All Successware Reviews

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Shelly

Consumer Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

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.

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

Reasons for switching to Successware

To have one software for accounting and dispatch

Debbie

Architecture & Planning, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Buy It!!!

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.

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.

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed September 2018

Antiquated and clunky.

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.

Saurabh

Information Technology and Services, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Innovative Software for Business Management!

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.

Janet

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2019

Successware 21

The owner of the company can get just about any report he needs to keep the company running at top notch.

PROS

I liked that we did not have to put the same information in more than one software. Successware 21 has the accounting, payroll, Purchasing and invoicing all on one software.

CONS

Not always the easiest to get it to do what you need it to do, but the updates that are made to the software have repaired most of the problems I had with the software. 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. Things do change on PO and this makes it very difficult to change.

Reasons for switching to Successware

Needed software more inclusive of all factions of the office. Not having 2 or 3 different software companies that you are making payments to.

Vaibhav

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Empowering Business Management Solution

Successware Software is a perfect solution for service-based businesses. Its very easy to use and provides powerful features like scheduling and dispatching capabilities, streamlined invoicing processes, powerful reporting and analytics tools, etc. I wholeheartedly recommend Successware Software to any service business looking to streamline operations, enhance customer service, and drive growth and profitability.

PROS

I have been using this software for my company's service-based business, and I can confidently say that it helps lots to manage my operations. The software allows me to effortlessly create and manage appointments, assign jobs to technicians, and track their progress in real-time.

CONS

I face some minor issues on Purchase Order and Exports Reports but it was quickly solved by the support team.

Ronald

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

SuccessWare21 Review

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.

Reasons for switching to Successware

This system allowed me to not have to make double entries into two different systems.

Kyle

Accounting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2019

Powerful, but frustrating

PROS

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

CONS

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

Lynn

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed November 2017

We use the system heavily and successware provides us with an overall good experience

PROS

Successware is an All in one solution. Call taking/dispatching Integrates with other programs like SWRemote and Review Buzz.

CONS

It's outdated in the look and feel. Reporting isn't customized and we have to extract information to a speadsheet to manipulate to interpret. It requires extensive training to get someone up to speed ot use the program when we have a new user. Call Taking Screen is outdated. Would be nice to have it tie to scripting and easily searchable resource documents for pricing, services offered, etc.

Mitali

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

All In One Software to Manage Your Sales Reports

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.

Shawna

Retail, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2019

User Friendly

PROS

This software is very user friendly. It is very easy for a new user to pick up and learn. Some software is quite complicated and hard t navigate, not so with Successware. I love the functionality of being able to get to multiple places with a keystroke from one screen. You can go from the job to the PO, to the invoice, to the payment. Super easy.

CONS

I wish this software was more customizeable. I have worked with software in the past where the reports and functionality was customizeable to the customers need. There was always a fee for these features but sometimes it's worth the extra money to get something you really need.

Reason for choosing Successware

The team in charge of the change over had all used SuccessWare in the past and we chose it because we know it best.

Pat

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

Successware makes my life easier!

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!

Reasons for switching to Successware

It was recommended by the franchise

JEWELL

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

SuccessWare21 Long Time Customer

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.

Vendor Response

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!

Replied September 2019

Gracie

Utilities, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2019

SuccessWare

I like the program but there is so many easy things they could change to make it more user friendly. I feel the program has a lot of buttons you need to press just to complete a task which make things very frustrating

PROS

I like the amount of reports you can pull. I like that it's color coded for routing purposes

CONS

It's not user friendly. Too many little buttons to click on to open accounts once they've been closed. You cant customize the time block requests off.

Bill

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2017

Overall covers about all that we ask of the program.

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.

Elaine

Consumer Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2019

Successware opinions

I enter the accounting in Successware. It took me several months to learn and get caught up entering everything. I am still correcting all the errors of entering information incorrectly. We needed more training in the beginning. It is a very complex software.

PROS

It will let us do job costing and split out the financials by department

CONS

It is a very complicated software and took a long time to learn. There is no storage space to upload the invoices or backup so we have to get another storage to upload all documents entered. There are so many steps to all entries. I do a lot of accounting and our old system was so much easier and user friendly.

Reasons for switching to Successware

Job Costing option

Amy

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Holland Heating Review

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!

Vicky

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT