# Page 2 | Successware Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Successware the right Plumbing solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/118860/Successware21/reviews --- Successware 4.1 (77) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Successware ## Showing most helpful reviews Showing 26-50 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DK David K. CFO Consumer Services Used the software for: 2+ years ### "SuccessWare21 Helped us grow and grew with our business effortlessly" September 5, 2019 5.0 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. Reason for choosing Successware After evaluating several offerings, SW21 was the only one that could run the company, each department and industry from one program. Accounting, customer service and dispatch are flawless. Others considered recently are more skewed to how the software "looks" rather than a true enterprise solution. Successware21 is still the leader in functionality and actually makes running a complex business easier. Data access is key. Review Source GC Gillian C. Owner, VP Consumer Services Used the software for: 2+ years ### "SW21 One Hour & Ben Franklin Mt Airy MD" August 14, 2019 5.0 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. Review Source Response from Successware August 22, 2019 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! VR Verified Reviewer Office Manager Construction Used the software for: 2+ years ### "Antiquated and clunky." September 17, 2018 1.0 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. Review Source AB Anthony B. Online Marketing Manager Consumer Services Used the software for: 2+ years ### "Successware21 Review" August 28, 2019 4.0 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. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing Successware It had what the business needed specifically within our processes. Review Source TW Terri W. Owner Consumer Services Used the software for: 2+ years ### "Best software for a growing HVAC company" June 29, 2020 5.0 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. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) We wanted a software package that included not only dispatching and customer management but also had the accounting built in. We researched all other options at the time and there wasn't any other option that ticked all the boxes. Review Source Amanda B. Office Manager Construction Used the software for: 2+ years ### "Robust, but there's a learning curve" August 22, 2019 5.0 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. Review Source CC Cheryl C. Director of Finance Construction Used the software for: 2+ years ### "Great all-inclusive program" August 14, 2019 5.0 Compared to the bare-bones program we used previously, this has allowed us to streamline our office tasks and stay on top of job cost. It was a bit of a learning curve to get going with it in the beginning 6 years ago, but I am so used to it now and love it! Pros I really like to have all aspects of the job coordinated within SW21. From the scheduling, to the billing, to the vendor invoices, it all ties together centered around the job. I think the accounting program within SW21 is very efficient. Cons There are a few small things I would like to see tweeked but not enough to have called about it. For the most part, I am very happy with the program Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) We needed to integrate more information and scheduling, which QB never allowed for. Review Source TM Tracey M. Office Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Product Review" August 20, 2019 5.0 Very satisfied. Easy to use. Pros I like the fact that it is very user friendly. I like how things are color coded. It is very easy to come up with reports needed for accounting issues and seeing profit etc. When you call into the office everyone is very pleasant and they always seem to get back to you within an hour of calling in my questions or problems. Have very few problem with, just certain things that come up that I can't figure out and call in. We have been using for over 15 years now. Everyone else in the office seems to have no complaints and feel it is very easy to use as well. Cons A very minor thing. When 2 people go into the customer at the same time and it locks up. Review Source JF JC F. Operations Manager Construction Used the software for: 2+ years ### "Plenty of data, just tricky to use" August 21, 2019 3.0 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. Pros 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. Cons 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. Reason for choosing Successware We have a new construction department and the accounting software benefits that department over the other options. Review Source AA Amit A. Team Leader Information Technology and Services Used the software for: Less than 6 months ### "Game-Changer for Business Management!" May 31, 2023 5.0 Successware Software is a Game-Changer for our company that offers comprehensive business management tools to make our work more easy and efficiently. Highly Recommend! Pros The Software is well-designed and visually fantastic which making it easy to find and access all the features and functionality we need to use. Specially I like Invoicing and Billing feature of this software which allow us to create quick and accurate reports for our clients. Cons Since using the Successware software I didn't face any issue. Their support team is highly responsive and knowledgeable to resolving any issues. Review Source BC Betty C. Office Manager Renewables & Environment Used the software for: 2+ years ### "Successware 21 Review " August 21, 2019 5.0 We switched to Successware remote a year or two ago and it has made dispatching and invoicing seamless. Pros Very user friendly, easy to train new employees. I have used this program for 14 years, it was fairly new to us when I started working for my company. The software has grown and changed for the better with each new release. I highly recommend this product. Cons There are a few little glitches here and there, with user support they are worked out quickly. Someone is always available on your support team to help. Review Source Response from Successware September 4, 2019 Wow, Betty! Thank you for the glowing review. We appreciate it! We are continually working and evolving to give you superior customer service, support and a product that we can proudly stand behind. We wouldn't be in business this many years, if it weren't for the support of customers like you. MR Martha R. VP Consumer Services Used the software for: 2+ years ### "Good overall system" August 15, 2019 3.0 I was taught through the class when we signed up and hired another individual who was nearby working for another company to help me set up my zones, codes and Successware helped me transfer over my client list of over 5000 names. We used the system for a month before fully transferring over AR and AP. Pros Reports are easy to read for my accountant. Cons Have to hand input every single piece of information/credit card receipts into they system. There is no downloading capability. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing Successware Better client history needs. Review Source PB Pat B. Co owner/Office manager Construction Used the software for: 2+ years ### "Successware makes my life easier!" August 22, 2019 5.0 I was dragged kicking and screaming into this software, but it has been invaluable to the business. I love the reports-you can track almost anything-great for marketing. Pros It has modules for just about anything-payroll, dispatching, invoicing, A/P, A/R and even marketing. I like the way it can track so many things and print so many reports Cons My biggest beef used to be that you couldn't cut and paste in it, but they have solved that issue. The initial setup of the software was hard and time-consuming, but I think that's the case with any sophistocated software. The support was great-don't try to do it by yourself. And the guilt I feel about not using everything it has to offer! Review Source SP Saurabh P. Digital Marketing Manager Information Technology and Services Used the software for: Less than 6 months ### "Innovative Software for Business Management!" June 1, 2023 5.0 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. Pros 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. Cons 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. Review Source RK Ronald K. GM Construction Used the software for: 2+ years ### "SuccessWare21 Review" August 14, 2019 4.0 This is a good program. it is a little pricey, but it is way better than what I used to have. I wish it wasn't so expensive to put it on tablets for my guys to use in the field, but I'm sure new stuff will be developed to make this more affordable. 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. Pros I like how the dispatching and accounting are tied into together. It takes away having to do multiple steps and saves me time and time is money. Cons It was a little complicated to get the hang of this system because it does so much, but once I did it was amazing. Review Source JB Jill B. Accounting Manager Facilities Services Used the software for: 2+ years ### "Great asset in the HVAC industry." August 16, 2019 5.0 Pros This program is easy to use and has a great way to keep track of our technicians daily schedule. Great integration from tracking service history for our customer to keeping accounts payable and accounts receivable up to date. Cons It would be helpful is there was a way to edit a service agreement once it is activated. As it stands now, if something changes or is incorrect upon start up you have to totally terminate the agreement and create a new one and now the revenue is not recognized correctly. Review Source Valarie V. Project Director Construction Used the software for: 6-12 months ### "Perfect Field Work Management Solution." September 13, 2021 5.0 Project management solution and nice system for project cost management, billing and workflow easy management product. Pros The easy scheduling using Successware, perfect tool for invoicing and excellent for the easy payment processing. Successware can easily manage various important information, project financial easy management, and great time tracking software. Cons Got nothing to complaint about Successware capabilities, or the easy of getting started with all the functions. Review Source SE Shelly E. Co-owner Consumer Services Used the software for: 2+ years ### "SW21" August 14, 2019 5.0 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. Reason for choosing Successware One software vs having two softwares for dispatch and accounting Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) To have one software for accounting and dispatch Review Source JB JEWELL B. ADMINISTRATIVE MANAGER Construction Used the software for: 2+ years ### "SuccessWare21 Long Time Customer" August 28, 2019 5.0 Pros This software is user friendly with training and support available as well as continual updates. It provides multiple points of information for customer accounts and is focused toward giving us the ability to provide good service to our customers. The fact that detailed departmentalized accounting is integrated into the operations software is a huge plus. Cons None come to mind - they have always been responsive to questions or issues. Review Source Response from Successware September 4, 2019 Jewell, Thank you so very much for this fantastic review! We are humbled by what you have said, and appreciate your business over the last 17 years! We are honored to be part of your continued success! DG Debbie G. owner Architecture & Planning Used the software for: 2+ years ### "Buy It!!!" September 5, 2019 5.0 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. Reason for choosing Successware It was the best of the best. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) It did not have a dispatch program for our Technicians. Our Techs can bill from their phones with this program and so much more. Review Source MA Mitali A. Educator Marketing and Advertising Used the software for: Less than 6 months ### "All In One Software to Manage Your Sales Reports" February 3, 2023 5.0 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. Pros 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. Cons I was not facing any difficulties with the software till now. Review Source CE Cindy E. office manager Construction Used the software for: 2+ years ### "Outstanding product!" August 21, 2019 5.0 Pros Makes keeping track of your customers a breeze. Every single visit is logged in their account and we know exactly what we did there and when we did it! Customer service is by far the best ever. Whenever I call w/a problem it is resolved and I learn something new in the process. Cons I am the company bookkeeper. When I am working on accounting, I have to close out of what I am doing to take calls for the "service" side of the software. It would make it much easier if I could easily use both simultaneously. Review Source CH Charles H. Owner Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Does it's job. But could be better." August 14, 2019 4.0 Once I figured everything out(took a very long time) it is great. But still get frustrated when I have to change something. It does it's job. Pros Reporting is great. Call/dispatch board works good. Cons To many steps to complete 1 task. Very long learning curve for new employee. Does not have many extra features(store pictures, options for quoting....). No direct field worker access. They have to use a 3rd party app. It works well but could be better. Reason for choosing Successware Franchise had it already Review Source DK Dwayne K. President Construction Used the software for: 2+ years ### "Needs Updates" August 14, 2019 3.0 Good at first but we have evolved - software has not. Pros All in one stop shop for accounting, dispatching, and call taking. Cons Aged - No major updates in 8 plus years. DE was more focused on their software vs ours. (Unify) Users need multiple other software programs to do what other competitors do in one - online reviews, Annie unplugged, Call Center, bank sync, SW Remote, etc. Reason for choosing Successware We are forced to keep paying for SW21. Not a fan of SW21 Review Source KD Ken D. Accounting Manager Consumer Services Used the software for: 2+ years ### "SuccessWare 21 Revies" August 21, 2019 4.0 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. Cons There are one or two accounting issues they have yet to work out so that the company financial statements follow GAAP. Review Source Response from Successware September 4, 2019 Ken, Thanks so much for your kind words! We appreciate the positive feedback. You know we are here for you if and when you need us! Similar Products Featured