FieldTask Sitemap

The complete FieldTask sitemap: quick links to all pages.

Industries

Features


Help Articles

Getting Started

How do I get started with FieldTask?

How do I set up FieldTask in a HighLevel sub-account?

Where do I find FieldTask in the HighLevel marketplace?

Where do I log in after installing?

What are my login credentials after installation?

How long is the free trial?

How do I uninstall FieldTask from HighLevel?


Mobile App

How do I use the mobile app?

How do I sign in to the mobile app?

What mobile app permissions are needed?

What app permissions are required?

How do mobile app notifications work?

Which languages are supported?

How do I view jobs on the mobile app?

How do I view jobs by date on mobile?

How do I view my job schedule on mobile?

How do I create a job on the mobile app?

How do recurring jobs work on mobile?

How do I check in to a job on mobile?

How do I complete a job on mobile?

How do I capture job photos on mobile?

How do I add customers on the mobile app?

How do I send invoices from mobile?

How do I send notes from the mobile app?

How do I make a call from the mobile app?

How do I send a text from the mobile app?

How do I send an email from the mobile app?

How do I send an "On My Way" text?

How do I view my tracked route on mobile?


Jobs & Scheduling

How do I create a job?

How do I add jobs?

How do I edit jobs?

How do I complete a job?

How do I create recurring jobs?

How do I schedule new jobs?

Where do I see scheduled jobs?

What are jobs scheduled for later?

Where do I find my job list?

How do I find missed jobs?

How do I find completed jobs?

How do I find unscheduled jobs?

How do I remove a job from the schedule?

How do I check in to a job?

How do I view jobs?

How does job approval work?

How do I add line items to a job?

How do I remove line items from a job?


Job Evidence

How do I submit evidence for a job?

How do I view job evidence?

What evidence does FieldTask accept?


Customers

How do I add customers?

How do I edit customer details?

How do I delete a customer?

How do I add multiple locations for a customer?

How do I add an extra service location?

How do I view a customer's job history?

How do I import customers from non-GHL sources?

How do HighLevel contacts work?


Invoicing & Payments

How does invoicing work?

How do I view invoices?

How do I delete an invoice?

What do clients see on an invoice?

Can I do financial transactions through FieldTask?


Timesheets, Attendance & Payroll

How do timesheets work?

What's the difference between timesheets and attendance?

How does attendance work?

How do I approve timesheets?

How do I enable timesheet approval?

How do I export timesheets?

How do I check payroll history?

How do I mark hourly rates as paid?

How do I send fixed pay?

How do I set pay & bill rates?


Team Members

How do I invite team members?

How do I track team members?

How do I remove a member?

How do I edit member details?

How do I edit member information?

How do I sync HighLevel staff?


Location Tracking & Routes

How do I track work progress?

How does employee location tracking work?

How do I check live location?

How do I track a member's route on the map?

How do I optimize routes?


Organization Settings

How do I edit my organization?

How do I change the organization name?

How do I change the organization address?

How do I add an organization address?

How do I change the organization phone number?

What is my organization code?

How do I change the time zone?

How do I change the currency?

How do I change date & time settings?

How do I change the week start day?

How do I swap between organizations?

How do I archive my organization?

How do I recover an archived organization?

How do I delete my organization?

How do I cancel my subscription?


Account & Profile

How do I change my profile picture?

How do I change my profile name?

How do I change my password?

How do I change my default email?

How do I add an alternate email?

How do I remove an email from my account?


HighLevel Integration & Reselling

Can I use FieldTask in GHL automations?

What integrations does FieldTask support for GHL?

Can I resell FieldTask on HighLevel?

Should I charge my agency or the sub-account?


Dashboard & Support

What's on the dashboard?

How do I contact support?