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pB Consult
pBC Construction Trades

pBC Construction Trades

The industry solution for construction trades in Microsoft Dynamics 365 Business Central. Technical installations, projects, maintenance, materials and transports to the site in one system. The app is available in German.

Who it is for

For electrical, plumbing and heating, sprinkler, building services and drywall companies that build new installations, modernise them and then maintain them. pBC Construction Trades works with the standard Business Central documents and runs with Essentials and Premium.

Features

  • Technical installations

    Each installation has its own card with installer, attributes and attachments. From there you open quotes, orders and maintenance contracts, separated into new installation, modernisation, maintenance and repair.

  • Project quotes and project orders

    Position numbers, header and footer texts, approval, transfer to the order, change orders and the contract types fixed price, measured work and time and materials. Warranty orders with a reason and a link to the original order.

  • Maintenance contracts

    Intervals from weekly to yearly with their own prices. Orders for all contracts due in a period are created in a batch job.

  • Invoicing

    Marked order lines go into a sales order and are posted with the standard Business Central invoice.

  • Sureties (Bürgschaften)

    On the project order you record type, amount, expiry date and return date and keep track of all sureties for the job.

  • Requisitions

    Request material from the project order lines and create purchase orders or transfers to the site from it.

  • Transports to the site

    A transport groups warehouse shipments, each shipment is one shipping unit. Weight, goods value and dangerous goods come from the item. Transport slip with QR code, consignment note (CMR), delivery note and dangerous goods document.

  • Posting and consumption

    Shipment and receipt at the site in one step, immediately or in the background. For fixed-price and measured-work orders, material consumption at the site is posted automatically, and this can be switched off.

  • Inventory valuation

    Valuation of stock with your own valuation factors, for example by range of coverage.

Base and Plus

pBC Construction Trades comes in two editions. The base edition is available on Microsoft Marketplace. pBC Construction Trades Plus builds on it and is in preparation.

FeaturepBC Construction TradespBC Construction Trades Plus
Technical installations, project quotes, project orders✓✓
Maintenance contracts, maintenance, repair and warranty orders✓✓
Invoicing with the standard Business Central invoice✓✓
Requisitions, transports, shipping units, dangerous goods✓✓
Automatic material consumption at the site✓✓
Inventory valuation✓✓
Sureties (Bürgschaften) on the project order✓✓
Payment plan on the order–✓
Progress, prepayment and final invoices–✓
Security retention–planned

pBC Construction Trades Plus is for companies that invoice larger projects in stages. You set up a payment plan on the order, issue progress and prepayment invoices and settle them with the final invoice. Plus is planned as an extension of the base edition, so you keep working with your data and settings. If you are interested in Plus, please contact us.

How to get started

  1. Request a demo: We show you pBC Construction Trades in your Business Central environment or in a test environment.
  2. License and setup: You conclude the license agreement with pB Consult GmbH. We set up the app with you and transfer your master data if you wish.
  3. Installation: via Microsoft Marketplace or via an installation link from us.

Questions about pBC Construction Trades? Write to hello@pb-consult.com or call +49 2389 7787433.

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