Successware Reviews

Integration with other modules. Better customer service module than previous software

No titles to exported reports. I have asked for this for 4 years
Every report should automatically sort by date, but it doesn't. You can't double sort when reconciling your bank and cc accounts so it would be nice if it just automatically sorted by date when you pick another sort option. I have also asked about this for years.
Can't drill down on reports. You have to write down or print out a report and then log into the other module to find your answer.

I liked that we did not have to put the same information in more than one software. Successware 21 has the accounting, payroll, Purchasing and invoicing all on one software.

Not always the easiest to get it to do what you need it to do, but the updates that are made to the software have repaired most of the problems I had with the software. Probably my biggest problem is with PO's. If you have more than 1 receiving on a PO, you can not change the PO after one receiving has been posted unless you send the first receiving back. Things do change on PO and this makes it very difficult to change.

This software is very user friendly. It is very easy for a new user to pick up and learn. Some software is quite complicated and hard t navigate, not so with Successware. I love the functionality of being able to get to multiple places with a keystroke from one screen. You can go from the job to the PO, to the invoice, to the payment. Super easy.

I wish this software was more customizeable. I have worked with software in the past where the reports and functionality was customizeable to the customers need. There was always a fee for these features but sometimes it's worth the extra money to get something you really need.

I like the fact that it is very user friendly. I like how things are color coded. It is very easy to come up with reports needed for accounting issues and seeing profit etc. When you call into the office everyone is very pleasant and they always seem to get back to you within an hour of calling in my questions or problems. Have very few problem with, just certain things that come up that I can't figure out and call in. We have been using for over 15 years now. Everyone else in the office seems to have no complaints and feel it is very easy to use as well.

A very minor thing. When 2 people go into the customer at the same time and it locks up.

Very user friendly, easy to train new employees. I have used this program for 14 years, it was fairly new to us when I started working for my company. The software has grown and changed for the better with each new release. I highly recommend this product.

There are a few little glitches here and there, with user support they are worked out quickly. Someone is always available on your support team to help.

It has modules for just about anything-payroll, dispatching, invoicing, A/P, A/R and even marketing. I like the way it can track so many things and print so many reports

My biggest beef used to be that you couldn't cut and paste in it, but they have solved that issue. The initial setup of the software was hard and time-consuming, but I think that's the case with any sophistocated software. The support was great-don't try to do it by yourself. And the guilt I feel about not using everything it has to offer!

This program is easy to use and has a great way to keep track of our technicians daily schedule. Great integration from tracking service history for our customer to keeping accounts payable and accounts receivable up to date.

It would be helpful is there was a way to edit a service agreement once it is activated. As it stands now, if something changes or is incorrect upon start up you have to totally terminate the agreement and create a new one and now the revenue is not recognized correctly.

Makes keeping track of your customers a breeze. Every single visit is logged in their account and we know exactly what we did there and when we did it!

Customer service is by far the best ever. Whenever I call w/a problem it is resolved and I learn something new in the process.

I am the company bookkeeper. When I am working on accounting, I have to close out of what I am doing to take calls for the "service" side of the software. It would make it much easier if I could easily use both simultaneously.

All in one stop shop for accounting, dispatching, and call taking.

Aged - No major updates in 8 plus years. DE was more focused on their software vs ours. (Unify)

Users need multiple other software programs to do what other competitors do in one - online reviews, Annie unplugged, Call Center, bank sync, SW Remote, etc.

Job board and visual dispatching. Moving calls.

To many different tabs when closing out. Old format was much better. Report function needs to show conversion % between different types of calls. Demand/Maintenance/Club members. SW21 Keys needs to be more user friendly.

I like the integration with SW Remote and the ability of my field employees to have access to customer history.

The accounting is difficult to navigate and challenging to have an outside accounting agency use for reporting and taxes.

FINANCIAL SYSTEM IS TOP NOTCH, SET UP OF EMPLOYEES AND DISPATCH BOARD ARE EASY TO NAVIGATE

IT HAS SO MANY LAYERS OF FUNCTIONALITY- YET, THE PROJECT MODULE CANNOT INTERFACE WITH THE SERVICE SIDE OR SWREMOTE

There is nothing that is good about this software. We work around and make it work best we can.

The reports are difficult to create for the information that is needed.

Love the ability for the employees in the field and in the office to share and enter data.

It is not the most user friendly software. You have to be fairly experienced to really navigate the features.

THE EASE OF USE. IT IS RELATIVELY QUICK TO LEARN TO DO ALL NECESSARY TASKS WITHIN THE PROGRAM.

IT DOESN'T HAVE CERTAIN FEATURE THAT NEWER PROGRAMS DO. IE. TEXTING CUSTOMERS WITHIN THE PROGRAM.

Easy to use, easy to train. I can get most of the information I need simply because it's so easy to find it.

Unable to go directly from purchase order to job costing. Commission/bonus is affected by parts costs, it would be easier to go directly from a purchase order created from a job to that invoice and recalculate commissions related to parts cost.

Dispatch portion of the software is great

Financial portion is a bit cumbrous to use

It handles flat rate pricing, price books

No Job Costing and the overall accounting is terrible

Accounts Payable Module and Payroll Module are pretty easy to use.
Works for our service department team

Job costing and progress billings are an issue. Duplication of cost on reports.

The accounting side, great reporting, payroll functions, etc.

Complicated set up, not able to change agreements once they are created.