ExpandIT Field Service

ExpandIT Field Service is a digital field service management solution designed to streamline operations for companies with mobile workforces. It empowers field technicians with real-time access to job information, enables efficient scheduling and dispatching, and integrates seamlessly with Microsoft Dynamics ERP systems. The solution eliminates paperwork, enhances transparency, and accelerates the billing process.

Features

• Mobile Access: Technicians can manage work orders, log time, and update job statuses directly from their mobile devices—online or offline.
• Real-Time Job Overview: Dispatchers and technicians have a synchronized view of job schedules, materials, and updates.
• Digital Documentation: Includes checklists, photo documentation, electronic signatures, and mandatory digital reports.
• Automated Time Tracking: Logs time automatically, including travel time, and supports detailed job reporting.
• Work Order Management: Create, assign, and update work orders with full visibility into job progress and technician availability.
• Offline Functionality: Technicians can work without an internet connection; data syncs once reconnected.
• Integrated Navigation: Helps technicians locate job sites efficiently.
• ERP Integration: Seamlessly integrates with Microsoft Dynamics 365 Business Central, NAV, and Finance & Supply Chain Management.

Capabilities

• Resource Planning: Easily dispatch and reassign jobs based on technician availability and skillset.
• Customer Interaction: Review job details with customers, clarify consumption, and collect digital signatures on-site.
• Data Synchronization: Ensures all stakeholders have access to the most current job data.
• Compliance & Quality Assurance: Enforces mandatory steps and documentation to ensure service quality and regulatory compliance.
• Multi-Device Support: Works across smartphones, tablets, and desktops.

Benefits

• Increased Productivity: Reduces administrative overhead and manual data entry, allowing technicians to focus on service delivery.
• Faster Billing: Job data flows directly into the invoicing system, speeding up the billing cycle and improving cash flow.
• Improved Customer Satisfaction: Real-time updates, accurate job tracking, and professional documentation enhance the customer experience.
• Enhanced Transparency: Provides a clear overview of job statuses, technician activities, and resource usage.
• Reduced Paperwork: Digitizes all aspects of field service, minimizing the risk of lost or damaged documents.

Facts

Work Order Management

Using ExpandIT Field Service Management resource planners can quickly and easily dispatch work orders to field technicians. The navigate icon helps technicians locate their jobs. Once there, field technicians can easily manage work orders, including registering time usage, consumption of parts, and other expenses or fees through ExpandIT Field Service. Time usage is logged automatically, including travel to/from a job. Field technicians can register service type, fault reason, fault area, symptom, fault, and resolution. Paper is eliminated by using electronic reports that cannot be misplaced, ripped, or rained on. Signatures and paperwork are not forgotten by making them a mandatory part of the service process.

Up To Date Data

ExpandIT Field Service Management software integrates with Microsoft Dynamics ERP software. This means data can be retrieved as required, enabling field technicians to prepare more effectively for a service visit and increase first time fix rates. They can view all jobs scheduled for any given day, week, or month. For individual jobs the field technician can see the scheduled time, location, planned material and messages from the dispatcher. The field technician can record time against the job and add materials and attachments. ExpandIT Field Service works both online and offline. Field technicians can edit work orders anytime and anywhere. Information is synchronized once an internet connection is available.

Real-Time Overview

With information being updated in real-time, the ExpandIT Field Service ensures both dispatchers and field technicians have an accurate overview of co-workers and jobs. Work orders are dispatched digitally to a technicians’ mobile device enabling changes or updates to be quickly shared. Technicians can work on specific tasks for a job and check them off as completed. All jobs show their current status, and when the job is done the field technician can, if needed, go through the consumption with the customer and clarify any misunderstandings. As soon as a job is complete the data flows all the way through to invoicing in just a matter of minutes.