Service

30 article(s) in this category

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...

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...

Reports

Shifton provides several types of reports to analyze completed tasks and employee working time. Task Report (PDF) The task report is available in the “...

Tasks section in the Mobile Application

The mobile application includes a dedicated Tasks section for viewing and managing work assignments. Task Categories Tasks are divided into three categories:...

Dashboard in the Mobile Application

The Dashboard is the main screen of the mobile application. It displays task-related data and allows you to manage location tracking (if the Work Location Co...

To-Do in the Mobile Application

In the mobile app, in addition to standard tasks, there is To-Do — assignments with text descriptions and deadlines. Viewing To-Do Go to the To-Do sect...

Notifications in the mobile application

The Notifications section allows you to receive alerts about new events and changes related to your profile and tasks. All notifications are sent automatical...