Civtec case study

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 a New Zealand infrastructure construction company specialising in telecommunications, civil, and utilities networks. Its growing team needed better job visibility and a reliable field service system.

Business need

Rapid growth had outpaced Civtec's job management system. The business needed a flexible, cloud-based platform for end-to-end work orders, project and cost management, centralised forms, and accurate field work.

The solution

OA Systems implemented Dynamics 365 and Resco Field Service, including customer and contractor portals, a mobile app, Scheduling Board, Business Central integration, legacy data migration, and material tracking.

Technicians can now access agendas, bookings, job information, forms, inspection reports, and status updates in one application.

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