Resource Planning

ExpandIT Resource Planning is a powerful scheduling and dispatching solution designed to optimize the management of field technicians. It provides dispatchers with real-time visibility into job progress, technician availability, travel time, and other critical parameters. Fully integrated with Microsoft Dynamics ERP, the solution enables efficient planning, communication, and resource allocation across service operations.

Features

• Real-Time Scheduling: Live updates from the field allow dispatchers to adjust plans dynamically based on job status, technician availability, and travel time.
• Planning Board: A centralized interface that combines ERP data with field inputs to streamline job assignment and resource coordination.
• Built-In Mapping: Visualizes technician locations, job sites, and estimated travel times to support informed scheduling decisions.
• Multi-Channel Communication: Enables dispatchers to communicate with technicians and customers via SMS, email, or internal messaging.
• Approval Module: Allows validation of time, materials, and job details before syncing with the ERP system.
• ERP Integration: Seamlessly connects with Microsoft Dynamics ERP to ensure consistent and accurate data flow.

Capabilities

• Dynamic Resource Allocation: Adjusts technician assignments in real time based on skills, availability, and location.
• Job Tracking: Monitors job progress, time spent, and materials used, with data flowing directly into the ERP.
• Field Technician Support: Provides technicians with all necessary job details and enables them to report updates from the field.
• Operational Transparency: Offers a complete overview of field operations, enabling better decision-making and service delivery.
• Scalability: Suitable for businesses of all sizes, supporting complex scheduling needs and growing service teams.

Benefits

• Improved Efficiency: Reduces scheduling errors and manual coordination, saving time and resources.
• Faster Response Times: Real-time updates and mapping help dispatchers assign the right technician quickly.
• Enhanced Customer Satisfaction: Accurate scheduling and timely communication improve service reliability.
• Reduced Administrative Work: Automates job tracking and approval processes, minimizing paperwork.
• Better Resource Utilization: Ensures optimal use of technician time and skills, reducing idle time and travel costs.

Facts

Scheduling Software

ExpandIT Resource Planning empowers dispatchers to make smart decisions, by providing them with all of the information they need in one place. It enables dispatchers to easily schedule and adjust plans as information changes or updates are made. It includes a Planning Board that is designed to use the available information from Microsoft Dynamics ERP systems in combination with information from the field to enable dispatchers to schedule resources and dispatch work orders.

Easily Track Technicians and Job Locations

ExpandIT Resource Planning includes a built-in map that shows the location of field technicians, as well as the location of jobs and estimated travel time. This enables dispatchers to make informed decisions and schedule the right person for the job. Information can be communicated easily to service technicians by text, email, or internally in the software.

Access Up To Date Data

ExpandIT Resource Planning integrates with Microsoft Dynamics ERP systems. This means data can be retrieved as required, enabling field technicians to prepare more effectively for a service visit. Jobs can be easily created and dispatched quickly, providing technicians with all the information needed to complete the job. Field technicians are able to accurately track tasks, materials and time associated with jobs and communicate important information through texts, email or internally in the solution. The Approval Module can be used to review the job and fix hours, materials, etc. before it goes into the ERP system.