Successware review

Successware is a long-running home service platform whose main difference is integrated accounting. Instead of syncing to QuickBooks, it builds accounting into the same system, and every price book item ties to a sale and expense type so invoice data flows straight to the books. Around that, Successware lists call booking and CRM, scheduling for new and recurring jobs, dispatching, one-click digital invoicing from the Successware Mobile app, inventory management, integrated payment processing and Success Tools for mobile timecards, contactless payments and omnichannel communication. HVAC and indoor air quality are among the trades it names. Sales and marketing features, including campaign and reputation management, come partly through integrations. The drawbacks are transparency: Successware publishes no plan names or prices, and its site has fewer feature details than competitors, so most evaluation happens in a live demo. We compared documented features and published prices, and Successware ranks tenth, a fit mainly for companies that want field service and accounting in one system.

Who it is for

HVAC companies that want accounting inside their field software

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Integrated accounting built into the platform, with price book items tied to sale and expense types
• Call booking and CRM
• Scheduling of new and recurring jobs and dispatching
• One-click digital invoicing from the Successware Mobile app
• Inventory management and integrated payment processing

Strengths and weaknesses

• Strength: Accounting is built in, so no separate accounting sync is needed
• Strength: Lists HVAC and indoor air quality among the trades it serves
• Strength: Online learning courses for office and mobile users
• Weakness: No published prices; sold through a live demo
• Weakness: Sales and marketing features rely partly on integrations
• Weakness: Fewer plan details are published than for most tools here

Key facts

• Pricing: Not published, demo required
• Accounting: Integrated, built in
• Trades served: HVAC, plumbing, electrical, solar, chimney, septic, IAQ, roofing
• Owner: Successware SPE LLC, part of JDM Technology Group

Where it ranks

Successware is No. 10 in our Best HVAC Software verdict.