Successware is the perfect business management solution for the solar industry. We offer call-taking and dispatching, sales and marketing, and much more to help run your solar business smoothly and efficiently.
Successware was designed to help your solar company shine with efficiency by offering the following features:
- CRM: Successware allows you to collect valuable data from your current and prospective customers such as addresses, email addresses, and phone numbers. You can also store information like history of repair, the type and age of solar power equipment, and more! By having all information about your customers in one place, you can easily pull customer segmented reports to assist with your marketing efforts.
- Integrated Financing: You no longer have to worry about your homeowners turning down costly, but necessary solar installation or repairs to their solar panels. We now offer integrated financing options directly in Successware Mobile. Your customers can apply for financing right from our app. They can be approved right on the spot, helping your technicians to drive more sales and increase profit.
- ACH & CC Processing: Successware has many payment partners that will assist your business in processing credit card payments easily. These partners let you process monthly maintenance agreements in batch processing. You no longer will have to manually bill each customer monthly, which will save you countless hours!
These are just some of the benefits of Successware’s all-in-one platform. By having your accounting, CRM, and payments in one platform, you can cut down on duplicative work and get the most value out of your business management solution.
Successware is ready to help your solar company shine with efficiency!
Call taking, dispatching, integrated accounting, sales & marketing tools, customer relationship management, and customer reporting – all in one solution.
Retain your technicians.
Easy to onboard and easy to use, Successware Mobile’s streamlined job summary form reduces technician administrative time and keeps your dispatchers happy.
Impress your customers.
Notify customers when the technician is en route, recommend custom solutions and follow up with a satisfaction check to ensure the job was done right.
Make more on each job.
Sales tools make even the most hesitant technician a confident one, helping empower your team and grow your business.
Integrated accounting ties revenue to specific job data, allowing you to see the daily impact to your bottom line.
Squeeze more jobs into a day.
Dispatching tools leverage technician skill set and current location to build efficient routes.
You have everything wrapped in one bundle.
The biggest advantage of Successware is the start to finish software...you have everything wrapped in one bundle.” - Steve P.
Done an absolutely fantastic job!- Kim P.
Successware has made a huge difference on margins.- Sarah V.
We can handle so many parts of our business with this software.- Amanda B.
Successware helped us grow.- David K.
Reporting modules help you measure, track, and improve various areas within your business. From individual call taker and technician performance metrics to job profitability reports, Successware gives you the data you need to make important business decisions.
Fully integrated accounting – no double-entry of information into dispatching programs or bookkeeping software! Not only will this save time, but it will also allow you to better understand your business by running both your operational and financial reports on the same data.
Mobile Field Service Management
Get your technicians onboarded quickly with Successware Mobile –intuitive design makes it easy to learn on the job, in the field. Detailed views of the job, the customer, physical location, and equipment are all available at your technician’s fingertips.
Customer Account Management
Reach out to every customer who hasn’t had a visit in the last year, target individuals with old equipment that may need replacement, or offer special deals to your membership customers. All of this is easy to do with Successware!