SJ

Stacy J.

Controller

Mid-Market (51-1000 emp.)

10/19/2021

"Works great for us!"

4.5/5

What do you like best about Successware?

It's all in one for us- I don't have to use both QuickBooks and a scheduling software each month- from the call to the production of financials- it's an all in one solution Review collected by and hosted on G2.com.

What do you dislike about Successware?

still need to use excel sometimes to really analyze the data for multi-stage jobs Review collected by and hosted on G2.com.

UF

Verified User in Facilities Services

Small-Business (50 or fewer emp.)

11/12/2020

"More customer service & tech prep help/viewing upcoming calls needed."

2/5

What do you like best about Successware?

My boss loves the financial strengths of the software but as the main customer service/scheduling person I am not totally impressed with it. Review collected by and hosted on G2.com.

What do you dislike about Successware?

> The lack of communication options with customers (Would love to have txt msg system in place and confirmation of schedule time slot for call).

> Also NEEDS to allow the field techs to SEE upcoming schedule if we want so they can have parts needed on hand for them whether same or next day!

Happy to talk further with you about any of this. Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

Sample ease or lack of ease in daily use before committing to it. Review collected by and hosted on G2.com.

What problems is Successware solving and how is that benefiting you?

Need quicker more available customer support services (for PST customer support) and people who can easily teach/communicate remotely to help us when we have questions or problems.

Tiffany Kern was GREAT at that particular need but apparently left the company.

Have also had some that were not at all helpful, patient or able to teach in the process of taking our calls and inquiries (Jennifer, Bree) . Review collected by and hosted on G2.com.

AM

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

11/11/2020

"Great Software but needs a few updates."

5/5

What do you like best about Successware?

I love the reports, I love being able to track the history and that tech are able to see it. I love the customer service we get from successware. The reps are quick and extremely pleasant. Review collected by and hosted on G2.com.

What do you dislike about Successware?

I don't like that there is no picture option for the office staff without downloading dropbox or company cam. I also wish we had a text option when dispatching techs to customers. Most people look at their texts immediately where they only look at emails every 30 - 60 minutes. Can we please get a over under report option? (similar to job cost) and not have to set up "projects" through project manager ? Also, there needs to be a progressive billing option for new construction jobs with phases. There isn't one or we have not spoken to anyone who is familiar with how to do it. I would love to see a fresher looking screen as well. Review collected by and hosted on G2.com.

AC

Verified User in Construction

Small-Business (50 or fewer emp.)

11/11/2020

"Top Notch Operations and Accounting"

3.5/5

What do you like best about Successware?

The very robust and error free accounting system. It's just about impossible to make a mistake once you have your system set-up. the checks and balances , reporting and ease of use make it so easy to work with. Review collected by and hosted on G2.com.

What do you dislike about Successware?

Pretty non existent Project Management - if you have a install that lasts more than a couple days- its very, very difficult to manage. Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

Make sure your companies business model fits the parameters of this product. Review collected by and hosted on G2.com.

What problems is Successware solving and how is that benefiting you?

Customer service history is invaluable. Many of our customers have multiple systems with advanced systems in place. Having a robust service history ( we came from paper ) has been invaluable in serving our customers , and has given our techs the ability to diagnose and maintain equipment with much more efficiency. Review collected by and hosted on G2.com.

HH

Hunter H.

Small-Business (50 or fewer emp.)

9/30/2020

"Great overall software solution for our Plumbing, Heating, And Cooling business"

5/5

What do you like best about Successware?

The ability to track is my favorite part. I like pulling reports so I can drill down into exactly where the calls are coming from. Revenue on those calls etc. So much data all in one place! Review collected by and hosted on G2.com.

What do you dislike about Successware?

The look is a little archaic but overall it gets the job done. Review collected by and hosted on G2.com.

MS

Mark S.

Small-Business (50 or fewer emp.)

11/11/2020

"Comprehensive Platform"

4/5

What do you like best about Successware?

Complete solution for contractors. Very comprehensive Review collected by and hosted on G2.com.

What do you dislike about Successware?

A bit of a learning curve but easy to use with just a little experience. Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

Definitely take a close look at this application. Whether maintained in house or via the cloud it checks all the boxes. Review collected by and hosted on G2.com.

What problems is Successware solving and how is that benefiting you?

Planning and meeting financial goals through various 3rd party integrations is invaluable. Review collected by and hosted on G2.com.

UC

Verified User in Construction

Small-Business (50 or fewer emp.)

9/30/2020

"Excellent Software & Support"

5/5

What do you like best about Successware?

The upside of using Successware is how integrated it is! The scheduling, payroll, accounting, reporting and quoting functions work with each other so well. It's seamless and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Successware?

One downside is that they don't offer a way to connect with customers by text yet. I'm sure it's coming though! Review collected by and hosted on G2.com.

AC

Verified User in Construction

Small-Business (50 or fewer emp.)

11/11/2020

"Good System, but very complicated."

3.5/5

What do you like best about Successware?

It is a complete front- to- end platform Review collected by and hosted on G2.com.

What do you dislike about Successware?

Not appropriate for a new startup or any company that doesn't have sufficient staff to take advantage of all SW21 has to offer. Review collected by and hosted on G2.com.

CM

Crystal M.

Small-Business (50 or fewer emp.)

11/12/2020

"Great program and customer service!"

5/5

What do you like best about Successware?

The program is easy to use and has great report tracking. Review collected by and hosted on G2.com.

What do you dislike about Successware?

I wish you could filter out people that have credits when you’re pulling an AR report. Review collected by and hosted on G2.com.

KD

Keith D.

Small-Business (50 or fewer emp.)

10/2/2020

"Successware simply works"

5/5

What do you like best about Successware?

The ease of use and the fact that Successware is fully integrated Dispatching, Marketing, Reporting and Accounting software in one package. Review collected by and hosted on G2.com.

What do you dislike about Successware?

The look of the screens needs to be updated a bit. Review collected by and hosted on G2.com.