Contractor Training Hub
Training Materials For New And Existing Contractors
Welcome to the Contractor Training Hub! 🚀
Here, you will find everything you need to get up to speed and stay informed with Step-by-step training videos.
Whether you're just getting started or refreshing your knowledge, this central hub will help ensure you're fully equipped to deliver your work with confidence and efficiency.
The content below is presented in the order of a typical workflow, with each step broken down, allowing you to focus on specific areas or modules.
Tip: Bookmark this page so you can revisit it anytime.
If you're unsure where to start, begin with the Welcome to expansive video, then follow the sequence laid out in the content list.
Contractor Training Webinar Recording
🙌 Welcome to expansive
📊 Dashboard Overview
📢 Managing Service Requests
📑Managing RAMS
📱Engineer App
Read more about how to use the app here.
Read more about how to add assistant engineers on the app here.
⏳ Managing Time Logs Manually
Read more about this here.
💬 Managing Quotes
More details can be found here in this article.
→💬 Managing Follow-on quotes
Read more about this here.
🗓️ Managing Planned & Compliance
💸 Submitting Costs
Read more about handling billing queries here.
More details can be found here in this article.
🧾 Submitting Invoices
More details can be found in this article here.
Parts Ordering Supplier Workflow
Utilising AI 🤖
expansive has multiple AI features clients may choose to utilise. They can be used together or in isolation. The videos below show how to use these if they are enabled.
Quote Extractor 🗃️
When users are submitting a quote, should they already have a document prepared with the details, they can now upload the document and use AI to pull the relevant details. This will then autopopulate fields such as cost lines and expiry dates.
Quote Analyser 🔬
Once a quote has been submitted, users can use AI to analyse the quote details. Here, details such as price and timeframes will be compared to averages for similar work, and any fields that need attention will be flagged. Users can then use this information to assess whether a quote is good value and should be progressed.
Remedial Actions Extractor ⛏️
When users are uploading compliance documents, they can utilise AI to help extract remedial actions from the documents should the compliance submission be a fail, or pass with recommendations.
Invoice Extractor 💰
When users are uploading their invoices, they can select to use AI at the top of the form. When in use, the AI will process any uploaded documents and gather the relevant data from them to fill in the necessary invoice related fields.
Comment Assistant ✍️
When writing comments, users can use the assistant to re-write their comments in various tones and styles, which they can choose from the dropdown.
Useful Links 👨🔧
How do I add an external reference to a work order?
How do I request changes to the time to attend SLA?
How do I manage remedial tasks on a work order?
Where can i see the SLAs associated with a work order?
How do I add a default tax rate to my profile?
