Successware

Help service businesses manage operations, scheduling, billing, and customer relationships efficiently.

Globe Linkedin Youtube Facebook Twitter
  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Successware Overview

  • Updated October 14, 2025

Successware is a comprehensive CRM and business management platform designed for service-based companies. It combines essential tools for scheduling, dispatching, accounting, payroll, and customer relationship management in one system. The platform helps businesses improve efficiency, reduce manual tasks, and maintain stronger client relationships.

With built-in reporting and financial features, Successware supports informed decision-making and provides the structure needed for service businesses to operate smoothly and grow sustainably.

Key Features

  • Integrated Accounting: Built-in invoicing, payroll, and financial tracking tools connected with operations to reduce manual entry and maintain accurate, organized business records.
  • Scheduling and Dispatching: Efficient job scheduling and technician dispatch functions that improve service response times and ensure proper task assignments.
  • Customer Management: Centralized customer histories, call notes, and service records for consistent service delivery and stronger client relationships.
  • Mobile Field Tools: Mobile access to job details, digital invoices, and real-time updates for greater efficiency and clearer field communication.
  • Inventory Management: Comprehensive tracking of parts, materials, and stock levels across locations to prevent shortages, support accurate estimates, and strengthen supply chain control.
  • Reporting and Analytics: Real-time dashboards and customizable reports offering insight into performance, profitability, and growth trends for better business decisions.
  • Communication Platform: Unified phone, text, and email tools within one system for faster customer response and smoother internal communication.

Price

Source Product / Version Pricing Type Listed Price Notes
Software Advice Successware (HVAC / Plumbing / Service industry) Subscription Starts at $190/month Likely base plan; actual price may vary by users & modules.
GetApp Successware (Field Service Management) Subscription Starts at $190/month Same as Software Advice; may not include setup or add-ons.
Successware.com (official) Successware Platform Custom Quote Not publicly listed Must contact an Account Manager for tailored pricing.
Successware.net (different product) SuccessWare for Photography Studios Subscription $49/month (single user), $79/month (multiuser) Different software line unrelated to HVAC/Service Successware.
Successware.net (Photography) Single-User License One-time purchase $1,495 + shipping Desktop-based license, not SaaS platform.

Pros

Competitor Pros of Successware
ServiceTitan Successware often delivers stronger customer support ratings, which may feel friendlier and more personal.
Jobber Offers deeper accounting, payroll, and financial tools that centralize field operations and office workflows.
FieldPulse Bundles scheduling, invoicing, inventory, and CRM in one system that can reduce reliance on multiple tools.
Salesforce Field Service Feels simpler to deploy for small to mid-sized services thanks to built-in all-in-one modules and field focus.
Dynamics 365 Field Service Delivers a user-friendly field-first solution that bypasses extensive Microsoft infrastructure, which may simplify setup.

Cons

Competitor Cons of Successware
ServiceTitan Holds a much larger market share and broader feature depth, which may offer more advanced capabilities.
Jobber Typically offers more affordable pricing and scalable plans that could suit small businesses better.
FieldPulse Tends to have simpler interface and faster onboarding, which may ease adoption for smaller teams.
Salesforce Field Service Provides more powerful analytics, AI, and integration capabilities for larger enterprises.
Dynamics 365 Field Service Scores higher in user satisfaction and offers exceptional inventory, scheduling, and work order tools.

Customers' Reviews From Reliable Websites

Software Finder Review
Capterra Review
G2 Review
Software Advice Review
GetApp Review