Building services
ERP for building services: installation, maintenance and breakdowns.
The installation on the building. Maintenance and breakdowns as a job.
Microsoft Business Central carries several trades on one building. The installation has a location. Maintenance and breakdowns are jobs, not one system per trade. The standard stays ready for updates.
Where it snags
- Several trades on one building, each on its own list.
- The installation has no location in the ERP.
- Maintenance and breakdowns are an email, not a job.
- Material and hours do not hang on the visit.
What runs in the system
Quote and job
The first install is the project. After that the installation belongs to the building.
Material and van
Parts for the visit come from stock or from the van onto this job.
Hours and time-and-materials
The engineer books time on the visit, whichever trade it is.
Installation and service
Trade and location sit on the installation. Maintenance opens the job.
Invoicing
The invoice follows the visit, to the operator, not to a pile of notes.
Maintenance contracts
The interval and next due date are kept in the maintenance contract. Maintenance orders are created automatically or manually.
How it runs
The installation is created on the building, with trade and location. Maintenance opens the job without a second system. The engineer books hours and parts on this visit. A breakdown on the same building is another job, not a new list. The first install stays a project. Electrical, heating and ventilation sit side by side, in the same ERP.
Estimating and measurement stay in the specialist program if the company already uses one. Connect it. Do not rebuild it.
Digitalise now!No obligation. Tell us where it snags. We will say whether it fits.