On the roadmap
No Business Central connection yet
Planned, not built
- Until it is built
- Export from Thermal and enter the records in Business Central by hand
- Service requests
- Entered in Thermal by hand for now
- QuickBooks Online
- Syncs both ways today
Accounting · Microsoft Dynamics 365 Business Central
On the roadmapWorks with Business Central. Not yet.
There is no Business Central connection or sync today. The plan is for service requests, agreement renewals and replacement quotes to be drafted in Thermal for your review, and for invoices and payments to post from Thermal to Business Central. Until it is built, export from Thermal and enter the records in Business Central by hand.
What is planned, and which way.
Service requestsBusiness Central to ThermalPlanned: matched to the customer and the unit, then drafted into a work order for your review.
Agreement renewalsBusiness Central to ThermalPlanned: priced from the equipment and coverage on record, drafted for your confirmation.
Replacement quotesBusiness Central to ThermalPlanned: built from the unit's history and your price book, held for your call on price.
Invoices and paymentsThermal to Business CentralPlanned: posted from the completed work order.
Planned scope only. None of it is built yet.
Until it is built
Export from Thermal and enter the records in Business Central by hand. Card payments work today without a Business Central connection: take a card on site or send a pay link, and the invoice closes when it is paid.
What stays in Business Central.
When it is built, Thermal will not create accounts, restructure your chart or file anything.
- General ledger
- The general ledger stays in Business Central.
- Chart of accounts
- Thermal will not create accounts or restructure your chart.
- Payables and receivables
- Payables and receivables stay in Business Central.
- Multi-entity reporting
- Multi-entity reporting stays in Business Central.
Status today
ConnectionConnection to your Business Central environment. There is no Business Central connection today.On the roadmap
Service requestsPlanned: drafted into a work order for your review.On the roadmap
Agreement renewalsPlanned: drafted for your confirmation.On the roadmap
Replacement quotesPlanned: drafted for your call on price.On the roadmap
InvoicesPlanned: Thermal to Business Central.On the roadmap
PaymentsPlanned: Thermal to Business Central.On the roadmap
Straight answers.
Is the Business Central integration available now?
No. It is not built. QuickBooks Online is available today: see QuickBooks Online.
What will sync?
Once it is built: service requests, agreement renewals and replacement quotes drafted in Thermal for your review, and invoices and payments from Thermal to Business Central.
Does anything post without a person?
No. Each drafted work order, renewal and quote waits for a person to confirm it. A scheduling conflict or a price that needs deciding stops for your call.
If I leave, can I take my data?
Yes. There is no penalty exit clause, and an owner can pull a full export from Settings at any time. See the exit terms.