Service

30 article(s) in this category

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...

Skills

Skills allow you to identify employees who have specific abilities required to complete tasks.When creating a task, you can specify the required skills, and ...

Security

Security Last updated: April 10, 2025 We take security seriously. And it’s not just a statement, but a way we plan, develop and deliver our product. In...

To Do in the Tasks Module

The To Do feature is part of the Tasks module and does not require any additional activation or configuration.A To Do is a simple text-based task assigned to...