Getting Started with FieldTask

To install FieldTask to a Sub Account, first go to the App Marketplace from the left-side bar.

Screenshot of an Agency Dashboard in GoHighLevel showing the Summary tab and loading Revenue & Customers Overview cards. The left sidebar lists menu items, with App Marketplace highlighted in a red box near the bottom, drawing attention to it clearly

From here, you can either look up Fieldtask by choosing the Field Service Management category.

Marketplace Apps page in GoHighLevel showing All Apps with the Categories filter expanded. Field Service Management is checked and highlighted in red, revealing the FieldTask app card, marked Installed, with search and navigation panels visible menu.

Or you can look it up directly by searching for it by name.

Marketplace Apps page in GoHighLevel with Field Service Management selected and a FieldTask app card displayed. A red box highlights the search bar where “FieldTask” is typed, showing one filtered result marked Installed in the marketplace.

Once the app page loads, click on the install button on the right side of the app page.

FieldTask marketplace app overview in GoHighLevel, showing app details, category, version, developer, preview images, and About FieldTask section. A red box highlights the blue “Install to more sub-acc” button in the top right.

Look up the Sub Account you want to install FieldTask on, then click the check box, then the Continue button.

FieldTask app overview in GoHighLevel with a Select Sub-Account modal open during installation. The search field shows “Jeremy,” Jeremy’s Services is listed, and the Continue button is highlighted in red, guiding the next setup step clearly.

Click on Allow and Install on the Installation Confirmation page that loads.

Install confirmation page in GoHighLevel for FieldTask, showing app details and requested permissions for businesses and locations. A red box highlights the Allow & Install button at the bottom right, indicating the final step to complete setup.

Choose the package that best suits your organization and how you would like the subaccount to be charged. Finally, click Confirm to move on to the next step.

Install App modal in GoHighLevel showing FieldTask pricing plans, plan options, and payment choice. Red boxes highlight the plan selection area, who pays for the app section, and the blue Confirm button at the bottom right.

Once you have done this part, you will receive a success message in a newly opened tab.

The login credentials are sent to the Agency Owner's email and the sub-account owner's business email. If your sub account does not have a business email, your credentials will be sent to your sub account’s location email. The Agency Owner’s email will also contain a link for our Snapshot.

You can log into your account by either:

Clicking on the login button on the Confirmation Page
Through the Custom Link now present on your GHL CRM.

FieldTask is made specifically for the GHL system, and as such, you do not need to rely on a third-party integration tool. But you will need to choose which kinds of data you want shared between FieldTask and GHL. Go to Settings from your FieldTask Web App and enter the SRM Settings.

FieldTask dashboard inside GoHighLevel showing job, revenue, attendance, performer, and sales summary widgets. The left FieldTask menu is open with Admin options visible, and a red box highlights the Settings button for configuration access clearly.

FieldTask settings page inside GoHighLevel showing feature cards for Date & Time, Timesheet settings, CRM settings, and Employee settings. The left FieldTask menu highlights Settings, while a red box emphasizes the CRM settings card for setup.

Toggle the options for the data you want shared between the two platforms.

FieldTask CRM settings page inside GoHighLevel showing integration sync options for contacts, jobs, calendars, appointments, invoices, products, timesheets, and opportunities. Each item has FieldTask to CRM and CRM to FieldTask toggles switched on.

To begin assigning jobs, you will need to first invite members into your organization. To invite members, go to the members page from the left sidebar.

FieldTask dashboard inside GoHighLevel showing job, revenue, attendance, performer, and sales summary widgets. In the left FieldTask menu, the Admin section is visible, with the Members option highlighted in a red box to guide user setup steps here.

On the Members page, click on the Invite Member button at the top right.

FieldTask Members page inside GoHighLevel showing the Active members list with Jenna Boyd as Owner, payment settings, search bar, and admin sidebar. A red box highlights the orange Invite Member button in the top right for adding new team members.

Just type in the email of who you want invited and click Send Invitation.

Member invitation page inside GoHighLevel, showing email address input box, guidance for adding multiple emails, orange Send Invitation button, Upload a CSV link, Back to all members option, and the left navigation sidebar is visible here.

Or you can upload a CSV file with your employee data on it.

FieldTask member invitation screen inside GoHighLevel, showing an email address input box, Send Invitation button, and left navigation menu. A red box highlights the Upload a CSV link for adding team members in bulk during member setup.

But for that, you will need to download our template first.

FieldTask Upload csv file page inside GoHighLevel showing a drag-and-drop CSV upload box, Select a file from your computer link, required Email column, and the template.csv download link highlighted in red for bulk member invitation setup.

You can also access the member invite page by clicking on Invite Member.

FieldTask Members page inside GoHighLevel showing the Active members list, search bar, Invite Member button, and member details for Jenna Boyd. In the left sidebar, the expanded See more section highlights Invite Member in a red box for quick access.

You can also bring in your GHL staff into FieldTask. Just click on the sync button and then choose who you want to bring in before clicking Send Invitation.

FieldTask Members page in a sub-account view of GoHighLevel, showing the active member list with Jenna Boyd as owner, search and Invite Member controls, and the FieldTask sidebar selected. A red box highlights the refresh button near the top right.

FieldTask Members page in GoHighLevel with an invite team members panel open. Employee entries for Forrest Daniels and Fred Mathers are selected with checked boxes, and the Send Invitation button is highlighted, showing how to invite team members.

FieldTask also has a mobile app, which supports both Android and iOS

With the app downloaded, you can log in using the same credentials you received over email. Once you log in, you are shown the Dashboard, where you will see:

Team Status
Today’s Activity
Weekly Overview
Currently Active Jobs

Mobile SparkCrew dashboard showing Team Status with 8 members offline, Today’s Activity cards for completed, missed, created, and new customers, plus Weekly Overview. Bottom navigation highlights Dashboard, Jobs, add button, Timesheets, and Map.

For Owners and Admins, the mobile app allows the creation of Jobs and the addition of new Customers.

SparkCrew mobile dashboard with a dimmed overlay after tapping the add button. Quick actions for Create Job and Add Customer appear above the bottom navigation, while Team Status, Today’s Activity, and Weekly Overview cards remain visible in the background.

When you tap the side menu, you have the option to:

Change App Language
Change Account Password
View Route Map
View Optimized Route. Or if you are the Owner or Admin, create an Optimized Route for your technicians.
See the Attendance.
See the Customers.
Sign Out of Account.