If you run a service or trade business, you may have come across FieldTask while looking for software to manage jobs and people working out in the field.
FieldTask provides many of the tools you would expect from field-service software, including job management, scheduling, routes, time tracking, photographs, forms and job sign-off.
But there is something important to understand before you get started.
FieldTask is designed specifically for HighLevel. You need a HighLevel sub-account to use it, and FieldTask has confirmed to us that the app must be installed by the HighLevel agency managing that account.
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FieldTask does not currently provide HighLevel accounts themselves.
If you already use HighLevel, speak to your existing agency about adding FieldTask.
If you don’t have HighLevel, you have two choices. You can set up your own HighLevel agency account and configure everything yourself, or you can work with an existing HighLevel agency such as MarketerM8 that can provide your sub-account and help you get FieldTask installed and configured.
We’ve already been assisting clients with FieldTask implementations, so we’ve had practical experience of setting up the combination.
What Is FieldTask?
FieldTask is a field-service management application designed for businesses that send people out to customers to deliver work.
That could include businesses such as:
- Plumbers
- Electricians
- Cleaning companies
- Heating and HVAC businesses
- Pest control businesses
- Landscapers
- Property maintenance companies
- Installation businesses
- Mobile repair businesses
HighLevel is already very strong at managing leads, customers, sales and marketing.
FieldTask extends that into the operational side of the business.
HighLevel Manages the Customer. FieldTask Manages the Job.
This is probably the simplest way to understand the relationship.
HighLevel can manage:
- Leads and enquiries
- CRM and customer records
- Sales pipelines
- Email, SMS and WhatsApp
- Phone calls
- Calendars and appointments
- Quotes and payments
- Automated follow-up
- Review requests
- Customer reactivation
- Marketing campaigns
FieldTask can manage:
- Jobs and work orders
- Field operatives
- Scheduling and dispatching
- Routes and locations
- Time on site
- Job photographs
- Forms and notes
- Customer signatures
- Job progress
- Job completion
Put them together and you can start managing much more of the complete customer journey:
Enquiry → Sale → Job → Completion → Payment → Review → Repeat Business
And that is what makes the combination interesting.
Why Not Just Use Traditional Field-Service Software?
There are already some excellent field-service applications available, including ServiceM8, Jobber, Tradify, Simpro and others.
Many do a very good job of managing work in the field.
The challenge often comes with everything surrounding the job.
- How did the customer become a lead?
- How are enquiries followed up?
- How are quotes chased?
- How are customers reminded about appointments?
- How do you request a Google review afterwards?
- How do you market another service to the customer six months later?
This is where HighLevel brings something different to the equation.
Rather than having one system for marketing, another CRM and another application for job delivery, HighLevel and FieldTask can form part of the same connected ecosystem.
An Example of HighLevel + FieldTask in Practice
Imagine you run a cleaning, plumbing, electrical or property-maintenance business.
Someone visits your website and requests a quote.
The enquiry enters HighLevel and an opportunity is created in your sales pipeline.
HighLevel can automatically acknowledge the enquiry, notify your team and start the appropriate follow-up.
The customer accepts the quote.
At that point, the process moves from selling the job to delivering the job.
That’s where FieldTask takes over more of the operational work.
The job can be scheduled and allocated to the appropriate operative. The person delivering the work can access the job details, location and instructions.
While on site they can record time, complete forms, add photographs and collect signatures.
Once the work has been completed, HighLevel can continue the customer journey.
For example, you could automatically send:
- A thank-you message
- A payment reminder
- A Google review request
- A follow-up offer
- A reminder when the customer is likely to need the service again
It becomes one connected process rather than several isolated pieces of software.
The Real Opportunity Is Connecting Sales and Operations
This is the part of FieldTask that particularly interests me.
For years I’ve worked with businesses where sales and marketing operate in one system while job delivery happens somewhere else.
That creates duplication. Customer information gets entered twice. Staff have to jump between different applications. Automations stop when the sale is made. Nobody follows up properly once the job is completed.
The software itself isn’t necessarily the problem.
The problem is that the systems don’t connect.
FieldTask has been created specifically around HighLevel, which potentially allows a service business to extend its CRM much further into the operational side of the business.
We’ve Been Setting Up FieldTask for Clients
At MarketerM8, we’ve already been assisting clients with installing and configuring FieldTask alongside HighLevel.
What interested me during those implementations wasn’t simply the list of FieldTask features.
It was being able to take an existing HighLevel system that was already managing customers, communications and workflows and extend it into the actual delivery of the service.
For example, FieldTask can provide field teams with tools such as:
- Route planning
- Map visibility
- Job-time tracking
- Before-and-after photographs
- On-site forms
- Customer sign-off
- Job reports
Those operational features can then sit alongside the CRM and marketing functionality already available within HighLevel.
You Don’t Necessarily Need to Replace Everything
If you’re already using specialist software within your business, I’m not suggesting you should immediately throw everything away.
There are some very mature field-service systems available, and some industries have very specialist requirements.
The sensible starting point is to map how your business currently works.
- What happens when someone makes an enquiry?
- How is the opportunity followed up?
- How do you quote?
- How does the job get booked?
- Who allocates it?
- What does the operative need while on site?
- What happens when the job is complete?
- How do you invoice?
- How do you get the review?
- How do you generate the next sale?
Once you understand that process, you can decide where HighLevel and FieldTask should fit.
The software should fit the business. The business shouldn’t have to fit the software.
FieldTask vs ServiceM8, Jobber, Tradify and Simpro
If you’re researching FieldTask, there’s a reasonable chance you’re also considering systems such as ServiceM8, Jobber, Tradify or Simpro.
I wouldn’t claim that FieldTask automatically replaces every one of them.
The right choice depends on the complexity of your operation and the specialist functionality you require.
But there is an important difference worth considering.
With many traditional field-service systems, the starting point is:
How do we manage the job?
With HighLevel + FieldTask, you can think more broadly:
How do we manage the entire customer journey from first enquiry through to repeat business?
For many small and medium-sized service businesses, that could be a much more valuable question.
How Do You Get HighLevel for FieldTask?
If you’ve discovered FieldTask but don’t currently have HighLevel, there are essentially two ways you can get everything set up.
Option 1: Set Up HighLevel and FieldTask Yourself
You can go directly to HighLevel, set up your own HighLevel agency account and manage everything yourself.
From there, you’ll need to learn how to configure the agency, create and set up the HighLevel sub-account for your business, and then work out how to install and configure FieldTask within it.
This gives you complete control and may be the right option if you’re technically confident and enjoy setting up software yourself.
However, it’s worth understanding what you’re taking on.
You’re effectively learning three things at the same time:
- How to set up and manage a HighLevel agency
- How to configure a HighLevel sub-account around your business
- How to install and configure FieldTask so the two systems work together
HighLevel is an extremely powerful platform, but with that power comes a learning curve. Add FieldTask and the integration between the two, and there’s quite a lot to understand if you’re starting from scratch.
If you’re happy to do that yourself, you can set up your own HighLevel account here.
Option 2: Let MarketerM8 Help You Set Everything Up
The alternative is to work with an existing HighLevel agency that already understands the platform and has experience setting up FieldTask.
That’s where MarketerM8 comes in.
We can provide the HighLevel sub-account you need, configure the foundations and install FieldTask for you.
We’ve already been assisting clients with FieldTask implementations, so rather than you having to learn HighLevel, FieldTask and how the two systems fit together at the same time, we can help you get the system up and running.
More importantly, we don’t simply install the software.
We look at how your business actually works and how the complete process should fit together:
Lead → Sale → Job → Payment → Review → Repeat Business
That means configuring HighLevel around your sales and customer journey while using FieldTask for the operational side of delivering the work.
Find out more about HighLevel with MarketerM8.
Which Route Is Right for You?
If you enjoy working with software, have the time to learn HighLevel and want complete control over your own setup, the DIY route may make perfect sense.
If you primarily want to run your service or trade business rather than become a HighLevel expert, working with MarketerM8 can remove much of that initial learning curve and help you get to a working system faster.
Neither approach is necessarily right or wrong.
The important thing is understanding that getting a HighLevel account is only the starting point. The real value comes from configuring HighLevel and FieldTask so they work together around the way your business actually operates.
Frequently Asked Questions
What is FieldTask?
FieldTask is a field-service management application built specifically to work with HighLevel. It adds job-management and field-team functionality to HighLevel’s CRM, sales and marketing platform.
Do you need HighLevel to use FieldTask?
Yes. FieldTask requires a HighLevel sub-account. FieldTask has also confirmed to us that the app needs to be installed by the HighLevel agency managing that account.
Can I get HighLevel myself to use FieldTask?
Yes. You can set up your own HighLevel agency account, create your own sub-account and then install and configure FieldTask yourself.
Alternatively, you can work with an existing HighLevel agency such as MarketerM8 and have us provide the sub-account and assist with the setup.
What does FieldTask add to HighLevel?
FieldTask adds specialist operational tools for managing jobs, field workers, scheduling, routes, time tracking, photographs, forms, signatures and job completion.
Is FieldTask a CRM?
FieldTask is primarily a field-service management application. HighLevel provides the CRM, sales, communications and marketing functionality around it.
Is FieldTask an alternative to ServiceM8 or Jobber?
It could be, depending on the needs of your business. FieldTask’s major distinction is that it has been designed specifically to work alongside HighLevel rather than operating as an entirely separate CRM and field-service platform.
Can MarketerM8 set up HighLevel and FieldTask?
Yes. MarketerM8 can provide the HighLevel sub-account required for FieldTask and assist with installing and configuring the system around your business.
Want to Use FieldTask?
If you’ve discovered FieldTask and think it could be a good fit for your service or trade business, we can help you get the complete system in place.
MarketerM8 can provide your HighLevel account, install FieldTask and help configure the customer journey around it.
Or, if you’d rather build everything yourself, that’s an option too.
Set up HighLevel yourself or have MarketerM8 set it up for you.
Would you like to discuss your specific requirements? Book a Discovery Call with Julian.
About the Author
Julian Mills
HighLevel Consultant & Marketing Automation Strategist
Julian Mills helps business owners automate lead generation, sales follow-up, customer communication and business processes using HighLevel and MarketerM8. Since 2009 he has helped businesses implement CRM, marketing automation and AI-powered systems that save time, improve customer experience and generate more sales.
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