What we checked on Successware
Promotion and regular price
The public Platform pricing answer requests contact with an account representative and shows no promotion.
A: Please contact your Account Manager or Account Executive for your new Successware Platform pricing.
Quote only
Successware publishes a contact-sales answer for Platform pricing rather than a public dollar rate.
On the page: New Successware Platform FAQs, pricing answer quoted in search result
Setup or onboarding fee
The vendor's FAQ states a data conversion fee applies when moving from another system, sized by data complexity; whether every customer must pay it is not stated.
There is a fee associated with data conversion that will vary based on the complexity of your data.
Card processing rate
Successware supports customer payment collection, but its public material does not publish a processing rate.
competitive rates
HVAC
Dedicated industry pages exist for HVAC, plumbing and electrical, plus roofing, solar and indoor air quality
Fully Integrated Electrical Business Software
successware.com/industriesChecked
Plumbing
Dedicated industry pages exist for HVAC, plumbing and electrical, plus roofing, solar and indoor air quality
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Electrical
Dedicated industry pages exist for HVAC, plumbing and electrical, plus roofing, solar and indoor air quality
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Lawn care and landscaping
no pages were found for lawn, cleaning, pest, pool or handyman businesses.
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Cleaning
no pages were found for lawn, cleaning, pest, pool or handyman businesses.
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Pest control
no pages were found for lawn, cleaning, pest, pool or handyman businesses.
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Pool service
no pages were found for lawn, cleaning, pest, pool or handyman businesses.
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Handyman
no pages were found for lawn, cleaning, pest, pool or handyman businesses.
On the page: Industries pages: /industries/hvac-software/, /industries/plumbing-software/, /industries/electrical-service-software/
successware.com/industriesChecked
Features for one trade
Its PriceBook contains parts, labor, overhead, miscellaneous items, and flat-rate tasks for trade pricing.
You can import your price book or build a custom plumbing price book within the software.
Schedule and calendar
The dispatch board shows each technician's day and lets the office drag a call onto a technician and time slot in one step.
Successware uses Google Maps to allow you to determine where your technicians currently are and who would be the best technician to dispatch to a job…
Technician app
The mobile product lets technicians create job invoices, use PriceBook items, and collect a customer signature.
All information your dispatchers enter in the back-office platform will flow to Successware Mobile for your technicians to view.
Where the trucks are
A Live Map on the dispatch screen tracks technicians through the mobile app once geolocation is switched on; whether this costs extra is not stated.
Our geolocation services update your technician's user location in real time and are sent to your back office.
Texts to customers
The BookIt add-on can send booking emails, while on-my-way messages are not established publicly.
In order for your customers to receive a booking email confirmation, you will need to enable the Job Notification in the Communication Manager.
Maintenance plans and recurring jobs
Maintenance and service agreements are set up from templates with visits per year, billing frequency and deferred revenue, and unscheduled agreement visits appear on the dispatch board.
schedule visits, automatically process periodic billings, and offer renewals all from our agreement manager
Checklists, photos and signatures
Custom forms arrived in Successware Mobile 2.0 for checklists, membership forms and agreements; photo capture and customer signature are not explicitly described in the sources read.
Customized Forms, Presenting Multiple Selling Options, and Integrated Financing
Works without signal
The technician app works in an offline mode without signal and syncs its data once a stable connection returns.
Once a technician loads a job to their device, it will stay active regardless of connectivity.
Quotes and estimates
Opportunities become proposals and then jobs; customers accept options on the technician's tablet or get an emailed PDF, though online one-click approval is not described.
you can turn an opportunity into a proposal and then into a job
Price book and options
Mobile invoicing searches the PriceBook and adds its items to a job invoice.
"Good" may be a basic replacement with a standard warranty, "Better" would be the same replacement with an upgraded warranty, and "Best" would be a…
Invoices
Invoices come from the job, including paperless invoicing in the mobile app and Successware Invoice for online payment; automatic unpaid-invoice reminders were not found.
Successware Invoice™ is part of Successware Payments.
Card and bank payments
Technicians take card or check in the field through the mobile app, and customers can pay by card or bank transfer from a secure payment link.
Customers can be charged by credit card or check in the field via Successware Mobile™, or sent a personalized secure payment link.
Customer financing
Financing is built into the mobile app; the FAQ names Ally Lending and GreenSky, and older posts add Synchrony, each needing its own merchant account.
Ally Lending, GreenSky and Synchrony
Parts and inventory
The Inventory module tracks quantity and value of parts across warehouses, and vehicles carrying stock are set up as warehouses too.
Functions like Inventory Management, Accounting, and Payroll are very similar between Classic and the new platform.
Online booking
BookIt is a branded booking widget for the company website that respects time-slot capacity and drops bookings straight onto the dispatch board.
BookIt talks directly with the Time Slot Capacity Management feature in Successware
Review requests
Review requests rely on partner integrations such as PulseM, Customer Lobby and ReviewBuzz, plus a suggested review link in notification emails; no built-in review request flow is described.
we have teamed with the top companies in the field of reputation management to offer seamless integrations to their services.
Timesheets
Timecard entries are created automatically from dispatched and on-site call progress, and gross wages export to QuickBooks Pro, with ADP also named as a payroll partner.
With robust solutions such as ADP and Intuit QuickBooks Payroll, you can streamline your expense accounts.
Technician commissions
Payroll pay items can be set to commission and recorded against jobs, and agreement sales can carry commissions for salespeople or technicians.
That is how the sales team gets commission on jobs they converted.
Leads and follow-ups
The Opportunity Manager holds sales leads, tracks follow-ups and closing rates by opportunity code, and converts them into proposals and jobs.
track follow-ups and closing rates
Marketing campaigns
Customer lists can be targeted by equipment age or repair history and sent postcard or email notices; much campaign work relies on exporting lists, and costs are not stated.
Send notices to your customers via postcard or email and create a list of visits due in dispatch.
Several locations
One account can hold several companies, with a company switch in the mobile admin site so settings are kept per company.
multi-company summaries for owners of two or more businesses
Job costing and reports
Project Management compares estimated and actual cost and sale figures to monitor profitability during projects.
comprehensive job costing capabilities – including a full Project Management module – at NO extra cost!
QuickBooks Online
only QuickBooks Payroll and ADP integrations are confirmed, with no vendor-documented QuickBooks Online, Desktop or Xero sync.
Instead of relying on third-party plugins like QuickBooks, use our trusted all-in-one tool.
Xero
only QuickBooks Payroll and ADP integrations are confirmed, with no vendor-documented QuickBooks Online, Desktop or Xero sync.
On the page: Integrated Accounting feature page
Australia
no Canadian, UK or Australian sales or tax handling was found.
Monday through Friday from 8:00 AM to 5:00 PM Eastern Time
Help getting set up
Implementation with data migration takes about 4 to 6 weeks and a free self-paced training account is offered, but data conversion carries a fee and live classes cost $249.
The data migration process is part of the implementation process. It generally takes about 30 days to complete, with the whole implementation process…
Support
Phone, email and chat support runs weekdays 8am to 5pm Eastern and is included in the monthly license fee; nothing covers before 8am or weekends.
Unlimited support is included in the monthly license fee.
Successware alternatives
All 9 alternatives6 more alternatives
7 of the 9 publish a price.
- SingleOpsFrom $220 a monthTree care business management software from Granum: proposals, scheduling, crew work orders, invoicing and payments.
- OneBookPlusFree, then about $20 a monthAustralian trades app that keeps quotes, a dispatch board, GST invoices and its own double-entry ledger together.
- YardbookFree, then $34.99 a monthLandscaping business software with a genuinely free, ad-supported plan covering scheduling, estimates and invoicing.
- CLIPOn quoteLawn care, landscaping and snow removal software for scheduling, routing, billing and crew tracking.
Sources and changes
Last changed
Sources38
- successware.com/about-us/faqs
- apps.apple.com/us/app/successware-mobile/id1495617921Independent source
- successware.zendesk.com/hc/en-us/articles/6189854102029-Platform-PayrollIndependent source
- successware.com/blog/2023/september/did-you-know-opportunity-manager
- successware.com/features/integrated-accounting
- successware.com/features/the-new-successware-platform/successware-payments
- successware.zendesk.com/hc/en-us/articles/11263745302029-Platform-InventoryIndependent source
- successware.zendesk.com/hc/en-us/articles/15319736778125-Platform-Successware-IntegrationsIndependent source
- successware.zendesk.com/hc/en-us/articles/19818206695693-Mobile-for-Platform-InvoicingIndependent source
- successware.zendesk.com/hc/en-us/articles/20899284800141-Platform-BookItIndependent source
- successware.zendesk.com/hc/en-us/articles/6420646254989-Platform-Customer-Service-DispatchIndependent source
- successware.com/blog/2021/february/successware-mobile-2-0-has-arrived-
- successware.com/blog/2021/february/successware-mobile-2-0-integrated-financing
- successware.com/blog/2021/march/successware-mobile-2-0-multiple-selling-options
- successware.com/blog/2021/november/did-you-know-price-book
- successware.com/blog/2021/october/successware-bookit-our-new-online-appointment-sc
- successware.com/blog/2023/april/track-technicians-in-successware-with-geolocatio
- successware.com/blog/2023/march/maximize-technicians-productivity-with-successwa
- successware.com/blog/2023/may/did-you-know-payments-in-successware
- successware.com/blog/2024/january/the-latest-successware-enhancements-for-optimal-
- successware.com/blog/2024/may/the-benefits-and-overall-importance-of-maintenan
- successware.com/features/dispatching-scheduling
- successware.com/features/sales-marketing
- successware.com/features/success-tools/successware-invoice
- successware.zendesk.com/hc/en-us/articles/17550193734413-Platform-Successware-Invoice-Previously-Successware-PayIndependent source
- successware.zendesk.com/hc/en-us/articles/19811284375693-Mobile-for-Platform-OptionsIndependent source
- successware.zendesk.com/hc/en-us/articles/23567067169165-Platform-Successware-Payments-with-StaxIndependent source
- successware.zendesk.com/hc/en-us/articles/26717936304269-Mobile-for-Platform-FinancingIndependent source
- successware.zendesk.com/hc/en-us/articles/37675715397005-Platform-Communication-ManagerIndependent source
- successware.zendesk.com/hc/en-us/articles/37905545258125-Mobile-for-Platform-Admin-Site-FormsIndependent source
- successware.zendesk.com/hc/en-us/articles/6169535100173-Platform-AgreementsIndependent source
- successware.zendesk.com/hc/en-us/articles/6188826370701-Platform-Project-ManagementIndependent source
- successware.zendesk.com/hc/en-us/articles/7430166648845-Mobile-for-Classic-Admin-SiteIndependent source
- successware.zendesk.com/hc/en-us/articles/7499187918733-Mobile-for-Classic-Successware-TrackIndependent source
- successware.com/industries
- successware.com/industries/plumbing-software
- successware.com/site-map
- successware.com/successware-connection-faq
What changed on this page2
- Field features, terms
- Field features, terms
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From our research
- What field service software costs and where it jumpsLawn Buddy and ServiceM8 have free plans, several paid plans are cheap to start, and the price jumps with fieldd.
- What Is the Best Timesheet System for Small Businesses?Connecteam is free for small crews, Workyard prices per seat with location-checked timesheets, and Swept fits cleaning companies billed per site.
- The median field service tool cost $231 a month for 5 users in November 2026, and $339 for 10
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