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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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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 ETAs, 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 HVAC-R Teams

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 mixed HVAC-R work (service, install, maintenance) requires structured execution, clear ownership, and live coordination across dispatch, supervisors, 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 (diagnose, 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 — refrigerants, driers, valves, compressors, fan motors, sensors, gaskets, 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-R).
Security and order in data without unnecessary restrictions.

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, and KPIs that actually move: higher uptime, faster response, predictable costs.

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