SuccessWare

Business management software for the field service industry

About 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.

Devices

Business size

S M L

Images

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

Features

Total features of SuccessWare: 59

  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Billing & Invoicing
  • Call Center Management
  • Call List Management
  • Call Monitoring
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Data Import/Export
  • Dispatch Management
  • Electronic Signature
  • Email Marketing
  • Equipment Tracking
  • File Storage
  • For HVAC Companies
  • Inventory Control
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Performance Management
  • Quotes/Estimates
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Repair Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Recognition
  • Routing
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Technician Management
  • Third Party Integrations
  • Time Tracking
  • Work Order Management

Alternatives

Vonigo

4,7
#1 Alternative to SuccessWare
Vonigo is a cloud-based business management platform that helps increase sales and streamline operations of field...

Housecall Pro

4,7
#2 Alternative to SuccessWare
Housecall Pro is a full-suite tool that enables service professionals to run their entire business from their...

ServiceTitan

4,5
#3 Alternative to SuccessWare
ServiceTitan is a cloud-based field service management solution designed for electrical, plumbing, HVAC, garage door,...

Commusoft

4,7
#4 Alternative to SuccessWare
Commusoft is an all-in-one work order management software designed for the field service industry. We help businesses...

Reviews

Overall rating

4,1 /5
(71)
Value for Money
3,9/5
Features
3,7/5
Ease of Use
3,5/5
Customer Support
4,3/5

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Showing 5 reviews of 71
Amanda B.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Robust, but there's a learning curve

Reviewed on 2019/08/22

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

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.

Anthony B.
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Successware21 Review

Reviewed on 2019/08/28

Some users have difficulty navigating the software with due process, meaning they cannot follow all...

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.

Mark M.
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Poor Review

Reviewed on 2019/08/21

I would not recommend this company for any plumbing or AC company to use. Only forced to by the...

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.

Terri W.
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best software for a growing HVAC company

Reviewed on 2020/06/29

Our experience has been exceptional. The initial learning curve can be steep but the rewards are...

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.

Cheryl C.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great all-inclusive program

Reviewed on 2019/08/14

Compared to the bare-bones program we used previously, this has allowed us to streamline our office...

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

Showing 5 reviews of 71 Read all reviews

SuccessWare FAQs

Below are some frequently asked questions for SuccessWare.

SuccessWare offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Not Available

Please contact Successware directly for pricing information.

We do not have any information about SuccessWare features

SuccessWare has the following typical customers:

2-10, 11-50, 51-200, 201-500

We do not have any information about what languages SuccessWare supports

SuccessWare supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SuccessWare integrates with the following applications:

ADP Resource, CompanyCam, Dropbox Business, Podium, QuickBooks Payroll

SuccessWare offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for SuccessWare.