ExpandIT
Field service management software for Microsoft Dynamics
About ExpandIT
ExpandIT is a field service management platform that integrates natively with Microsoft Dynamics Business Central and Finance & Operations. It enables organizations to digitalize paperwork, simplify scheduling, and connect office teams with field technicians through mobile-first tools that work online and offline.
Pros & Cons
Pros
- Deep native integration with Microsoft Dynamics Business Central and F&O
- Full offline capability lets technicians work in areas with no connectivity
- Established company with over 25 years of experience in field service since 1998
- Mobile-first design optimized for field technician workflows
- Reduces administrative overhead by digitalizing paperwork and approvals
Cons
- Requires Microsoft Dynamics ERP — not suitable for organizations using other platforms
- Pricing is not publicly listed, requiring sales contact for quotes
- Limited review presence on major platforms like G2 and Capterra
- May be overkill for very small service teams with simple scheduling needs
Key Features
Work Order Management
Create, assign, and track work orders digitally with real-time status updates from the field
Offline Mobile Access
Field technicians can access and edit work orders without internet, with automatic sync when connectivity returns
Resource Planning
Schedule and dispatch technicians with drag-and-drop resource planning tools
Microsoft Dynamics Integration
Native integration with Business Central and Dynamics 365 Finance & Operations ERP systems
Customer Signatures
Capture digital signatures on-site for service verification and compliance
Service Portal
Self-service portal for customers to submit and track service requests
Task Checklists
Define step-by-step task checklists for technicians to follow and complete on each job
Photo & Document Capture
Attach photos and documents to work orders directly from mobile devices in the field
Pricing
- Service Portal
- Field Service
- Resource Planning
- Microsoft Dynamics integration
- Everything in Essentials
- Advanced scheduling
- Custom workflows
- Priority support
Best For
Industrial Equipment Service
Manage maintenance and repair of industrial machinery with offline-capable mobile work orders
HVAC and Plumbing Companies
Dispatch technicians, track parts inventory, and capture customer sign-offs on completed jobs
Facility Management
Schedule recurring maintenance tasks and manage large teams of field technicians across multiple sites
Utilities and Energy
Coordinate field inspections and service calls with real-time resource planning integrated into ERP
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