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.

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.

2.23.24 Dynamics CRM

Use Embedded Forms in Dynamics 365 Sales To Enhance User Efficiency

Leveraging embedded forms in Dynamics 365 Sales is a practical and effective approach to refining workflows, streamlining data entry, and […]

Read the Article

How to Use Excel Reports in Dynamics 365 Business Central

Using Excel reports in Dynamics 365 Business Central allows you to export data from standard reports into Excel files, where […]

Read the Article
2.20.24 AI and Copilot

AI For Nonprofits: Five Tips for Using AI Technology

Looking into AI for nonprofits could help you and your organization streamline day-to-day tasks and work smarter. There is a […]

Read the Article

How to Connect Your DEV and UAT Environments in Dynamics 365 Finance and Operations

Importing data between your DEV and UAT environments in Dynamics 365 Finance and Operations can be a lengthy and time-consuming […]

Read the Article
2.15.24 AI and Copilot

Customer Service and AI: Use Dynamics 365 to Foster Loyalty and Satisfaction

Dynamics 365 Customer Service encompasses several great tools to help your team utilize the combination of customer service and AI. […]

Read the Article
2.14.24 Dynamics GP

How to Use Payroll Posting Accounts in Dynamics GP

Understanding Payroll Posting Accounts in Dynamics GP helps you ensure money flows through your business to the right places. A […]

Read the Article

The Data Pyramid: Foster Wisdom By Understanding How Data Flows Through Your Business

Understanding the data pyramid is a great way for you to analyze the flow of information in your business to […]

Read the Article

How to Mask Customer Information in Dynamics 365 Finance and Operations for Non-Production Environments

Learning to mask customer information in Dynamics 365 Finance and Operations is an important step you can take to protect […]

Read the Article

EFT Payments in Dynamics 365 Business Central: Stop Relying on Paper Checks

Transitioning to EFT payments in Dynamics 365 Business Central from paper checks is an easy process once you know the […]

Read the Article

Resolving Spacing Issues in SSRS Label Reports

Spacing issues in SSRS label reports can be a tedious annoyance to deal with. Recently, I had a client with […]

Read the Article

Talk to us today about solutions for your business.

 

Connect With Us

Contact Us

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

Rk-mechanical