FAQ
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.
You can click the "Register" button on this page and fill out the registration form.
No, to register you need to use the web version, preferably from a computer.
Yes, to invite employees, you need to confirm your phone number.
No more than 30 minutes. Setup is only required once. Our support team can assist with setup.
No
Yes. You can activate only the modules your company needs — and pay only for what you use.
To pay, you need to add a credit card to your account and sign up for a monthly payment.
Pay by card.
If you fail to pay on time, your company will be suspended until the invoice is paid.
We provide 30 days of free use for all functions.
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 Field Service 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.
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