Successware Reviews

“Innovative Software for Business Management!

Pros

Successware helps all businesses stay organized and provide services on time. It offers a range of powerful features to enhance business management operations.

Cons

The software is extremely robust with its features that help businesses enhance their work processes. We haven't encountered any problems with it so far.

“Game-Changer for Business Management!

Pros

The software is well-designed and visually appealing, making it simple to find and access all the features and functionality we need. I especially like the Invoicing and Billing feature, which allows us to create quick and accurate reports for our clients.

Cons

Since I started using Successware, I haven't faced any issues. Their support team is very responsive and knowledgeable in resolving problems.

“Empowering Business Management Solution

Pros

I've been using this software for my company's service-based business, and I can confidently say it greatly helps 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've had some minor issues with Purchase Orders and Export Reports, but the support team quickly resolved them.

“Highly Efficient Business Management Software

Pros

It's an all-inclusive business management software that offers features like Mobile Access, Job Scheduling, Real-Time Data, Work Order Management, Maintenance Scheduling, and Billing & Invoicing to help businesses streamline their operations.

Cons

After using this software, I can confidently say there are no issues that hinder our business operations.

“All In One Software to Manage Your Sales Reports

Pros

This tool is very simple and helps manage reports through its features. It assists us in managing our sales reports using Work Order Management, Maintenance Scheduling, Real-Time Data, and Billing & Invoicing features.

Cons

I haven't experienced any difficulties with the software so far.

“Essential Product

Pros

As of writing this review, they are implementing and migrating users to Successware 2.0. It will be even more intuitive than before, allowing our technicians to present more to the customer and make more notes for the back office staff more easily and quickly.

Cons

I wish we could merge our Excel price book directly into Successware. I'm not sure if that's possible.

“Perfect Field Work Management Solution.

Pros

The easy scheduling with Successware, its perfect invoicing tool, and excellent payment processing make it ideal for managing various important information, project financial management, and great time tracking.

Cons

I have no complaints about Successware's capabilities or how easy it is to get started with all its functions.

“Solid Software

Pros

I love the ability for employees in the field and the office to share and enter data.

Cons

It's not the easiest software to navigate. You need to be quite experienced to fully understand its features.

“Best software for a growing HVAC company

Pros

The most beneficial part of the software is the integrated accounting and the reporting that comes with it. We can see how the business is doing daily and compare it to our goals and KPIs. The reporting has endless possibilities - there are standard reports, but you can also build custom reports if needed.

Cons

We're excited about the upcoming updates to the look and feel of the software that they're currently working on.

“User Friendly

Pros

Successware is very easy to navigate. It's very easy for a new user to pick up and learn. Some software is quite complicated and hard to navigate, but not 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 customizable. I've worked with software before where reports and functionalities were tailored to the customer's needs. There was always a fee for these features, but sometimes it's worth the extra money to get exactly what you need.

“Not that good

Pros

It handles flat rate pricing and price books.

Cons

There's no job costing, and the overall accounting is terrible.

“First log on

Pros

We have used Successware 21 since 1996. As the first ever to log on to the web-based program, I have never looked back. We have built our business around Successware 21. It has done everything we could ask for.

Cons

I hope Remote becomes a more stable application for field use. It has improved significantly over the past year.

“SuccessWare21 Helped us grow and grew with our business effortlessly

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 the entire company, from client inbound calls to 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

I can't save reports as templates to run them the same way each time. The field interface is somewhat limited.

“Buy It!!!

Pros

Everything. It runs our business without any headaches. Beats the others by far. It is fun to use too.

Cons

Nothing. It did everything I needed and more.

“Summers

Pros

The dispatch portion of the software is great.

Cons

The financial portion is a bit cumbersome to use.

“Needs updated, needs trashed and redone

Pros

Financials are built-in, and quality reports, but not enough.

Cons

The tech end is completely outdated and not easy to use. After 15 years, there's still a lot I don't know.

“Terrible product

Pros

Not much; it's just too hard to use and to train other employees. Just not a good platform at all.

Cons

It's so difficult to use and has issues weekly. It's way too hard to manage.

“SuccessWare21 Review

Pros

Service history of our customers helps technicians be better prepared.

Cons

I'm learning to use the full potential of the program.

“Tough to transition, but sooo worth it

Pros

Everything is in one program, and there is a mobile platform for use in the field.

Cons

It's hard to get the exact report I need.

“Success ware 21

Pros

Improved tracking and dispatching capabilities. Enhanced record-keeping of maintenance contracts, ensuring all details are meticulously documented and easily accessible.

Cons

Successware needs better reporting. I don't like having Successware for the office and another company for the field; it causes issues.

“good stuff

Pros

Keeps up with what half of my marketing is working. Good on dispatching.

Cons

The user interface needs an update.

“Successware21 Review

Pros

This software can be great for the right business and individuals. The processes we've put in place within Successware21 couldn't 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 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 is what I like most about the software.

Cons

There are some limitations within the constraints of the developers who created the software. For example, we've had problems adding simple HTML image tags to the automated Successware21 customer emails, and we've had to customize a few integrations for our PBX system.

“SuccessWare21 Long Time Customer

Pros

Successware is easy to use with training and support available as well as continual updates. It provides multiple points of information for customer accounts and focuses on 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.

“Robust, but there's a learning curve

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 outdated. It's not very intuitive and could use a facelift.

“SuccessWare Fan

Pros

I really enjoy the comprehensiveness of the software program and that it is all-inclusive for every aspect of our industry.

Cons

I don't think there's anything I personally dislike about SuccessWare. Some companies might find the program overwhelming due to its vastness and the way everything is interconnected. If they don't stick with it or lack confidence in their training, it can be very easy to get frustrated. The very thing I love most about the program is also what I feel people find the most difficult. If I had to suggest something, I'd wish the Agreements were a bit more editable after activation. One other thought, and it's not a con, is that it would be cool if we could access location documents the same way we can view payable invoices.