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Home / Industries / Refrigeration and HVAC-R Field Service Management Software

Refrigeration and HVAC-R Field Service Management Software

Real-time dispatch, full visibility, compliant service.

Refrigeration and HVAC-R Field Service Management Software
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Real-Time Control for Refrigeration Operations

Real-Time Control for Refrigeration Operations

Refrigeration and HVAC-R service involves PM routes, leak checks, emergency calls, rack and controller issues, and commissioning — across multi-site retail, industrial plants, and 24/7 SLA-driven accounts.

Asset-level tracking — manage compressors, condensers, and controllers by serial with service history
SLA-driven dispatch — prioritize emergency calls and PM visits based on response targets
Multi-site visibility — see which assets are impacted and where jobs slip across all locations
How Shifton Field Service Empowers 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 — real-time crew positions showing who is where and time on-site
Mobile Access — one-tap shift start, task updates, and notifications on the phone
Digital Job Forms — fill out and sign forms with photos, signatures, and comments
Boost Efficiency with Refrigeration Field Service

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 visibility from task creation to completion
Instant Alerts — notifications for delays or flagged issues via push, email, or Telegram
Inventory Management — track tools, materials, and spare parts from warehouse to site
Streamline Refrigeration Operations with Shifton Field Service

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.

Integrations — connect CRM, ERP, and accounting tools with automatic data sync
Work Order History — complete record of every job for analysis and audits
Reporting — task completion rates, time per status, and team performance metrics
Free forever

Start with the Free Plan

No time limits. Get full access to core features and upgrade when you're ready.

Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports

Frequently Asked Questions

How do I track refrigerant usage and stay EPA 608 compliant?

Log refrigerant type, quantity added or recovered, and cylinder ID on every job. The system maintains a running refrigerant log per technician and per unit, ready for EPA audit at any time.

Can techs access equipment service history at the customer site?

Yes. Each unit is catalogued with model, serial number, install date, and full service history. Technicians pull up the record on their phone before touching the equipment, saving diagnostic time.

How do I schedule preventive maintenance for commercial HVAC-R units?

Create a recurring PM schedule per asset. The system auto-generates work orders on the due date, assigns your preferred technician, and alerts the customer — keeping warranties and SLAs intact.

Can I manage on-call rosters for overnight HVAC-R breakdowns?

Yes. Set rotating on-call schedules by day or week. Emergency jobs after hours automatically notify the on-call technician by push and SMS, logging response time for SLA reporting.

How do technicians capture digital signatures for warranty work?

After completing a job, the technician presents the job summary on their device. The customer signs on-screen, and the signed record is emailed to them and stored against the work order instantly.

Can I generate quotes for HVAC-R retrofits in the field?

Yes. Technicians build quotes from a price list on their phone, add labour and parts, and send a professional PDF to the customer for approval — converting to a job with one tap once accepted.

What does HVAC-R field service software cost per month?

It's $5 per employee per month. Teams of 2 or fewer pay nothing at all. Every account includes a 55-day free trial with no credit card needed, so you can evaluate with real jobs first.

Ready to transform your field operations?

Join thousands of field service companies that trust Shifton to run smarter every day.