Service

30 article(s) in this category

Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need. Default Task Fields When a company is cr...

Service Areas

Service areas are geographic regions where your employees are authorized to perform tasks. They are a required part of company configuration. Without service...

Trial Period

The trial period is a free use of the Shifton system, automatically granted to every company after registration. The standard trial lasts 10 days from regist...

Clients

Shifton Field Service allows you to store, create, and edit a complete client database, as well as use client profiles when creating and managing tasks.Clien...

Company Registration

Important before registration If you see a user type selection during registration — choose Company Owner, not Employee. Employees cannot register on t...

Marks

Marks are visual indicators used to filter tasks in the calendar and categorize them by work type or other identifiers. They help teams quickly distinguish t...

My Items

The My Items section allows you to view the tools assigned to you and, depending on your access rights, the tools assigned to other employees. Who can access...

Checklists

Checklists are digital forms that employees complete while working on a task. They help collect structured feedback and capture all required information duri...

Map

The Map section in the side menu allows you to: view tasks on the map; create tasks (if a client with an address exists); track employee movement in real tim...

Task Statuses

Task Statuses: Standard Workflow & Advanced Customization Task statuses help you track every step of a job — from the moment it appears in the syst...