FieldTask and HighLevel Connection Explained
Explore how FieldTask connects with HighLevel. Learn about two-way syncing, automation, and how to turn HighLevel into a complete field service management solution.
Fundamentals
How do I add Customers to my FieldTask Organization?
Updated on 2 May 2026
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To add customers to your organization, go to Customers from the left sidebar.
Click on Add Customer from the top right.
Provide a Customer Name, their Email Address, their phone number if available, and the location of their service area, before clicking on Add Customer.
Your customer will be added, and you will be shown their customer profile.
