ExpandIT Service Portal

The ExpandIT Service Portal is a robust platform designed to facilitate collaboration between dispatchers, field technicians, and end-customers. It caters to small to large-sized companies across industries such as manufacturing, construction, facilities management, and equipment servicing. This solution is tailored to the needs of field service technicians, dispatchers, service management professionals, and customer service representatives, offering them a tool to streamline operations and enhance customer satisfaction.

Key Features

Customer Collaboration with Service Management: The ExpandIT Service Portal enables improved collaboration among dispatchers, field technicians, and end-customers. It provides instant access to messages, pictures, documents, and reports. Customers can generate digital work orders, confirm availability, schedule visits, and access the same information as sales representatives. The portal integrates B2B logic, including ledger entries and credit card payments, to ensure comprehensive customer collaboration data management within Microsoft ERP systems.

Document Work Order History: The ExpandIT Service Portal allows customers and technicians to view the complete history of work orders associated with individual service items. Authorized users have access to up-to-date information on work types, materials used, serviced items, service certificates, and more. They can also access upcoming services and retrieve accounting data, such as ledgers and invoices. The portal seamlessly synchronizes with live ERP data, ensuring accuracy and real-time availability of information.

Content Management System: The ExpandIT Service Portal includes its own Content Management System (CMS), providing users with complete control over content and user management. The CMS allows for a combination of ERP system content and user input. Administrators can easily manage and update content within the portal, while also customizing user access and permissions. The CMS offers flexibility in content management and organization, delivering a seamless user experience.

Integration with Microsoft Dynamics ERP Systems: The ExpandIT Service Portal seamlessly integrates with Microsoft Dynamics ERP systems, ensuring consistency and accuracy of information and data. Real-time synchronization of data between the portal and the ERP system enables smooth transfer of service orders, consumables, spare parts, and more. The integration streamlines processes and eliminates manual data entry, enhancing overall efficiency.

Maximized Productivity and Reduced Administration Costs: The ExpandIT Service Portal integrates with ExpandIT Resource Planning and ExpandIT Field Service, maximizing productivity and reducing administration costs. By connecting key systems, the portal eliminates duplicate data entry and automates processes. Field technicians can access and update information on the go, reducing paperwork and administrative tasks. The portal enables efficient resource planning and scheduling, optimizing service delivery and minimizing downtime.