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All-in-one software to manage dispatching, customer information, service agreements, accounting, sales leads, and more. Our industry-leading mobile field service solution, Successware Mobile, allows techs to fully run their jobs from the field including time stamping, invoicing and payment processing all of which are synchronized into Successware in real-time. Full operational and accounting reports will allow you to analyze and manage your business allowing you to achieve higher profits.
Provider
Successware
Located In
United States
Foundation
1995
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
iOS
Training
In Person, Webinars, Documentation, Live Online, Videos
Support
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base
Companies in the residential HVAC, Plumbing, and Electrical businesses with anywhere from 8 to over 100 technicians.
Content Source: Successware
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Successware Reviews
Pros
Successware is the perfect solution you need to manage your firm and sales reports with most powerful features.
It provides multiple points of information for customer accounts and is focused toward giving us the ability to provide good service to our customers.
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.
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
And the guilt I feel about not using everything it has to offer.
Probably my biggest problem is with PO's. If you have more than 1 receiving on a PO, you can not change the PO after one receiving has been posted unless you send the first receiving back.
The only negative that I have is that there is not drill down/clickthrough options for reports.
Complicated, Difficult, UNuser-Friendly, Poor and Insufficient Training.
"SW21"
Overall: Love it, bu it does a lot and maybe too much which can make it difficult to use all the reports it has.
Pros: It’s integrated with other softwares and one software for account and dispatch
Cons: It doesn’t have a remote software so techs can use it in the field. We need to game another software software so techs can use in the field.
"Buy It!!!"
Overall: We can run reports on everything. We are able to follow jobs, estimates and so on.
Pros: Everything. It runs our business without any headaches. Beats the other by far. It is fun to use to.
Cons: Nothing. It did everything that I needed and more.
"Antiquated and clunky."
Overall: There are two points of failure, if Citrix goes down, I don't have access. If the Successware server goes down, I don't have access. We also pay Citrix and Successware to use the product. This system is terrible.
Pros: It has a lot of functionality, and some integrations with outside resources like text messaging.
Cons: Where to begin. The system is extremely antiquated. It appears to be designed for Windows 95, and that is not hyperbole. Due to an existing contract with our corporate hiearchy, we are required to login using Citrix. So instead of me using a web based or computer based APP, I have to log into Citrix, wait to connect, download the launcher, and login again. The whole system is based around hot keys, as the GUI is not intuitive at all. The hot keys do not represent modern computing standards. For instance if I press CTRL+P, that opens call progress, instead of print. Exporting any type information is almost impossible. To export a report, I have to print to PDF, copy and paste, and hope that reformatting doesn't take me hours.
"SuccessWare21 Helped us grow and grew with our business effortlessly"
Overall: 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.
Pros: 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.
Cons: Unable to save reports as templates to run the same each time. Field interface somewhat limited.
"SW21 One Hour & Ben Franklin Mt Airy MD"
Overall: 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.
Pros: 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!
Cons: 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.
Vendor Response
