Case study / Civtec

Dynamics CRM & Resco Field Service

Dynamics 365 and Resco Field Service helped Civtec streamline field work, inspections, and work order management.

Background

Civtec is an infrastructure construction company specialising in end-to-end telecommunications, civil, and utilities infrastructure networks. Established in 2014, the company has grown into a significant partner for leading utility operators across both the North and South Islands.

With a team of 325 skilled people, Civtec needed a field service system that could support a growing operation, improve visibility across jobs, and make it easier for field technicians to complete work accurately.

Business need

Rapid growth meant Civtec's current job management system no longer met their business needs. Constraints in data management, complex project management, and cost management were impacting the organisation's ability to stay ahead in a competitive market.

The new solution needed to provide an integrated platform for end-to-end work order management, with centralised job and customer forms. It also needed to be cloud-based, flexible, and scalable enough to support their rapidly expanding business.

The solution

Civtec chose Resco Field Service integrated with Dynamics 365 for customisability, offline features, and Resco Inspections capability.

OA Systems customised and implemented Resco Field Service and Dynamics 365, including creating a customer portal, contractor portal, and mobile Field Service app, setting up the Scheduling Board and two-way integration with Business Central, and migrating in legacy data. Custom functionality was built to track material consumption on work order bookings, to support stock and inventory management and reporting.

The new solution ensured field technicians had access to daily agendas, bookings, job information, notes, attachments, forms, inspection reports, and status updates within one application, helping Civtec move towards a more streamlined and paperless operation.

Key results

  • Customised and implemented Resco Field Service within a tight timeframe.
  • Replaced multiple field service applications with a single platform.
  • Gave technicians real-time access to customer bookings.
  • Enabled field capture of time and materials against work order bookings.
  • Linked material consumption to technician stock locations.
  • Automated upload of completed inspection forms and reports.
  • Reduced use of paper-based forms in the field.
"Approximately 85% of Civtec customer bookings were scheduled and accessible in the Resco Field Service app within the first week of go-live."Kate Waring, Continuous Improvement Lead