# Page 3 | Successware Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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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/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Successware

## Showing most helpful reviews

Showing 51-75 of 77 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SW

Shanna W.  
Owner  
Construction  
Used the software for: 6-12 months

### "Complicated, Difficult, UNuser-Friendly, Poor and Insufficient Training"

August 14, 2019

3.0

Training was like drinking from a fire hose, yet what was provided was completely insufficient for basic functionality. Then they want to charge you for any additional training - which in my opinion if you want your software to be used fully and to its best and highest use, you should offer the training for free. Luckily, I hired an accountant who had 10+ years of experience using Successware21 and she has been my "trainer". Her feelings about the software mirror mine.

Pros

It is all-encompassing software, but the complexity and ease of use requires YEARS of use to understand and use in the manner it should be.

Cons

Just about everything, but I know it's what I need to properly manage my company. This is literally one of the worst designed and most complex softwares I have ever used.

Review Source

GG

Gunnar G.  
Marketing  
Environmental Services  
Used the software for: 2+ years

### "Successware 21 for service provider"

August 14, 2019

4.0

Well rounded product. Just needs a face lift and nav improvements.

Pros

Multi functional. C all aspects of business from dispatch to accounting and payroll.

Cons

Navigation is not clear. A tab or drop down function would be mare familiar to most users. Never sure if I should use top and bottom nav or if the field is active.

Reason for choosing Successware

Other operators in or field recommended it.

Review Source

LT

Lynn T.  
President  
Package/Freight Delivery  
Used the software for: 2+ years

### "SuccessWare21"

September 27, 2018

4.0

We have continued to use the software for a long time. They listen to our enhancement requests (especially support team, which is appreciated). Customer service support at times has been a bit short and come across like we should know what we don't and be a bit snippy about it with an attitude "You don't know that? or why are you doing it that way?"

Pros

We've been using SW21 for a long time, almost 20 years. It's great that it does everyone in one system!

Cons

The look is a bit outdated. it's difficult for new people to learn

Review Source

KC

Kyle C.  
Service Manager  
Accounting  
Used the software for: 2+ years

### "Powerful, but frustrating"

August 21, 2019

3.0

Pros

It's robust and provides a complete package for our HVAC company.

Cons

Almost nothing is user friendly. Few things allow for automation.

Review Source

JE

Jack E.  
Owner  
Construction  
Used the software for: 2+ years

### "First log on"

September 5, 2019

5.0

Pros

We have used Successware 21 since 1996. As the first ever logon to the web base program I have never looked back. We have built our business around Successware 21. It has done everything we could ask for.

Cons

I would like to see Remote become a more stable application for field use. It has improved greatly over the past year.

Review Source

JN

John N.  
Owner  
Individual & Family Services  
Used the software for: 2+ years

### "Success ware 21"

August 29, 2019

3.0

Good software but not complete?

Pros

Better tracking and dispatching Better record keeping of maint contracts

Cons

Successware needs better reporting Don’t like having successware for office and another company in the field, causes issues

Reason for choosing Successware

Had another company I was familiar with that used them

Review Source

MS

Mark S.  
Manager  
Consumer Services  
Used the software for: 2+ years

### "A Platform Worthy of Consideration"

August 14, 2019

5.0

Overall, Successware provides an excellent solution for daily operational needs

Pros

Complete solution for our firm. Excellent interfaces to third party apps

Cons

Somewhat dated. Learning curve somewhat high

Review Source

Response from Successware

August 22, 2019

Mark, Thank you for your honest review. We appreciate our customers and respect your opinion! We thank you for your continued business.

AH

Amy H.  
Administrative Manager  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Holland Heating Review"

August 21, 2019

5.0

Wonderful. Customer Support is the greatest!

Pros

There has never been a question that you have not answered for us!

Cons

I wish there was a CRM that integrated :)

Reason for choosing Successware

It is so user friendly and easy to use and train on, plus the integration to the techs is great as well!

Review Source

LH

LISA H.  
BUSINESS OFFICE MANAGER  
Construction  
Used the software for: 2+ years

### "LIKE SHREK- LOTS OF LAYERS"

August 14, 2019

4.0

BETTER REPORTING, CLEAR FINANCIALS, TASK PRICING

Pros

FINANCIAL SYSTEM IS TOP NOTCH, SET UP OF EMPLOYEES AND DISPATCH BOARD ARE EASY TO NAVIGATE

Cons

IT HAS SO MANY LAYERS OF FUNCTIONALITY- YET, THE PROJECT MODULE CANNOT INTERFACE WITH THE SERVICE SIDE OR SWREMOTE

Review Source

VW

Vicky W.  
Controller  
Construction  
Used the software for: 2+ years

### "Wonderful & complete software package"

August 14, 2019

5.0

Pros

The best part about SW21, is unlike most other CRMs on the market, the accounting does not have to be exported into quickbooks.

Cons

The only negative that I have is that there is not drill down/clickthrough options for reports.

Review Source

DT

Debbie T.  
Business Manager  
Consumer Services  
Used the software for: 2+ years

### "Outdated"

August 22, 2019

1.0

This software is outdated and in desperate need of a total overhaul

Pros

There is nothing that is good about this software. We work around and make it work best we can.

Cons

The reports are difficult to create for the information that is needed.

Review Source

RP

RIchard P.  
CEO  
Consumer Services  
Used the software for: 2+ years

### "SuccessWare "

August 14, 2019

5.0

Effective dispatch and customer service solutions

Pros

Full integration of customer service and accounting and integration so TNFR system

Cons

There are limitless reports available but not always easy to find

Review Source

TG

Timothy G.  
Safety Fleet/ Manager  
Consumer Services  
Used the software for: 2+ years

### "Solid Software"

January 4, 2021

4.0

Pros

Love the ability for the employees in the field and in the office to share and enter data.

Cons

It is not the most user friendly software. You have to be fairly experienced to really navigate the features.

Review Source

SR

Skip R.  
Owner  
Construction  
Used the software for: 2+ years

### "User Opinions"

August 22, 2019

5.0

Pros

It tracks all facets of our business including unlimited pieces of equipment and accounting.

Cons

Having to manually "SAVE" a job before putting in assignments.

Review Source

EH

Emily H.  
Customer Service Representative  
Consumer Services  
Used the software for: 2+ years

### "GREAT PRODUCT"

August 21, 2019

4.0

Pros

THE EASE OF USE. IT IS RELATIVELY QUICK TO LEARN TO DO ALL NECESSARY TASKS WITHIN THE PROGRAM.

Cons

IT DOESN'T HAVE CERTAIN FEATURE THAT NEWER PROGRAMS DO. IE. TEXTING CUSTOMERS WITHIN THE PROGRAM.

Review Source

EZ

Ethann Z.  
dispatcher  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "sw21 user"

August 21, 2019

5.0

Pros

it is very organized and it's hard to make large bookkeeping errors-lots of checks and balances

Cons

design and look of it-also it seems like it takes a very long time to make needed changes

Review Source

BE

Bill E.  
Business Coordinator  
  
Used the software for: 2+ years

### "Overall covers about all that we ask of the program."

November 24, 2017

5.0

Pros

Easy to use, easy to train. I can get most of the information I need simply because it's so easy to find it.

Cons

Unable to go directly from purchase order to job costing. Commission/bonus is affected by parts costs, it would be easier to go directly from a purchase order created from a job to that invoice and recalculate commissions related to parts cost.

Review Source

DM

Doug M.  
Operations Manager  
Construction  
Used the software for: 2+ years

### "Needs updated, needs trashed and redone"

September 5, 2019

2.0

Pros

Financials built in, quality reports but not enough

Cons

Tech end is completely out dated, it is not easy to use. 15 years and there is plenty I don’t know

Review Source

JB

John B.  
President  
Construction  
Used the software for: 2+ years

### "Summers "

September 5, 2019

4.0

Very pleased with succeswate running my business

Pros

Dispatch portion of the software is great

Cons

Financial portion is a bit cumbrous to use

Review Source

TD

Tony D.  
GM  
Construction  
Used the software for: 2+ years

### "good stuff"

August 28, 2019

5.0

Pros

keeps u with what half of my marketing is working. good on dispatching

Cons

needs update on user interface

Review Source

BS

Bob S.  
General Manager  
Construction  
Used the software for: 2+ years

### "Not that good"

September 5, 2019

3.0

Pros

It handles flat rate pricing, price books

Cons

No Job Costing and the overall accounting is terrible

Review Source

KB

Kim B.  
Office Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Support staff is exceptional"

August 14, 2019

4.0

The dispatch board is easy to use and the accounting/bookkeeping has been easy to learn. Reports are a little muddy and could be more streamlined.

Pros

The support staff has been very helpful and professional.

Cons

Seems antiquated in many ways especially reports.

Review Source

JA

Jackie A.  
Accounting Manager  
Construction  
Used the software for: 2+ years

### "Successware 21 platfor"

September 27, 2018

3.0

We have used for awhile now, but not fond of the platform. Have found work around on issues.

Pros

Accounts Payable Module and Payroll Module are pretty easy to use. Works for our service department team

Cons

Job costing and progress billings are an issue. Duplication of cost on reports.

Review Source

JB

John B.  
General Manager  
Construction  
Used the software for: 6-12 months

### "Product Review"

August 21, 2019

2.0

Not that impressed.

Pros

Price, reporting.

Cons

The person who set us up did not do a good job teaching it. Not that easy to use.

Reason for choosing Successware

Price and promises.

Review Source

MW

Mariah W.  
Accounting Manager  
Construction  
Used the software for: 2+ years

### "Great software for accounting!"

August 21, 2019

4.0

Pros

The accounting side, great reporting, payroll functions, etc.

Cons

Complicated set up, not able to change agreements once they are created.

Review Source

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