How to Configure Job Tracking Settings in FieldTask

Learn how to customize job tracking, assignee visibility, Job Proof requirements, missed jobs, and other employee-related settings in FieldTask.

FieldTask gives you several options for tracking jobs and keeping records. If you want to simplify tracking or control what your assignees can see and do, you can adjust these options from Employee Settings.

To configure your Job Tracking settings:

• From the left sidebar, go to Settings.
• Select Employee Settings.

The Employee Settings page allows you to configure how jobs are tracked and what information or actions are available to your assignees.

Assignee Visibility and Permissions

You can choose whether assignees are allowed to view:

• Line Item Prices
• Job Value

You can also choose whether assignees are allowed to create jobs for themselves from the FieldTask Mobile App.

Job Proof and Line Item Proof Settings

For Job Proof and Line Item Proof, you can choose whether submitted proof should include:

• Timestamp
• Geolocation

These options allow you to control what information is recorded alongside submitted Job Proof.

Job Tracking Options

You can also configure how jobs themselves are tracked.

Available options include whether you want:

• Job Proof required on Check Out
• Jobs to be paused and resumed
• Jobs to be marked as Missed when their scheduled time passes

Convert Missed Jobs to Scheduled Jobs

If you previously allowed jobs to be missed but decide to stop using the Missed Job option, FieldTask allows you to convert existing Missed Jobs back into Scheduled Jobs.

This helps you update your existing jobs when changing how missed jobs are handled.

Configure Calendar Sync

You can also configure Calendar Sync for your Members from the Employee Settings page.

This allows you to manage which CRM calendars are used when bringing appointments into FieldTask as jobs.