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.

Dynamics 365 Business Central 2026 Wave 1: New Tools and Features

The 2026 Wave 1 release for Microsoft Dynamics 365 Business Central is here with another strong signal that Microsoft is […]

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2026 Wave 1 Release for Dynamics 365 Customer Engagement: A Closer Look at What’s New

Every Dynamics 365 release cycle brings innovation. But… the 2026 Wave 1 release for Customer Engagement feels particularly intentional. The […]

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4.14.26 AI and Copilot

Supply Chain Communication Agent: A Low Risk, Out of the Box Copilot Proof of Concept

The Supply Chain Communication Agent is an ideal way to introduce Copilot into your supply chain fast, focused, and low […]

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4.13.26 Agriculture

AI in Agriculture, Solving Real Grain Industry Challenges with Microsoft Copilot

Grain companies do not need more AI hype. They need practical ways to use this technology within the business systems […]

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Exciting New Features for Dynamics 365 Solutions in the 2026 Wave 1 Release

The 2026 Wave 1 release across Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Customer Engagement, and Microsoft Dynamics 365 […]

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4.9.26 News

Stoneridge Software Honored With 2026 USA TODAY Top Workplaces Award

National recognition highlights Stoneridge Software’s commitment to a strong employee experience Stoneridge Software has earned the 2026 USA TODAY Top […]

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CRM for Manufacturing: Top 5 Strategies for Consistent and Profitable Growth

Under the shadow of complex business ecosystems and rapidly evolving technologies, manufacturers are under increasing pressure to grow revenue, protect […]

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Copilot Cowork Agent Explained: Best Practices, Cost & Availability, and Which Claude Model to Use

If you’ve been watching the AI space closely, you know the pattern now. A big announcement drops, the demos look […]

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Chain of Command vs PostHandlerFor in D365 Finance & Operations SSRS Reports

X++ PostHandlerFor vs CoC Extension Usage on DP Classes When you need to push and/or manipulate fields into an SSRS […]

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Troubleshooting Data Entity Errors in Dynamics 365 Finance & Operations

If you’ve spent any real time developing in Dynamics 365 Finance & Operations, you’ve probably run into this gem while building […]

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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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