How to Create and Assign a Job in FieldTask?

Learn how to create and assign jobs in FieldTask and how jobs sync with appointments in HighLevel.

In HighLevel, scheduled work appears as Appointments. In FieldTask, these are handled as Jobs.

FieldTask supports direct syncing between HighLevel Appointments and FieldTask Jobs. As long as the relevant sync is enabled, appointment information can be brought into FieldTask automatically, including:

• Appointment Details
• Assignee
• Job Location

The sync also works the other way around. Jobs created in FieldTask can appear on the corresponding HighLevel calendar.

Open the Job Creation Form

You can access the Job Creation form from several places in FieldTask:

• Quick Actions

• Scheduling

• All Jobs

Regardless of which option you use, the same Job Creation form will open.

Enter the Job Details

Once the Job Creation form loads, provide the following information:

• Job Name
• Customer
• Job Description
• Location
• Assignee
• • You can also Assign by Proximity to help find a suitable Member based on their distance from the job.
• Job Documents
• Schedule Date and Time

Attach a Checklist

You can attach a Checklist to the job if your assignee needs to complete a specific set of tasks or provide information while working.

• Click Add Checklist.
• Select the Checklist you want to attach to the job.

Add Line Items

You can also add Line Items during job creation.

For each Line Item, you can choose whether Job Proof must be submitted for that item.

This allows you to require evidence for specific products, services, or tasks before they can be completed.

Create the Job

Once all of the job information has been added:

• Choose a Theme for the job.

• Review the information you entered.
• Click Create Job.

The job will then be created and assigned to the selected Member.

📌 Note: Assigned Members will receive a notification through the FieldTask Mobile App.