About Successware

Successware is a cloud-based business management solution designed for agencies in the home services industry such as HVAC, landscaping, flooring, electrical and more. Features include task assignment, capacity planning, fleet tracking, real-time feedback and accounting. 

The application's call booking feature enables managers to add new customers, create call scripts for agents and track the number of callbacks made by technicians. With the CRM module, users can record client's address, phone numbers, work history, equipment condition and membership status. Supervisors can send real-time notifications about tasks to field workers and confirm appointments by sending text messages to clients. The solution helps sales teams identify opportunities, set up j...


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Supported Operating System(s):

Web browser (OS agnostic)

71 Reviews of Successware

Average User Ratings

Overall

4.06 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.5

Functionality

3.5

Ratings Snapshot

5 stars

(29)

29

4 stars

(26)

26

3 stars

(10)

10

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 71 results

August 2019

Amanda from Brown Boys Roofing / B&B Sheet Metal Works, Inc

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Robust, but there's a learning curve

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.

Reasons for Switching to Successware

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

August 2019

Anthony from Christian Brothers

Company Size: 11-50 employees

Industry: Consumer Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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.

August 2019

Mark from Elmer's Home Services

Company Size: 11-50 employees

Industry: Consumer Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

2.0

Customer support

3.0

Functionality

2.0

August 2019

Poor Review

I would not recommend this company for any plumbing or AC company to use. Only forced to by the scam of the franchise partnerships it made because it gave franchise visibility into the franchisee. compared to modern software with vision and progression, the software is not worth the money.

Pros

Full service software that had accounting function integrated

Cons

obsolete, the software is dated. Virtually impossible to find a unicorn that already knows how to use the software, and cost a lot to constantly train. The mistakes made from lack of training are costly, and there is virtually no real training available worth a dang. The training portion is a scam, better to pay and force someone to read the dang manual.

Reasons for Choosing Successware

We did not, we moved out of successware21 and just keep one seat for our history. They held that hostage by their programming an download capabilities, so we do that for our customers.

Reasons for Switching to Successware

Because the others offered for less money, gps integration, so much more training, and the operating platform is up to date allowing easier training. They provide sandbox environments, sop manuals, video training self paced. Just a much better value moving forward.

June 2020

Terri from Comfort Tech Heating & Cooling Ltd

Company Size: 11-50 employees

Industry: Consumer Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

August 2019

Cheryl from Christenson Plumbing & Heating LLC

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

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.