Air Ideal Enterprise ERP and Project Financial System

01 / The Challenge
Air Ideal, a commercial HVAC contractor, faced fragmented financial tracking, manual billing calculations, and a disorganized document approval process that lacked transparency and slowed down project execution across their high volume of projects.
02 / The Solution
Architected a comprehensive Enterprise Resource Planning and financial management system tailored to help the firm orchestrate complex projects, financial operations, and cross departmental workflows from one place. Engineered a dynamic project billing lifecycle module that tracks total costs, billed amounts, and received payments per project, and automated the document handling and approval process.
03 / Key Integrations
Technologies used
Project Metrics
- Strict RBAC hierarchies
- Phase-wise project billing
- 10-week development timeline
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