ERP Software for an Installation Company: How if.team Adapted to Skylift’s Unique Processes

ERP software for an installation company requires more than just task management — it demands precise tracking of project economics, the ability to handle a high volume of incoming requests, and consistent communication with clients.

Most off-the-shelf ERP software is built for sales or manufacturing. It often overlooks the unique needs of service-based businesses, where delivering a high level of support throughout the project lifecycle is just as important as getting the job done. That’s why choosing ERP software for an installation company means finding a tool that truly fits how your business operates.

Skylift was looking for a platform that could support their real-world processes without forcing them to adapt to rigid system structures. Thanks to the flexibility of the if.team platform, they were able to build ERP software tailored to their needs — integrating seamlessly with their accounting system, improving lead management via telephony, and fully supporting the specific workflows of the installation industry.

About the client

Skylift has been specializing in elevator installation, maintenance, and sales since 2013. They collaborate with leading European manufacturers and offer a wide range of elevator systems — from residential lifts to heavy-duty industrial solutions like escalators and freight elevators.

Their core services include project documentation, installation of various elevator types, and full-scale maintenance. They also provide both warranty and post-warranty support across all of their sites.

Skylift is focused on delivering quality at every stage — from consultation to ongoing service. Constantly improving internal workflows and client interaction is a key part of their strategy. That’s why they chose if.team — a flexible platform they could tailor to match the specific needs of their business.

What problems did the company face before implementing ERP software for an installation company

Before adopting ERP software tailored for installation companies, Skylift faced several issues that significantly hindered daily operations and overall efficiency.

Key challenges included:

• Mismatch with standard ERP systems. Most off-the-shelf ERP platforms are built for sales or manufacturing workflows. They rarely address the complexities of service-based businesses, where managing client relationships and long-term maintenance is as critical as project execution. Skylift needed ERP software that could cover every step — from project planning to post-installation service. Standard solutions simply weren’t flexible enough.
• Poor project monitoring. Without a unified system to manage tasks and track project execution, maintaining control over deadlines and budgets was difficult. This often resulted in missed timelines and inconsistent service quality.
• Lead processing inefficiencies. With most client communication happening over the phone, managing leads manually became a bottleneck. The lack of an integrated lead management system led to missed sales opportunities and slower response times.

By implementing ERP software from if.team, Skylift was able to bring all of these processes under one roof. While continuing to use their existing financial accounting system, all essential data — including leads, client requests, and project details — is now fully synced with if.team.

How implementing ERP software for an installation company solved Skylift’s problems

Introducing ERP software tailored for an installation company helped Skylift significantly improve operational efficiency and streamline its internal workflows. Previously, the team relied on multiple disconnected tools, which often led to confusion and delays in everyday work. Now, with if.team in place, everything—from task tracking to client communication—follows a clear, integrated structure. Processes are no longer fragmented, and the team spends less time switching between systems and more time actually getting things done.

Integration with financial accounting platform

Before implementing the ERP software, Skylift, a construction company, used “1C” for financial management. Now, thanks to the open API of if.team, all financial data is automatically synchronized with our system. This allows tracking expenses, income, and financial transactions for each project in one place.

• In case of changes in financial data, all information is sent to if.team, ensuring accuracy and convenience.
• Connecting to the client’s financial accounting platform reduces the likelihood of errors in data entry and allows for quick responses to any changes.

Integration with Ringostat: lead management via telephony

Skylift actively works with leads and clients via phone, which required the creation of a convenient mechanism for tracking all contacts. Thanks to the Ringostat integration with if.team, all call data, recordings, and other information related to leads are automatically imported into the system. This greatly simplifies managing applications and increases the efficiency of customer interaction.

• Now, all lead requests received via phone are automatically logged in if.team with all relevant data, allowing managers to respond immediately.
• Each lead has a status, and at any moment, it’s possible to see which lead is successful and which one requires additional attention.

Projects and economy: full control over costs and planning

The integration of if.team with the project management system has allowed Skylift to gain full control over the costs and economy of each project. Thanks to the ERP software, they can monitor each project in real time and conduct detailed financial analysis.

• If unexpected expenses arise, the system enables quick assessment of their impact on the project budget.
• Precise budget planning and cost-saving strategies allow the company to optimize expenses at every stage of project implementation.

Task management: clear task organization

One of the issues solved by the ERP software for Skylift was task and deadline management. Previously, several systems were used for this purpose, but everything was fragmented. Now, with if.team, tasks, deadlines, and responsible individuals are clearly recorded in one place, allowing for efficient work organization and ensuring that no important stages of the project are missed.

• Tasks are assigned to team members, and managers can monitor their progress in real time.
• Thanks to the well-structured task management, the company can optimize workflows and significantly reduce the time spent on coordination.

Results of ERP software implementation for the construction company

The implementation of the ERP software for Skylift significantly improved operational efficiency and reduced operational costs. Key achievements:

• Time-saving: Integrations with Ringostat and the financial accounting platform automated data handling, saving time on manual input and reducing errors.

• Financial and project control: Clear project economics through integration with the client’s financial platform in real-time.
• Improved lead management: Automatic addition of call data and lead statuses in CRM enhanced customer interaction.
• Increased team efficiency: Clear task allocation via task management and transparency in task completion.
• Better communication: Centralization of data in one system simplified access to information and sped up decision-making.

Choosing if.team was a result of the system’s flexibility, which allowed Skylift to maintain existing workflows while integrating new features that became essential for the company.