Shares data with third parties
"We may provide these advertisers with information, including personal information, about you."
Confidence: high
Source
Successware
by Successware
Complete business management for service contractors
Highlights
Capabilities
Trust
Media
www.successware.com
About This Product
Field service management for established mid-size HVAC contractors with 15-100+ technicians. Built-in accounting eliminates the need for QuickBooks. Deep call booking, CSR tools, and multi-day drag-and-drop dispatch board. 25+ years in the market under Authority Brands.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Powered
Major features are AI-driven. Several core workflows are powered by AI models that materially change the day-to-day experience.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"Right of Deletion: The right to request deletion of their personal information that we have collected about them, subject to certain exemptions, and to have such personal information deleted, except where necessary for any of a list of exempt purposes."
Confidence: high
Source
Primary policy document: https://successware.com/privacy-policy
FSH Score Breakdown
Ease of Use 4.5
Features 7.4
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 6.5
Customer Reviews
Features
73 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales14features
CRMCustomer Relations Management (CRM)Automated Review RequestsReputation ManagementLead ManagementOpportunity ManagementMaintenance Agreement ManagerAgreement ManagerMarketing and Lead GenerationSales & MarketingMarketing Toolsmarketing toolsPull Targeted Marketing ListsPull targeted marketing listsTargeted Marketing CampaignsTargeted Marketing Campaigns
Show 6 more
Customer Concern TrackingCustomer Follow-Up TrackingAd ManagementCampaign ManagementAd Performance And ROAS TrackingAutomatic Lead Source AttributionClick to Call within CRMAdvanced Audience SegmentationCustomer List Segmentation
Scheduling & Dispatch10features
DispatchingHVAC Service DispatchingSchedulingDispatching and SchedulingWork OrdersJob Status TrackingOnline BookingCall BookingProject ManagementProject Management moduleReal Time Job Tracking with Maps and PhotosHVAC Service Dispatching with Google Maps integrationScheduling OptimizationCapacity PlanningLink Callbacks to Original Appointments
Show 2 more
Real Time Job Status Updates and NotificationsJob Travel and Service Time TrackingGPS tracking for field technicians
Reporting & Analytics8features
Analyticscustomer insightsReportingreporting toolsAI Powered Call Tracking and AnalyticsCallback tracking and identificationHistorical Data AccessHistorical data accessClass and Sales Rep TrackingClosing Ratio ReportingReporting ForecastingData analytics and forecasting toolsCall TrackingCallback tracking and identification
Invoicing & Payments7features
InvoicinginvoicingPayment ProcessingSuccessware PaymentsContactless PaymentsOnline contactless paymentsPrice BookFlat Rate PricingVendor Invoice ManagementVendor invoice managementPricebook BuilderFlat-Rate Price Book BuilderOnline CheckoutOnline invoice payment with accounting integration
Customer Communication7features
Call Search and FilteringSearch for existing customersCustomer SupportOmnichannel CommunicationsNotificationsAutomated Customer RemindersOn My Way Text MessagesCustomer notification when technician is en routeProposal Sharing And Feedback CollectionCustomer review and feedback collectionCall ScriptingCreate objection handling scriptsCall RoutingCall Taking
Platform & Customization5features
Custom BrandingCustomizationDocument ManagementPhoto and Document CaptureAutomatic Routing of Field Content to Office WorkflowsScheduling And Dispatch IntegrationTechnician Scheduling & DispatchingBlueprints Documents And Construction Diary
Technician Management4features
Agent ScorecardsTechnician ScorecardGraphical TimecardsMobile timecard managementRequisition ManagementRequisition ManagementTime TrackingTimecard Management
Accounting Integration4features
Job Costingjob costingAccounting IntegrationIntegrated AccountingAccounts PayableAccounts payableAccounts ReceivableAccounts receivable
Mobile & Field Tools3features
Offline ModeOffline modeField Data SynchronizationHVAC Field Service ManagementTechnician Mobile AppMobile access
AI & Automation3features
AI Agents for SalesSales tools for techniciansAutomation RulesWorkflow automationsAI Powered Scheduling and DispatchDispatching and field service management
Estimating & Quoting2features
Quoting & EstimatesEstimate GenerationAdjustable Pricing FactorsCustom Pricing Formulas
Equipment & Asset Management2features
Equipment Trackingequipment trackingRefrigerant Charge And Service History TrackingService history tracking
Training & Education2features
Enterprise LMS PlatformLearning Management System (LMS)Sales & Customer RelationsObjection handling scripts
Fleet & GPS Management1feature
GPS TrackingGPS technician tracking
Inventory Management1feature
Inventory ManagementParts inventory management
Integrations 12 across 7 categories
Industry-Specific 4
Callahan Roach
NSPG
Profit Rhino
Profit Rhino
The New Flat Rate
The New Flat Rate
Field Service 2
CompanyCam
CompanyCam
SuccessWare Native
Productivity 2
Google Maps
Google Maps
Schedule Engine
Schedule Engine
Accounting 1
QuickBooks Online
Marketing 1
PulseM
HR & Payroll 1
ADP
ADP
GPS & Fleet 1
Webfleet
Pricing
- Model
- Per User
- Starting at
- Contact for pricing
- Notes
- Contact sales. Per-user pricing with setup fees. Long-standing customer base with legacy pricing structures.
