All-in-one ERP management system for installers to control the profitability of installations, manage documents, monitor deviations, and offer the best customer experience.

The sector of installation companies (electrical, HVAC and fire protection, telecommunications and networks, security systems, etc.) has been one of the most evolved in recent years in terms of technology use. Regulatory changes, the growing concern for sustainability, and the emergence of new players in the market force installation companies to technify their processes to ensure profitability and control of installation projects and maintenance services.

We know that making profitable installations is increasingly difficult, to which we must add the evolution of the behavior of a more informed consumer demanding a better service experience. On the other hand, predicting and anticipating problems in maintenance services and facilitating the work of our operators to ensure the resolution of incidents and reviews on the first visit is essential.

Having an ERP for installers will allow you to take a step further in the growth of your company, taking control of your projects and boosting their profitability.

Benefits of using ERP software for installers

Enjoy the benefits of implementing the ERP Microsoft Dynamics 365 Business Central for installers of industrial and domestic HVAC, fire protection; electrical installations, electronics and appliances; telecommunications installations for telephony, television, antennas, and networks; gas, heating, water, and air conditioning installations; technical support service (SAT), etc.

Control the profitability of installation and maintenance projects

Analyses project deviations and their impact

Allocate times and materials

Manages the predictive, preventive and corrective maintenance

Controls the materials and warehouse

Plan resources by skills, routes and digitisation of work order management

Drive collaboration for project work teams

Manage documentation associated with the project

Functionalities of our ERP for installers

three people gathered

Sales control

  • Grant commercial agility by facilitating the budgeting phase with the agile construction of cost and sales budgets to respond to offers and tenders.

  • Have tools that assist in the negotiation stage with ease of applying reductions and discounts without losing sight of profitability.

  • Manage indirect costs and their application to the sales budget with ERP software for installers.

Total control of the business

  • Economic-financial analysis: profit and loss statement by project.
  • Use tools for cost allocation between projects, departments, or other analytical axes by different variables.

  • Microsoft Dynamics for installers allows for complete control over resource productivity.

  • Analyze profitability by multiple analytical axes.

employee using business management software
employee performing an installation

Team and resource management

  • Mobile apps for workers to capture and input project times and expenses with approval workflows.

  • Manage work orders for maintenance contract management.

  • Plan capacities and availabilities for installation project tasks.

  • Manage qualifications and skills of resources.

  • Work with collaboration spaces with the project team.
  • Management software for installers facilitates document management associated with the project.

Project management

  • Control deviations and view the real and expected profitability of the project in real-time for both installation and maintenance.

  • Manage PROJECTS: planning, certifications, and actual production with Microsoft Dynamics NAV for installers.
  • Manage maintenance: billing model, control of preventive and corrective orders, warranty management.

  • Purchase circuits, subcontracting management, and supplier comparisons.
employees holding a world map
office building of the multinational company Microsoft

Financial management

  • Control treasury: cash flows by project.
  • Digitization of supplier invoices and approval workflows.

  • Electronic invoicing.
  • Mass invoicing of customer certifications.
  • Control the subcontractors’ proformas.
  • Manage transfers and confirmings.
Microsoft
Empowering consulting

We are a partner specialising in the installation companies sector.

At ARBENTIA, an international business consulting and information technology firm, we help installation companies in their digital transformation processes with Microsoft technologies, enabling them to materialize their strategies and achieve their business objectives.

  • Our ARBENTIA Project Management solution provides a 360º view of your business

  • Our team consists of over 200 professionals, with a department specialized in the installation sector

  • We accompany installation companies from the start of their digital transformation projects

  • More than 20 years of experience support our sectoral specialization
  • We work with installation companies at both national and international levels

Dynamics NAV Navision for installers is now Business Central

Trust Microsoft Dynamics 365 Business Central ERP software for installers, the new version of the successful Navision or Microsoft Dynamics NAV. With the future guarantee of Microsoft and its ERP for installers, companies in the sector can undertake a progressive and risk-free digital transformation.

Save time and effort by implementing one of the best business management solutions on the market, 100% adaptable to the needs and requirements of the business: 360º view of the company, financial management, project management, sales control, team and resource management…

Complementary solutions

The integration of Microsoft Dynamics 365 technology can be done in several ways: add more Dynamics 365 modules, implement integrations developed by Microsoft, or by a specialized partner like ARBENTIA. Find the solution that best suits your needs and integrate it with the ERP with minimal effort!

100% Integrated Microsoft Universe

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  ARBENTIA Project Management  

Trust in the modular technological platform for project management developed by ARBENTIA on Microsoft Dynamics 365 Business Central.

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  SAGE XRT  

Manage your company’s treasury with Sage XRT and Microsoft Dynamics 365 Business Central. Both solutions come together to add value to your business’s financial planning. Unlock your company’s full potential and eliminate risks and uncertainties.

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  Field Service  

Dynamics 365 Field Service is the technical service software designed to optimize resource scheduling, prepare field technicians, and meet your customers’ expectations through tools that enable you to resolve issues on the first attempt.

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  Power Apps  

Microsoft Power Apps is the tool for creating mobile, desktop, or web business applications. Easily create custom applications with minimal coding to modernize processes and solve challenges.

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  Power Automate  

Microsoft Power Automate is the tool from Microsoft that enhances business productivity. It automates repetitive tasks and business processes by combining different cloud services and/or applications. Focus on what truly matters.

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Frequently Asked Questions

The program is applicable for all types of installations: electrical, hydraulic, hospital, gas, heating, telecommunications, air conditioning, sanitation or evacuation systems, alarm systems, fire protection, home automation, plumbing, etc.

If your company has any specific needs, we can customize it: the ERP for installers based on Business Central is modern, flexible, and completely adaptable to the needs of each sector.

The tool offers a robust analytical and financial model that allows measuring the results of each project, group of projects, or installations. Additionally, it is possible to consult analytical data related to the profitability of installations and maintenance contracts, as well as income or expenses on materials.

Yes, it is fully integrable with other third-party platforms such as Revit, Presto, Autocad, or Netronic.

Yes, Business Central allows you to optimize your inventory management. Thanks to the integrated warehouse control system, it is possible to manage stock entries and exits, handle delivery notes, and maintain strict control of inventory to avoid stockouts and improve operational efficiency.
Yes, the platform enhances communication and coordination with direct integrations to messaging tools like WhatsApp. Make calls, send messages, and manage document signing directly from the ERP, streamlining interaction with clients and collaborators.

Shared success stories

URÍA bets on Microsoft Dynamics 365 to meet the needs of all business areas

The company, which provides a complete range of services within the mechanical installations sector, has managed to optimize the lifecycle control of its installations, deploy a solid model that allows real-time control of its financial and analytical situation, and improve the management of its maintenance. All of this is thanks to powerful Microsoft solutions such as Dynamics 365 Business Central, Dynamics 365 Field Service, and Power BI.

Companies in the installation sector that already trust us and Microsoft Dynamics technology

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