Shyft Pro

Run your entire field service business from one powerful app.

ShyftPro is the complete field service management platform for contractors and service businesses. Manage work
orders, scheduling, invoicing, payments, and team communication from anywhere.

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WORK ORDERS & SCHEDULING

Create, schedule, and track work orders from start to finish. Capture before and after photos, record videos, and
document every detail. Visual calendar with drag and drop scheduling and automatic conflict detection. Assign
technicians based on availability and location. Set up recurring services for regular customers.

INVOICING & PAYMENTS

Generate professional estimates and invoices with your company branding. Send estimates for approval, then convert
to invoices with one tap. Accept payments on site with Stripe and Square. Credit cards, Apple Pay, and Google Pay
supported. Sync directly to QuickBooks to eliminate double entry.

BUILT FOR THE FIELD

Clock in and out with location capture. Track time per job for accurate billing. Capture and annotate photos to
document work. Keep working offline and sync when connected. Get directions to job sites with Google Maps
integration.

TEAM MANAGEMENT

Set role based permissions for admins, managers, and technicians. Built in messaging between office and field.
Track productivity metrics and jobs completed per team member.

CUSTOMER & INVENTORY

Store complete customer profiles with service history and communication logs. Track parts and materials across
locations with low stock alerts. Monitor company equipment and know which technician has what.

BUSINESS GROWTH

Capture and track leads through your sales pipeline. Create email and SMS marketing campaigns. Build custom forms
tailored to your business. View revenue reports and job analytics. Log expenses with receipt photos.

INTEGRATIONS

- Stripe and Square for payments
- QuickBooks for accounting
- Twilio for SMS and calling
- Google Maps for navigation

PERFECT FOR

HVAC, plumbing, electrical, landscaping, cleaning, appliance repair, pest control, property maintenance, and any
field service business.

FEATURES

- Work order management
- Visual scheduling calendar
- Professional invoicing
- On site payment collection
- QuickBooks sync
- Mobile time tracking
- Photo and video capture
- Image annotation
- Team messaging
- Inventory tracking
- Equipment management
- Customer database
- Lead management
- Marketing automation
- Custom forms
- Expense tracking
- Business reporting
- Offline capable
- Real time sync

Transform how you run your business. Replace paper, spreadsheets, and disconnected apps with one unified platform.
Your office manages from the web. Your field team has everything on their phones. Everyone stays connected in
real time.

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Questions? Contact support@shyft-pro.com