Successware Training Dates Get the Most Out of Successware

Successware Classic Online Training Schedule for 2024

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.

Accounts Payable Overview & Processing

Date: Wednesday, March 13th – Thursday, March 14th, 2024

Time: 2 – 3:30 p.m. EST

Cost: $249

This class is ideal for those relatively new to Accounts Payable (AP) processing in Successware, as well as for experienced users looking for methods of handling the “special situations” that arise. On day one we will cover the basics of AP, including the use of the Payable Manager and the addition of new vendors. On day two, we will move to more in-depth topics such as vendor refunds, voiding payments, and more.

Creating & Managing Agreements

Date: Wednesday, April 10 – Thursday, April 11, 2024

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 customers in the system and are looking to streamline their processing.

Accounts Receivable Overview & Processing

Date: Wednesday, May 1 – Thursday, May 2, 2024

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.

Customer Service Essentials

Date: Wednesday, June 5 – Thursday, June 6, 2024

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 beginners to intermediate users and will include a detailed overview of 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.

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

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What products are available for a live demo?

  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.
    • Walk through the tools: Successware is an all-in-one business solution that includes powerful features to supercharge your operations.
    • 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.