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.”

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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.

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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.

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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.

12.19.25 AI and Copilot

An AI Architect’s Step-by-Step Guide to Building Business Central Agents in Copilot Studio with MCP

If you’ve ever tried to connect Copilot Studio to Business Central, you know the old process required a lot of […]

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12.17.25 AI and Copilot

What Microsoft’s Model Context Protocol (MCP) Really Is (and Why It Matters)

Every so often, Microsoft introduces a capability that quietly changes how we build intelligent systems. It doesn’t always arrive with […]

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What You Should Know About VPNs: A Practical Security Guide

In today’s connected world, the way we work and access information has changed significantly. Remote work, coffee shop meetings, and […]

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Expense Management Made Easy in Dynamics 365 Finance and Supply Chain Management

Every organization, regardless of size or industry, must deal with diverse and sometimes complicated expenses. When you use Dynamics 365 […]

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Streamline Maintenance Requests with Production Floor Execution in D365 Supply Chain Management

In any manufacturing environment, the flow of healthy and consistent production can be upended by costly interruptions. Whether a machine […]

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12.8.25 AI and Copilot

How to Choose the Right Microsoft Tools for the Right Jobs

Microsoft’s technology stack has undergone a radical transformation, from a handful of productivity apps to a sprawling, AI-powered ecosystem that […]

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Understanding Segments and Triggers in Dynamics 365 Customer Insights – Journeys

Marketing moves fast, and organizations are constantly looking for ways to reach the right audience with the right message at […]

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How to Extend Sales Confirmation on Batched and Single Runs in D365 Finance and Supply Chain Management

Ever needed to trigger a custom action during the Sales Order Confirmation process in Dynamics 365 Finance & Supply Chain […]

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Microsoft Entra PIM: How to Assign Users as Eligible for Privileged Roles

What is Microsoft Entra Privileged Identity Management (PIM)? Microsoft Entra PIM is a security feature within Microsoft Entra ID (formerly […]

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Why Dynamics 365 is the Best ERP to Replace Legacy Systems

You hate to admit it, but the systems that once powered your food manufacturing enterprise are now barriers to efficiency, […]

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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.

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