Dynamics 365 Sales And Field Service For The Win – Voytko Success Story
Executive summary:
David Voytko, Founder and CEO of Voytko Mechanical, had a growing business with scattered and inefficient bidding, estimation, and document management processes. Voytko Success Story begins with strategic move to revamp the company’s technology infrastructure, these constraints gradually started disappearing with AlphaBOLD’s construction management solution – BUILDFitters. BUILDFitters is a packaged industry vertical solution consisting of model-driven and canvas applications built on the Dynamics 365 platform.
After seeing the value and efficiencies gained by implementing Dynamics 365 Sales module, David and his team saw the value of incorporating the Dynamics 365 platform into more facets of their HVAC business.
Customer challenges:
Voytko Mechanical Inc. is an air-conditioning contractor located in Commerce, CA, USA. It is a continuation of a family legacy spanned over three decades. The company focuses on serving clientele in the HVAC industry (just like us) that recognizes quality, expertise, and value.
Before adopting Dynamics 365, Voytko managed estimations, proposals, and accounting manually using paper-based processes. QuickBooks, their previous system, couldn’t keep up with their growing needs, leading to inefficiencies. Realizing the HVAC industry’s competitive demands, Voytko implemented Dynamics 365 Sales successfully. Now, they sought AlphaBOLD’s assistance to improve project visibility and communication between field and back-office teams.
How Voytko Success Story took Shape:
Sitting down with AlphaBOLD, Voytko Success Story listed some of the issues they wanted to address in any new system they would implement. One area that they identified was the lack of proper resources and technology to streamline field technicians’ tasks. For example, they would sometimes have three people working on the same task.
The technicians also had no proper means of reporting errors or issues in the field via an automated, cloud-based solution. The company could not provide its field workers with sufficient tech support when they found problems out in the field. If a worker reported an error in the field, he/she would manually record it via a ticket and then physically report it to the back-office team.
There was no way to get approvals on the spot. This was a highly inefficient process as Voytko Mechanical’s operations are based out of Los Angeles – a city known for high volumes of road traffic. Commuting back and forth and repeatedly sending field agents to sites with trucks of inventory and machinery was time-consuming and costly. Furthermore, these tickets would often get ‘lost’, resulting in lost opportunities for the company.
Partner solutions:
Customer benefits for Votyko Success Story:
Voytko Success Story and AlphaBOLD enjoy a trusted partnership and continue working to refine the HVAC business further with Dynamics 365. With multiple customizations, focused customer services, and ongoing training, Voytko Mechanical can now have a proactive approach that helps mitigate risks. One reason for the success of this partnership is that the AlphaBOLD’s team came in and served as in-house experts rather than outside consultants.
