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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Start Free Trial
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Description | Successware is a business management programme that assists electrical, plumbing, HVAC, and roofing contractors with scheduling, accounting, sales, marketing, and other tasks. Customer data such as address, phone number, equipment age and condition, membership status, and repair history can be collected using the customer relationship management (CRM) module. It enables supervisors to dispatch technicians across jobs based on their projected arrival time and to send real-time updates to them regarding new assignments and scheduling modifications. Employees can use Successware to find sales opportunities, calculate job pricing, build marketing campaigns, and send customer maintenance reminders. The software enables businesses to accept payments via a variety of methods, including credit cards and ACH transfers. ADP, Intuit QuickBooks Payroll, OnPoint, Podium, Customer Lobby, Dropbox, PulseM, ReviewBuzz, and other third-party programmes can all be integrated with Successware. Inventory management, reporting, data import/export, reputation management, callback tracking, invoicing, performance tracking, billing, and document storage are some of the other features of Successware. Read more | FORM MarketX, originally GoSpotCheck, is a mobile task management tool that helps companies in retail, healthcare, hospitality, and other industries define corporate goals and instructions for frontline personnel. Managers can generate custom reports, allocate projects to team members, and automate procedures in real time using the centralized dashboard. It has an API that allows businesses to link it with a variety of third-party platforms, including Salesforce, Microsoft Teams, Looker, and others. Pricing can be obtained upon request, and assistance is provided via phone, email, documentation, and other internet methods. FORM MarketX offers mobile task management for teams, as well as frontline mobile apps and reporting dashboards for bosses. To boost company value, decrease risk, and maximize the customer experience, they connect employees with corporate goals and directives, provide a shared perspective of the field, and digitize processes formerly conducted with pen-and-paper, Excel, Sharepoint, email, and internally-developed apps. Read more |
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SW Score & Breakdown |
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
8 Features
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10 Features
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Common Features for All |
Analytics (Workforce)
Attendance Management
Billing and Invoicing
Compliance Management
Digital Signature
Document Management
Inventory Management
Job Scheduling
Offline Reporting
Real-time Job Tracking
Reporting
Route Optimization
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Analytics (Workforce)
Attendance Management
Billing and Invoicing
Compliance Management
Digital Signature
Document Management
Inventory Management
Job Scheduling
Offline Reporting
Real-time Job Tracking
Reporting
Route Optimization
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Organization Types Supported |
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User Rating |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Successware Custom |
Essentials Custom Pro Custom Enterprise Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
+ 1 More
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Company Details | Located in: Columbia, Maryland | Located in: +1 720-637-2004 |
Contact Details |
+1 888-272-8009 https://www.successware.com/ |
Not available https://www.form.com/products/field-sales-management-app/ |
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