A:The new Successware® Platform is a state-of-the-art solution built on next-generation cloud-native technology, leveraging flexible and secure cloud-based hosting. Successware is the most comprehensive business management platform in the trade industry, with an intuitive, modern user experience, offering the only built-in, complete accounting solution on the market, and is backed by superior customer service and implementation support.

A:The new Successware Platform still includes all the modules you have come to know and expect in Successware Classic™, with an updated look and feel and more robust features. It combines robust and deep business functionality with a modern, intuitive, web-based user experience to deliver you a comprehensive solution to run and grow your business. Some of our key new features include:

A:The new Successware Platform 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 higher reliability, availability, scalability, increased security, data backup and disaster recovery, the latest innovations and technology, increased performance, and the freedom to work anywhere. It is a web-based cloud-native application, which means that you can access it simply through a web browser. Check out our Benefits of the Cloud blog series for additional information.

A:Upon completion of a subscription agreement, our support team will manage the migration of your data to the new platform. We have built systems to port your data to the new instance of Successware without much work on your side.

A:The data migration process takes approximately 30 days to complete. The standard migration process consists of 5 phases to onboard a customer. From Phase 1 there is a baseline analysis, looking at how you as a customer have been utilizing Successware. With access to your account, we will generate a checklist to ensure you have everything needed for your platform. From there, we will make sure you get into the LMS and guide you through the new platform. Phase 2 is when we create Gen2, creating that unique environment for you. In Phase 3, we have more webinar training for more complex workflows and significant changes to help you further navigate your way through the new platform. Phase 4 is finalizing and ensuring you and your staff are prepared and ready to go—scheduling and running the final data migration. In phase 5, we will follow up with you regarding the improvements and how the new platform works for you.

A:Yes! Our Sales Team will be conducting one-on-one demos of the new Successware Platform for all interested customers. You will be able to see the platform in its entirety and ask any questions you have regarding functionality.

A:The new Successware Platform comes with 1 Terabyte (TB) storage for the data, photos, and customer information you store in Successware. However, if you host other business files and data outside of Successware in your Dropbox account, you may need still need to keep that.

A:The new Successware Platform has integrated accounting directly into our platform and does not integrate with QuickBooks. The accounting module is a foundational cornerstone of Successware and eliminates the need to have a third-party accounting solution like QuickBooks. Our accounting module was built specifically for the trade industry and offers your business advanced features such as the ability to defer revenue for agreement visits.

A:Yes, the new Successware will have marketing capabilities build directly into our platform.

A:Yes, the new Successware Platform will have project management capabilities.

A:Yes! If you are looking for a feature-rich, business management solution and mobile application that not only makes your employees’ jobs easier but also improves your customers’ experience, then we are the solution for you!

A:If you have at least one back-office employee and 3 technicians in the field, then Successware and Successware Mobile are perfect for your business. It scales up to larger businesses with hundreds of techs and back-office users.

A:Visit our new Successware Platform page for more information on our new platform and to watch a short highlight video of what you can expect with the new Successware Platform.

A:No, not currently. Successware Connection can be accessed from the new Successware Platform and Successware Office™. There currently is not a mobile application, but it is on our product roadmap for future development.

A:Migration will begin in May 2022. Please contact your account executive to get started and for further information.

A:The new Successware platform does not require you to be using the Successware Mobile application. However, we strongly advise you to consider the package of platform and mobile, because it will offer you the best value and will help your business grow by leveraging the full suite of functionality.

A:No, Successware Mobile will still be the same application your technicians use today with minimal changes. We will continue to update and make improvements to our application based on user feedback as we have done before.

A:Successware Classic will remain active for the foreseeable future. Successware is committed to maintaining our Successware Classic platform and supporting our Classic customers. 

A:Yes, Successware will continue to integrate with partners that we have today. Please ask your Account Executive for more details.

A:Yes, Successware will continue to integrate with partners that we have today. Please ask your Account Executive for more details.

A:Please contact your Account Executive for your new Successware Platform pricing.

A:Your sales executive will be reaching out to you to get your new features set up. If you don’t wish to wait for a call, contact your sales executive or reach out to Tony Nicolaidis, Chief Revenue Officer, at tnicolaidis@successware21.com.