Successware
What Successware is
Successware is cloud-hosted business management software for small and medium-sized trades and home services companies. It combines CRM, job booking, accounting, reporting, scheduling, dispatching, invoicing, and inventory tools. Built-in accounting handles accounts receivable and payable, credit card account management, income statements, balance sheets, and invoices. The platform also lists dispatching, estimates, equipment histories, technician mobile access, and service agreements. Successware Mobile runs on Apple iOS 13.0 or later and Android OS 6 or later on phones and tablets. A job loaded on a technician’s device stays active if connectivity is lost. The new platform includes 1 terabyte of storage for data, photos, and customer information. Integrations include ADP and QuickBooks Payroll, The New Flat Rate, Profit Rhino, NSPG Price Guide, CompanyCam, and Schedule Engine. QuickBooks accounting sync is unavailable because accounting is built in. Payroll posts gross earnings but does not calculate net pay. Pricing is available on request.
Who it suits
It suits small and medium-sized trades and home services companies needing scheduling, dispatch, accounting, invoicing, and technician mobile tools.
What it does well
- Combines CRM, accounting, scheduling, and dispatch
- Mobile apps support iOS and Android
- Loaded jobs remain active offline
- Includes 1 terabyte of storage
- Initial training included with onboarding
What to know first
- Pricing is on request
- No free plan
- No QuickBooks accounting integration
- Payroll does not calculate employees’ net pay
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Successware business management system | Price not stated; all modules included, with additional modules available at no extra cost as business needs grow | On request |
As successware.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Verdict
Successware covers core office and field-service operations in one hosted system, with mobile access and offline continuity for loaded jobs. Businesses should confirm payroll needs and pricing during an on-request sales process.
Facts from Successware's own pages
- Accounting
- Its built in accounting covers accounts receivable and payable, credit card account management, income statements, balance sheets, and invoices. · successware.com, 5 Oct 2026
- Accounting limitation
- The new platform does not integrate with QuickBooks for accounting because accounting is built into Successware. · successware.com, 5 Oct 2026
- Cloud hosting
- The new platform is hosted on Amazon Web Services and the company says cloud hosting provides data backup and disaster recovery. · successware.com, 5 Oct 2026
- Core tools
- The platform combines CRM, job booking, accounting, reporting, scheduling, dispatching, invoicing, and inventory tools. · successware.com, 5 Oct 2026
- Headquarters
- Clarence, New York, United States · successware.com, 28 Sept 2026
- Implementation and training
- The typical implementation timeline is 4–6 weeks, and initial training is part of onboarding with additional on demand LMS courses available. · successware.com, 5 Oct 2026
- Integrations
- Named integrations include ADP and QuickBooks Payroll, The New Flat Rate, Profit Rhino, NSPG Price Guide, CompanyCam, and Schedule Engine. · successware.com, 5 Oct 2026
- Mobile app
- Successware Mobile is available for Apple iOS 13.0 or later and Android OS 6 or later on phones and tablets. · successware.com, 5 Oct 2026
- Offline use
- A job loaded onto a technician’s device stays active if the device loses connectivity. · successware.com, 5 Oct 2026
- Payroll limitation
- The payroll integration calculates and posts gross earnings, but Successware does not maintain tax tables to generate employees’ net pay. · successware.com, 5 Oct 2026
- Product
- Successware is cloud hosted business management software for small and medium sized trades and home services companies. · successware.com, 5 Oct 2026
- Security
- Successware says it follows the NIST Security Framework for its security practices. · successware.com, 5 Oct 2026
- Storage
- The new platform includes 1 terabyte of storage for data, photos, and customer information. · successware.com, 5 Oct 2026
- Support
- Successware lists a software support phone number of 888-828-0170 and says its support staff specialize in the platform and home services industry. · successware.com, 5 Oct 2026
Where Successware stands on Freedom251
- HVAC Software#27 of 29
- Plumbing Software#32 of 33