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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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Two HVAC technicians standing outside a building with tools and cables, ready for heating and cooling system service.

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Inventory tools dashboard with a list of items and an open “Create a tool” form showing photo, category, unit of measurement, and pricing fields

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 and clean handoffs, and proof-of-work—so the day holds together without endless calls.

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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 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.

Screenshot of Shifton task creation form showing job details, schedule time, checklist options, and assigned employee

Boost Efficiency with HVAC 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 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 that actually move: higher first-time fix, steadier workflows, predictable costs.