FAQ

What is Shifton Field Service?

The system is designed to simplify field service operations, create and distribute tasks, monitor work progress, fill out reports on completed work, and display employees on a map in real time.

How do I register with Shifton Field Service?

You can click the "Register" button on this page and fill out the registration form.

Can I sign up through the mobile app?

No, to register you need to use the web version, preferably from a computer.

Do I need to verify my phone number or email?

Yes, to invite employees, you need to confirm your phone number.

How long does it take to get started?

No more than 30 minutes. Setup is only required once. Our support team can assist with setup.

Is there a free plan?

No

Can I choose which modules to pay for?

Yes. You can activate only the modules your company needs — and pay only for what you use.

How do I pay for a subscription?

To pay, you need to add a credit card to your account and sign up for a monthly payment.

What payment methods are supported?

Pay by card.

What happens if I miss a payment?

If you fail to pay on time, your company will be suspended until the invoice is paid.

Do you offer a free trial?

We provide 30 days of free use for all functions.

How to invite employees to the system?

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

Do employees need separate accounts?

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

Is it possible to restrict an employee's access only to his tasks?

Yes.

How many employees can I add?

No restrictions

Is it possible to add multiple companies to one account?

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

How do I change the system language?

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

How to reset your password?

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

Does the system work without the Internet?

At the moment, no.

How to create a new task?

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.

Is it possible to duplicate an existing task?

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

How do I add a client and address to a task?

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

Can I attach photos, documents, and client signatures?

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

How do I change a task status?

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.

What statuses are available by default?

Check in and Check out

Is it possible to set up custom task statuses?

Yes.

How do I reschedule a task?

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

What should you do if a client cancels a request?

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

Is it possible to combine multiple tasks into one application?

No.

How does employee location tracking work?

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

Do I need to install GPS on my technician's phone?

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

How can I see an employee's daily route?

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

Is it possible to set service areas on the map?

Yes.

How often is geodata updated?

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

Are all employees displayed on one map?

Yes

Is it available for iOS and Android?

Yes.

Do employees receive push notifications?

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

Can tasks be marked as completed from a phone?

Yes.

How can I attach a photo report directly from the field?

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.

Does the app work on tablets?

Yes.

Can I log in with a corporate account?

Yes.

What are digital task forms?

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

How do I create a custom form template?

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

Can I add required fields?

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

How do I collect a client's signature after a task is completed?

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

Where is the completed task history stored?

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

Can I download reports as PDFs?

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

Is there a task completion time report?

Yes.

How do I export data to Excel?

A download option is available in the Reports section.

How do I track materials used on-site?

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

Can I manage inventory control in the system?

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

How do I add a new product or part?

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

Can I link a warehouse to a specific service area?

Yes.

How are materials written off after a task is completed?

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.

Is it possible to import a client list from Excel?

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

What roles are available in the system (Owner, Admin, Requester, Technician, etc.)?

Owner, Admin, Requester, Technician, Approver

How can I restrict task visibility for certain roles?

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

Can I assign multiple technicians to a single task?

Yes.

How do I remove an employee from the team?

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

Is it possible to disable tracking outside of working hours?

Yes.