Adapt. Simplify. Move Forward with Confidence with Microsoft Software Built for Trade Contractors
Whether you’re facing project delays, rising material costs, or a stretched workforce, your operations can’t afford to rely on disconnected systems or manual processes.
That’s why specialty trade contractors, utility teams, and installers are turning to connected, Microsoft-powered tools that simplify complexity, improve visibility, and help teams respond faster to change. Whether you’re managing installs, tracking service calls, or coordinating multiple crews in the field, your business needs a flexible, connected solution built for the realities of today’s job sites.
Here’s how Microsoft Dynamics 365 Business Central for Trade Contractors Can Help:
Forecast more accurately
with real-time visibility into job costs, labor, and material usage—so you can stay ahead of overruns and protect your margins.
Keep field teams productive
with mobile access to schedules, updates, and job details—reducing delays and improving service delivery from anywhere.
Cut overhead and reduce billing delays
by automating invoicing, approvals, and back-office tasks with built-in AI and Microsoft Copilot.
Get clarity when it counts
by unifying your data across teams, systems, and job sites – so nothing falls through the cracks.
Strengthen cash flow
with faster, more accurate billing and payment workflows that help you weather project delays and slow pay cycles.
Integrated Tools for Commercial Trade Contractors
Seamless Scheduling
Use intelligent scheduling and dispatching to optimize resource allocation and improve response times.
Mobile Workforce Tools
Microsoft Field Service Mobile keeps technicians connected with real-time updates, job details, and schedules, streamlining communication between field and office teams for faster coordination and issue resolution.
Advanced Project Management
Gain visibility into job progress, costs, and resource utilization with intuitive tools.
Inventory and Supply Chain Management
Track parts and equipment in real-time to avoid delays and keep projects on schedule. Automate reordering processes to maintain optimal stock levels for installations and repairs, ensuring your team is always prepared.
Data-Driven Insights
Monitor KPIs like project profitability, technician efficiency, and customer satisfaction with intuitive dashboards and reporting tools. Leverage AI-powered analytics to predict maintenance needs and optimize operations for smarter, data-driven decisions.
AI-Driven Productivity
Automate workflows and get proactive insights to solve problems before they occur.
Expertise You Can Trust
At Sikich, we understand the complexities of specialty trade businesses. Our tailored solutions deliver measurable results.
- Deep Industry Knowledge: Decades of experience working with specialty contractors and installers.
- Microsoft Solutions Expertise: A trusted Microsoft Solutions Partner specializing in Dynamics 365 and Field Service implementations.
- End-to-End Support: From planning and implementation to training and support, we ensure your success.
Everything You Need for Commercial Trade Contractors In One Software Solution
Job Material Planning
Track actual materials and resources required for jobs. Manage items needed by required date, automate purchase suggestions so you’re never low on inventory and run reports by individual job or across multiple jobs.
Job Cost Accounting
Manage jobs to increase efficiency. Compare budgeted costs vs actual costs. Make projections and track actual costs, customer billings, and payments received by current period, year to date and job to date.
Subcontract Management
Easily track and manage subcontractor contracts, change orders, work performed, retention values, lien releases and certificates of insurance.
Timesheets
Record hours and rate tables and quickly sort timesheets by job or resource. Allow employees to easily complete their own time sheets, right from their mobile device, with automated authorization built in for managers and accounting staff.
Project Mangement
Control and manage budgets, budget changes, contracts, change orders, labor resources, vendors, and subcontractors at the task level.
Progress Billing
Bill customers based on project progress. Manage bills based on unit consumption or lump sum contract. Easily create AIA billings, unit billings, and time and materials billings. Transfer posted labor costs and vendor purchases into Work Orders or Invoices.
Contract and Change Orders
Define contract lines with quick contract value setup and create automated change orders using data from the master job card.
Job Quoting and Proposals
Easily create and convert job quotes to jobs using templates. Build assemblies of items, labor, equipment, and subcontract entries tied to bid items. Access job quote reports effortlessly while keeping the scope of work in check.
Job Purchasing and Procurement
Purchase directly for jobs or consume inventory from your warehouse with ease. Track materials by phase with retention accounting and manage subcontract work through Resources on Purchase Orders. Automatically generate Purchase Orders with Job Material Planning, which suggests items based on order and job dates to streamline procurement.
