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Crestwood Associates

Utilizing WennSoft and Microsoft Dynamics GP to Manage Your Service Business


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While Microsoft Dynamics GP has a very wide range of functionality to address nearly every industry, in some cases a third part ISV (Independent Solution Developer) can offer a depth of capabilities that extends Dynamics GP to better meet the specialized needs of a specific industry. 

One third party solution that Crestwood has had great success with is WennSoft, a complete solution for businesses that need to manage remote projects with field employees, subcontractors, equipment, and materials.  These projects typically require careful management of scheduling and job costs.

WennSoft started as the custom ERP/accounting system for a mechanical contractor business in Milwaukee, Wisconsin and now has more than 1500 customers in 23 countries.  Here in Chicago, one large industry sector is HVAC mechanical and electrical contractors and similar construction and maintenance field service businesses.

Wennsoft utilizes Dynamics GP for the backend financial accounting system and has gone through the Microsoft Certification process to show it has been thoroughly tested and proven to meet Microsoft’s highest standards for partner solutions.  Whereas accounting and financial management is often a weak spot for most industry specific systems, Wennsoft has leveraged Dynamics GP to make it a strength.

The four primary modules available through WennSoft include:

  • Service Management Series manages service calls, dispatching, resolution tracking, and contract management and includes sophisticated scheduling and dispatching system to manage complex customer relationships and provide complete visibility.
  • Job Cost Management allows project managers to utilize job data to proactively manage labor, materials, and equipment including change-order management, contract administration, union payroll, budgeting, and reporting.
  • Equipment Management manages the distribution, installation, and maintenance of serialized equipment and assets, provides visibility to attachments or related assets, as well as tracks depreciation, operational status, and repair and maintenance history.
  • Project Management utilizes SharePoint to create documents and manage projects from one central location.

To manage communications with remote work crews, WennSoft’s MobileTEC software solution enables field technicians –online or offline – to receive, modify, and update schedules, enter time and expenses, create purchase orders, manage scheduled maintenance, and review back-office information via mobile devices including laptops and tablets.

WennSoft is completely integrated to the accounting functionality and reporting tools of Dynamics GP.  Project managers have the ability to utilize job data to manage labor, materials, equipment, subcontractors, and other user-defined cost categories.  The project management solution leverages the superior financial management capabilities of Microsoft Dynamics GP including purchasing, inventory, accounts receivable and payable, and general ledger.

WennSoft also leverages other Microsoft products and technologies including MS Project Manager, SQL Server, SharePoint, and .Net.  So if you are looking for a complete field service solution using the latest technologies and the best financial accounting system available, look north to Milwaukee, WI and WennSoft.

And if you are in Illinois or the Chicagoland area, Crestwood is certified and experienced in implementing and supporting WennSoft solutions and Dynamics GP.

By John Fischer, Crestwood Account Executive, Illinois Microsoft Dynamics GP Partner.

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