Successware

Business management software for the field service industry

4,1 /5 (70 reviews) Write a Review!

Successware Overview

What is Successware?

Successware is a business management software designed to help electrical, plumbing, HVAC, and roofing professionals manage booking, accounting, sales, marketing, and other operations. The customer relationship management (CRM) module enables home service contractors to collect customer data including address, phone number, equipment age and condition, membership status, and repair history.

It allows supervisors to dispatch technicians across jobs according to their estimated arrival time and inform them about new assignments and schedule changes via real-time notifications. Successware helps employees identify sales opportunities, calculate job pricing, create marketing campaigns, and send maintenance reminders to customers. The application allows organizations to accept payments through various processing methods including credit cards and ACH transfers.

Successware facilitates integration with various third-party applications including ADP, Intuit QuickBooks Payroll, OnPoint, Podium, Customer Lobby, Dropbox, PulseM, ReviewBuzz, and more. Other features of Successware are inventory management, reporting, data import/export, reputation management, callback tracking, invoicing, performance tracking, billing, and document storage.

Successware Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Please contact Successware directly for pricing information.


Successware Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Successware assignment
Successware job scheduling
Successware customer records
Successware video Successware screenshot: Successware assignment Successware screenshot: Successware job scheduling Successware screenshot: Successware customer records

Successware Reviews

Successware Reviews

Overall rating
4,1
/
5
Excellent
29

Very good
25

Average
10

Poor
3

Terrible
3

Value for Money
3,9
Features
3,7
Ease of Use
3,5
Customer Support
4,3
77% recommended this app
Amanda B.

Robust, but there's a learning curve

Overall I like the program and all it has to offer our business.


Anthony B.

Successware21 Review

Some users have difficulty navigating the software with due process, meaning they cannot follow all of the guidelines we have set in place and user errors do happen. I'm sure this is common with any software.. Overall good experience, can export invoices, track phone calls, and follow jobs to close.


Mark M.

Poor Review

I would not recommend this company for any plumbing or AC company to use. Only forced to by the scam of the franchise partnerships it made because it gave franchise visibility into the franchisee. compared to modern software with vision and progression, the software is not worth the money.


Terri W.

Best software for a growing HVAC company

Our experience has been exceptional. The initial learning curve can be steep but the rewards are endless. We have been using this software since 2014 and have never regretted the decision.


Cheryl C.

Great all-inclusive program

Compared to the bare-bones program we used previously, this has allowed us to streamline our office tasks and stay on top of job cost. It was a bit of a learning curve to get going with it in the beginning 6 years ago, but I am so used to it now and love it!


Amanda B.
Industry: Construction
Company size: 11-50 Employees

Robust, but there's a learning curve

Used Daily for 2+ years
Reviewed on 2019/08/22
Review Source: Capterra

Overall I like the program and all it has to offer our business.

Pros

I like that we can handle so many parts of our business with this software, from invoicing to our customer database; a wide range of reports from equipment installed to job costing. I appreciate it being hosted in the cloud so that I can access all our files from anywhere as long as I have internet access.

Cons

It looks and feels a bit antiquated. It's not very intuitive. Could use a facelift.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Anthony B.
Industry: Consumer Services
Company size: 11-50 Employees

Successware21 Review

Used Daily for 2+ years
Reviewed on 2019/08/28
Review Source: Capterra

Some users have difficulty navigating the software with due process, meaning they cannot follow all of the guidelines we have set in place and user errors do happen. I'm sure this is common with any software.. Overall good experience, can export invoices, track phone calls, and follow jobs to close.

Pros

This software can be great for the right business and individuals. The processes we've put in place within Successware21 couldn't really be done for our business with any other software on the market. I'm not saying Successware21 is amazing because it's not, but as an an individual I prefer the old-school style of data reporting essentially tabular data models. The combination of the styling and the specific business solution it provides would be what I like most about the software.

Cons

There are some limitations within the boundaries of the developers who created the software.. Such as we've had problems adding simple HTML img tags to the automated Successware21 customer emails. And, we've had to customize a few integrations for our PBX system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Mark M.
Industry: Consumer Services
Company size: 11-50 Employees

Poor Review

Used Daily for 2+ years
Reviewed on 2019/08/21
Review Source: Capterra

I would not recommend this company for any plumbing or AC company to use. Only forced to by the scam of the franchise partnerships it made because it gave franchise visibility into the franchisee. compared to modern software with vision and progression, the software is not worth the money.

Pros

Full service software that had accounting function integrated

Cons

obsolete, the software is dated. Virtually impossible to find a unicorn that already knows how to use the software, and cost a lot to constantly train. The mistakes made from lack of training are costly, and there is virtually no real training available worth a dang. The training portion is a scam, better to pay and force someone to read the dang manual.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Terri W.
Industry: Consumer Services
Company size: 11-50 Employees

Best software for a growing HVAC company

Used Daily for 2+ years
Reviewed on 2020/06/29
Review Source: Capterra

Our experience has been exceptional. The initial learning curve can be steep but the rewards are endless. We have been using this software since 2014 and have never regretted the decision.

Pros

The most beneficial part of the software is the integrated accounting and the reporting that comes with it. We are able to see how the business is doing on a daily basis, and compare it to our goals and KPI's. The reporting has endless possibilities - there are standard reports, but you can also build your own reports if there is something specific you want.

Cons

We are looking forward to the updated look and feel of the software that they are currently working on.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cheryl C.
Industry: Construction
Company size: 2-10 Employees

Great all-inclusive program

Used Daily for 2+ years
Reviewed on 2019/08/14
Review Source: Capterra

Compared to the bare-bones program we used previously, this has allowed us to streamline our office tasks and stay on top of job cost. It was a bit of a learning curve to get going with it in the beginning 6 years ago, but I am so used to it now and love it!

Pros

I really like to have all aspects of the job coordinated within SW21. From the scheduling, to the billing, to the vendor invoices, it all ties together centered around the job. I think the accounting program within SW21 is very efficient.

Cons

There are a few small things I would like to see tweeked but not enough to have called about it. For the most part, I am very happy with the program

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
7,5/10
Based on 70 user ratings
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Successware Pricing

Successware Pricing

Starting from
N/A
Free Trial
Value for money

Please contact Successware directly for pricing information.

Please contact Successware directly for pricing information.

Value for Money
3,9/5
Based on 70 user ratings
Compare value for money rating with alternatives
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Successware Features

Successware Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
3,7/5
Based on 70 user ratings
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Categories

Additional information for Successware

Additional information for Successware

Key features of Successware

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • Call Center Management
  • Contact Database
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Equipment Tracking
  • Inventory Management
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Revenue Recognition
  • Routing
  • Scheduling
  • Service Ticket Billing
  • Web Portal
  • Work Order Management

Successware FAQs

Successware FAQs

Below are some frequently asked questions for Successware.

Q. What type of pricing plans does Successware offer?

Successware offers the following pricing plans:

Free Trial: Not Available

Please contact Successware directly for pricing information.

Q. What are the main features of Successware?

Successware offers the following features:

  • Accounting Integration
  • Appointment Management
  • Billing & Invoicing
  • Call Center Management
  • Contact Database
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Equipment Tracking
  • Inventory Management
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Revenue Recognition
  • Routing
  • Scheduling
  • Service Ticket Billing
  • Web Portal
  • Work Order Management

Q. Who are the typical users of Successware?

Successware has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Successware support?

Successware supports the following languages:

English

Q. What type of pricing plans does Successware offer?

We do not have any information about what Successware pricing plans

Q. Does Successware support mobile devices?

Successware supports the following devices:

iPhone, iPad

Q. What other apps does Successware integrate with?

Successware integrates with the following applications:

ADP Resource, Dropbox Business, Podium, QuickBooks Payroll

Q. What level of support does Successware offer?

Successware offers the following support options:

Phone Support, FAQs, Knowledge Base, Online Support, Video Tutorials