Frequently Asked Questions

Yes, we offer a trial of up to 55 days.

Go to the "Employee List" section and click the "Add Employees" button.

Yes. You send an invitation to employees, they accept it, and then they can create and complete tasks.

Yes.

No restrictions

You can divide your companies into different service areas. You can also create two companies and switch between them.

In the "My Profile" section, you can change the language to one of the available ones.

If you have forgotten your password, you can use the password recovery form.

At the moment, no.

To create a task, you need to click the "Create Task" button on the map page, task list, calendar, or directly in the client card.

Yes, there is a "Save as new" button on the task.

When creating a task, you can create a new client and specify their address.

Yes, but you'll need to create a checklist and specify which forms, files, signatures, etc. you need.

Your employees will use status buttons in the app to change task statuses. You can use standard statuses or create your own, specifying their names, settings, and order.

Check in and Check out

Yes.

If the task hasn't started yet, you can click on it and change the date.

You can create a cancellation status and use it to mark such tasks.

No.

An employee clicks the "Start Tracking" button, and from that moment on, the system checks their GPS location.

No, just install the Shifton app and grant permission to collect geolocation data.

To do this, go to the "Map" section, select a specific employee, select the date, and view their route.

Yes.

You can specify the frequency in meters for tracking points in the settings.

Yes

Yes.

Yes, each employee specifies which notifications they want to receive.

Yes.

To do this, you need to attach a checklist to the task, first specifying what form of report you want to receive: text, numbers, file, signature, etc.

Yes.

Yes.

A checklist is a feedback form an employee fills out when completing a task.

To do this, go to "Task Settings" and create your own checklists.

Yes, we support custom fields for clients, tasks, and checklists.

To do this, create a checklist with one of the "signature" options selected.

In the task list, on the calendar, or in the client card.

Reports are available in Excel format. An option to download task information in PDF format will also be available soon.

Yes.

A download option is available in the Reports section.

To do this, you need to use the "Inventory" module, create all the materials you have, and transfer them to the technician.

Yes, we have the "Inventory" module for this.

In the Warehouse section, you can create products and parts.

Yes.

When completing a task, the employee indicates which materials were used. This information is included in the task, and they will be deducted from the technician's inventory.

You can contact our support team and provide them with the file.

Owner, Admin, Requester, Technician, Approver

You can assign different roles to employees and hide certain task statuses in the status settings.

Yes.

In the list of employees, you can delete an employee who no longer works for you.

Yes.