ExpandIT
Streamlining Field Service Operations using ERP Systems

Managing projects that span decades, with multiple stakeholders, requires efficient technology that can streamline and simplify the workflow.

Take the home building space, which involves project-oriented tasks like cost estimation, land acquisition, construction, and management functions beyond construction, such as repair and maintenance. Purpose-built field management software can go a long way in addressing the needs of stakeholders.

ExpandIT’s field service management (FSM) software meets this need, addressing both project and management requirements.

Streamlining operations, this solution accelerates task completion with concise instructions for construction and maintenance teams. Customers gain visibility into property maintenance history and can easily request repairs. While it enables field operatives to log work and materials seamlessly unfettered by connectivity limitations, financial controllers efficiently handle project costs and payroll for subcontractors. Even compliance is made easy with meticulous documentation from vehicle checks to installation protocols.

The solution includes ExpandIT Service Portal, ExpandIT Field Service, and ExpandIT Resource Planning. All interactions with customers are covered by its service portal, including placing orders for services, consumables, and spare parts, and viewing detailed information about service items, upcoming or completed work orders, documents, images, and more.

Field technicians can use the ExpandIT Field Service module to access information. This seamless flow empowers them to efficiently manage work orders, including tracking task duration, spare part use, and additional costs.

The system automatically logs travel time, and facilitates data tracking, real-time job insights, checklist completion, and photographic proof of completed work. Technicians get the flexibility to engage in targeted job-related tasks and mark them completed. The collected data transitions into the invoicing process immediately upon job fulfillment.

This is enhanced by the ExpandIT Resource Planning module, which fills the crucial gaps in traditional ERP systems used for management tasks. The software integrates with Microsoft Dynamics ERP systems like 365, Business Central, and NAV, making it the ideal choice for businesses that want to streamline operations and boost efficiency. Companies can access many features typically not included in traditional ERP systems, including resource planning, scheduling, time and material tracking, reporting, and a customer portal. Real-time data from the field is effortlessly incorporated into this scheduling software, offering an immediate visual of crucial resource allocation factors. These factors include task progress, estimated travel time, and technician availability. Operations are optimized, ensuring the right personnel, parts, and equipment reach the location on time. This eliminates paperwork, redundant reporting, and manual administrative tasks, enhancing overall efficiency.

“ExpandIT essentially relieves the stress associated with service administration by digitizing procedures and streamlining the information flow between the field and the office,” says Otto Strandvig, CEO of ExpandIT.

A&M Energy, a UK-based installation services provider recently went live with ExpandIT. Since then, it has managed hundreds of workers responsible for building residences while ensuring they comply with all laws and vendor warranties. With the help of ExpandIT, they streamlined the onboarding process and complete thousands of compliance forms every month.
For more than two decades, ExpandIT has maintained strong relationships with loyal customers. A notable case is its partnership with Komatsu Forest, a key player in forestry equipment, which prioritizes customer experience by sharing information with subcontractors to enhance maintenance history and insights. Their ongoing collaboration with ExpandIT has refined this process. Komatsu Forest is now transitioning to cloud-based solutions after progressing through multiple ERP systems. This journey underscores ExpandIT’s commitment to innovation and impactful partnerships.

ExpandIT is a top choice for businesses seeking exceptional field service management solutions. By working with Microsoft Dynamics Partners, ExpandIT offers organizations a comprehensive platform that enables better resource planning, enhanced communications, and increased self-service capabilities. With years of experience in the field, ExpandIT is a trusted partner for businesses of all sizes, and with a strong commitment to delivering exceptional service and support.