Successware review

Successware is a cloud-hosted platform for small and medium home service companies, and HVAC is first on its list of industries. Its main difference from the other tools here is integrated accounting: Successware keeps the books in the same system as call booking, scheduling, dispatch and invoicing, so price book items and invoices flow to the back office without a QuickBooks sync. Scheduling covers new and recurring jobs, the mobile app supports one-click digital invoicing, and an inventory module tracks the parts on hand and the parts needed. Success Tools add mobile timecards, online contactless payments and an omnichannel communications platform, and customers get online courses for the office and mobile apps. On the downside, prices are only available through a live demo, and the public feature pages we reviewed do not describe membership or service agreement tools, so ask to see them in the demo.

Who it is for

Established HVAC and plumbing companies that want accounting inside their service software.

Price

See vendor pricing (USD check pending); pricing through a live demo.

US price check pending. See the vendor pricing page.

Key features

• Integrated accounting built into the platform
• Call booking, scheduling for new and recurring jobs, and dispatching
• One-click digital invoicing in the mobile app
• Inventory management for parts on hand and parts needed
• Success Tools for mobile timecards, contactless payments and omnichannel communications

Strengths and weaknesses

• Strength: Accounting lives in the same system as jobs and the price book
• Strength: Built for HVAC, plumbing, electrical, IAQ and other home services
• Strength: Online learning courses for office and mobile users
• Weakness: No published prices
• Weakness: Membership features are not described on its public feature pages
• Weakness: Fewer self-serve details than newer tools

Key facts

• Deployment: Cloud-hosted with a mobile app
• Accounting: Integrated, built in
• Industries: HVAC, plumbing, electrical, IAQ, solar and more
• Owner: Part of the JDM Technology Group

Where it ranks

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