TMS | Articles & Testimonials

Team Management Systems, Inc. Holds Annual Users Exchange

Press Release

Fort Myers — Team Management System’s Annual Users Meeting was held at the beautiful Sundial Resort on Sanibel Island, FL, February 5–7. TMS develops and implements leading edge, industry specific software for HVAC/R, Mechanical and Plumbing Contractors, both commercial and residential. Each year there is an increase in the number of contractors interested in the exchange of ideas, training and roundtable discussion groups.

The focus of the meeting this year was on “Teamwork: The essential element in business today.” Earl King and Stan Halbert were the guest speakers.


		Earl King, King Productions and founder of United Service Alliance, is well known throughout the commercial HVAC/R market for his outstanding expertise. Mr. King showed contractors how to calculate commercial maintenance agreements utilizing the Service Agreement Calculation software module. Stan Halbert, Halbert & Katz & Company, consults and advises contractors in all aspects of accounting, tax matters and overall business operations. Halbert & Katz, CPAs, have provided services to the industry for over 30 years. Most recently, Stan has represented a number of HVAC contractors in the negotiations to sell their businesses to consolidators. Yvonne Tuttle and Stan Halbert made a special presentation at the proactive Owner’s Exchange.

The seminars and hands-on workshops consisted of classes covering:

Streamlining Your Service Department for Profit
Advanced Service with Refrigerant Tracking
Beginning and Advanced Job Cost Implementation
Labor Management and Job Tracking
Dynamic Sales Quotation Calculations for Marketing
Service Agreement Calculator for Commercial Agreements
Understanding your Management Reports

Special emphasis was placed on growing your contracting business profitably. Classes ran concurrently addressing accounting, job cost and service management with scheduling and dispatch. Contractor response was excellent.


Judy Tilley, R.J. Tilley Plumbing & Heating Inc, Glen Allen, VA: “We were introduced to TMS about two years ago after a horrible experience with another company. With the help of our computer consultant, we chose TMS as our ‘long term computer software partner.’ We have not regretted that decision. The software is excellent for our business! We do commercial and residential work, both new and service repair, and we also have a kitchen and bath remodeling department. We’ve found all parts of the system to work very well for us. Any software is only as good as the company behind it. The TMS experts were here to help us make a smooth transition. The TMS staff have always been there to answer any questions. The ‘Team’ continually listens to the needs of their clients and makes updates that are beneficial in saving time and making sound business decisions. We would gladly recommend TMS to anyone in our industry.”


		Diane Foster, Foster Air Conditioning & Refrigeration Inc., North Fort Myers, FL: “Top-of-the-line technology and information with professional friendly support — that’s what you can expect from TMS!”


Mike and Gina Haase, West Coast Air Conditioning, Oxnard, CA: “Here at West Coast Air Conditioning we would like to thank TMS for their excellence in training and support over the last year. We have gone through quite a change during this time period. Not only did we change software, but we also have had our office management change twice. We used to think that changing software was the hard part, but not anymore! The Users Meeting and the individual training offered are tools that we can’t say enough about. We definitely needed our ‘Team’ behind us and they were there. We knew when we purchased the system that we would be able to track information in detail to increase profitability and customer service. It is all there and more. The consistency of the way the program was written, especially the on-screen help key, makes learning easy. We are moving in the direction of a successful, efficient office environment, instead of the time consuming data entry of yesterday. Keeping books is no longer a chore for us. Thanks for all your support.”

Jim Justice, Kaback Enterprises, New York, NY: “We brought one of our service guys, Tom, into the office four months ago to work inside in the service department. The ACOMARC software was so easy to use that he was using the software with little instruction. But after coming to the Users Meeting, Tom and I are taking back invaluable information to improve productivity, manage our business better and we are loaded with tools to market and compete in our changing industry.”

All of Team Management’s training is geared toward implementation and successful use of the management reporting and time saving features. The uniqueness of the software is that it not only integrates job costing, service and accounting but the marketing capabilities give TMS customers more than an unfair market advantage.

For years, Chuck Tuttle, president, has led the way in technological changes which have kept Team Management years ahead of the industry. Chuck and his highly qualified programming staff are developing programs that are ODBC compliant, client server networkable, and have full interfacing capabilities to most third-party software. Team Management’s programming staff have been able to utilize 88% of the clients’ requests toward program enhancements.