All Successware Reviews
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Shelly
Consumer Services, 2-10 employees
Used daily for more than 2 years
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.
PROSIt’s integrated with other softwares and one software for account and dispatch
CONSIt 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
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.
PROSEverything. It runs our business without any headaches. Beats the other by far. It is fun to use to.
CONSNothing. 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
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.
PROSIt has a lot of functionality, and some integrations with outside resources like text messaging.
CONSWhere 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.
David
Consumer Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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.
PROSRock-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.
CONSUnable 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.
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
Consumer Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSSW21 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!
CONSAs 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
Lynn
Used daily for more than 2 years
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
Successware is an All in one solution. Call taking/dispatching Integrates with other programs like SWRemote and Review Buzz.
CONSIt'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.
Charles
Electrical/Electronic Manufacturing, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed August 2019
Does it's job. But could be better.
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.
PROSReporting is great. Call/dispatch board works good.
CONSTo 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
Lynn
Package/Freight Delivery, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
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?"
PROSWe've been using SW21 for a long time, almost 20 years. It's great that it does everyone in one system!
CONSThe look is a bit outdated. it's difficult for new people to learn
Ken
Consumer Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
SuccessWare 21 Revies
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.
CONSThere are one or two accounting issues they have yet to work out so that the company financial statements follow GAAP.
Vendor Response
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!
Replied September 2019
Gracie
Utilities, 51-200 employees
Used daily for more than 2 years
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
PROSI like the amount of reports you can pull. I like that it's color coded for routing purposes
CONSIt'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.
Tracey
Electrical/Electronic Manufacturing, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Product Review
Very satisfied. Easy to use.
PROSI 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.
CONSA very minor thing. When 2 people go into the customer at the same time and it locks up.
Reasons for switching to Successware
We went to an Air Time seminar and they recommended Successware.
Jill
Facilities Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2019
Great asset in the HVAC industry.
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.
CONSIt 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.
Reasons for switching to Successware
needed a dispatch board for scheduling customer appointments and tracking our technicians schedule. We have been using SW21 since January 2002.
JEWELL
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
SuccessWare21 Long Time Customer
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.
CONSNone 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
Jason
Construction, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Tough to transition, but sooo worth it
If we could do it over again, I would have paid the additional money to have someone from SW21 come out and help us set up everything. We learned a lot through the process because we duplicated lots of things at first. It was a learning experience but it cost us time. Because of the experience, I feel like I have a better grasp of the system over all and I know how to fix things when there is an input issue.
PROSEverything is all in one program and there is a mobile platform for out in the field.
CONSIts hard to get an exact report that I need
Bill
Used daily for more than 2 years
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.
Easy to use, easy to train. I can get most of the information I need simply because it's so easy to find it.
CONSUnable 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.
Jessica
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2017
Successware does a great job for our Heating/Cooling/Plumbing business.
It manages our whole business.
PROSI like that our entire business is integrated into one software- customer relationship management, accounting, dispatch, all in one
CONSInventory can be hard to manage if you don't set it up right initially. Work closely with Successware's support team to make sure you have it set up correctly.
Mark
Consumer Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
A Platform Worthy of Consideration
Overall, Successware provides an excellent solution for daily operational needs
PROSComplete solution for our firm. Excellent interfaces to third party apps
CONSSomewhat dated. Learning curve somewhat high
Vendor Response
Mark, Thank you for your honest review. We appreciate our customers and respect your opinion! We thank you for your continued business.
Replied August 2019
LISA
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
2
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
LIKE SHREK- LOTS OF LAYERS
BETTER REPORTING, CLEAR FINANCIALS, TASK PRICING
PROSFINANCIAL SYSTEM IS TOP NOTCH, SET UP OF EMPLOYEES AND DISPATCH BOARD ARE EASY TO NAVIGATE
CONSIT HAS SO MANY LAYERS OF FUNCTIONALITY- YET, THE PROJECT MODULE CANNOT INTERFACE WITH THE SERVICE SIDE OR SWREMOTE
Vicky
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
Wonderful & complete software package
The best part about SW21, is unlike most other CRMs on the market, the accounting does not have to be exported into quickbooks.
CONSThe only negative that I have is that there is not drill down/clickthrough options for reports.
Ian
Individual & Family Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Has a lot of Potential
Great platform. We mostly use use it as a dispatching board but understand there is a lot more here.
PROSThe amount of data that can be stored is great.
CONSThe reporting can be difficult and cumbersome.
Reason for choosing Successware
Previous experience with the platform
Debbie
Facilities Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2019
overall
Everything works together even though there are multiple steps per screen.
CONSIt freezes up during usage. Not sure what the problem is. I am hardwired into the computer.
Reason for choosing Successware
Corporate decision
Valarie
Verified reviewer
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2021
Perfect Field Work Management Solution.
Project management solution and nice system for project cost management, billing and workflow easy management product.
PROSThe 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.
CONSGot nothing to complaint about Successware capabilities, or the easy of getting started with all the functions.
John
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed September 2019
Summers
Very pleased with succeswate running my business
PROSDispatch portion of the software is great
CONSFinancial portion is a bit cumbrous to use
Bob
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed September 2019
Not that good
It handles flat rate pricing, price books
CONSNo Job Costing and the overall accounting is terrible
Doneta
Construction, 11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Needs much updating
Inventory management was the best thing about this.
CONSTech usage, we have now went to Service Titan and that platform is leaps and bounds better for tech usage.
Reason for choosing Successware
PSI and franchise
Reasons for switching to Successware
Franchise needed us to go to Successware