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.

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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.

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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.

What You Can Expect from the Dynamics 365 Finance and Operations Wave Release 2 2022

Microsoft has many positive changes, updates, and new features coming out as part of the Dynamics 365 Finance and Operations […]

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10.4.22 Dynamics CRM

Top New Features and Updates in Dynamics 365 Customer Engagement Wave 2 2022 Release

Microsoft is helping your business adapt to the new normal with great new features and updates as part of the […]

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How to Solve “update not allowed for field” Error with Data Entries in Dynamics 365 Finance and Operations

While working with a Data entity for Dual-write and Data migration recently, I came across this error: “Results. update not […]

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9.23.22 Azure

The Path to the Cloud: Why It Might Be Time to Migrate Dynamics GP to Azure

There has never been a better time to host Dynamics GP in Azure. In Part 1 of this two-part series, […]

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Quick Fix: Visual Studio 2019 Debugger Crashing When Attempting to Debug X++ Code

Recently, I wrote a blog post about breakpoints not being recognized when attempting to debug X++ code in Visual Studio […]

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9.16.22 Dynamics GP

How to Connect Your Dynamics GP Data to Power BI

Connecting your Dynamics GP Data to Power BI can help you bridge the gap between data collection and utilization. Many […]

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9.15.22 Azure

The Path to the Cloud: What You Need to Know About Hosting Dynamics GP in Azure

Hosting Dynamics GP to the cloud or upgrading to a cloud-based ERP system is increasingly becoming a sought-after option for […]

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9.9.22 Dynamics CRM

How Power Apps and Power Pages Can Improve Your Customer Experience

The Power Platform has several great components that give you endless possibilities in evolving your business solutions. Two of the […]

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Analyzing Error 412 when Exporting to Data Lake in Dynamics 365 Finance and Operations

The Export to Data Lake feature is a great way for you to copy data from your Dynamics 365 Finance […]

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Quick Fix: Visual Studio 2019 Not Recognizing Breakpoints When Attempting to Debug Dynamics 365 Finance and Operations Code

While developing recently, I ran into a strange issue where the breakpoints I was setting in the X++ code were […]

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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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