Navigator

Industry

Contractors

For HVAC, electrical, fire & safety and plumbing contractors who plan materials, purchasing and progress project by project.

  • HVAC
  • Electrical
  • Fire & safety
  • Plumbing

Introduction

About the contractors industry

HVAC, electrical, fire & safety and plumbing contractors deliver installations project by project — from bills of quantities through material procurement to site execution and handover.

Margins depend on buying the right material at the right time for each project, avoiding shortages that stop work on site and surplus stock left over after completion.

Segments

Segments in this industry

Contractor segments

  • HVAC
  • Electrical
  • Fire & safety
  • Plumbing

Process

From BOQ to procurement

  1. BOQ
  2. BOM
  3. Shortage list
  4. Procurement

Industry requirements

What this industry needs to manage

These are the requirements manufacturers in this industry typically manage. Talk to us about how Navigator’s manufacturing core applies to your process.

    • Work organised by project
    • Materials and purchasing planned against each project
    • Purchase planning, purchase orders and delivery schedules
    • Goods receipt and material issue

Challenges

Challenges without industry-specific software

What HVAC, electrical, fire & safety and plumbing contractors typically face when the business runs on spreadsheets, paper and disconnected tools.

  • BOQs, BOMs and purchase lists are maintained in separate spreadsheets.
  • Shortages are discovered on site rather than during planning.
  • Emergency purchasing and unreliable supplier timing push up costs.
  • Material shortages sit alongside excess stock across projects.
  • Project progress is hard to see without chasing site teams.

Generic ERP

Where generic ERP falls short

Generic ERP is built around a clean, linear order-to-invoice flow. These are the gaps that usually push teams back to spreadsheets.

  • Built for manufacturing or trading, not for planning materials against project BOQs.
  • Does not link BOQ items to BOMs, shortages and purchase orders.
  • Shows stock by item, not commitments by project.

Why Navigator

Our USP and key benefits

Navigator is customized to how HVAC, electrical, fire & safety and plumbing contractors work, on a manufacturing-first core — engineering, PPC and MRP, purchasing, production, quality, maintenance and finance — shaped by customized ERP work across varied manufacturing segments since 1997. Our no-code development tool, launched in 2020, greatly speeds up that customization, so the system follows your process instead of forcing you into a generic template.

  • BOQ-to-procurement traceability

    Project progress tracking with traceability from BOQ to BOM, shortage list and procurement in Navigator - ERP.

  • Purchasing that keeps pace

    Purchase planning, purchase orders, delivery schedules and supplier ratings in Navigator - ERP.

  • Stores under control

    Goods receipt, material issue, stock valuation, ageing and dead-stock analysis in Navigator - ERP.

  • Project documents in one place

    Navigator - DMS keeps documents searchable by project, customer, creator or date.

FAQ

Frequently asked questions

Which segments does Navigator cover in contractors?

Contractors covers hvac, electrical, fire & safety and plumbing.

What do contractors businesses need to manage?

Typical requirements include work organised by project, materials and purchasing planned against each project, purchase planning, purchase orders and delivery schedules and goods receipt and material issue.

What is the typical process in contractors?

A typical flow runs BOQ → BOM → Shortage list → Procurement.

What challenges do HVAC, electrical, fire & safety and plumbing contractors face without industry-specific software?

BOQs, BOMs and purchase lists are maintained in separate spreadsheets. Shortages are discovered on site rather than during planning. Emergency purchasing and unreliable supplier timing push up costs. Material shortages sit alongside excess stock across projects. Project progress is hard to see without chasing site teams.

Why is generic ERP not enough for HVAC, electrical, fire & safety and plumbing contractors?

Built for manufacturing or trading, not for planning materials against project BOQs. Does not link BOQ items to BOMs, shortages and purchase orders. Shows stock by item, not commitments by project.

What are the benefits of Navigator for HVAC, electrical, fire & safety and plumbing contractors?

Navigator is customized to how HVAC, electrical, fire & safety and plumbing contractors work, on a manufacturing-first core — engineering, PPC and MRP, purchasing, production, quality, maintenance and finance — shaped by customized ERP work across varied manufacturing segments since 1997. Our no-code development tool, launched in 2020, greatly speeds up that customization, so the system follows your process instead of forcing you into a generic template. Key benefits: BOQ-to-procurement traceability — Project progress tracking with traceability from BOQ to BOM, shortage list and procurement in Navigator - ERP. Purchasing that keeps pace — Purchase planning, purchase orders, delivery schedules and supplier ratings in Navigator - ERP. Stores under control — Goods receipt, material issue, stock valuation, ageing and dead-stock analysis in Navigator - ERP. Project documents in one place — Navigator - DMS keeps documents searchable by project, customer, creator or date.

Which Navigator products are relevant for contractors?

Products to look at first are Navigator - ERP and Navigator - DMS. Navigator ERP tracks project progress with traceability from BOQ to BOM, shortage list and procurement.

Next step

See Navigator against your own process

Tell us how you manufacture and where planning breaks down. We will walk you through the parts of Navigator that fit.