Waterloo Biofilter Systems Inc. is a leading provider of onsite wastewater treatment with over 30 years of experience and thousands of installations across North America. Based in Guelph, Ontario, the company is one of Canada’s largest maintenance providers for advanced septic systems and has been recognized as one of Canada’s Top Growing Companies by The Globe and Mail.
Waterloo Biofilter struggled with manual processes that left them months behind on billing. Technicians wrote notes on-site, retyped them in the office, then staff created formal reports—a triple-entry system that couldn’t support growth. ExpandIT Field Service software enabled same-day billing, mobile technician tools, and professional customer documentation.
Technicians wrote notes on-site, retyped in office, then staff created formal reports
Several months behind on invoicing completed work
Handwritten forms looked unprofessional to customers
Manual processes consumed excessive hours
Couldn’t track technician progress or work orders
Parts/equipment miscommunication between field and office
Implemented Microsoft Dynamics 365 Business Central with ExpandIT Field Service, delivering:
Single digital workflow replaced manual on-site notes, office retyping, and report creation
Management can track all work orders and technician activity as it happens
Technology foundation enabled continued growth: “There is no way we could be where we are without using technology”
Photo-enhanced digital reports replaced handwritten forms, impressing long-term customers
Billing improved from months behind to invoicing on day of service
Technicians complete reports on-site and proactively manage schedules to take on additional work
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