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Successware Logo

Successware

Business management software for the field service industry

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(1)

Successware Pricing, Features, Reviews and Alternatives

Successware product 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
FAQs/Forum
Email/Help Desk
Knowledge Base

Training options

In Person
Webinars
Documentation
Live Online
Videos

Successware pricing information

Value for money

3.9

/5

73

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Successware features

Functionality

3.7

/5

73

Total features

67

8 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Third Party Integrations
Inventory Management
Billing & Invoicing
Data Import/Export
Customizable Reports
Alerts/Notifications

Successware users reviews

Overall Rating

4.1

/5

73

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.61/10
Rating distribution

5

4

3

2

1

31

26

10

3

3

Pros
I am a CPA working for a Plumbing/Heating company and like that the accounting package is very robust and secure. Having come from a QuickBooks environment this is far more advanced and professional.
Love the ability for the employees in the field and in the office to share and enter data.
I would also like to see some of the daily/monthly reporting be easier to access as well as more eye appealing. Overall, I'm glad that I got this software.
Cons
Complicated, Difficult, UNuser-Friendly, Poor and Insufficient Training.
And the guilt I feel about not using everything it has to offer.
No Job Costing and the overall accounting is terrible.
Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Robust, but there's a learning curve

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Successware21 Review

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Poor Review

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Essential Product

Reviewed 3 months ago

We have thousands of customers, there was a time were we had to keep paper records of every job. Now, the technicians have all the customers information at their fingertips, out in the field, right there on the job.

Pros

As of writing this review, they are implementing and migrating users to the Successware 2.0. It will be even more user friendly than previously. It will allow our technicians to present more to the customer and make more notes for the back office staff in a more timely and easier manner.

Cons

I would like to be able to merger our Excel version of our price book directly into Successware. I am not sure if that would be possible.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best software for a growing HVAC company

Reviewed 2 years ago

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.

Successware FAQs and common questions

Q. What type of pricing plans does Successware offer?

Successware has the following pricing plans:
Pricing model: One Time License


Q. Who are the typical users of Successware?

Successware has the following typical customers:
Mid Size Business, Small Business


Q. What languages does Successware support?

Successware supports the following languages:
English


Q. Does Successware support mobile devices?

Successware supports the following devices:
Android, iPad, iPhone


Q. Does Successware offer an API?

No, Successware does not have an API available.


Q. What other apps does Successware integrate with?

Successware integrates with the following applications:
QuickBooks Payroll, Dropbox Business, CompanyCam, ADP Resource, Podium


Q. What level of support does Successware offer?

Successware offers the following support options:
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base

Common Successware comparisons

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