How to set up FieldTask on your Sub Account?

Learn how to install FieldTask from the HighLevel App Marketplace and add it to your Sub Account.

You can install FieldTask directly from the HighLevel App Marketplace and connect it to the Sub Account where you want to use it.

To install FieldTask on a Sub Account:

• From your GHL Dashboard, open App Marketplace from the left sidebar.

• Once the Marketplace loads, find FieldTask using either:
• • Field Service Management under Categories
  • The Search Box

• Open the FieldTask app page.
• Click Install to more sub-acc in the top right corner.

• Choose your FieldTask plan.
• Select who will be responsible for paying for the subscription.
• Click Continue.

• From the form that appears, search for the Sub Account where you want to install FieldTask.
• Select the Sub Account and click Continue.

• Review the information shown on the confirmation page.
• Click Allow & Install to proceed.

A new page will open while FieldTask is being added to your Sub Account.

• Allow the page to finish loading.
• Once the installation is complete, a success message will appear.

FieldTask has now been successfully added to your HighLevel Sub Account.