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Field Service Management for Refrigeration HVAC-R

Real-time dispatch, full visibility, compliant service. Shifton keeps refrigeration field work coordinated and auditable.

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Two HVAC technicians standing in front of a service van, holding tools and smiling, representing professional refrigeration and air conditioning repair services.

Shifton Task Map with purple route track, filters, and date range

Real-Time Control for Refrigeration Operations

Managing refrigeration means juggling PM routes, leak checks, emergency calls, rack/controller issues, and commissioning—often across multi-site retail, plants, and 24/7 SLAs. Teams need live visibility of who’s onsite, which assets are impacted, and where jobs slip. Shifton Field Service gives one operational picture with accurate and clean handoffs, and proof-of-work—so the plan holds together without endless calls.

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Functionality

Features of Field Service Management for Refrigeration HVAC-R

How Shifton Field Service Empowers Refrigeration HVAC-R

A focused field-service toolkit for PM, troubleshooting, repairs, commissioning, and warranty. Give dispatch, managers, 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 (pressures, temps, superheat/subcool), 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, leak checks, recovery/charge logs, commissioning sheets, and warranty forms.
Client & Site Management

Store all client and site data in one place — contacts, addresses, case/walk-in/rack details, controller models, and service history. Managers see everything needed to respond quickly and keep quality high.

Live task map showing a field technician’s travel route in South Florida and Miami area

Boost Efficiency with Refrigeration 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 Refrigeration Operations with Shifton Field Service

For companies covering multiple stores, plants, 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, ERP/accounting, estimating/invoicing, BMS/controllers, and routing/telematics. 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 (pressures/temps), refrigerant added/recovered, photos, and sign-off. Convenient for analysis, audits, compliance, and evidence-based reporting. No data is lost; everything is at hand.
Service Area
Multiple stores, plants, 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 tasks (or didn’t), how much time was spent on each task, and the time spent in every status.

Shifton Field Service gives HVAC-R teams one operational picture—from dispatch to completion. You get real-time control, clean proof of work that actually move: higher uptime, faster response, predictable costs.