Back Office Organization Software
Streamline Back Office Systems with One Integrated Program
Your business management and accounting solutions don’t have to reside on separate software. With Successware’s all-in-one account management platform, you can:
- Interact with customers
- Manage technicians
- Track finances
- And more!
Capabilities of Successware's Back Office Software
Are you ready to impress your customers with high levels of organization and earn their trust? Successware’s dynamic office organization software can help you reach your goals.
Features of our back office program include:
Just as critical as having the capacity within the team to run jobs is having the parts necessary to complete a job. The Successware Inventory Management module allows you to be certain the correct parts are available in the right quantity to perform any given job.
Successware is an integrated accounting software solution. All your finances can be managed within Successware, including:
- Accounts receivable
- Accounts payable
- Credit card account management
- Income statements
- Balance sheets
Our integrated back-office accounting software allows you to look at your company’s day-to-day operational data and evaluate it in real time.
Customer Payments & Payroll Integrations
Successware has an in-house payments processor, Successware Payments, that helps to make processing credit card payments (as well as pre-authorizations, reconciliations, voids, and refunds) as simple as the click of a button. We help you get paid in the field, office, or online.
With Successware, you don’t have to wait for technicians to return to the office to drop off a check to then take to the bank. Plus, you can say goodbye to the stressful hours of work involved in processing billing for hundreds of monthly maintenance agreements with our simple, automated batch processing and ability to defer revenue to the period the service occurred.
Processing periodic billings for your agreement customers is a snap. With your accounting and operations managed in one system, you won’t need to maintain multiple lists. You can batch create, mark as paid, and post your agreement billings with just a few clicks.
If you use the integrated credit card processing offered by Successware, you can even have your credit card and ACH bank account payments automatically processed each month (with no extra work!).
Growing your business is a process that involves a multi-pronged approach. You need substantial data to find ways to grow and save. Successware can help with that.
Optimize your business by discovering:
- Your technicians’ average ticket times
- Total sales
- Dollars per hour worked
- Billable hour efficiency
Knowing these numbers can help you identify areas where your technicians may need additional training and where you could increase efficiency.
Our Business Management Software Makes Your Job Easier
Successware gives you the tools to better understand which of your technicians and services are showing the best return on investment. Through an end-of-job debriefing process — as well as information gathered from completed invoices — Successware allows you to run company-level and technician performance-level reports.
Successware Insights allows you to see goals for your company, technicians, and salespeople. Then, you can track performance against those goals using real-time data. With easy-to-digest charts and grids, you can see where your company stands at any moment from the palm of your hand.
Allow Successware to make running your back office simple so you can focus on what matters: growth. We're standing by to answer your questions at (888) 272-8009.
What products are available for a live demo?
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.