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.

Preview of Features in Wave 1 2021 Release of Dynamics 365 Finance and Supply Chain Management

The Wave 1 2021 Release of Dynamics 365 Finance & Supply Chain is full of new features and functionality that bring in intelligence and automation for users across the entire platform. This blog outlines some of the more exciting additions that are being added to...

Preview of Wave 1 2021 Release of Microsoft Dynamics 365 Business Central

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Microsoft License Consolidation Available from Stoneridge

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Stoneridge Software Charitable Giving 2020 Recap

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Guide to Advanced Budgeting in D365 Finance: Processing a Budget

This is part 2 of the two-part series on Advanced Budgeting in D365 Finance. In part 1, we went through all the setups and configurations in Dynamics 365 Finance which need to happen prior to gathering and processing a budget – Advanced Budgeting – Part 1. Part 2 of...

How Agronomists Can Use Technology to Ensure The Best Price for Products

  Managing multiple price sheets, calculating discounts and rebates, and accounting for margin requirements is a complex process that many agronomists are currently attempting to manage on spreadsheets. Determining the best source for quality products at the...

Bug Fixes Included in 10.0.16 Update of Dynamics 365 Finance and Supply Chain Management

The 2021 release wave 1 of Dynamics 365 Finance and Supply Chain Management has features available for public preview starting in February, with the majority of all features generally available in April 2021. Subscribe to our blog to receive information on the new...

Guide to Understanding D365 Business Central User Security and Setup    

Here is your guide to understanding D365 Business Central user security and setup. In Dynamics 365 Business Central, there are two different areas related to user security & setup – Profiles (Roles) and Permissions. User Profiles (Roles) in Business Central The...

Guide to Advanced Budgeting in D365 Finance: Setup

This is part I of a 2 - Part Series on advanced budgeting. Advanced Budgeting is vast and can have many ‘moving parts’, In this blog, I will mention workflows when applicable but for the most part, we will stick to the manual processes to create a budget in D365...

Managing the Return Process with Dynamics 365

Manufacturers and distributors are able to easily manage the return process with Dynamics 365, no matter how complex your requirements are. In this blog, we’ll run through some common return scenarios that can easily be managed using D365. Managing Returns in Dynamics...

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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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