Successware Training Dates Get the Most Out of Successware

Successware Classic Online Training Schedule for September to December 2023

We are pleased to offer exclusive online training classes to our customers to provide you with the opportunity to learn valuable skills, tips and tricks, and information regarding Successware Classic. To access our training videos, click here and log into the User Portal.

Attendance is limited, and spots are awarded on a first-come, first-served basis.

Customer Service Essentials

Date: Wednesday, September 13th – Thursday, September 14th

Time: 2 – 3:30 p.m. EST

Cost: $249

Our Customer Service Essentials class is meant to cover the ins and outs of Call Taking and Dispatch in Successware. The course is intended for beginner to intermediate users and will include a detailed overview of the call-taking/job creation on Day 1. The second session will cover “everything dispatch” as we review the Call Center and all its functions, including tech dispatching, job continuing and rescheduling, and more. This class also includes the setup of key reference library tables used in Call Taking and the Call Center and is the perfect class for a new CSR or an experienced user who wants to hone their skills.

Creating & Managing Agreements

Date: Wednesday, October 11th – Thursday , October 12th, 2023

Time: 2 – 3:30 p.m. EST

Cost: $249

This two-day Creating & Managing Agreements class will cover the creation and administration of agreements in Successware. On the first day, we cover the options available in building an agreement, as well as building templates for agreements to help you to build consistency in their sale. Additionally, we will review the sale and activation of agreements, as well as the performance of maintenance visits. On day two, we will cover the numerous useful functions available to you in Successware’s Agreement Manager. We will review the numerous filters and searches available and the automated functions used to process periodic billings, as well as process agreement renewals. We will also look at using the Agreement Manager to find upcoming Visits Due and print mailing labels for postcards that can be sent as reminders to those customers. This class is essential for users who have agreement with customers in the system and are looking to streamline their processing.

Accounts Receivable Overview & Processing

Date: Wednesday, November 15th -Thursday, November 16th, 2023

Time: 2 – 3:30 p.m. EST

Cost: $249

This class is ideal for those relatively new to Accounts Receivable (AR) processing in Successware, as well as those experiences users looking for methods of handling those “one-off” situations that arise. We will cover everything from the basics of AR, such as using Receivables Manager and recording and allocating payments, to more in-depth topics like customer refunds, recording NSF checks, and much more.

Setting Up Inventory

Date: Wednesday, November 29th, 2023

Time: 2 – 3:30 p.m. EST

Cost: $149

In this one-session Setting Up Inventory class, we will examine the general ledger accounts, expense types, and adjustment codes that are used for inventory processing. We will set up material and equipment items to be tracked via the inventory module. We will create warehouse locations for inventory, including the setup of trucks as warehouses, and also create stock lists for the different warehouses. We will also examine the complete process for the activation of inventory, including setting a count date, performing a physical count, and activating the general ledger posting.

Processing Inventory

Date: Wednesday, December 6th – Thursday, December 7th, 2023

Time: 2 – 3:30 p.m. EST

Cost: $249

Our Processing Inventory class offers an extensive overview of processes related to the daily processing of Inventory in Successware. The class is intended for users who have already completed inventory setup and are looking for detailed instructions in its daily maintenance and use. The class will cover the processes involved with “moving” items around in the system, as well as a number of special situations such as error correction, vendor refunds, and automated purchasing and restocking.

NOTE: We will contact you via email after receiving your registration information, generally within one business day.

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  1. The New Successware Platform
  2. Successware Mobile

    Why do a live software demo?

    • See how it works: See our business software solutions in action and explore features and integrations available for your industry.
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    • Get your questions answered: Learn in real-time from one of our knowledgeable Account Executives.
    • It’s convenient: We’ll work with your schedule to find the time that works best for you.