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ERP & FSM Migration · Pacific Northwest Trades
ERP & FSM Migration for Contractors in Oregon, Washington & Idaho
Migrating to a new platform is where businesses lose weeks of productivity and months of data integrity. We run the migration and keep your operation running through it.
The problem
What erp & fsm migration means for a trades business.
A platform migration for a trades business means transitioning from one field service management or enterprise software system to another without disrupting the operation, losing data integrity, or creating a period where nobody can do their job correctly. Done without proper management, it's one of the most disruptive things a growing business can do. Done right, the operation barely notices. We serve HVAC, plumbing, electrical, and roofing contractors across the Pacific Northwest.
Sentric's founder ran a full ERP migration inside an aerospace and defense manufacturing environment with zero operational downtime. That same methodology, which prioritizes data validation, workflow continuity, and phased deployment over speed, is what we apply to trades business migrations. ---
The migration runs on schedule with a defined owner managing it from start through stabilization
Operations continue normally through the transition because continuity is planned, not hoped for
Historical data arrives in the new system accurately and completely, validated before and after the move
The new platform is configured correctly from go-live rather than requiring a fix-it phase after launch
The old platform billing stops when planned because the transition ends cleanly on the target date
The team is trained and working in the new system before the old one goes away
Signals you need this
Who needs this.
Trades businesses preparing to move from an outdated or inadequate FSM platform to ServiceTitan or Housecall Pro
Contractors currently running manual or spreadsheet-based operations who are ready to implement proper field service software
Operations that have already started a migration and are experiencing disruption because it isn't being properly managed
Businesses planning to move from QuickBooks Desktop to QuickBooks Online who need the transition managed correctly
Any trades owner who needs the operation to keep running normally while a significant software change is happening underneath it
Three or more and there's real money sitting in the gap. Usually it's not one big leak. It's a few small ones that compound every month.
Before and after
Without managed migration vs. With Sentric running the migration
What we build
A migration nobody notices.
Scope before software
Your requirements documented against the platform's real limits before anything is signed or moved.
Data cleaned before it travels
History mapped, validated, and tested so the new system starts true instead of inheriting the mess.
Go-live with a net
Trained users, tested configuration, and post-launch support inside the engagement. The crews keep working through it.
We build it inside the tools you already pay for. If your field service platform and your accounting software can talk to each other, we make them. If something genuinely has to change, we'll say so and tell you why, but the tool was rarely the problem.
How it works
Three steps. No homework.
Walk one job
Thirty minutes. We take a real job, warts and all, and follow it from the day you sold it to the day the money hit the account. Every place it catches gets written down. You keep what we find whether you ever hire us or not.
Rank the friction
ERP & FSM Migration might not even be your biggest leak. If something else is costing you more, we'll tell you and start there instead.
Build it and run it
We build the fix, train your people on it, and stay on it until it holds. Then we take the next one. Everything we build is documented and yours, whether you keep us for a year or just a month.
Questions
What owners ask us first.
Do you require long-term contracts?
No. Month to month. You stay because the work is delivering.
What cities do you serve?
We serve trades contractors throughout Oregon, Washington, and Idaho. See the full city list below.
How long does implementation take?
Most system builds run 30 to 60 days depending on the state of your current setup. The free audit tells us what we are working with before we scope the build.
Can you work with our existing bookkeeper or CPA?
Yes. Our work is on the operational and technology side. We make sure your financial partners get clean, accurate data to work with.
How is this different from hiring an office manager?
An office manager executes inside whatever systems exist. We build the architecture and manage it so the systems stay current as the business grows.
What trades do you work with?
HVAC, plumbing, electrical, and roofing contractors doing $2M to $8M in annual revenue across Oregon, Washington, and Idaho.
What does the free 30-minute audit cover?
We review your current systems, find where margin or time is leaking, and tell you what it is costing. No pitch and no commitment.
Do you implement or only advise?
We implement and manage. We configure your tools, document your processes, and run the systems ongoing.
Where we work
ERP & FSM Migration across the Northwest.
All work is remote, so location never changes what we can do. These pages cover the market specifics for each city.
Portland, ORSalem, OREugene, ORBend, ORMedford, ORHillsboro, ORGresham, ORCorvallis, ORAlbany, ORGrants Pass, ORRoseburg, ORKlamath Falls, OR
Seattle, WASpokane, WATacoma, WAVancouver, WABellevue, WAKennewick, WAYakima, WABellingham, WAOlympia, WAEverett, WA
Related
Related systems we also manage
Thirty minutes is enough to find out if this is a problem in your operation.
The audit is free. No pitch. No commitment. A straight read on where your systems stand.
Book 30 MinutesNo long-term contract. No commitment. No homework after the call.