ERP · Microsoft Dynamics 365 Business Central
Your team lives in Business Central. Now Thermal works beside it.
The plan: Thermal sits beside Business Central and drafts the service work — reading service requests, matching the customer and the affected unit, checking coverage, and stopping for your call when a job needs a decision. The adapter and the companion surface are on the roadmap, not built yet.
What it is
The Business Central integration is planned as a companion surface beside Microsoft Dynamics 365 Business Central — not a migration and not a replacement. The plan: service requests are read from Business Central, matched to the customer and the affected unit, coverage is checked, and a work order is drafted for your review; agreement renewals and replacement quotes follow the same pattern. Anything that needs judgment — a scheduling conflict, a price, a policy exception — stops and waits for a person to confirm.
Today none of that is built. The adapter and the companion surface are on the roadmap, and Thermal connects to QuickBooks instead. Your team keeps working where they already do; Thermal adds the service layer beside it.
What moves, which way, and how finished it is.
There's no live Business Central connection to describe yet — everything below is the plan, tracked on the public roadmap.
| Record | Direction | Status | Notes |
|---|---|---|---|
| Connection | OAuth | On the roadmap | Not built. The Business Central connection ships with the companion surface. |
| Service requests | Business Central → Thermal | On the roadmap | The plan: requests are read from Business Central, matched to the customer and the affected unit, and drafted into a work order for your review. |
| Agreement renewals | Business Central → Thermal | On the roadmap | The plan: renewals priced from the equipment and coverage on record, drafted for your confirmation. |
| Replacement quotes | Business Central → Thermal | On the roadmap | The plan: quotes built from the unit's history and your price book, stopped for your call when a price needs deciding. |
| Invoices and payments | Thermal → Business Central | On the roadmap | The plan: records that move money post to Business Central. Not built yet. |
QuickBooks Online sync is in early access; the Sage Intacct and Business Central adapters are on the roadmap. The integrations index carries the current status for each.
Who owns what.
Mechanical-trades buyers ask for far more than dispatch — books, job costing, revenue recognition, payroll. Here's the straight answer on each part: what Thermal brings, what's native to Business Central, and the specialist needs met through established partners. Nothing hand-waved about whose job is whose.
The service and equipment layer
What Thermal is built around — the spine an ERP carries thinly, if at all.
- Customer → site → equipment → agreement → work order → invoice, as one connected record
- Preventive-maintenance work orders generated from the equipment and the contract
- Bill-to and tax that follow the equipment and the type of work — split-billed by trade at a single site
- Consolidated, summary billing across many calls for multi-site and property-management accounts
- Guaranteed-response (SLA) tracking and not-to-exceed caps on time-and-material work
- Warranty and coverage carried on the unit; meter and runtime on the record
- The full mobile field day — dispatch, photos, signature, parts, offline
Your books, already there
Included in the ERP your team already runs — Thermal adds to it, it doesn't replace it.
- General ledger, accounts payable and receivable
- Job and project costing
- Work-in-progress revenue recognition — percentage-of-completion and completed-contract
- Deferred and subscription revenue for service and maintenance agreements
- Dimensions and multi-entity reporting
The specialist asks
Met through established Business Central partners — we point you to the right one rather than half-build it.
- Certified, union, and prevailing-wage payroll
- AIA progress billing, retainage, and change-order workflows
- Deep construction project management
What on the roadmap actually means.
Three things to know before you plan your ERP stack around this.
It isn't built yet
The adapter and the companion surface are on the public roadmap. Track status on the roadmap. Until it ships, your team works in Business Central as they do today, and Thermal connects to QuickBooks.
The plan keeps your books in Business Central
Your general ledger, job costing, and work-in-progress revenue recognition stay native to Business Central. Thermal adds the service and equipment layer beside it; it never reimplements your books — which is also what protects your maintenance contract margin from getting muddied across two systems.
Leaving is not an event
Your data remains yours. No penalty exit clause, no export ransom — an owner can pull a full export from Settings at any time. The security page documents how that works.
Need accounting sync today? Thermal connects to QuickBooks now, with two-way sync in early access.
What people ask about Business Central.
Answered against what's planned, not what's shipped.
How is this different from the QuickBooks or Xero integration?
QuickBooks and Xero connect Thermal's own app to your accounting. With Business Central, the plan is a companion surface beside the ERP so your team can keep working where they already do.
Does my team have to learn a new app?
No. The plan is for a companion surface beside Business Central's own interface — the ERP remains the home base, and Thermal drafts the service work next to it.
What gets handled, and what stays with my people?
Reading service requests, matching the customer and equipment, checking coverage, pricing renewals, and drafting work orders and quotes are the plan. Anything that needs judgment — a scheduling conflict, a price, a policy exception — stops and waits for a person to confirm.
We run QuickBooks or Xero, not Business Central. Can we still use Thermal?
Yes. Orgs on QuickBooks get Thermal's app and the QuickBooks integration today. The beside-Business-Central experience is planned for orgs connected to Dynamics 365 Business Central.
Is this available now?
Not yet. The Business Central experience is on the roadmap, with early-access partners being onboarded now. Thermal itself is available today — run it with QuickBooks, and move beside Business Central when it ships.
Run the service side today. Move beside Business Central when it ships.
The Business Central adapter is on the roadmap. Get equipment, agreements, and dispatch running in Thermal now — connect QuickBooks with two-way sync in early access today.