Create work orders, attach the right customer and job details, assign the work, track its status, and keep everything your field team needs connected to the job.
A work order should tell your office and field team exactly what needs to happen and keep the record updated as the work moves forward. FieldTask brings job details, assignments, status, notes, proof, and customer information together around the work order.
Create a job with the customer, service location, work details, and other information your team needs before heading to the site. Work orders can also enter FieldTask through connected HighLevel workflows and opportunities. This includes appointments and accepted estimates.
Assign the work order to the team member responsible for completing it. FieldTask keeps scheduled and unscheduled jobs organized by assignee, while job assignment notifications alert technicians when new work is assigned. And if the jobs have no assignee, then they can be organized against the customer.
Follow each work order as it moves through the job lifecycle. FieldTask distinguishes between statuses such as Scheduled, In Progress, and Completed, giving the office a clearer view of what is still ahead, what is being worked on, and what has been finished.
Keep the information needed to perform the job attached to the work order. Field technicians can access their assigned jobs from the mobile app and work from the job record while they're in the field. Customer information also stays connected to the job instead of living in a separate field-service system.
Keep job-specific information organized as work progresses. Technicians can add notes directly from the mobile job details to record instructions, observations, or other relevant information. Jobs can also be labeled with Tags to make related work easier to organize and find.
Document what happened on site and keep the evidence connected to the work order. FieldTask supports job documentation such as photos, checklists, signatures, and other proof from the field. Submitted Job Proof can also be reviewed through a dedicated approval workflow.
Create the work order, send it to the field, and keep the details, updates, and proof connected until the work is done.
A Work Order is the job record your team uses to organize and track field work. It brings together information such as the customer, job location, assignment, status, and other details connected to completing the service.
Yes. HighLevel appointments can flow into FieldTask as scheduled jobs, allowing booked appointments to continue into your field service workflow.
Yes. When an estimate is accepted, FieldTask can create a job using the relevant products, services, and other details from the estimate.
Yes. Jobs can be assigned to organization members, and technicians can receive notifications when new work is assigned to them.
Yes. FieldTask lets you organize and filter jobs by status, including Scheduled, In Progress, and Completed work.
Yes. Assigned jobs are available through the FieldTask mobile app so technicians can access the job information they need while working in the field.
Yes. Technicians can add Job Notes from the mobile app to record instructions, observations, and other information related to the work.
Yes. Tags can be created and attached to Jobs from job creation, the All Jobs page, or individual Job Details.
Yes. FieldTask supports field documentation such as photos and other Job Proof, with submitted proof available for review and approval.
