Service

30 article(s) in this category

Bundles in the Inventory Module

In the Inventory module, you can create bundles of items that can be sold or used together. To manage bundles: In the side menu, select “Inventory Sett...

Tools in the Inventory Module

Tools in the Inventory module include any items, instruments, or consumable materials used by technicians when completing tasks. To manage tools: In the side...

Units of Measurement in Inventory

Units of measurement are the second required element when working with inventory.They are used to correctly categorize items and maintain a structured invent...

Mobile Application Menu

The mobile app menu depends on the user role and assigned permissions. The available sections differ for Owners, Administrators, and Employees. Owner and Adm...

Categories in Inventory

Categories are the foundation of correct inventory management.Before adding tools or items, you need to create the categories they will belong to. How to Ope...

Mobile Application

The mobile application interface, as well as certain features available inside it, may differ depending on the user’s access level and permissions with...

Inventory

Module Activation and Setup Order The Inventory module is used to manage tools, materials, warehouses, and storage locations.Before using it, the module must...

Creating and Assigning Tasks

Tasks are the core module in Field Service mode and cannot be disabled. Tasks allow you to assign work to one or multiple employees, with an attached checkli...

Roles in Field Service

In Shifton Field Service, roles define each user’s level of access, responsibility, and permissions within the system. Proper role configuration helps ...

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...