Specialty Contractors

We Keep You Connected

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.

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.

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.

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.

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.

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.

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.

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.

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.

Enhanced Add Product Experience in Dynamics 365 Customer Engagement

Have you ever wanted to add multiple products to an Opportunity at once? With the Enhanced add product experience in Dynamics 365 Customer Engagement turned on, you simply open your Opportunity, click on the Product Tab, select a price list, chose how you want revenue...

Four Questions to Ask Before Transitioning from NAV to Business Central

Once you understand the benefits and reasons why you should be upgrading from Dynamics NAV to Dynamics 365 Business Central, it’s time to start planning how you’re going to make that transition happen. While there are many action items that need to take place to get...

From the Field to the Office – Work Order Management, Blending, and Application with AgSync and Levridge

When a grower requests an application to their fields, you want to ensure the process is as efficient as possible so you can maximize both your time and your profits. AgSync now integrates with Levridge to allow data to flow between applications, giving you insights...

Data and Processes Key to Manufacturing Product Lifecycle Management

Product lifecycle management (PLM) is at the core of manufacturing success. Understanding each phase in your product's journey helps you understand item popularity, lifecycle, and projected phase-out dates so you can strategize effectively. From product design and...

Moving from Dynamics NAV to Dynamics 365 Business Central – Part 2: Data

In Part 1 of the Moving from Dynamics NAV to Dynamics 365 Business Central series we gave an overview of what this process might look like. Part 2 of this series is all about data. Data is the “stuff” you carry with you to your new home in Business Central. Code is...

Dynamics GP Intercompany Module

Microsoft Dynamics GP was created with small to mid-sized businesses in mind with scalability to continue growing as your business does. Many SMB (small to Mid-Sized Businesses) organizations are comprised of multiple entities, each with their own unique chart of...

Microsoft Adds “File” Field Type to Common Data Service (CDS)

Microsoft recently added and new field type to the common data service. The name is “File”. The "File" field type in CDS is used to store a file related to the current record in the entity. Can be used on customer or out of the box entities. I stopped at five when...

How to Upgrade to Modern Technology from Dynamics GP and CINCH

While it may seem Dynamics GP and CINCH are working well enough for you to run your agribusiness, you’re likely falling behind without even realizing it. Like a small leak that eventually becomes a large one, relying on outdated technology can end up hindering...

Streamlining the Manufacturing Procurement Process

Identifying suppliers with high-quality products readily available at the lowest possible price is the goal of every discrete manufacturing organization. However, few have the ability to streamline a complicated manufacturing procurement process to ensure the highest...

Why Ag Retailers Need a Cloud-Based Solution

Bringing Technology to the Field The ability to have instant access to data anywhere and at any time is exponentially valuable – especially to ag retailers with a variety of locations and employees in the field. If you’re using an antiquated system like Dynamics GP...

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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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About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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