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.
Aktion Customer Success and Insights Team—industry specialists who partner with customers to document the outcomes of successful implementations and the stories behind them.
