click "Add New Location" to create one.
Navigate to the "Scheduling" section in the left menu and click "Create Shift" in the top right. For recurring job schedules, enable the "Shift Repeat" toggle switch.
Tip: To remove a shift, click it and select Delete. Choose "Selected shift and all future shifts" to delete recurring jobs.
In the "All Jobs" section, you can track unscheduled and ready-to-dispatch jobs. Once technicians submit jobs for approval, check the "Job Approval" section to see:
Access GPS Tracking features to monitor field employee locations:
You can access employee timesheets under Timesheets > Daily to view daily records, or check monthly timesheets. For custom date ranges, go to Timesheets > Custom.
Remember to select a specific team member before viewing their timesheet.
You can compensate employees using their timesheet data. Make sure to establish hourly rates in advance. Simply select the checkbox on the left and click "Mark as paid" to process payment.
You have the option to send single payments through the "Send Fixed Amount" section. All previous payroll records can be viewed in the "History" section.
Note that, this payroll system serves as documentation only. We do not process direct bank deposits.
To create a new invoice, click "+ Create New Invoice" in the "Invoice" section. Here you can add customer details, taxes, and other relevant information.
We are bringing more features soon. Thanks for using FieldTask!
If you have any queries, please feel free to contact us via live chat. You can also email us at: support@fieldtask.io. We are here to help you.
To track technician locations in HighLevel, you'll need to install FieldTask from HighLevel Marketplace. This tool enables real-time location tracking for your field workers.
For efficient job and work order management in HighLevel, use the FieldTask app from the Marketplace. This tool streamlines your workflow with features to create, assign, monitor, and update work orders in one place.
FieldTask, available in the HighLevel Marketplace, provides comprehensive dispatching capabilities. Use it to manage all aspects of field service operations - from creating and assigning work orders to tracking job progress.
For field service management in HighLevel, FieldTask is your go-to integration. This app connects seamlessly with HighLevel, enhancing its CRM capabilities with features for field service operations - from job scheduling to tracking your team in real-time.