Successware

About Successware

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.

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Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

76%
Momentum

62%
Popularity

75%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Business Hours

Successware Features

Show Feature Explanation

Show Missing Features

Field Service Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

88%

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

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

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Successware Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Successware Custom

Features

Field Reporting
Integrated Sales Tools
Call Taking
Call Handling
Callback Tracking
CRM

Disclaimer: The pricing details were last updated on 16/11/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Successware Pricing