Microsoft Dynamics 365 Business Central · On the roadmap

Your team lives in Business Central.Now Thermal works beside it.

Run your HVAC service work without forcing a second app into the day. Thermal sits beside Business Central and drafts service requests, renewals, and replacement quotes for your review.

Thermal beside Microsoft Dynamics 365 Business Central — a companion surface showing service, agreement-renewal, and replacement-quote work, with a queue of items needing review

Beside your ERP

Beside Business Central. Never inside it.

Thermal stays adjacent to the ERP: it drafts the work, your team reviews the exceptions, and Business Central keeps control of the books.

Works beside Business Central

Thermal acts as the companion surface next to your ERP — same work, no second system to manage, and no detour away from the team already in Business Central.

The legwork is already done

Service requests get read, the customer and the affected unit get matched, coverage gets checked, and a work order gets drafted — before anyone touches it.

It stops for your call

When a job needs a decision — a scheduling conflict, a policy exception, a price — it stops and shows you exactly what it did and why. You confirm; it resumes.

Equipment and coverage, already in hand

Which unit, how old, what the agreement covers, which tech is free — it's all on the record the moment the work order is drafted. Nothing to look up.

How it works

It does the work. You make the calls.

01

The work order drafts itself

A no-cooling call comes in. The customer and site are matched, the affected rooftop unit is identified, coverage is verified as Gold (trip + diagnostic covered), and a work order is drafted with a suggested window and tech — every step checked off in plain view.

Business Central agent console — a no-cooling service request worked step by step into a drafted work order, stopped at the scheduling step for review
02

You make the call, it resumes

The one step that needs you — confirming the visit window — is waiting, with a drafted reply to the customer already written. Add a note ("offer 12:30 and waive the after-hours fee"), hit confirm, and the rest dispatches on its own.

The review step in Business Central — a drafted customer reply and an instructions field, with confirm-and-resume and stop actions

The honest coverage map

Who handles 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 BC partners. Nothing hand-waved about whose job is whose.

Native to Thermal

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
Native to Business Central

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
Through a Business Central partner

The specialist asks

Met through established Business Central partner solutions — 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

One product, two homes

On Business Central? Work in your ERP. On QuickBooks or Xero? Work in Thermal.

Thermal checks what your org runs and gives you the right home. Same data-first product underneath — different surface.

Thermal's surface routing — orgs on QuickBooks or Xero are sent to the Thermal app; Business Central orgs get the roadmap companion surface

Already running QuickBooks or Xero? You don't have to wait — Thermal works with both today, and you can move to the Business Central companion surface when support ships.

Wherever you work

On the floor, in the office, light or dark.

The Business Central companion surface in dark mode — the same service, renewal, and replacement work and review queue
The Business Central companion surface on a phone — the same work, stacked for mobile
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 roadmap surface sits 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 handled for you. 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 or Xero get Thermal's own app and integrations — same product, different home. The beside-Business-Central experience is reserved for orgs connected to Dynamics 365 Business Central.

Can this handle our accounting and revenue recognition?

Yes — that's Business Central's home turf. Your general ledger, job costing, and work-in-progress revenue recognition (percentage-of-completion and completed-contract) stay native to BC, along with deferred and subscription revenue for maintenance agreements. Thermal adds the service and equipment layer on top; it doesn't reimplement your books.

What about certified or union payroll, or AIA progress billing?

Those aren't things Thermal builds — and on purpose. On Business Central they're handled through established payroll and construction-billing partners, and we'll point you to the right one rather than half-build it ourselves. Thermal stays focused on the service and equipment spine, where the off-the-shelf field-service tools fall short.

Is this available now?

The Business Central experience is on the roadmap, with early-access partners being onboarded now. Thermal itself is available today — run it with QuickBooks or Xero, and move to the beside-Business Central experience when it's ready.

Business Central support is coming. Run Thermal today.

Start now with QuickBooks or Xero, and move to the Business Central companion surface when it ships. Early-access partners onboarding now.