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Successware
Business management software for the field service industry
(1)
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
Platforms supported
Support options
Training options
Starting from
190
Per month
Starting from
19
Per month
Flat Rate
Value for money
4.0
/5
78
Starting from
190
Per month
Value for money contenders
Functionality
3.8
/5
78
Total features
69
9 categories
Functionality contenders
Overall Rating
4.1
/5
78
Positive reviews
36
26
10
3
3
Overall rating contenders
David K.
Consumer Services, 11-50 employees
Used daily for 2+ years
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Without exception, the platform is solid. With 20 or so users supporting 44 employees both in the office and in the field, we're connected and seamlessly care for the client from phone call to field visit.
Rock-solid stability, zero failures of any kind in 16 years. It also handles our AR/AP with ease. Good reporting and data access. One entry point for client data that is shared across entire company from client inbound calls, invoicing and marketing. Plus, inventory, dispatch and CSR use, it's super proficient and easy to use. We started at $2m in 2003 and now at $10m, Successware is right there with us.
Unable to save reports as templates to run the same each time. Field interface somewhat limited.
Gillian C.
Consumer Services, 11-50 employees
Used daily for 2+ years
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We have been with SW21 for 19 years and have been extremely pleased with the software performance and capabilities. As technology has developed SW21 has continued to maintain the software on a state of the art platform and continues improving and enhancing the ease of use and its capabilities.
SW21 covers our accounting and dispatching needs for our both residential service companies. Support is just a phone call away with the capability for them to log into my system to help solve any issues. Usually these issues are tasks that I don't perform very often or we have made a mistake that needs to be corrected and we are at loss how to correct. SW21 is a true accounting system, nothing like some competitors that allow modifications to $ after the fact. Extremely pleased with our decision from 2000, yes we have been with SW21 for 19 years!
As a franchise owner we have a daily managers report that needs to be generated and information inputed into a corporate website. We have to run numerous reports to generate the information and then key in the information into a separate website. I would like this to be automated, at least one report to generate in lieu of three to obtain the necessary information.
We do have KPI and DMR reporting available within the software. One of our representatives will reach out to you to go over them. Thank you for your input!
JC F.
Construction, 51-200 employees
Used daily for 2+ years
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Overall the experience has been good. Given the other big names that are out there that do the same thing, we are still with SW21. What the other platforms offer in simplicity, they lack in hard data.
The options for accounting, data etc are almost limitless. There is a report or tool for just about anything. It offers deeper levels of data to ensure accuracy.
It sort of feels like working in DOS. The software itself has a high learning curve and can be hard to train new people on given its complexity. There are some QoL changes that would greatly increase the usability of the program, especially from the inventory management side of things.
Saurabh P.
Information Technology and Services, 501-1,000 employees
Used daily for less than 6 months
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Successware software is a powerful and user-friendly solution for service business management. The software allows us to gain valuable insights of our financial performance and also helps us to make data-driven decisions.
Successware enables all the businesses to stay organized and deliver services in a timely manner. It offers businesses a powerful features to optimize their business management operations.
The software is very powerful with it's features that helps businesses to improve thier work process. We didn't face any problem with the software till now.
Mitali A.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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Successware is the perfect solution you need to manage your firm and sales reports with most powerful features. The software offers features like Real Time Data Tracking and Billing & Invoicing to generate accurate reports. It will help you to analyse your reports and give an ideas to improve your business.
This tool is very easy to use and manage your reports through features provided by the software. It help us to manage our sales reports using Work Order Management, Maintenance Scheduling, Real Time Data and Billing & Invoicing features of the tool.
I was not facing any difficulties with the software till now.