How to Add Customers to Your FieldTask Organization

Learn how to bring customers into your FieldTask Organization by syncing from HighLevel or adding them manually.

There are two ways to add customers to your FieldTask Organization:

• Using the Sync Option
• Adding Customers Manually

For both methods, you will first need to access Customers from the left sidebar.

Using the Sync Option

To sync customers from HighLevel:

• Go to Customers from the left sidebar.

• On the Customers Page, click the Sync button in the top right corner.

This section will display the available HighLevel Contacts that can be brought into your FieldTask Organization as Customers.

• Select the Contacts you want to add.
• Click the Sync button at the top of the section.

Adding Customers Manually

You can also add customers directly from FieldTask by creating them manually.

There are two ways to open the Customer Creation Form:

From Quick Actions

• Click Quick Actions.
• Select Customer.

From the Customers Page

• Open the Customers Page.
• Click Add Customer in the top right corner.

Both options will open the Customer Creation Form, where you can enter the customer details.