Challenges Faced by A Customer First Air Conditioning, Inc.
1. Manual Scheduling and Dispatching
Technicians received their daily assignments through calls and texts, which made coordination difficult. When new service requests arrived, it was hard to find who was available or closest to the job site. Result: delayed responses and occasional scheduling overlaps during high-demand seasons.2. Lack of Real-Time Job Tracking
Managers had limited visibility into what was happening in the field. They couldn’t see which technician was on-site, how long each repair took, or which jobs were completed. This made it difficult to manage priorities, handle urgent requests, and give customers accurate updates.3. Paper-Based Reporting and Invoicing
Technicians filled out service reports by hand at the end of each day. The office team then re-entered the data manually to generate invoices — a slow process prone to errors. Result: delays in billing, inconsistencies in reporting, and extra administrative work.4. Managing Emergencies and Cancellations
Florida’s climate brings constant HVAC emergencies. Without a dynamic system, the company struggled to reassign technicians quickly or reschedule canceled jobs in real time. Every urgent call required multiple phone confirmations between the office and the field.How Shifton Solved These Problems
✅ Smart Task Scheduling
With Shifton Field Service, managers now assign and update jobs instantly. Each task includes location, client contact details, and service type (installation, duct sealing, repair, or maintenance).- Dispatchers can view technician availability on a live map.
- New or urgent requests are assigned in seconds.
- Schedules automatically adjust when tasks are delayed or completed early.
✅ Real-Time Technician Tracking
Shifton’s built-in GPS tracking allows managers to see where each technician is and what stage of the job they’re in.- Arrival and departure times are logged automatically.
- The system records total hours worked for each service call.
- Managers can identify which technicians are available for the next assignment.
✅ Digital Work Orders and Instant Reports
No more paper notes or lost information. Technicians receive all task details on their mobile devices — including instructions, photos, and checklists. Once a job is complete, they can:- Mark the task as finished
- Upload “before and after” photos
- Collect a digital customer signature
✅ Integration with Accounting and Payroll
The company connected Shifton with its accounting software to automate timesheets and invoicing.- Hours tracked in the field are sent directly to payroll.
- Invoices are created immediately after job completion.
- Financial reports stay consistent and transparent.
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