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 7.0
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 6.5
Customer Reviews
Features
37 features confirmed across
12categories· Showing confirmed capabilities only
CRM & Sales8features
CRMCustomer Relations Management (CRM)Ad ManagementCampaign ManagementAd Performance And ROAS TrackingAutomatic Lead Source AttributionClick to Call within CRMMarketing and Sales ConsultingPull Targeted Marketing ListsTargeted Marketing Campaigns
Invoicing & Payments6features
InvoicingDigital invoicingPayment ProcessingPayment processingPricebook BuilderContactless PaymentsVendor Invoice ManagementPrice BookFlat Rate Pricebook
Scheduling & Dispatch5features
DispatchingHVAC Service DispatchingLink Callbacks to Original AppointmentsReal Time Job Status Updates and NotificationsReal Time Job Tracking with Maps and PhotosProject ManagementHVAC Field Service Management
Customer Communication4features
Call ScriptingCall Search and FilteringCustomer SupportOmnichannel communicationsOn My Way Text Messages
Reporting & Analytics4features
AI Powered Call Tracking and AnalyticsClass and Sales Rep TrackingClosing Ratio ReportingHistorical Data AccessHistorical data access
Platform & Customization3features
Automatic Routing of Field Content to Office WorkflowsDocument ManagementDocument and image captureBlueprints Documents And Construction Diary
Mobile & Field Tools2features
Field Data SynchronizationImage Capture And TaggingPhoto and Document Capture
Estimating & Quoting1feature
Adjustable Pricing Factors
Technician Management1feature
Graphical Timecards
Equipment & Asset Management1feature
Refrigerant Charge And Service History TrackingService history tracking
Accounting Integration1feature
Accounting IntegrationIntegrated Accounting
AI & Automation1feature
AI Agents for Sales
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.
