Successware Software

Successware is a business management software that facilitates professionals in the electrical, plumbing, HVAC, and roofing industries to manage scheduling, accounting, sales, and other activities. The customer relationship management (CRM) module permits home service contractors to collect client information such as address, phone number, equipment age and condition, membership status, and maintenance history. 

Successware facilitates the identification of sales possibilities, the calculation of task pricing, the creation of marketing campaigns, and the sending of customer maintenance reminders. The tool enables organizations to accept payments via credit cards and ACH transfers, among others. Successware supports integration with a variety of third-party programs, such as ADP, Intuit QuickBooks Payroll, OnPoint, Podium, Customer Lobby, Dropbox, PulseM, and ReviewBuzz. 

Successware Software Key Features

Integrated Accounting

Successware provides direct accounting integration on their platform. Successware manages all accounting activities and finances, including accounts receivable, accounts payable, credit card account management, revenue statements, and balance sheets, among others. Using Successware, there is no need to enter data twice into dispatching systems and accounting software.Users do not need to purchase additional accounting software, as they do with the majority of our rivals, because you have access to everything in a single platform. Moreover, the idea of a price book would not only save your company time, but it will also lessen the chance of human error. 

Call Management

Successware's Call Taking module enables users to search for existing clients, add new ones, and create jobs for these customers, all from a single interface. Call Handling allows you to establish scripts for your call takers, allowing them to confidently navigate the job creation process. This also facilitates the onboarding of new staff, as the process is clearly described, allowing a new call taker to quickly become proficient. When generating a new job, your call takers can determine if an appointment is a workmanship callback. If so, they can establish a connection between the original appointment and the one they're generating. 

CRM

Successware helps to acquire client information including addresses, email addresses, and phone numbers, as well as work history, equipment age and condition, membership status, and repair history. This information can assist you in developing marketing strategies that are customer-centric and yield substantial results. 

Successware Software Pricing 

Successware software has not provided any information regarding its pricing plans and interested users can directly contact the vendor for prices and cost.  

Successware Software Demo

A free demo option is available for the software, you can schedule it to get familiar with the features and characteristics. 

Successware Software Reviews

Online reviews depict that the software is quite user-friendly. Users can benefit from it as Successware is an integrated system. Call taking and dispatching are compatible with apps such as SWRemote and Review Buzz. 

Our Thoughts

Just dive in! And when you do, take the time to put everything up properly and maintain consistency in terms of naming. It will be beneficial and make everything simpler in the future and as you progress.