Successware 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Successware

4.1

(77)

Pricing

Starting at $190.00 per month

About Successware

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.

Successware Screenshots

Successware Pricing and Plans

Starting price: $190.00 per month

Free Trial

Free Version

Basic

$190.00

per month

No plan information available

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Successware Features

Popular features found in Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Electronic Signature
Mobile App
Payment Processing
Quotes/Estimates
Real-Time Data
Routing
Service History
Technician Management
More features of Successware
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Contact Database
Contract/License Management
CRM
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Electronic Payments
Equipment Tracking
File Storage
For Solar Companies
GPS
Historical Reporting
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Signature Capture
Online Time Clock
Payment Collection in the Field
Photo Capture
Purchase Order Management
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Rescheduling
Scheduling
Self Service Portal
Solar Design
Status Tracking
Task Scheduling
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Time Tracking
Workflow Management
Work Order Management

Successware Integrations

QuickBooks Payroll

Podium

CompanyCam

Dropbox Business

Successware User Reviews

Overall Rating

4.1

Ratings Breakdown

47%

32%

13%

Secondary Ratings

Ease of Use

3.6

Value for money

3.9

Customer support

4.3

Functionality

3.8

Amanda B.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Robust, but there's a learning curve

Overall I like the program and all it has to offer our business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Successware

SW21 was more functional and offered more that we wanted/needed for our growing business.

Anthony B.

Verified reviewer

Consumer Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Successware21 Review

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Successware

It had what the business needed specifically within our processes.

Lynn T.

Package/ Freight Delivery

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2018

SuccessWare21

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?"

Ratings Breakdown

Ease of use

Previously 2

Value for money

Previously 4

Customer support

Previously 3

Functionality

Previously 3

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

Terri W.

Verified reviewer

Consumer Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

Best software for a growing HVAC company

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Successware

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.

Cheryl C.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Great all-inclusive program

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Successware

We needed to integrate more information and scheduling, which QB never allowed for.

Shelly E.

Verified reviewer

Consumer Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

SW21

Love it, bu it does a lot and maybe too much which can make it difficult to use all the reports it has.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Successware

One software vs having two softwares for dispatch and accounting

Reasons for switching to Successware

To have one software for accounting and dispatch

Debbie G.

Verified reviewer

Architecture & Planning

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Buy It!!!

We can run reports on everything. We are able to follow jobs, estimates and so on.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Successware

It was the best of the best.

Reasons for switching to Successware

It did not have a dispatch program for our Technicians. Our Techs can bill from their phones with this program and so much more.

David K.

Verified reviewer

Consumer Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

SuccessWare21 Helped us grow and grew with our business effortlessly

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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.

Reasons for switching to Successware

Prior product was only really for dispatching. We needed a suite of products like SW21 to manage our growing business. SW21 training and implementation teams made it easy. Ongoing support is the best in the industry. SuccessWare21 has worked across all MS Windows updates and workstation upgrades.

Gillian C.

Verified reviewer

Consumer Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

SW21 One Hour & Ben Franklin Mt Airy MD

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Successware

When our business grew to a certain level Peachtree software was unable to handle the number of client information we needed to maintain. Peachtree also had no dispatching capability.

Vendor Response

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!

Replied August 2019

Valarie V.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Perfect Field Work Management Solution.

Project management solution and nice system for project cost management, billing and workflow easy management product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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