RK Mechanical Eliminates Manual Calculations and Time Keeping, Increases Job Cost Accuracy

Rk-mechanical

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.

For example, month-end and project revenue recognition were both completed on spreadsheets. Employees manually compared actual costs to estimated costs, and then calculated a percentage of completion for each project.

RK Mechanical turned to the Dynamics GP team at Stoneridge Software to help get their systems working properly. The first step was to correct the maintenance contract information and all underlying data. After the need for spreadsheets and manual calculations were eliminated the month-end and project revenue recognition went from a timely manual project to one that is completed automatically in under 15 minutes with greater accuracy of Data.

Once the main pain point was addressed, business processes were evaluated to ensure Dynamics GP and Key2Act was structured to best align with RK Mechanical’s needs. Division and maintenance codes were restructured, and in-depth training was held for members of the RK team.

The business process review revealed areas that could be further streamlined through technology. Once MobileTech was implemented, this allowed the technicians to have a clearer visual of the inventory in their possession and allowed the transfer of inventory from the truck to the service call. Along with inventory control, MobileTech enabled the field service employees to manage service calls and job appointments, while accessing the customer’s full history. Additionally, techs can attach invoices and images to cases. This information is then sent directly to the back office for efficient invoicing and payment.

Field service technicians were also equipped with newly-installed Time Track, allowing them to clock in and out of service calls and charge time to a customer account. Time Track eliminated manual time-keeping and increased accuracy of job costs and customer billing.

With the right technology solutions in place, RK Mechanical has been able to maintain a high level of annual growth and scale their current solutions to fit their needs.

Have Any Questions?

More Successful Stories:

10.7.21

Wright Asphalt Transitions from On-premise Solution to Cloud-based Dynamics 365 Business Central

For nearly 70 years, Wright Asphalt has stood out among its peers in the construction industry as a leader in […]

Read the Article
9.29.21

Upgrade from Dynamics NAV to D365 Business Central Advances Business Vision for North Carolina League of Municipalities (NCLM)

For over a century, the North Carolina League of Municipalities (NCLM) has represented the interests of towns and cities across […]

Read the Article
6.30.21

Agfinity Embraces CRM Upgrade to Supercharge Sales Process, Increase Productivity

Even the most robust software can fail an organization if it isn’t personalized and implemented properly. This was the challenge […]

Read the Article
6.18.21

Creedence Energy Chooses Dynamics 365 Business Central to Keep Pace with Rapid Growth

Creedence Energy Services, LLC is a rapidly growing chemical company in the oil and gas industry. Headquartered in Williston, ND, […]

Read the Article
4.23.21

Electrical Power Maintenance Company Poised for Growth With Dynamics 365 Business Central

After several successful acquisitions, a growing electrical power maintenance company found themselves with 6 different siloed ERP systems ranging from […]

Read the Article
3.24.21

Midwest Rubber Aligns Future Business Goals with Dynamics 365 Business Central as Foundation for Operations

As Midwest Rubber expanded over the years, the leadership team found themselves with multiple Made2Manage ERP systems making it difficult […]

Read the Article
3.19.21

Landscape Structures, Inc. Transforms Company Operations Utilizing Host of Microsoft Technologies

Landscape Structures, Inc. (LSI)  is an employee-owned, commercial playground design and manufacturing company located in Delano, MN. All design, engineering, […]

Read the Article
3.4.21

Mobile Apps Keep City Employees and Community Connected and Informed

Mobile Apps Keep City Employees and Community Connected and Informed City officials were struggling to find ways to keep their […]

Read the Article
6.24.20

Association Transforms Marketing and Membership Management with Dynamics 365

A nationwide business association needed a solution to manage a variety of aspects related to their operations, including new member […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

X