ExpandIT Essentials for Dynamics 365 BC
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ExpandIT Essentials for Dynamics 365 BC |
Product Verticals: Construction, Manufacturing, Oil and Gas, Utilities
Business Processes: Customer Service, Field Service, Invoice Processing, Planning and Scheduling, Regulatory Compliance, Reporting, Resource Dispatch and Scheduling
ExpandIT Essentials enables organizations who perform service or installation to maximize productivity while reducing administration costs. The solution includes, , and . Our software provides seamless integration to Microsoft Dynamics 365 Business Central, NAV, and F&O/AX, empowering businesses of all sizes to streamline the resource management process and optimize the daily activities of sales and service representatives.
ExpandIT Essentials is a managed service that enables customers to get started fast and at a fixed price. However, the option is available to customize the solution in the future.
ExpandIT Service Portal
ExpandIT Service Portal is a robust platform that encompasses all interaction with the customer. This ranges from ordering services, consumables and spare parts to seeing all information about service items, upcoming or previous visits, documents, photos etc. It integrates with Microsoft Dynamics ERP systems, sharing important information and data. The portal also integrates ExpandIT Resource Planning and ExpandIT Field Service. This allows for maximized productivity and substantial reduction of administration costs. It has its own Content Management System, which allows for full control over content and users. The software allows for a combination between content from the ERP system (products, prices, etc), and user input.
ExpandIT Field Service
ExpandIT Field Service software puts information at your service 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. This enables your organization to streamline the order flow from field worker through to the accounting system. As well as, improve cash flow with faster billing. The improved transparency and better documentation increases customer satisfaction and enhances compliance.
ExpandIT Resource Planning
ExpandIT Resource Planning is built to support dispatchers. The software receives real-time updates from the field, allowing for real-time visualization of key parameters for resource allocation, such as job completion status, estimated travel time, sickness, holidays, technician skills, geo-position, and more. Dispatchers can easily plan and assign jobs to field technicians. Additionally, they may track time, materials and other resources. The software enables dispatchers to communicate with both the customer and service technicians using SMS, email or phone.
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