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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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88% 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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Overview

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 SmartServ is an interactive field service monitoring software that can be used to connect, manage and automate business processes across the organisation. Data-driven insights offered by the software, helps users get access to detailed information about their customers in a single click. The software streamlines the entire business process in an automated way before, during, and after a job. Teams can work together in an efficient manner, communicate with each other in real-time. Admins can also define role-based access rights within SmartServ, facilitating better business. More than 20 types of detailed reports offered by the solution, helps organisations get insights into sales, operations, marketing and accounting. Organisations can enhance the productivity levels of their field employees by leveraging the maps and routing features offered by SmartServ. They can monitor the real-time status of technicians working on the field, generate forms, custom checklists, invoices, agreements and more. Dispatching and scheduling, customer management, maintenance agreement, invoicing and quotes are other important features offered by the software. Read more
Pricing Options
  • Free Trial Not Available
  • Successware Offers Custom plan.
  • Free Trial Not Available
  • SmartServ Offers Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    88%
  • Reviews
    73%
  • Momentum
    64%
  • Popularity
    75%

88% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    69%
  • Momentum
    60%
  • Popularity
    80%

Features

Total Features
8 Features
9 Features
Common Features for All
    Analytics (Workforce) Helps you track and analyse the performance of the workforce
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Digital Signature A facility to capture digital signature in a secure format
    Document Management Ability to store and manage various information and documents in electronic format.
    Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
    Job Scheduling Helps in allocating jobs to the right person at the right time
    Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet
    Real-time Job Tracking Allows you to view your workforce in real time and improve strategy
    Reporting Sends instant status reports about the task with customer feedback
    Route Optimization Determines the cost efficient route to perform the order
  • + 5 More - Show Less
    • Analytics (Workforce) Helps you track and analyse the performance of the workforce
      Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
      Digital Signature A facility to capture digital signature in a secure format
      Document Management Ability to store and manage various information and documents in electronic format.
      Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
      Job Scheduling Helps in allocating jobs to the right person at the right time
      Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet
      Real-time Job Tracking Allows you to view your workforce in real time and improve strategy
      Reporting Sends instant status reports about the task with customer feedback
      Route Optimization Determines the cost efficient route to perform the order
  • + 6 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online

    Reviews & Ratings

    User Rating
    4.1/5 71 user ratings
    4.6/5 58 user ratings
    Ratings Distribution
    • Excellent

      44.1%
    • Very Good

      34.3%
    • Average

      11.8%
    • Poor

      6.9%
    • Terrible

      2.9%
    • Excellent

      67.6%
    • Very Good

      23.5%
    • Average

      7.4%
    • Poor

      0%
    • Terrible

      1.5%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Successware Offers Custom plan.
    • Free Trial Not Available
    • SmartServ Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Successware Custom

    SmartServ Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Columbia, Maryland Located in: Seattle, Washington
    Contact Details

    +1 888-272-8009

    https://www.successware.com/

    +1 206-826-9074

    https://www.smartserv.io/

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