Work more efficiently with an ERP for installation companies

As an installation company, you face complex challenges every day: changing assignments, tight deadlines, urgent interventions and administration that must keep pace. Without the right tools you lose valuable time and oversight. An ERP system such as Microsoft Dynamics 365 Business Central helps you gain control of your processes, from planning to invoicing.

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Plan more efficiently, carry out installations more smoothly

Installation companies operate in a dynamic environment. In addition to planned projects, last-minute assignments often come in. Getting the right technician to the right place at the right time is a real puzzle. At the same time, you need to ensure accurate time tracking, materials management, invoicing and customer communication. Without an integrated approach this leads to inefficiency, errors and frustration.

By centralising your processes in a single ERP system, you work more efficiently, avoid mistakes and free up more time for your customers.

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The biggest challenges for installation companies

  • Planning: Combining scheduled projects with urgent interventions requires a flexible planning tool that can be quickly adjusted without losing oversight.
  • Time tracking: Technicians often still record their hours manually or in fragmented ways, leading to errors, delays in invoicing and frustration for both administration and customers.
  • Materials management: Poor insight into stock and usage causes delays on site, unnecessary orders and a higher margin of error in invoicing.
  • Invoicing: Work orders that are not submitted on time or in full slow down the invoicing process and put pressure on cash flow.
  • Communication: Coordination between the office and technicians in the field is often inefficient, causing information to be lost and duplicate work to arise.

What an ERP system delivers for your installation company

  • You gain one central place where all processes come together, giving you greater oversight and control of your daily operations.
  • Efficiency Automatic integrations and less manual work increase productivity and reduce the risk of errors.
  • Real-time insight Always have up-to-date visibility into projects, material usage and technician availability.
  • Invoicing Billing becomes faster and more accurate as work orders and hours are instantly linked to customers and projects.
  • Flexibility Work with a system that grows with your business and can be easily adapted to new needs.

Business Central: your all-in-one solution

Microsoft Dynamics 365 Business Central brings all your processes together in one user-friendly platform. From planning and inventory to work orders and invoicing: you work more efficiently, make fewer mistakes and free up more time for your customers.

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Field Service: indispensable alongside your ERP

An ERP system is essential for streamlining your internal processes, but for installation companies a strong field service solution is equally indispensable. Dynamics 365 Field Service helps you plan interventions intelligently, manage technicians efficiently and serve customers better. Thanks to the integration with Business Central, work orders, materials used and hours worked are automatically transferred to your ERP, ensuring seamless invoicing and follow-up. The result: faster operations, greater customer focus and full control over your service flow.

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Frequently Asked Questions about an ERP system for installation companies

Can Business Central handle both planned projects and urgent interventions?

Yes, Business Central offers flexible project structures and planning tools that allow you to manage both long-term installations and ad-hoc interventions. Combined with Dynamics 365 Field Service, you can even automatically assign technicians based on availability and location.

How does Business Central help with inventory management for installation materials?

You always see what is in stock, at every location. The system automatically provides purchase recommendations and replenishes where needed, so you never run out and don’t lose money on unnecessary inventory.

Can quotations and invoices be automatically generated based on completed work?

Yes, as soon as a technician completes their work order, the data is automatically linked to the correct project or customer file. Business Central then generates an accurate invoice based on this information, ready to be sent.

How does a technician record their work orders and hours while on the road?

Through the Field Service mobile app, technicians can immediately record their work orders, materials used and hours worked. This data is automatically synchronised with Business Central, ensuring smooth administration and invoicing.

Is it possible to manage maintenance contracts and SLAs in Business Central?

Yes, Business Central supports contract management and periodic invoicing. For SLA tracking and intervention planning, integration with Dynamics 365 Field Service is ideal, as it also allows you to set up notifications and automatic follow-ups.

Ready to digitise your installation company?

Would you like to discover how Business Central and Dynamics 365 Field Service can make your installation company work more efficiently? Leave your details and our experts will contact you for a personalised demo or tailored advice.

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