Keep the products and services you sell organized and ready to use. Sync products from HighLevel, manage pricing options, and add catalog items directly to invoices without entering the same details each time.
Give your team one place to find products, review service details, and manage prices. FieldTask connects your catalog to everyday invoicing so saved items become reusable billing details.
Use the product sync option to bring existing products from HighLevel into FieldTask. Start with the catalog you already have, reducing the need to recreate items before using them in your field service workflow.
Create an item as a product or service, then add its name, description, photo, and price. Keep physical items and service offerings together, with the details your team needs to understand what each entry covers.
Add named pricing options to the same product or service. Store different amounts for item sizes, service packages, or scopes of work—such as an inspection with or without replacement—without creating a separate catalog entry for every price.
View your products and services in one searchable list. Review item types, descriptions, and unit prices, or search by product name to narrow the results and quickly access the entry you need.
Edit existing items as your offerings change. Update names, descriptions, photos, and pricing options from the product list, or remove entries you no longer offer so your catalog stays relevant to the work you sell.
Add saved products and services directly as invoice items. Reuse your catalog instead of typing the same offerings again, making invoice preparation simpler and helping your team use consistent item details.
Keep your products, services, and pricing options ready for the next bill. Reuse saved catalog items to cut repeated data entry and give your team more time to focus on customers.
FieldTask’s Products feature lets you create and manage a catalog of products and services. You can add descriptions, photos, and multiple pricing options, search for saved items, and use them directly on invoices.
Yes. You can bring existing HighLevel products into FieldTask using the product sync option. Product sharing is also available through FieldTask’s CRM sync settings.
Yes. When adding an item, choose Product or Service. You can use the catalog for physical items such as replacement parts, as well as services such as inspections, repairs, cleaning, and maintenance.
Yes. You can upload a photo when creating or editing an item. Supported formats are JPEG, PNG, WebP, and GIF, with a maximum file size of 10 MB.
Yes. Each item can have multiple named pricing options, with a separate amount for each. For example, a service can have different prices for inspection only and inspection with replacement.
Use the search field on the Products page and enter the product name. The list narrows to matching entries, helping you find the item without reviewing the entire catalog.
Yes. Use the actions beside an item to edit its details or remove it. The edit form lets you update the item type, name, description, photo, and pricing options.
Yes. Saved catalog items can be used directly as invoice items. This lets you reuse existing products and services instead of manually entering the same offerings whenever you prepare an invoice.
