The New Successware Platform Analytics-Driven, State-of-the-Art Business Management Solution for the Trade Industries

The New Successware Platform

The new Successware® platform is based on next-generation technology to help trade industries implement better business practices.

This new software platform leverages secure cloud-based hosting and offers the only built-in, complete accounting solution on the market. No third-party software necessary!

The new platform is available for demos now!

How the New Successware Compares to Successware Classic™

If you’re already using Successware Classic, you’ll love the New Successware Platform. We took all the feedback you provided to improve the Classic version of our software and implemented it into the new platform.

We kept all the core functionality of Successware Classic and upgraded it with an enhanced user interface, making it easier than ever to improve your business’s productivity and effectiveness.

What you can expect from the New Successware Platform:

  • Ongoing software updates to enhance features continuously
  • New features such as automatic customer lookup and lead source attribution via Successware Connection
  • Multi-business financial reports of all your businesses that use Successware consolidated in one dashboard
  • Follow-up ticketing that will ensure tasks not directly related to a specific job are completed
  • Improved call handling with more call script options and the ability to add more than one contact per service location
  • New and improved visual reporting dashboards via Successware Insights
  • Improved workflows with the ability to open multiple Successware screens at once
  • Consolidated application and hosting platform with the ability to bill and address support issues in the same space
  • Secure cloud-based hosting to maximize uptime and security
  • Dispatch assistant makes finding the right technicians effortless
  • End-to-end business management solution with the Successware Mobile application

Benefits of Working from a Cloud-Based Field Service Management Software

One of the major changes to the New Successware Platform is the hosting. Being cloud-hosted not only improves your security and uptime, but you can also:

  • Work from anywhere with an internet connection
  • Reliably back up data and improve disaster recovery
  • Increase work performance and scale resources efficiently
  • Reduce environmental impact

How to Improve Business Performance with Successware Insights

Successware Insights™ provides you with a massive dashboard with in-depth and customizable business analytics so you can continuously monitor your key performance indicators and gauge your business’s overall health.

Successware Insights can help you make data-driven decisions, including how to:

  • Grow your customer base – with insights into customer churn rates, customer satisfaction, and average resolution time
  • Build a targeted marketing plan – with job conversion rate data and sales growth
  • Determine additional training opportunities – by examining job history data and noting which jobs and technicians are closing and which are not
  • Increase your bottom-line revenue – by looking at sales revenue, customer acquisition cost, and gross profit per job

Improved Customer Communication Platform with Successware Connection

Successware Connection™, our call taking software, is fully integrated into the new Successware platform. Successware Connection lets you conduct inbound and outbound calls, respond to or initiate texts and emails with customers, and easily make calls from multiple places within the platform.

With Connection, you will:

  • Never miss a customer communication with queue groups
  • Provide less hold time for customers with automatic customer record lookup
  • Always capture lead source through automatic lead attribution
  • Offer a better customer experience

If you are in the customer record and realize they have an upcoming agreement service visit due, you can easily click on their phone number directly in the record and give them a call to schedule an appointment. Learn more about Successware Connection.

If you have any questions regarding the new Successware platform, contact your Account Executive or call 888-272-8009.
The New Successware Platform FAQs

The new Successware platform is available for demos now. Click the button below to request a demo.

Request a Demo

Request a Live Demo

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.

Successware Features

Successware’s All-In-One Business Management Software
  • Integrated Accounting

    Our integrated accounting feature is built directly into the Successware platform, saving your business time and reducing the need for double information entry.

  • Scheduling

    Easily book new and recurring jobs, organize calendars, notify techs, and manage job details with Successware’s all-in-one business management software.

  • Dispatching

    Successware’s dispatching software for home services businesses makes service tech management easy.

  • Invoicing

    Reduce technician administrative time with one-click digital invoicing.

  • Inventory

    With Successware, you can rest assured that you’re staying on top of your inventory. Our HVAC inventory management software helps you keep track of the parts you have and the parts that you need so you can quote jobs more efficiently.