ExpandIT Field Service

ExpandIT Field Service is a field service management software designed to streamline operations for businesses of various sizes. According to the vendor, this solution allows field technicians, service technicians, maintenance technicians, HVAC technicians, and plumbing technicians to access up-to-date data, track information, manage work orders, complete checklists, and provide photographic proof of work completed.

Key Features

Work Order Management: According to the vendor, users can dispatch work orders to field technicians, utilize the navigate icon to assist technicians in locating their jobs, and manage work orders by registering time usage, parts consumption, and expenses/fees. The product automatically logs time usage, including travel time, and allows technicians to register service type, fault reason, fault area, symptom, fault, and resolution. The vendor claims that electronic reports eliminate paperwork and ensure signatures are not forgotten.

Up To Date Data: The vendor states that ExpandIT Field Service integrates with Microsoft Dynamics ERP software to retrieve data as required for effective service preparation. Users can view all scheduled jobs for any given day, week, or month, including scheduled time, location, planned material, and messages for each job. The software enables users to easily record time, add materials, and attach files to work orders. It works both online and offline, with synchronization once an internet connection is available.

Real-Time Overview: According to the vendor, this software updates information in real-time, providing an accurate overview of ongoing operations. Users can dispatch work orders digitally to technicians' mobile devices, allowing them to work on specific tasks for a job and check them off as completed. The software displays the current status of all jobs and enables users to review consumption with customers to clarify any misunderstandings. The vendor claims that data flows through to invoicing in minutes.