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Field Service Management for HVAC

Real-time dispatch, full visibility, safer compliance. Shifton keeps HVAC field work coordinated and auditable.

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Real-Time Control for HVAC Operations

Managing HVAC work means juggling diagnostics, parts runs, repairs, commissioning, PM routes, and warranty calls—often across multiple neighborhoods and tight windows. Teams need live visibility of who’s onsite, what equipment is installed, and where tasks slip. Shifton Field Service gives one operational picture with accurate ETAs, clean handoffs, and proof-of-work—so the day holds together without endless calls.

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Functionality

Features of Field Service Management for HVAC

How Shifton Field Service Empowers HVAC Teams

A focused field-service toolkit for PM checklists, commissioning, refrigerant logs, and warranties. Give managers, dispatch, and technicians the same live picture to cut delays and keep work auditable.

Team Location Tracking
Track technician movement in real time. See who is where, how long they spent on a site, 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. Techs start the workday with one tap, mark tasks, add notes/photos/readings, 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 PM checklists, commissioning sheets, refrigerant logs, and warranty forms.
Client & Site Management

Store all client and site data in one place — contacts, addresses, equipment lists (make/model/serial), filter sizes, and service history. Managers see everything they need to respond quickly and keep quality high. No more lost phone numbers or duplicate Excel sheets.

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Boost Efficiency with HVAC Field Service

Managing mixed HVAC work (service calls, PM, installs, commissioning) requires structured execution, clear ownership, and live coordination across dispatch and field techs.

Job Progress Tracking
Real-time control — from dispatch to completion. See who is executing a task, what’s already done, and which steps are ahead (diagnostics, parts, repair, test/commission). Transparency that saves time and nerves.
Instant Alerts
The system will notify you if a task didn’t start on time or slips into delay (problematic task). No surprises — you always know what’s happening in the team. Push, email, Telegram — choose your way to stay in the loop.
Inventory & Warehouse Management
Full control over parts and supplies — filters, belts, capacitors, contactors, refrigerant, PPE. Track what’s issued, where it’s used, and when to restock. When creating a task, specify which items will be needed to complete it. Fewer losses, more transparency: every part and consumable is accounted for — from warehouse to truck to site.
Access Control

Configure who sees what — each with their own access level:
Owner • Admin • Requester • Approvers • Technicians (HVAC)
Security and order in data without unnecessary restrictions.

Streamline HVAC Operations with Shifton Field Service

For companies operating across multiple neighborhoods or cities, 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, ERP/accounting, estimating/invoicing, and routing. Data syncs automatically — no manual updates.
Work Order History
A complete history of each job: who performed it, when, and what was done, with readings, photos, and sign-off. Convenient for analysis, audits, compliance, and evidence-based reporting. No data is lost; everything is at hand.
Service Area
Multiple neighborhoods or cities? 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 tasks (or didn’t), how much time was spent on each task, and the time spent in every status.

Shifton Field Service gives HVAC teams one operational picture—from dispatch to completion. You get real-time control, clean proof of work, and KPIs that actually move: higher first-time fix, steadier workflows, predictable costs.

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