Microsoft Dynamics 365 for HVAC Contrators
One cloud platform to run your entire business
From project initiation to close and beyond, we've got you covered.
Result: Real-time Insight, Lower Risk, Better Outcomes
A complete solution for HVAC challengesTo be successful, HVAC contractors have to quickly and accurately quantify, price, and bid projects; easily view all the costs of your projects; properly manage the buying process for projects to ensure you buy products at the best possible prices; schedule time and resources; and track important documents as efficiently as possible. You also have to view technician workload and customer details so you can quickly assess scheduled maintenance requirements and dispatch resources effectively.
Contractors in the HVAC business need a software solution that’s tailored to your industry, so you can streamline processes and accurately estimate costs for contracts, review
The AEC Project Business Automation Blueprint
The Definitive Guide to the future of business systems for AEC companies. What you will learn:
- Problems in the AEC industry that PBA solves and why it is needed
- Core elements of a PBA for AEC system and how they work
- How you can enhance PBA for your company
- The business case for PBA in AEC
- What PBA means for the future of AEC firms
Project Business Automation is a new approach in solutions for project-driven companies and defines new rules for what your business system should look like. If you are in the architecture, engineering and construction industry, you need this Blueprint.
Integrate your capabilities
Everything for your construction business on one platform
Operational project management
- Work Breakdown Structure (WBS) management
- Project scheduling
- Resource management
- Risk and issue management
- Project (demand) driven MRP
- Material constraint management
- Subcontract management
- Sensor point status (early detection)
Financial project management
- Cost Breakdown Structure (CBS) management
- Project costing
- Budget management
- Contract variations and change management
- EAC and variance projections
- Month-end process
- Project performance analytics
- GL, AR, AP and fixed assets
- Human Capital Management
- Inventory and shop floor management
- Procurement & Sourcing
- Sales & Marketing
- Material Requirement Planning (MRP)
- Project accounting
- Service management
- Sales process management
- Lead tracking
- Opportunity management
- Account and contact management
- Social media tracking
- LinkedIn sales navigator integration
- Outlook integration
- Mobile access
- Dashboards and analytics
Meet our specialty contractor customers
API Group, Inc
APi Group Inc. is a parent company to more than 40 independently managed life safety, energy, specialty construction and infrastructure companies located in over 200 locations worldwide.
READ THE CASE STUDY
MMEC MannesmannMMEC Mannesmann is a fully integrated international EPC contractor and is renowned for the execution of process plants for the oil refining, gas, petrochemical and chemical industries. They are the competence center within the Technip Group for onshore pipeline transmission systems and underground gas storage worldwide.
RexmooreRex Moore Group, Inc. performs both design/build and bid work for most electrical and low voltage projects. The company's structure is unique in the electrical contracting industry, allowing it to remain competitive on smaller projects while its experience and financial strength enable it to perform projects of any size.
Korus is an architectural firm specializing in the development of sales, work and hospitality spaces through consulting, concept, implementation and maintenance.
ICMBased in Colwich, KS, ICM, Inc, ICM engineer, build, and support the biofuels industry’s most efficient and innovative ethanol plants. Specializing in ethanol industry engineering and construction, Advanced Gasification Technology, Advanced Oil Recovery™, Selective Milling Technology™, Fiber Separation Technology™, and Gen 1.5 Corn Grain to Cellulosic Ethanol Technology™
Z ModularZ Modular is a project-driven, one-stop shop for modular buildings and services that utilizes a self-bracing structural system that enables more factory completion than other modular construction system. Z Modular helps building developers reduce the cost of design, fabrication and building assembly with fully finished modular buildings.
Find answers to your questions
Discover more or engage with our project business experts.
The Project Business Automation Blueprint is the definitive guide to PBA and how you can set up a comprehensive business system for your project-based company.
Request a Demo
See a high-level overview of our Project Business Automation cloud solution for Microsoft Dynamics 365 Finance. Learn how it works and what the benefits are for your industry.