Mechanical contractors need to manage more than individual work orders.
Configure work orders, technician schedules, service agreements, customer equipment, project tasks, parts, pricing, approvals, and reporting around how your business operates.
Work with the same team through discovery, configuration, data setup, testing, training, implementation, and post-launch support.
Give dispatch, field service, project management, inventory, purchasing, accounting, and leadership teams role-specific training based on how they will use the system.
Get continued help with new technicians, service offerings, customer sites, equipment categories, workflows, reports, integrations, and process improvements.
Add technicians, customers, locations, departments, service agreements, projects, functionality, and integrations without replacing your core business system.
Know exactly where you’re making or losing money on every job — before it’s too late.
Service Dynamics can support commercial and industrial HVAC, plumbing, piping, refrigeration, boiler, hydronic, and multi-trade mechanical contractors.
The platform can be configured around your mix of emergency service, planned maintenance, repairs, replacements, retrofits, and installation projects.
Yes. ExpandIT gives dispatchers a planning board for reviewing technician schedules, job locations, current assignments, and estimated travel time.
Dispatchers can create and adjust work orders as priorities change, while technicians receive updated information through their mobile devices.
Yes. Customer equipment, service requirements, contract terms, maintenance intervals, and planned visits can be maintained in the system.
Recurring service orders can be created from service agreements and scheduled through ExpandIT for completion in the field.
