Expandit
Service Portal
The intuitive design of the ExpandIT Service Portal allows for improved collaboration between dispatchers, field technicians and end-customers. Messages, pictures, documents and reports are instantly available to internal and external users. Customers can use the portal to generate digital work orders quickly, communicate about scheduled visits, confirm their availability and schedule future visits. Additionally, customers can access the same information in the portal as they do when they speak to a sales representative. The ExpandIT Service Portal includes B2B logic such as ledger entries and credit card payments of all invoices; all maintained in Microsoft ERP systems.
Document Work Order History
The ExpandIT Service Portal allows customers and technicians to view the full history of work orders on individual Service Items. This feature lets authorized users have full access to the latest information regarding type of work, materials used, items serviced, service certificates and more. Users also have access to upcoming services such as planned preventive maintenances or any scheduled visits. In addition, all accounting data, such as ledgers and invoices, are conveniently available through the platform and synchronized with live data from the ERP system.
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