How to Share Job Details in FieldTask?

Learn how to generate a shareable link for a job and control what information is included.

FieldTask allows you to share Job Details with customers or other people by generating a specialized shareable link.

You can choose what information to include, how long the link remains active, and whether to send it directly to the customer.

Open the Job Details Page

First, open the Job Details page for the job you want to share.

You can access Job Details from either the Scheduling Page or the All Jobs page.

From the Scheduling Page

• Go to the Scheduling Page.
• Click the job entry on the scheduling calendar.

• Click Details to open the Job Details page.

From the All Jobs Page

• Go to the All Jobs page.
• Click the Job Name or the Preview option for the job you want to share.

Create a Shareable Link

Once you are on the Job Details page:

• Click the Share option.

A side panel will open with the available sharing options.

Choose what you want the shareable link to include:

• Whole Job
• Photos Only
• Documents Only

You can also choose how long the link remains active:

• 24 Hours
• 48 Hours
• 7 Days
• 30 Days
• Never Expires

Once you have selected your preferences, click Create Shareable Link.

FieldTask will generate the link according to the options you selected.

Include Checklists

You can also choose whether Checklists should be included in the shared job information.

Use the available option to include or exclude Checklists from the shareable link.

Send the Link to the Customer

If you want FieldTask to send the shareable link directly to the customer, turn on Send to Client.

This allows you to send the generated link to the customer through the available text and email options.

📌 Note: The information available through the link depends on the sharing options you select when generating it.