HVAC and plumbing
Heating, plumbing and ventilation. Time-and-materials and maintenance in one ERP.
Microsoft Business Central runs heating, plumbing and ventilation in one ERP. Maintenance opens the service job. The first install stays a project. The standard stays ready for updates.
Where it snags
- Fixed price and time-and-materials do not sit on the same job.
- Spare part, travel and hours never meet.
- Maintenance on the boiler does not open a job in the ERP.
- First install and later service are two worlds.
What runs in the system
Quote and job
A new install is a project. Maintenance and breakdowns are a job on the existing boiler, bathroom or ventilation unit.
Material and van
The spare part comes from stock or from the van onto the visit.
Hours and time-and-materials
Fixed price and time-and-materials sit on the same job. Time is not written up later.
Installation and service
Maintenance on the heating opens the service job. The installation remembers the next date.
Invoicing
The invoice goes to the operator, from the visit, without retyping.
Job costing
Whether fixed price and time-and-materials hold is visible while the month is still open.
How it runs
A call becomes a service job on the existing heating. Fixed price and time-and-materials sit on the same job. The spare part comes from stock, with travel and hours. The invoice goes to the operator without anyone retyping the visit. Ventilation in the same building is another installation, the same routine. The first install stays a project and does not mix with maintenance.
Estimating and measurement stay in the specialist program if the company already uses one. Connect it. Do not rebuild it.
Start a no-obligation processTell us where it snags. We will say whether it fits.