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For removal firms, builders, plumbers, electricians and painters

Keep track of every job. From enquiry to review.

Leads, quotes, ÄTA (change orders), scheduling, the field app and reviews in one system. On the computer and on the phone, by hand or ask the AI assistant to fill in the boring bits for you. When the job is done, the invoice goes into your accounting software at the press of a button.

  • Quotes and change orders
  • Scheduling
  • Field app
  • Leads
  • Reviews
  • Accounting

“Create a quote for Ola Offertsson to build a deck for SEK 75,000 minus ROT”

New quote (draft)

Waiting for you
Customer
Ola Offertsson (new customer)
Title
Deck
Lines
Deck, 1 pc × SEK 75,000 Labour
The overview in Expandvia CRM: today's jobs, open quotes and leads

The invoice details go to your accounting software

  • Fortnox
  • Spiris
  • Bokio
  • Björn Lundén

What you keep track of

Everything around the job in one place, on the computer and on the phone.

Jobs

Addresses, map, checklist, photos and the customer's signature.

Quotes and change orders

The Swedish ROT/RUT tax deductions and VAT worked out. The customer approves by SMS or email.

Scheduling

Schedule, who drives which vehicle, absence.

Leads and reviews

The form on your website becomes a lead. After the job, a review request goes out.

A job in Expandvia CRM with addresses, map, customer and agreed price
Jobs

Everything about the job in one place

Every job has its addresses, its checklist and its customer. The office and the field see the same thing.

Addresses and map

One or more addresses per job, with a map.

Checklist, photos and signature

Ticked off on site. The customer signs on the phone.

Quote and change orders on the job

The agreed price and approved extras show right on the job.

Invoice details when the job is done

One set of invoice details per job, created automatically from the quote's lines.

A quote in Expandvia CRM with lines, VAT and RUT deduction
Quotes and change orders

The quote becomes a job in one click

Write the quote, send the link, get it approved. Extras on site become a change order that the customer approves on the signature pad.

ROT/RUT and VAT worked out

The deduction is worked out for you and shown on the quote.

The customer approves by SMS or email

A link where the customer approves or declines.

Change orders written on site

A separate quote on the job, approved on the signature pad or by SMS.

PDF

The quote as a PDF, ready to send.

Scheduling in Expandvia CRM: the week's schedule per employee and vehicle
Scheduling

The right people and the right vehicle on every job

The week in one view: who works where, which vehicle goes out and who is off.

Week and day

The schedule per employee and vehicle.

Vehicles

Who drives which vehicle on which job.

Absence

Sick leave and holidays show in the schedule.

Unstaffed jobs

Shown straight away, so no job is left without people.

The field app on a phone: a job with address and map
The field app

Today's jobs on the phone, even without signal

Your staff log in with an SMS code and see their jobs. Anything done without signal is sent when the connection is back.

Today's jobs

Address, contact and times for the day.

Checklist, photos and signature

Ticked off and taken on site.

On-the-way SMS

One tap and the customer knows you're on the way.

Change orders on site

The extra is written on the phone and approved by the customer there and then.

The assistant in Expandvia CRM with a quote request typed in
The assistant

The assistant does the work, you decide

Talk or type, in the office and in the field app. Say “create a quote for Anna Exempel for a move from Storgatan 1 to Lillgatan 2 on Friday” and the quote is ready to send.

Looks things up

Customers, jobs, quotes, the schedule, staff and vehicles.

Does things for you

Creates customers and jobs, writes and sends quotes, creates change orders, staffs jobs, sends on-the-way SMS, ticks off the checklist.

You say yes or no

Before anything is saved, it shows what it is about to do. Everything is logged.

By voice

You talk, it answers out loud.

Leads in Expandvia CRM: enquiries from the form on the website
Leads

The form on your website becomes a lead

Your website does not have to be built by Expandvia. We connect the form when you start, and you do nothing yourselves.

SMS to the office

Every new lead sends an SMS.

Quote in one click

From the lead straight to a quote.

Done, ask for a review

One tap creates the customer and a finished job and starts the review flow.

Thank-you straight away

Form submissions are received on separate infrastructure, so the visitor gets their thank-you even while the system is being updated.

Reviews in Expandvia CRM: sent requests and the Google rating
Reviews

More reviews on Google, without nagging

When the job is finished, the customer gets an SMS with a link. You see how far each request has got and how your rating is moving.

Automatic request

SMS after a finished job, in your company's name.

Reminder

If the customer hasn't clicked, a reminder goes out.

QR code

For the customer who would rather scan on the spot.

Google rating with trend

The rating and the number of reviews on one card.

Accounting software settings in Expandvia CRM: Fortnox, Spiris, Bokio and Björn Lundén
Accounting

You don't switch accounting software. You connect it

Fortnox, Spiris, Bokio or Björn Lundén. You connect your account yourself in the settings, with your usual login.

Draft invoices with ROT/RUT

The invoice details are sent as a draft with the ROT/RUT buyers filled in.

Or invoice directly

Unbroken number series, OCR reference, PDF by email, payment page by SMS, credit notes. Every invoice is recorded in the books.

Skatteverket

One panel with everything Skatteverket, the Swedish Tax Agency, asks for when you request the payout.

Stored in the EU

The database is in Frankfurt and the files in the EU.

How a day works

From enquiry to review, without anything falling through the cracks.

  1. A lead comes in

    The customer fills in the form on your website. The office gets an SMS.

  2. Quote in one click

    ROT/RUT and VAT are worked out. The customer approves by SMS.

  3. The job in the field app

    Checklist, photos, signature. The customer gets an on-the-way SMS.

  4. The invoice in your accounts

    The invoice details are created when the job is done. You send it to your accounting software in one click.

  5. The review

    The customer gets a request by SMS. The rating shows on Google.

Pricing

One price for the whole company

Every feature is in every package. You pay for the company, not per user, and the package depends on how many of you there are.

Micro

0-1 employees

SEK 995

per month, whole company

Book a walkthrough

Everything included:

  • AI assistant that fills everything in for you
  • Jobs with checklist, photos and signature
  • Quotes and change orders with ROT/RUT worked out
  • Scheduling: schedule, vehicles, absence
  • The field app, even without signal
  • Leads from your website
  • Reviews after every job
  • Invoice details to Fortnox, Spiris, Bokio or Björn Lundén
  • SMS to your customers

Medium

2-5 employees

SEK 1,495

per month, whole company

Book a walkthrough

Everything included:

  • AI assistant that fills everything in for you
  • Jobs with checklist, photos and signature
  • Quotes and change orders with ROT/RUT worked out
  • Scheduling: schedule, vehicles, absence
  • The field app, even without signal
  • Leads from your website
  • Reviews after every job
  • Invoice details to Fortnox, Spiris, Bokio or Björn Lundén
  • SMS to your customers

Growing

6 or more employees

SEK 2,995

per month, whole company

Book a walkthrough

Everything included:

  • AI assistant that fills everything in for you
  • Jobs with checklist, photos and signature
  • Quotes and change orders with ROT/RUT worked out
  • Scheduling: schedule, vehicles, absence
  • The field app, even without signal
  • Leads from your website
  • Reviews after every job
  • Invoice details to Fortnox, Spiris, Bokio or Björn Lundén
  • SMS to your customers

Questions about the price? Book a walkthrough and we will go through it.

Common questions

Do we have to change accounting software?

No. You connect Fortnox, Spiris, Bokio or Björn Lundén in the settings and carry on as usual. The invoice details are sent there as a draft, or you invoice from the CRM and every invoice is recorded in the books.

Does it work with our existing website?

Yes. Expandvia connects the form on your website when you start, whoever built it. You do nothing yourselves.

Does the field app work without signal?

Yes. Checklist, photos, signature and change orders are done on the phone and sent when the connection is back.

Where is our data stored?

Personal data is stored in the EU: the database in Frankfurt and the files in the EU.

Can we start with just leads and reviews?

Yes. Modules are switched on per company, so a company can start with leads from its website and reviews, and add jobs, quotes and scheduling later.

Book a walkthrough

We show you the system and connect the form on your website when you start.