Dynamics 365 Business Central with ExpandIT

Field Service Management

Maximise Efficiency and Control with Field Service Management using Dynamics 365 Business Central and ExpandIT

Industries

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Equipment and Machinery Service and Repair

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HVAC

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Cleaning and Maintenance

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Services and Repair Companies

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Healthcare (Medical Equipment Servicing)

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Facilities Management

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Fire and Safety Inspection

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Construction

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Property Management

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Pest Control

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Utilities Services

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Telecommunications

Know more about service management

Solutions Overview

The Service Management functions in Business Central are designed to help businesses excel in customer service, boost brand loyalty, and streamline operations. They enable the scheduling of recurring service appointments, allocation of skilled personnel, inventory management, and standardisation of service contracts. Numerous industries, including repair shops, installers, landscaping, and computer services, can utilise this module to provide ongoing service, warranty support, maintenance, or needed repairs to their customers. Notably, this module seamlessly integrates with Business Central’s existing ERP capabilities, eliminating the need for extra software or intricate integrations.

ExpandIT’s Field service software simplifies the organisation and scheduling of field technicians, offering dispatchers a comprehensive overview of their tasks while also digitising various processes. ExpandIT seamlessly integrates with Microsoft Dynamics 365 Business Central (and Dynamics 365 F&O). ExpandIT Essentials allows organisations to start quickly at a fixed price and includes ExpandIT Service Portal, ExpandIT Field Service, and ExpandIT Resource Planning. This simplifies field technician management, encompassing job planning, dispatching, and resource tracking.

ExpandIT: Years Established

SEQOLA: Years established

ExpandIT Features

Mobile Service Client

ExpandIT Field Service ensures real-time updates for both dispatchers and field technicians, providing accurate co-worker and job insights. Work orders are digitally dispatched to technicians’ mobile devices, allowing quick sharing of changes or updates. Technicians can efficiently work on specific tasks, mark them as completed, and address any customer queries. Once a job is finished, data seamlessly flows through to invoicing within minutes, even when working offline. ExpandIT empowers technicians to schedule, manage work orders, and generate reports on various devices for efficient field service management.

Resource Planning

The ExpandIT Resource Planning software streamlines field technician management and scheduling by receiving real-time updates, enabling visualisations of crucial resource allocation parameters such as job status, travel time, technician skills, and more. It empowers dispatchers to efficiently plan, dispatch, track time and resources, and communicate with customers and field technicians. The Planning Board utilises information from Microsoft Dynamics ERP systems and field data to schedule resources and jobs, while the built-in map displays technician and job locations, optimising decision-making. The Approval Module allows thorough job review before ERP system integration, ensuring accuracy and efficiency.

Integration with Business Central

ExpandIT Field Service offers a robust solution, seamlessly integrated with Microsoft Dynamics 365 Business Central, to empower service and installation organisations. By eliminating manual work, tracking forms, expenses, and time digitally, it enhances efficiency and reduces errors. Field staff benefit from streamlined processes and tools that eliminate paperwork, while businesses enjoy faster invoicing and improved cash flow through seamless integration. Customers can conveniently schedule service, pay invoices, and access records online, improving their overall experience.