How to Create a Job Directly in FieldTask

Sync job and appointment data directly. Learn how to create a new job in FieldTask without creating it through HighLevel (GHL).

FieldTask allows you to create jobs directly from the platform without relying on GHL. Once a job is created, it can also sync with GHL when the relevant sync options are enabled.

To create a new job directly in FieldTask:

• From the left sidebar, go to Jobs.
• Select All Jobs.
• Click Create Job in the top right corner.

The Job Creation page will open. Provide the following information:

• Job Name
• Customer
• Job Description
• Job Location
• Assignees
• Whether the Job is scheduled for Now or Later

📌 Note: Job Number is auto-generated when Customer is chosen. But you can still edit it if you want.

Schedule a Job

If the job is scheduled for Now, provide:

• Start Date
• Start Time
• End Date
• End Time

You can also configure the job with:

• Checklists (optional)
• Documents (optional)
• Line Items (optional)
• Theme
• Tags

If the job is scheduled for Now, continue with the scheduling options provided in the Job Creation form.

Create a Recurring Job

If the job needs to repeat, enable the Recurring Job option and choose:

• How the Job will recur
• Recurrence Interval

• End Date

Add Line Items and Documents

You can add additional information to your job if needed:

• Line Items

• Documents

Once you have entered all the required information:

• Click Create Job to finish creating the job.

After the job is created, you can find it in:

• Jobs on Map
• Dispatch
• Scheduling Calendar
• All Jobs

GHL Sync

If the relevant GHL and FieldTask sync options are enabled, the job will also appear on your GHL Calendar. FieldTask and GHL sync job and appointment data directly between the two platforms.

📌 Note: To learn more about the available sync options between GHL and FieldTask, follow this article.