Sell More to the Clients You Already Have: Field Service in HighLevel with Beau B.

HighLevel is one of the most powerful platforms out there for running a business. Leads, booking, follow-up, and the whole CRM, all in one place. FieldTask takes that power all the way out to the field.

With FieldTask, the same HighLevel account that books the job now dispatches the technician, plans the route, captures proof on site, and sends the invoice. Everything from booking to paid, native to the platform you already use. One unified ecosystem.

Whether you run HighLevel for clients or for your own home service business, FieldTask makes an already-powerful platform even more complete.

And for agencies, it's a new service you can offer the clients you already manage. A recurring revenue stream that adds real value to every home service account in your book.

In this live session, Touhid Hasan (CMO of FieldTask) and Beau B (founder of Cognitive Hub CRM, with over a decade in marketing automation) walk through exactly how it works, and what becomes possible when HighLevel reaches all the way into the field.

What you'll learn:

• How FieldTask adds field service to HighLevel: dispatch, scheduling, route planning, job site photos, time clock, live GPS and invoicing, all native to the platform
• The complete job flow, live: from a booked appointment in HighLevel, to an optimized route, to a paid invoice, never leaving the platform
• How booked jobs sync automatically, so HighLevel stays your single source of truth
• How to optimize a full day of technician routes in seconds
• For agencies: how to turn field service into a new recurring revenue line for the home service clients you already manage
• A real agency owner's honest take on what it's like to actually run this

Who this is for:

• HighLevel agency owners with home service clients
• Home service business owners running their own operation in HighLevel
• GoHighLevel resellers looking to add field service (and a new revenue stream) to their offer
• Anyone managing HighLevel for HVAC, plumbing, electrical, roofing, cleaning, or landscaping

Can't make it live? Register anyway. We'll send you the full replay within 24 hours of the session.

Speakers

Touhid Hasan is CMO of FieldTask, the one and only field service app built exclusively for HighLevel. He works with HighLevel users and agencies every day on extending the platform into the field: dispatch, routing, job proof and invoicing, all in one place.

Beau B is the founder of Cognitive Hub CRM, with over a decade of experience in marketing automation. He's focused on building more efficient systems for business owners, and has hands-on experience running field service inside HighLevel. He'll share what actually changed, honestly.