Custom ERP for an HVAC and duct work contractor
An HVAC duct work contractor coordinated sales, warehouse, installation and accounts as separate manual processes, with no shared visibility into stock or driver movement. We built a custom ERP covering sales orders, raw material inventory, project document management, QuickBooks sync and real-time delivery tracking in one system.
- CLIENT
- An HVAC and duct work contractor
- INDUSTRY
- HVAC, field service
- ENGAGEMENT
- Custom ERP development and process automation
- STACK
- ASP.NET / .NET, SQL Server, jQuery, MVC, QuickBooks integration
Sales, warehouse, installation and accounts each worked from their own disconnected process.
- No centralized system for managing customers and projects
- Sales orders and invoices handled separately from inventory
- Difficulty tracking duct material stock levels across the warehouse
- Manual document handling for project drawings and compliance files
- No integration with accounting systems, and limited visibility into driver movement
One system, built around how the work actually happens.
Raw material stock tracked automatically
Duct sheets, fittings and insulation stock deduct automatically on order confirmation, with low-stock alerts replacing manual warehouse counts.
Project-based sales and invoicing
Sales order creation, approval workflow and automated invoice generation tied to project-based billing, with real-time order status.
Project drawings and compliance files, centralized
Duct layout drawings, compliance certificates and work orders attach directly to the project record instead of living in separate folders.
QuickBooks sync on every invoice
Invoices synchronize with QuickBooks automatically, with payment tracking and reconciliation handled in the same system.
Driver and dispatch tracking
Delivery scheduling and driver assignment with status updates from warehouse through to the installation site.
What it runs on.
What changed.
- Centralized management of all duct work projects in one system
- Faster sales-to-installation workflow
- Accurate inventory and material planning
- Reduced accounting errors through QuickBooks sync
- Real-time visibility into driver movement and order delivery
This page shows no percentages or figures because none have been confirmed by the client for publication. Where a number is not verified, it is left out rather than estimated.
After go-live.
The ERP became the operational backbone of the business, bringing customers, inventory, finance, documents and driver tracking into one platform that continues to support its expansion.
The work behind this project.
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