FAQs Learn What Successware and
Successware Mobile Have to Offer

    Successware FAQs

  • Q:Do you sell the program as a whole or by the individual module?

    A:Successware is offered as an entire “business management system.” So as your needs as a business grow, you simply begin to use those additional modules at no extra cost.

  • Q:Do I install Successware at my office or is it “in the cloud”?

    A:Successware is completely hosted in the cloud which will benefit your business and data management. Being cloud hosted enables Successware to provide you with real-time richer and deeper analytics and metrics on your overall business health and performance with Successware Insights. You will benefit from increased uptime, scalability, increased security, data backup and disaster recovery, the latest technology, increased performance, and the freedom to work anywhere.

  • Q:What are the benefits to hosting in the cloud?

    A:Successware has partnered with Advance2000 to deliver our users an unparalleled experience.

    Hosting Successware at Advance2000 means:
    -- Your software is available from anywhere in the world you can access the internet (including your home).
    -- Dedicated service desk which is available 24/7/365
    -- 99.99% Uptime Service Level Multiple Data centers with secure offsite backup of data (Redundancy of data, Data center security (e.g., biometrics authentication and video surveillance) , Management and support of your private “Advance2000 Cloud”)
    -- Coordination of future upgrades to Successware
    -- IT Support, Hosted Phones, Email, Cloud Computing and more

  • Q:How long does it take to get started?

    A:There’s no exact amount of time. Some companies are up and running within a week of initial training. Others can take much longer. Setting up Successware is comprised of two main tasks: setting up your “codes” and setting up your “opening balances”.

    Setting up your “codes” typically consist of things specific to your company, such as: who are your employees, what job types do they each do, what hours do they work, what cities and zip codes do you service, what departments you want setup, what lead sources do your customers come from, etc.

    Setting up your “opening balances” consists of your open Accounts Receivable, Accounts Payable, and starting General Ledger balances. This isn’t difficult to do and it won’t take weeks to do, but it’s going to take longer than an hour or two. To make the process as simple as possible, we’ve developed a “Quick-Start” module in Successware that takes you by the hand through the whole process. In addition, our support staff is eager to help you with any questions you may have!

  • Q:Can you convert my data from my current software to Successware?

    A:Data conversion is a very important part of getting started with Successware and can help you save hundreds of hours. There are 2 important steps to a successful data conversion: Getting the data out of your current software system (the export) and bringing the data into Successware (the import). Once you provide us with the data (exporting), we will provide the second step (importing). After you’ve registered with us, a member of our data conversion team will reach out to help you through the process. Typically, we can import your customer list, service history, equipment, flat rate pricing, and inventory items if they can be exported from your existing software.

  • Q:Will this work for both service and new construction?

    A:Yes. We have comprehensive job costing capabilities – including a full Project Management module – at NO extra cost!

  • Q:Do you Process Payroll?

    A:Successware will fully accumulate, calculate and post gross earning, but we do not maintain tax tables necessary to generate your employee’s net pay. To accommodate this, we offer direct import/export features with both ADP as well as QuickBooks and have customers who use numerous other payroll services with Successware.

  • Q:Can I Import my current pricebook into Successware?

    A:You can! While we offer a pricebook tool in Successware which allows you to build your own flat rate pricebook, we also offer imports of most major third-party pricebooks in your industry, including Profit Rhino, NSPG, Profit Strategy, the New Flat Rate, and Callahan Roach.

  • Q:How do I learn how to use the program?

    A:Successware has developed the most comprehensive training program in the industry today.  The cost of the class is part of your initial investment and allows two representatives from your company to attend.

  • Q:Who should I send to training?

    A:Training is intended to instruct you on getting set up and running as quickly as possible. It is recommended that your attendees are involved in daily accounting functions (AR, AP, Bank Account processing) and customer/job processing. All day-to-day functionality of the software will be covered with the exception of Inventory Management and Payroll Processing. Both of these topics are available in an overview format via live web-based training which is available to you at no additional cost.

    We also have web-based training modules available for members of your staff to aid in learning Successware or to refresh their skills.

  • Q:Do you offer any type of ongoing training?

    A:Yes. Our most popular option is our web-based training classes. Using teleconferencing along with an Internet-based browser, your staff can learn from the comfort and convenience of your office! 

    Each month we have different classes covering various topics. Classes generally run 90 minutes each. Some topics are two-session classes – one 90 minute class on the first day and a second 90-minute class the next day. We also offer personal one-on-one telephone training  as well as specialized training.

  • Q:How often can I call for support?

    A:As often as you need! Unlimited Support is included in your monthly license fee. Our support team is available to you Monday- Friday from 8:00 AM to 8:00 PM Eastern Time.

  • Q:How often are updates released?

    A:We’re constantly working on the program. Sometimes we’ll have minor enhancements – little tweaks to make things simpler for you. Other times we’ll have brand new features. This could be a new report or it could be a brand-new module. Getting the updates is a snap because they’re available online! We’ll send out emails when there are major updates available and, if you use the hosted version of Successware, you’ll be updated automatically. Best of all, every update, enhancement, and new module is included in your monthly licensing fee.

  • Q:Does Successware support technicians when they are in the field?

    A:Yes, we offer complete field service management through seamless integration with our Successware Mobile app. Learn more about Successware mobile on our Field tools page.

    Successware Mobile FAQs

  • Q:How can I demo Successware Mobile?

    A:You can request a live demo. In the meantime, watch a short video highlighting how Successware Mobile works for your technicians.

  • Q:What mobile operating systems support Successware Mobile?

    A:Successware Mobile is available on Apple (iOS) & Android. It works best with the following:
    Operating System Version:
    • iOS 10.0 or later
    • Android 6.0 or later
    • Screen size 4.7 inches or bigger
    • iPad Pro, iPad Air, iPad, iPad mini
    • Best experienced with iPad 7 or iPad Pro (2nd generation and later)

  • Q:How is Successware Mobile hosted?

    A:Successware Mobile is an app downloaded to your Apple or Android device. It also connects to your on-premises Successware installation.

  • Q:Do I need to update the Successware platform to use Successware Mobile?

    A:There is a new add-on for Successware Mobile that was pushed to your Successware installation (LAN or Hosted) to enable the connection between the Successware platform and SW Mobile.

  • Q:Does Successware Mobile interface with other software programs?

    A:Successware Mobile was designed to integrate with the Successware platform, our flagship Business Management software for the Home Services Industry. While our platform offers many external integrations (visit our Integration Partners page to learn more), Successware Mobile only integrates with the platform.

  • Q:Does Successware Mobile need a constant internet connection?

    A:Once a technician loads a job to their device, it will stay active regardless of connectivity. As a result, technicians remain up and running if they lose connection. A loss of connection can be common when working in basements or in houses with metal roofs. However, with Successware Mobile, your technicians will not experience downtime.

  • Q:Will Successware Mobile integrate with our pricebook?

    A:Successware Mobile easily integrates with most pricebooks, agreements, call types, job types, and much more. Successware Mobile utilizes the settings in your existing Successware installation for a seamless experience.

  • Q:Does Successware Mobile integrate with the Successware platform accounting system?

    A:Our accounting system is a key piece of our value proposition and we have ensured that it fully integrates with Successware Mobile.

  • Q:Can we use Successware Mobile to process credit card payments?

    A:A: We've partnered with OpenEdge to integrate credit card processing into Successware Mobile. Successware Mobile also supports your choice to process credit cards through other providers.

  • Q:Can technicians display service discounts and change prices on multiple items on the same invoice in Successware Mobile?

    A:The Successware Mobile invoice builder supports the application of service discounts and item price changes on the invoice (as long as the appropriate permissions are granted).

  • Q:Does Successware Mobile display job history?

    A:Technicians can see the last 10 jobs for a specific customer.

  • Q:Who are the finance providers that support Integrated Financing in Successware Mobile?

    A:Our financial partner institutions supported through the mobile app are Ally Lending, GreenSky, and Synchrony. You can choose to work with one, two, or all three of these lending partners. Your business will need to have a merchant account with your selected lenders for them to be available in the Integrated Financing feature. If you already use one of these lenders, you might be eligible for better rates.

  • Q:How do I get more information about Successware Mobile?


    For more information regarding Successware Mobile, contact your Account Executive or email info@successware.com.

Successware Features

Successware’s All-In-One Business Management Software
  • Integrated Accounting

    Our integrated accounting feature is built directly into the Successware platform, saving your business time and reducing the need for double information entry.

  • Scheduling

    Easily book new and recurring jobs, organize calendars, notify techs, and manage job details with Successware’s all-in-one business management software.

  • Dispatching

    Successware’s dispatching software for home services businesses makes service tech management easy.

  • Invoicing

    Reduce technician administrative time with one-click digital invoicing.

  • Inventory

    With Successware, you can rest assured that you’re staying on top of your inventory. Our HVAC inventory management software helps you keep track of the parts you have and the parts that you need so you can quote jobs more efficiently.

Request a Live Demo