Spend Your Time Focused on Customers and Jobs

As a specialty contractor you want to spend your time focused on customers and jobs, not managing multiple manual tasks. In a nutshell, you need to generate leads, manage your customers and provide a job quote or estimate, while tracking all of that information in one place. At Stoneridge Software, we have experienced people and solid business applications to help you manage those processes and provide you with a high level overview, plus visibility into each job, so you can make real-time decisions. We work with you upfront to determine the right solution and a proven path forward. And when you’re live on your new solution, we’re still there to help you realize the return on your investment. We keep you connected to our team and the right resources to help you get the most from your solution.

Hermanson Company Mechanical Contractor pipe fitting, HVAC

Success Story:
Mechanical Contractor Hermanson Company Builds on Stronger Ground with Microsoft Dynamics 365

After two years of a failed implementation with a previous partner, Hermanson turned to Stoneridge Software, not just for a new system, but for a fresh start.

“Our project had been going on for two years. We did a full reboot—new partner, new program manager, revamped internal and external teams,” says John Schroeder, Director of Technology, Hermanson Company. “We needed to get live as fast as possible.”

Read More

Icon_upgrades-supportability

Customer Engagement

Job identification • Job Management • Job Quotes

It all begins with an opportunity. Microsoft Dynamics 365 tracks your projects (and potential projects) from the day they are first identified through the quoting process.

Icon-busop-consulting

Job Setup & Budgeting

Budget Estimating • Contract Management • Scheduling • Work Orders

Once a job is won, the real work begins. From estimating to managing contracts, scheduling your team and responsibilities on each job, everything can be tracked in the solution.

Icon_activities

Project Execution

Purchasing • Material Consumption • Equipment/Inventory Management • Billing • Retainage • Creation & Management of Change Orders • Review Committed Costs vs. Actual Costs

There are a lot of moving parts on a project. Keeping track of all the details and being able to view them all in one place is key. Whether it’s purchasing, equipment or change orders, our business applications provide you with what you need to know for each job.

Microsoft dynamics for medical device manufacturing

Management Insights

Project Visibility Reports – expected delivery dates, payment info for subcontractors, work orders & change orders, hourly labor rate • Cash Management

The devil is in the details. And there are thousands in a construction project! Our reporting functions allow you visibility into the things you care about most, leading to more profitable decision-making. Your back office accounting team has the financial tools and information they need at their fingertips to manage what you’re owed, and track against those commitments and what has already been paid.

Power Platform for Manufacturing: How You Can Punch Up Production

Manufacturers today face a constant balancing act: improving efficiency, delivering faster, and maintaining exceptional customer experiences—all while managing complex operations […]

Read the Article

Budgeting and Forecasting with Dynamics 365 ERP: The 2026 Guide for Food Manufacturers

Import/export taxes, global supply chain disruptions, and rising ingredient prices have made cost prediction more difficult than ever for food […]

Read the Article

Copilot in Excel: AI for Smarter, More Effective Spreadsheets

Excel is a powerful and effective tool when it comes to data organization and analysis, but for the average user, […]

Read the Article

EWS Retirement: What CRM On‑Premises 9.x Users Need to Know to Prepare

How the October 1, 2026 EWS Block Impacts CRM On-Premises 9.x Starting October 1, 2026, Microsoft will begin blocking Exchange […]

Read the Article

A Food Manufacturing ERP That Combines Inventory, Finance, and Quality

For many food manufacturers quality, inventory, and finance operate in completely different systems. QA lives in spreadsheets or niche tools. […]

Read the Article

Fixing Data in Business Central: Where Table Data Editor Fits (and Where It Doesn’t)

Why Data Corrections Get Risky as Business Central Environments Mature As Business Central environments mature, data accuracy becomes just as […]

Read the Article
2.24.26 AI and Copilot

Tools and Strategies for Building Smarter Copilot Agents with Copilot Studio

While AI agents rapidly become the backbone of modern business automation, tools like Copilot Studio, Power Automate, and AI Builder […]

Read the Article

Retrieving the Current Instance Name and Environment Details in Dynamics 365 Finance & Operations

When working with Dynamics 365 Finance & Operations (D365 F&O), it’s often useful to know which environment your code is running in — […]

Read the Article
2.19.26 AI and Copilot

Extending MCP Server in Business Central with Custom API Pages

Why MCP Answers Fall Short in Business Central If you’ve tested MCP‑based agents against real Business Central questions, you’ve likely […]

Read the Article
2.18.26 AI and Copilot

Agent 365: The New Nerve Center for Enterprise AI

Microsoft has introduced Agent 365, an important step forward for organizations using AI in the Microsoft 365 ecosystem. It acts […]

Read the Article

Talk to us today about solutions for your business.

 

Connect With Us

Contact Us
Rk-mechanical

Success Story:
RK Mechanical Eliminates Manual Calculations and Time Keeping, Increases Job Cost Accuracy

RK Mechanical, one of the largest mechanical contractors in Colorado, had a large number of ongoing projects with a high importance placed on understanding the profit and loss data on each contract. While they had previously implemented Microsoft Dynamics GP and Key2Act as their business operations solution, certain areas within the system were incorrectly configured, causing the finance team to resort to using Excel spreadsheets to continue to manually complete processes.

Read More