Field Service

ExpandIT Field Service

ExpandIT Field Service software puts information at your field technicians’ fingertips - digitally. Easily track key information, access up to date data, view a real-time overview of job related information, complete checklists and provide photographic proof of work completed. With field service management software your organization can streamline the order flow from field technician through to the accounting system and improve cash flow with faster billing. The improved transparency and better documentation increases customer satisfaction and enhances compliance.

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ExpandIT Field Service report screen on tablet

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.

ExpandIT Field Service scheduling screen on tablet
ExpandIT Field Service status screen on mobile phone

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.

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Watch this video to learn more about the ExpandIT Field Service Mobile Client.