Shyft Pro
PoweringHVACbusinesses

RunYourEntireServiceBusinessFromOnePlatform

Smart scheduling, quick estimates, clean invoices, fast payments, and accurate inventory. A complete suite of tools to boost your efficiency and revenue.

No credit card30-day free trial
Shyft Pro field service management software dashboard
Your Workflow, Automated

How It Works

From first contact to final payment, every step is streamlined with smart automations that save hours each week.

1

Create Estimates

Build professional estimates with line items, photos, and optional financing. Custom forms let you tailor estimates to fit any business.

Auto
Auto-send to customer via email & SMS
Follow-up reminders for pending estimates
2

Customer Approves

Customers approve or decline individual line items and add optional upgrades for easy upselling. E-signature included, no paperwork.

Auto
Auto-converts to work order on approval
Instant notification to your team
3

Schedule & Dispatch

Smart scheduler shows technician availability, skills, and location. Real-time conflict warnings prevent double-booking.

Auto
Auto-notify techs & customers
Appointment reminders before scheduled time
4

Complete the Work

Techs clock in, capture photos, log parts, and collect signatures. Custom forms and inspection reports can be added directly to customer invoices.

Auto
Inventory auto-updates when parts used
Photos auto-attach to work order
5

Invoice & Get Paid

Generate invoices from completed work orders. Accept cards on-site or send payment links.

Auto
Auto-sync to QuickBooks
Payment reminder automation
6

Track & Grow

Real-time dashboards show revenue, job completion rates, technician performance, and customer insights.

Auto
Request reviews after job completion
Maintenance reminder scheduling
Platform Features

Everything you need to run and grow your business

Powerful features that work together seamlessly, designed specifically for how service businesses operate.

Scheduling & Dispatch

See your whole week at a glance. Assign jobs in seconds.

Drag-and-drop calendar makes scheduling effortless. Smart scheduler suggests the best team member based on availability, and your team gets notified instantly on their phones.

  • Smart scheduler suggests available team members
  • Drag-and-drop job assignment
  • Real-time availability checking
  • Conflict detection & warnings
  • Automatic customer notifications
Shyft Pro scheduling calendar with drag-and-drop job assignment
Work Orders & Estimates

From estimate to invoice without the paperwork.

Create professional estimates customers can approve online. Convert to work orders with one click. Track job progress, add notes and photos, then generate invoices automatically.

  • Professional estimates with online approval
  • One-click estimate to work order conversion
  • Task checklists & job templates
  • Before/after photo documentation
  • Automatic invoice generation
Shyft Pro work order management with job details and tasks
Invoicing & Payments

Get paid faster. Chase payments less.

Send invoices instantly, collect payments on-site or online, and sync everything to QuickBooks automatically. Set up automatic payment reminders and never lose track of what's owed.

  • One-click invoice from completed jobs
  • Accept cards on-site or online
  • Automatic payment reminders
  • QuickBooks sync (Online & Desktop)
  • Payment status tracking dashboard
Shyft Pro payment processing with invoice and card payment options
Team Management

Know where your team is. Know what they're working on.

Time clock built into the mobile app tracks hours automatically. See who's clocked in, what jobs they're on, and review timesheets for payroll—all without phone calls or texts.

  • One-tap clock in/out from mobile
  • GPS location tracking (optional)
  • Timesheet reports for payroll
  • Role-based permissions
  • Individual hourly rate tracking
Shyft Pro team management with time clock and employee status
Automation Center

Set it once. Let it run.

Automatic appointment reminders, payment follow-ups, review requests, and after-hours responses. Save hours every week on tasks that used to require manual effort.

  • Appointment reminder sequences
  • Payment reminder automation
  • Post-service review requests
  • After-hours auto-responses
  • Custom trigger workflows
Shyft Pro automation center with workflow configuration
Real Results

What Shyft Pro meansfor your business

These aren't just features. They're outcomes that transform how you run your business day to day.

10+ hourssaved per week

Automation handles reminders, follow-ups, and paperwork that used to eat your evenings.

30%faster payments

Online payments, automatic reminders, and on-site collection get money in your account faster.

Zeromissed appointments

Automatic confirmations and reminders mean customers show up and your team arrives prepared.

100%of jobs tracked

Nothing falls through the cracks. Every estimate, job, and invoice in one searchable system.

Happiercustomers

Professional estimates, clear communication, and easy payments make customers want to refer you.

Moretime for growth

Spend less time on admin and more time winning new business and improving your service.

iOS & Android

Your businessin your pocket

Technicians get everything they need on their phones—schedule, job details, customer info, navigation, and payment collection. No training required, works offline when signal is spotty.

One-tap time tracking

Clock in/out with GPS verification

Route navigation

Get directions to the next job

Photo documentation

Before/after photos attached to jobs

Collect payments

Accept cards on-site or send payment links

Push notifications

New jobs, schedule changes, messages

Download on the App StoreGet it on Google Play
Shyft Pro mobile app schedule view
Simple Pricing

One plan.Everything included.

No feature tiers, no surprise fees, no nickel-and-diming. Every Shyft Pro account gets access to every feature.

Unlimited everything
2 users included, $35/user after
30-day free trial, no card required
Most Popular

Starting at

$89.99/month

for 2 users

Unlimited work orders
Unlimited customers
Unlimited storage
All platform features
Mobile apps (iOS & Android)
QuickBooks integration
Stripe payments
Automation center
Business phone number
Email & chat support
Start Free Trial

No credit card required

TheSmarterWaytoRunYourService Business

Get every feature with unlimited usage. No restrictions on jobs, storage, or transactions.

Unlimited JobsUnlimited StorageAll Features IncludedNo Hidden Fees
30-day free trial$89.99 USD/mo for 2 seatsCancel anytime