Case Study: Quality Forklift streamlines field service and speeds invoicing with ExpandIT

Quality Forklift cuts invoicing time from 6-7 days to 1-2 days with ExpandIT

Quality Forklift, a Minnesota-based family business that repairs and sells forklifts, faced challenges with its field service technicians relying on inefficient pen-and-paper methods. This led to lost work orders, processing delays, and difficulties tracing past paperwork. Partnering with ExpandIT, they sought a mobile solution integrated with their existing Epicor system to modernize operations and eliminate these inefficiencies.

ExpandIT implemented a mobile field service solution on tablets and phones, allowing technicians to manage service orders, capture customer signatures, and instantly update their system from the field. This resulted in significant improvements: invoice processing time was reduced from 6-7 days to just 1-2 days, work orders were no longer lost, and customer service was enhanced through better access to historical data. Quality Forklift reported greater operational awareness and efficiency, crediting ExpandIT for a proven and successful implementation.

Quality Forklift