Field Service Management for Home Care

Real-time dispatch, full visibility, dependable care. Shifton keeps home care operations coordinated and auditable.

Caregiver smiling and talking with an elderly man at home, offering companionship and support.
Real-time task map in Shifton showing field service jobs and employee activity on a live Google Map in the New York and Philadelphia area.

Real-Time Control for Home Care Operations

Managing home care means handling a constant stream of individual tasks — from personal care and medication reminders to wellness checks, cleaning assistance, and documentation. Every caregiver’s day is filled with dozens of small but critical actions that must happen at the right time, in the right place, and be properly recorded. Missing even one task can impact a client’s health or cause compliance issues.

With Shifton Field Service, every visit becomes a structured task list that ensures nothing is forgotten. Each caregiver receives detailed task instructions on their mobile device — including location, care-plan notes, required actions, and client preferences. When a task starts, Shifton automatically logs arrival time, and when it’s completed, the caregiver confirms it with notes, photos, or a client signature.

Supervisors can see task progress in real time: which are in progress, delayed, or completed. Urgent tasks can be reassigned instantly if a caregiver is running late or unavailable. Managers also get full traceability — who completed which task, how long it took, and whether all steps were followed according to the care plan.

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Shifton Field Service

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  • Clarity and transparency of all tasks
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Functionality

Features of Field Service Management for Home Care

How Shifton Field Service Empowers Home Care Teams

A focused field-service toolkit for visit notes, ADL checklists, EVV, and incident reports. Give coordinators, nurses, and caregivers the same live picture to cut delays and keep work auditable.

  • Team Location Tracking
    Track caregiver movement in real time. See who is where, how long they spent at a client’s home, and where they were during the workday. No chaos, no calls — everything is on the map.
  • Mobile Access
    All the work is in your pocket. Caregivers start the workday with one tap, mark tasks and care-plan steps, record notes/vitals, and receive notifications on the phone. No Excel files or paperwork — everything in one app.
  • Digital Job Forms
    Create, fill out, and sign forms right in the system. Photos, signatures, comments — everything is stored online with no paper trail. Ideal for visit notes, ADL checklists, medication reminders, incident reports, and EVV.
  • Client & Care Plan Management

Store all client data in one place — contacts, addresses, emergency numbers, care plans, allergies, and visit history. Coordinators see everything they need to respond quickly and keep quality high. No more lost phone numbers or duplicate Excel sheets.

Screenshot of Shifton task details page showing job scheduling form with client information, task description, and assigned employee
Inventory transfer management dashboard in Shifton

Boost Efficiency with Home Care Field Service

Managing field work across locations requires structure, accountability, and live coordination between dispatch, field teams, and stakeholders.

  • Job Progress Tracking 
    Real-time control — from task creation to completion.
    See who’s working on which job, what’s done, and what’s still pending.
    Transparency that saves time, prevents confusion, and improves client satisfaction.
  • Instant Alerts 
    The system notifies you if a task hasn’t started on time, if a delay occurs, or when an issue is flagged (missing part, location change, weather impact).
    No surprises — you always know what’s happening in the team.
    Push, email, or Telegram — choose your preferred notification channel.
  • Inventory & Warehouse Management 
    Full control over tools, materials, and spare parts.
    Track what’s issued, where it’s used, and when restocking is needed.
    When creating a task, assign required materials in advance for smooth execution.
    Fewer shortages, fewer errors, more transparency — every item tracked from warehouse to job site.
  • Access Control 
    Configure who sees what — each with their own access level.
  • Owner
  • Admin
  • Requester
  • Approvers 
  • Technicians 

Security and order in data without unnecessary exposure.

Streamline Home Care Operations with Shifton Field Service

For agencies operating across multiple neighborhoods or regions, you need connected systems, airtight audit trails, and clean visibility of who did what, where, and when. This block mirrors your layout and keeps your service texts verbatim.

  • Integrations
    Connect Shifton Field Service with your tools: CRM, EHR/EMR, ERP/accounting, payroll. Data syncs automatically — no manual updates.
  • Work Order (Visit) History
    A complete history of each visit: who performed it, when, and what was done, with notes and client/family sign-off. Convenient for analysis, audits, compliance, and evidence-based reporting. No data is lost; everything is at hand.
  • Service Area
    Multiple neighborhoods or regions? No problem. Divide the map into service zones and routes. Plan work and track teams in different places — all from one panel. Unified control, transparent structure, local autonomy.
  • Reporting
    Track who completed how many visits (or didn’t), how much time was spent on each visit, and the time spent in every status. 

Shifton Field Service gives home care teams one operational picture—from dispatch to completion. You get real-time control, clean proof of care that actually move: steadier workflows, safer care, predictable costs.

Screenshot of the Shifton task map showing employee task locations and routes across Ukraine
Resources

Want to learn more?

Connecting Field Service with Business Systems
Connecting Field Service with Business Systems
Field service management used to live in its own world — a few dispatchers, a fleet of technicians, and endless phone calls...
More details
Best Practices for Managing Field Technicians and Routes
Best Practices for Managing Field Technicians and Routes
Every service business depends on people in motion — technicians traveling from job to job, solving problems that keep clients’ lives and...
More details
Common Challenges in Field Service and How to Solve Them
Common Challenges in Field Service and How to Solve Them
Field service work looks simple from the outside: a client calls, a technician goes, the problem gets fixed. But anyone who has...
More details

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