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Successware Reviews & Product Details

Successware is business management software designed for the residential contractor. Our tool allows contractors to manage dispatch, customer information, service agreements, full accounting, sales leads, and more. Our mobile field service solution, Successware Mobile, allows techs to fully run their jobs from the field including time stamping, invoicing and payment processing all synchronized into Successware in real time. Full reporting allows you to analyze and manage your business allowing you to achieve higher profits.

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Authority Brands

Discussions

Successware Community

Languages Supported

English

Overview by

Betsy McIntyre

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

Return on Investment

16 months

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Successware Media

Successware Demo - Successware: a fully integrated solution

Successware Mobile brings top contracting organizations and business leaders in the HVAC, electrical, plumbing, and roofing industries cutting edge technology to innovate their business model. The platform provides a seamless and efficient experience in the field for the technicians and the homeo...

Successware Demo - Successware Custom Reporting

Successware offers custom reporting - find access to your data whenever you need it.

Successware Demo - Successware Integrated Accounting

Successware is the only field management software to provide a fully operational and integrated accounting solution.

Successware Demo - Mobile Field Service Management

Successware Mobile brings the power of the Successware platform to your technicians when they are on jobs.

Successware Demo - Customer Account Management

Access all aspects of your customer's accounts from one location, including job history, equipment and locations.

Successware Demo - End to End Field Management System

Successware brings you the technology you need to run your HVAC, Plumbing or Electrical business.

Successware Reviews (30)

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Emeri F.

Customer Care Representative

Small-Business (50 or fewer emp.)

8/15/2022

"There have been many technical issues with Successware and they make it hard to do my job well."

3/5

What do you like best about Successware?

Very up-to-date, refreshes often so I never miss anything. It's also very easy to efficiently dispatch our techs. Review collected by and hosted on G2.com.

What do you dislike about Successware?

Maybe just that the cancel reason box for cancelling calls does not update the original call's notes. Review collected by and hosted on G2.com.

Matthew U.

Director of Technology

Construction

Mid-Market (51-1000 emp.)

6/22/2023

"Good Bones, Good People, Dated UI"

3.5/5

What do you like best about Successware?

SuccessWare21 has a great staff. I've never felt more at ease with the support, software engineers, and account managers than I have with any other software. They feel like a mom and pop software company when in reality they are behind the scenes on hundreds of millions of dollars at construction service companies around the United States. Surprising to me (for reasons I'll get into later), there are many integrations that work well with SuccessWare21 and I've had very little reason to interact with the integrations after implementation: they just work. Review collected by and hosted on G2.com.

What do you dislike about Successware?

This is a review of Successware "Classic." The UI was bad. I mean really bad. SuccessWare21 looked like it was from the Windows 95/98 era and it was a bad impression during every onboarding. Since changing CRM software they've given a fresh coat of paint to the UI and it looks immediately more palatable. Long overdue. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

11/19/2020

"Everything we need in one place"

4/5

What do you like best about Successware?

Puts all aspects of our business in one place. Allows us to be mobile but connected via the software and successware mobile Review collected by and hosted on G2.com.

What do you dislike about Successware?

My accountant is not familiar with the program and that limits what she can do and help with in the accounting side Review collected by and hosted on G2.com.

Shelly C.

Client Care Manager

Small-Business (50 or fewer emp.)

4/26/2022

"Easy to Use & Quick to Respond if you have Questions!"

5/5

What do you like best about Successware?

I love how easy Successware is to use. The lessons are helpful for training, the support videos are easy to follow and if you can't figure out how to do what you want from that, the support staff on the phone are extremely responsive and helpful! Review collected by and hosted on G2.com.

What do you dislike about Successware?

Nothing, I find this program extremely easy to follow. The only thing I would recommend is more autosaving rather than having to hit a button. Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

Call Successware to get a demo. You can always ask to see if you can shadow an office already using the software to show you how they interact with the software! Review collected by and hosted on G2.com.

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

I don't have problems with Successware that I haven't already found a solution to. The benefits to using Successware are that you can pull a marketing list from any search, you can set reminders to help you sell more work later and if there is something you think would make the program run smoother, you have an amazing support staff who considers your feedback when updating the software. Review collected by and hosted on G2.com.

Mayci D.

Dispatcher

Small-Business (50 or fewer emp.)

8/17/2022

"Successware is Great"

5/5

What do you like best about Successware?

There are several color options to choose to zone out your customer base. Taking payments is simple. It's easy to run reports for different departments. Review collected by and hosted on G2.com.

What do you dislike about Successware?

Only being to have just three people open at a time. Only one person can be in an account at a time. The reoccurring job feature is unhelpful. Review collected by and hosted on G2.com.

Madi L.

Office Manager

Small-Business (50 or fewer emp.)

4/29/2022

"The Buffet of Software"

5/5

What do you like best about Successware?

The best thing about Successware is that it eliminates the need for multiple programs. You can timekeep, track inventory, job cost, track phone calls, process payments/invoices, process payroll, dispatch, do all your accounting, etc. Like I said, it's the buffet of software. Review collected by and hosted on G2.com.

What do you dislike about Successware?

Really, the only thing not to like about Successware is that it is reminiscent of Windows 98 in appearance. Very gray and dull. Although, Successware is about to do a huge facelift that will remedy that so.. no complaints here! Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

Just go for it! And when you do, take the time to set everything up correctly and keep everything consistent as far as the nomenclature. It will be worth your while and make everything easier in the future and as you grow. Review collected by and hosted on G2.com.

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

As previously mentioned, you can do pretty much everything in SW. So we solve any issues with our technicians maybe not performing like normal- we can go look and see what kind of calls their running, how long it took them, whether they did the required paperwork (by looking in client accounts for pictures of the paperwork), etc. so we can see any patterns and areas where we need to make changes or do more training. That just really scratches the surface. The benefits are more than I could count on my fingers and toes. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

4/29/2022

"Successware is the best software out there for contractors to be using!"

5/5

What do you like best about Successware?

I as the owner and daily user would highly recommend Successware! We have had nothing but success with this program. From training, to support everyone has been great! Do not understand why other companies would move over to other competitors and have a much more expensive cost when Successware does it all in one! We are extremely excited for G2 to come out and enjoy the more user friendly and tracking features. Review collected by and hosted on G2.com.

What do you dislike about Successware?

Nothing to dislike. Wish these updates would have come sooner Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

9/12/2022

"Everything that a company needs"

4.5/5

What do you like best about Successware?

The accounts receivable procedure is the best in the business Review collected by and hosted on G2.com.

What do you dislike about Successware?

sometimes connection issues nothing much really ,,,,,, Review collected by and hosted on G2.com.

Colin L.

IT Manager

Mid-Market (51-1000 emp.)

4/26/2022

"Great Support"

5/5

What do you like best about Successware?

Tech support and training for all areas Review collected by and hosted on G2.com.

What do you dislike about Successware?

Small text and icons on the dispatch board and on customer accounts Review collected by and hosted on G2.com.

Recommendations to others considering Successware:

If you are looking for an all-inclusive service program that includes service dispatch, accounting, reporting and marketing this is the best option I have seen. Review collected by and hosted on G2.com.

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

Having a customer service and accounting program all in one Review collected by and hosted on G2.com.