Getting Started with FieldTask | GHL Field Service App

Getting Started with FieldTask

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

From here, you can either look up Fieldtask under Field Service Management, under Categories.

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

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

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

On the confirmation page, scroll down and click Allow and Install.

Choose the package that best suits your organization.

Choose whether your sub accounts pay or you pay it for your sub accounts.

Now click Confirm.

A new tab will open, where you will receive a confirmation of the installation to your sub account.

The login credentials can be found on the Agency Owner's email and the sub account owners business email. If your sub account does not have a business email, your credentials will be sent to your sub account’s location email.

You can log into your account by either clicking the log in button on the confirmation page.

Or you can use the newly added custom link on your sub account crm.

FieldTask allows direct integration with GHL. To see what they are, go to Integration from the left sidebar.

Clicking on View Details will show you which data is sent out to GHL and which data comes in from GHL. Remember to toggle them on for them to work.

To begin assigning jobs, you will need to first invite members into your organization. To invite members, you can do one of two things.

You can either click on the Invite Member option under See More at the bottom of the left side bar.

Or you can go to members and click on the Invite member button.

Just type in the email and click Send Invite.

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

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

You can also bring in your GHL staff into FieldTask if they are not already there. Just click on the sync button and then choose who you want to bring in before clicking Send Invitation.

You can get our mobile app by clicking Mobile App under See More.

We offer our app for both Android and iOS

Once you download our mobile app and log in to it, you are shown the dashboard.

From here, you can see the:

• Jobs
• Timesheets
• Maps

As an owner or admin, you are given an extra ‘+’ button. If you tap on the button, you can 

• Create New Jobs 
• Add New Customer

If you tap the bar on the top left,

You can access

• Language Change Option
• Password Change Option
• Route Map
• Route Optimization
• Attendance
• Customers
• Sign Out Option

The Jobs page from the Dashboard will show you:

• To Do Jobs
• Submitted Jobs
• Missed Jobs
• Approved Jobs
• Rejected Jobs

An Owner and an Admin can see the jobs assigned to them and the employees, while the employee can only see the jobs assigned to them.

The Timesheets page shows the timesheets of the logged-in employee. You can add manual timesheet entries from here as well.

The Map page shows the map with the jobs assigned pinned on it. You can also optimize routes from this page.