Successware Reviews & Pricing

Key Features

• Accounting, Billing and Invoicing: Create, store and share customized quotes and invoices with customers to review, approve and make payments. Manage unlimited accounts receivable and accounts payable through seamless integration with popular accounting software. 
• Contact Management: Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location. 
• Contract Management: Create and maintain contracts and agreements with third-party suppliers, contractors and sub-contractors to establish deliverables and terms of service while ensuring smooth service delivery. 
• CRM: Capture, engage and convert leads from various sources through a central location. Enable targeted communication and quick response rates to improve conversion rates. Engage potential and existing customers using CRM functionalities. 
• Document Management: Store, track and exchange digitized documents with third-party vendors and customers like contracts, quotes, invoices, service photographs, field notes and more. 
• Electronic Signature: Collect customer signatures for approval on various documents such as service agreements, invoices, warranties and more. 
• Inventory Management: Create and manage inventory centrally by adding items and taking stock counts. Filter and search the entire inventory in a few clicks. Manage inventory items in real time and maintain stock levels. 
• Payment Collection: Enable electronic payments via credit and debit card through integrated payment gateways for instant invoice payments. 
• Quotes and Estimates: Create, store and share customized brandable estimates and quotes with customers to review, approve and make payments. Capture client signatures and collect payments in the field with touch-enabled devices and integrated payment gateways. 
• Reporting and Analytics: Access real-time data for critical business aspects and use smart filters and date ranges to build dynamic reports. Track and analyze key metrics such as cancelation rates, profits, advertising ROI, and more at a glance. 
• Routing and Dispatch: Automate dispatch management to get field staff and teams to the job location with color-coded map views, routing driving directions and GPS tracking. 
• Scheduling: Create, schedule, assign and track a series of one-off, batch and recurring job orders with a single click using a drag-and-drop color-coded calendar. 
• Service History Tracking: Manage a central record of all job order requests, costs and feedback for maintaining records and improving customer satisfaction. 
• Technician Management: Assign jobs to the best-suited and available field staff automatically. Track technician behavior and job progress for performance optimization. 
• Time Tracking: Manage employee timesheets for each job order, and record labor costs for seamless payroll processing. 
• Work Order Management: Manage, track and complete work orders by automating and optimizing resources from a single dashboard. Create work order requests, allocate staff, tools and devices, track real-time task completion and gather feedback to continually improve operations. 

Limitations

•  Not user-friendly. 
•  Customization is not available. 
•  Field interface is limited. 
•  Accounting functionality needs improvement. 
•  Report templates cannot be saved. 

Suite Support