FieldTask Tutorial | Install, Configure, Dispatch, Optimize & Track

Описание: Welcome to the complete FieldTask system walkthrough for GHL Agency Owners.

In this video, we show how agencies and businesses can install FieldTask from the HighLevel App Marketplace and use it to manage field service operations directly inside their Sub Account.

FieldTask helps turn HighLevel into a complete field service management system by adding the operational tools service businesses need every day.

✅ In This Full Walkthrough, We Cover:

🔹 Part 1: Installation from HighLevel Marketplace
Install FieldTask into a Sub Account
Choose package based on users
Login credentials setup
Snapshot installation for extra automations and workflows


🔹 Part 2: Owner / Admin Setup
Sync HighLevel contacts, staff, and workflows
Invite technicians / employees
Add customers & multiple locations
Create jobs and recurring jobs
Manage scheduling calendar
Assign team members
Products & line items
Attendance, payroll, and timesheets


🔹 Part 3: Mobile App for Technicians
iOS & Android app walkthrough
Technician dashboard
Check-in / Check-out jobs
GPS tracking
Route maps
Submit job evidence with photos or recordings


🔹 Part 4: Job Approval & Invoicing
Approve completed jobs
Review evidence
Track completed timesheets
Generate invoices
Sync invoices back to HighLevel
Record payments

🚀 Extra Features Included
✅ Route Optimization
✅ Estimates to Jobs
✅ Two-Way Sync with HighLevel
✅ Live Team Tracking
✅ Smart Scheduling
✅ Job Evidence Submission
✅ Payroll Calculation
✅ Customer Management

🔥 Built For:
✔ Agencies using GHL
✔ SaaSPreneurs
✔ HVAC
✔ Plumbing
✔ Cleaning
✔ Electrical
✔ Roofing
✔ Landscaping
✔ Pest Control
✔ Garage Door
✔ Any business with field teams

🌐 Learn More
Website: https://fieldtask.io
Book Demo: https://fieldtask.io/demo

🔥 If You Use HighLevel...
FieldTask helps extend your CRM, automation, and pipelines into real-world operations.
From lead → booking → dispatch → job completion → invoice
All inside HighLevel.

#HighLevel #GoHighLevel #FieldServiceManagement #DispatchSoftware #AgencySaaS #FieldTask