Acumatica delivers a modern, cloud-based ERP experience—but cloud doesn’t eliminate IT challenges, it changes them.
Across construction, distribution, and manufacturing, many Acumatica users are still dealing with performance inconsistencies, connectivity issues, endpoint reliability concerns, and limited visibility into what’s happening outside the application. When that happens, even the most flexible ERP can feel harder to rely on.
In this session, we’ll take a closer look at what it really takes to support a high-performing cloud ERP environment.
We’ll cover:
We’ll also discuss Aktion’s UltimatePLUS Managed IT Services, designed to provide continuous monitoring, security, support, and optimization across your entire environment.
If you’ve invested in modern ERP, this session will help ensure your IT strategy is keeping up.
TM Heating and Cooling, an HVAC contractor based in Narvon, Pennsylvania, operates a multifaceted business that spans commercial construction, residential work, and ongoing service operations. As the company grew more complex, leadership recognized that their legacy system could no longer support all aspects of the business under one roof.
To create a more connected, scalable operation, TM Heating and Cooling partnered with Aktion to implement the Acumatica Construction Edition. The result is a unified ERP platform that connects inventory, payroll, construction projects, and service work, providing the team with real-time visibility and the flexibility to grow without constantly changing systems.
HEADQUARTERS
Narvan, PA
INDUSTRY
HVAC / Mechanical Contracting
SOLUTION
Acumatica Construction Edition
WEBSITE
www.tmheatingandcooling.com
Before Acumatica, TM Heating and Cooling relied on a locally developed accounting system that worked well for smaller, simpler operations, but struggled as the business evolved. Managing construction projects, service work, inventory, and payroll across one platform became increasingly difficult. The system lacked the flexibility needed to support multiple operational workflows, particularly as the company balanced both long-term construction projects and high[1]volume service work. Leadership needed a solution that could bring everything together without forcing the business into separate systems or disconnected processes.
TM Heating and Cooling selected Acumatica Construction Edition to provide a modern, cloud-based ERP that can handle both construction and service operations. Aktion partnered closely with the TM team throughout implementation, helping guide the organization through training, configuration, and go-live. One key aspect of the implementation strategy was keeping the system as close to standard as possible. Rather than relying on heavy customizations, the team focused on learning Acumatica’s core functionality, ensuring long-term stability and smoother upgrades. Aktion consultants played a critical role in enabling the team to understand the system deeply, empowering internal users to solve many challenges independently while still providing expert support when needed.
Connected Construction and Service Operations: TM Heating and Cooling now manages both construction projects and service work within a single ERP environment. Inventory flows seamlessly from the warehouse to job sites and service technicians, while service callbacks can be linked directly back to original construction projects.
Improved Inventory and Job Cost Visibility: The inventory used for construction installs and service calls is tracked centrally, allowing the team to manage purchasing, usage, and availability with greater accuracy.
Payroll Across Teams: Payroll for installation crews and service technicians is handled within Acumatica, simplifying processes and ensuring consistency across the organization.
Faster Payments with Acumatica Payments: TM Heating and Cooling was an early adopter of Acumatica Payments, using QR codes and embedded payment links on invoices to make it easier for customers to pay.
This innovation was even highlighted at Acumatica Summit 2023, showcasing TM Heating and Cooling as a forward-thinking customer.
A major factor in TM Heating and Cooling’s success has been the enablement-focused approach taken by Aktion. Rather than creating dependency, Aktion consultants helped train the team to confidently use Acumatica, leverage Acumatica University, and engage with the broader user community.
By keeping the system streamlined and empowering internal users, TM Heating and Cooling rarely experiences disruption during upgrades and avoids unnecessary complexity. “That early training made a huge difference. It set us up for long-term success.”
Ongoing Partnership
Today, TM Heating and Cooling continues to operate efficiently on Acumatica, with confidence that the platform can grow alongside the business. With a team of approximately 22 employees spanning a wide range of experience levels, Acumatica supports users across generations and roles. “It’s something any age group can learn if they’re willing to. Our team has adapted really well.” Looking ahead, the company sees opportunities to expand its use of Acumatica as new features and enhancements are released, especially on the service side. “The options for growth are there. That’s what excites me about Acumatica.”
By partnering with Aktion and implementing Acumatica Construction Edition, TM Heating and Cooling replaced a limiting legacy system with a unified, scalable ERP platform. The company now operates with greater visibility across construction, service, inventory, payroll, and payments, all supported by a partner that prioritizes long-term success.
If you’re wondering what kind of impact a modern, cloud‑based ERP could have on your organization, Aktion brings the industry expertise, honest guidance, and technical depth to help you get there.
We help you build the operational backbone that supports your next stage of growth.
Join us with our premier payroll partner, Miter, to see how a modern, construction-first platform unifies payroll, HR, time tracking in a single platform that connects with your Acumatica Construction Edition.
See how field time flows directly into payroll and the correct base pay, overtime, and fringe rates are applied automatically across prevailing wage, union, and multi-state jobs – eliminating manual calculations and double entry. With integrated time tracking, HR, and payroll, contractors can onboard employees faster, stay compliant across states and unions, and gain real-time visibility into fully burdened labor costs.
Between project delays, change orders, and job site curveballs, the last thing construction firms need is outdated software. Acumatica Construction Edition is built for mobility, real-time visibility, and fast decision-making, so your projects can keep moving from anywhere, on any device.
Unlike generic ERPs, Acumatica is purpose-built for construction. That means:
From Procore to ProEst to Excel and BuildingConnected, Acumatica integrates with the tools your team already knows. That means less retraining, fewer headaches, and smoother adoption across the office and job site.
Acumatica’s real-time dashboards and reporting give you a clear view of:
With everything in one place and updated in real time, you’re always equipped to catch issues early and stay on top of every project.
Whether you’re a growing GC or a seasoned contractor, Acumatica grows with you. Host it in the public or private cloud, expand without per-user fees, and customize the platform to fit your workflows. Built-in AI and automation reduce manual tasks and help you make faster, smarter decisions.
Acumatica Construction Edition is already trusted by contractors across trades and specialities, from general contractors to HVAC, roofing, excavation, and more. It’s modern, flexible, and ready for whatever your next project throws at you.
Whether you’re managing one crew or coordinating dozens of subs across multiple job sites, Acumatica gives you the tools to stay on schedule, on budget, and ahead of the usual job site headaches. It’s construction software that actually fits the way construction works.
Headquartered in Salisbury, North Carolina, TeamCraft Roofing is a major commercial roofing contractor serving the Southeast U.S. After separating from its parent company, TeamCraft faced the challenge of standing up an entirely new technology environment—while continuing to support rapid growth and complex operations across dozens of locations.
The company needed more than a system replacement. TeamCraft sought a modern, cloud‑first technology foundation that could deliver operational efficiency, security resilience, and long‑term scalability.
Industry: Commercial Roofing
Headquarters: Salisbury, NC
Solutions: Acumatica Construction Edition; Aktion Managed Services for Construction
Website: tcrfg.com ↗
With outdated systems, high IT costs, and growing cybersecurity risks, TeamCraft knew incremental fixes wouldn’t be enough. Leadership needed a strategic partner to guide a complete modernization—spanning ERP, infrastructure, security, and ongoing IT support.
Working with Aktion Associates, TeamCraft Roofing achieved:
Prior to partnering with Aktion, TeamCraft operated under a highly restrictive IT model. The entire infrastructure was centralized in a physical data center housing more than 70 servers supporting three business divisions and 58 locations.
The company’s former IT provider charged high fees while offering limited flexibility and little strategic guidance. At the same time, TeamCraft’s ERP—Sage 300 CRE—had been customized to the point of becoming unsustainable. Without open APIs, integrations were complex, fragile, and costly to maintain.
As TeamCraft experienced unprecedented growth, leadership urgently needed a new ERP and a more flexible, secure IT environment to support the business.
TeamCraft selected Acumatica Construction Edition for its cloud‑native architecture, modern user experience, and flexible API framework. Aktion Associates was chosen not only as the ERP implementation partner, but as a full‑service IT advisor capable of managing the entire transformation.
Aktion’s role extended well beyond ERP implementation. They led every aspect of TeamCraft’s transion.
Aktion assigned experienced construction ERP consultants who understood the realities of the roofing industry. From early scoping through configuration and training, the Acumatica deployment was tailored to how TeamCraft actually operates—not just standard software workflows.
Aktion developed a detailed migration plan that accounted for TeamCraft’s highly customized Sage environment. After early challenges, the project gained momentum with the involvement of senior consultants who brought clarity, stability, and deep construction ERP expertise.
Aktion designed and deployed a cloud‑first IT environment, including:
TeamCraft benefited from responsive, personalized support through Aktion’s Service team. The team maintained consistent communication with internal IT leadership, provided proactive threat monitoring, quickly resolved user issues, and helped streamline day-to-day IT operations. This collaborative, transparent approach ensured TeamCraft had the guidance and responsiveness needed to maintain business continuity and security.
Aktion also provides continuous strategic guidance around licensing, device strategy, Microsoft 365 management, and user access policies—ensuring the entire technology stack supports long‑term business goals.
Today, TeamCraft operates in a modern, cloud‑based environment that improves data visibility, keeps users productive, and protects the organization against evolving threats. Monthly check‑ins and open communication with Aktion’s customer success team remain a cornerstone of the partnership.
Through its collaboration with Aktion and the adoption of Acumatica Construction Edition, TeamCraft Roofing has transformed its operations, security posture, and IT strategy.
Beyond technology modernization, the partnership delivered confidence—knowing the business is supported by resilient systems, strong cybersecurity, and a trusted advisor.
If your organization is facing growth, security challenges, or ERP limitations, Aktion brings the industry expertise, honest guidance, and full‑stack capabilities to help you modernize with confidence.
The construction industry has long been considered one of the last frontiers of digital transformation. Known for its complexity, tight margins, and project-based workflows, the sector faces persistent challenges—cost overruns, labor shortages, and safety concerns, to name a few. But artificial intelligence (AI) is starting to change that.
Across the industry, forward-thinking construction firms are beginning to adopt AI technologies not just as a tech novelty, but as a practical solution to real-world problems. From predictive analytics to machine learning, AI is redefining how jobsites operate, how projects are planned, and how companies make decisions.
Smarter Planning and Forecasting
One of the most powerful uses of AI in construction is in project planning. Traditional scheduling methods often rely on human intuition and historical data, but AI introduces predictive models that can anticipate delays, recommend more efficient timelines, and even account for external variables like weather or labor availability. This enables project managers to optimize resources before the ground is even broken.
Enhancing Safety with Real-Time Data
Jobsite safety is a constant concern in construction. AI-powered systems can analyze video footage from surveillance cameras to detect unsafe behavior—such as workers not wearing PPE or entering restricted zones—and alert supervisors in real time. Some firms are even using wearable devices that feed biometric and environmental data into AI systems to monitor worker fatigue and heat exposure.
Improving Quality and Reducing Rework
AI tools can assist with quality control by identifying defects early in the build process. For instance, drone imagery combined with computer vision can compare on-site progress against 3D models or blueprints, flagging discrepancies before they turn into costly rework. These solutions help ensure projects stay on budget and on schedule.
Automating Routine Workflows
Back-office operations are also benefiting from this. AI can automate routine administrative tasks like invoice matching, document classification, and timesheet processing—freeing teams to focus on higher-value activities. In a business where efficiency is key, even small-time savings can have a big impact.
How ERP Platforms Are Enabling AI in Construction
While AI tools are powerful, their value multiplies when integrated into a construction firm’s core systems. Modern ERP platforms are evolving to support this shift, embedding AI into everyday workflows to enhance decision-making and productivity.
Acumatica Construction Edition, for example, has begun integrating AI into its cloud ERP platform to support tasks like automated document recognition, intelligent expense matching, and real-time data analysis. These features aren’t just futuristic add-ons—they’re practical tools designed to help construction firms operate more efficiently today.
As the industry continues to adopt digital solutions, AI is quickly shifting from an emerging trend to a competitive market. Firms that invest early in AI-powered systems and platforms will be better positioned to navigate uncertainty, scale operations, and deliver more predictable project outcomes.
In today’s fast-paced business environment, your ERP system should help you scale—not slow you down. For many organizations using Microsoft Dynamics GP/SL, they have reached their limits. While it may have worked well in the past, its aging architecture and lack of true cloud capabilities are prompting companies to look for a more modern solution.
That solution is Acumatica.
Built for the cloud from the ground up, Acumatica offers the flexibility, scalability, and long-term value that Dynamics GP/SL simply can’t match.
What Makes Acumatica Different?
Unlike GP/SL, Acumatica is a true cloud ERP. That means you can access the system from any browser, on any device, without the need for remote desktop tools or third-party hosting. There’s no complex infrastructure to manage—just fast, secure access wherever your team works.
Built to Grow with You
Acumatica uses a resource-based pricing model, which means you’re not charged by the number of users. Whether you have 5 or 500 employees, the cost remains based on usage—not headcount. This makes it a future-ready option for companies planning for growth.
Easier and Less Costly Customization
With Acumatica, you’re working with widely used technologies. That makes it easier—and more affordable—to customize your ERP or integrate it with other platforms. Dynamics GP/SL, by contrast, relies on proprietary tools that often require specialized developers and increase costs over time.
Fewer Add-ons. More Built-In Value.
Acumatica comes with a wide range of features out of the box, including modules for payroll, document management, field service, and warehouse management. Many of these capabilities require third-party add-ons in GP/SL, adding cost and complexity. With Acumatica, everything is integrated, streamlined, and accessible from day one.
Planning an ERP Upgrade?
If your organization is still running on Dynamics GP/SL, it’s time to evaluate whether it’s still supporting your goals—or holding you back. Acumatica offers a modern, scalable, and cost-effective ERP platform that meets the needs of growing businesses across industries.
At Aktion, we help companies make the move from GP/SL to Acumatica with minimal disruption and maximum return. Our experienced team can guide you through the full process—from evaluation to implementation. If you have questions or want to discuss this transition further, feel free to contact Aktion .
Don’t let payroll haunt your business!
Join Aktion’s premier payroll provider, Miter, to discover how frighteningly fast payroll can transform the way you work. Say goodbye to the nightmare of double entry and automate payroll processing & reporting across prevailing wage, union, and commercial jobs. With just a few clicks to configure and assign pay and fringe raters, you’ll supercharge payroll operations and gain real-time visibility into your fully-burdened labor costs – no tricks, just treats.
The Microsoft Dynamics GP (Great Plains) and SL (Solomon) end of life and support is a subject that has gained significant attention in the Enterprise Resource Planning (ERP) industry. This translates to the discontinuation of essential security updates, technical assistance, and bug resolution, leaving your business exposed and impeding its capacity for growth. The pressing issue of transitioning to newer, more agile systems is at the forefront of this support end.
For GP and SL users, this presents a crucial decision: migrate to a new ERP system or risk falling behind. While Microsoft suggests Dynamics 365 Business Central as a replacement, there’s another powerful contender in the arena – Acumatica.
Why Acumatica Shines as the Future-Proof Choice:
The sunsetting of Microsoft Dynamics GP and SL marks a pivotal moment in the ERP landscape. Businesses are increasingly turning to Acumatica for its modern architecture, cloud-native design, and unparalleled flexibility. As companies embark on the journey to digitize and streamline their operations, Acumatica emerges as a robust choice that not only meets but exceeds the expectations of the modern business environment.
If you have questions or want to discuss this transition further, feel free to contact Aktion . We’re here to assist you in making informed decisions for the success of your business.
In the dynamic world of commercial roofing, staying ahead of the competition requires more than just superior craftsmanship. The key to sustained success lies in effective operations, streamlined processes and business workflows, and a robust financial backbone. Introducing Acumatica, the innovative ERP solution driving roofing companies to unparalleled success.
In this blog, we will dive into the compelling reasons why roofing companies are emerging as winners with Acumatica.
Seamless Project Management:
Real-time Financial Insights:
Enhanced Customer Relationship Management (CRM):
Cloud-Based Accessibility:
Scalability for Growth:
Data Security and Compliance:
Acumatica empowers roofing businesses with comprehensive and adaptable solutions for thriving in a competitive landscape. From effective project management to real-time financial insights, Acumatica equips companies with the tools for sustainable growth and success. Embrace Acumatica’s transformative power and elevate your roofing business.
To learn more about the features and functionality Aktion and Acumatica provides roofing companies, check out our brochure!
