Avis clients sur Successware

Robust, but there's a learning curve

Commentaires : Overall I like the program and all it has to offer our business.

Avantages :

I like that we can handle so many parts of our business with this software, from invoicing to our customer database; a wide range of reports from equipment installed to job costing. I appreciate it being hosted in the cloud so that I can access all our files from anywhere as long as I have internet access.

Inconvénients :

It looks and feels a bit antiquated. It's not very intuitive. Could use a facelift.

Successware21 Review

Commentaires : Some users have difficulty navigating the software with due process, meaning they cannot follow all of the guidelines we have set in place and user errors do happen. I'm sure this is common with any software.. Overall good experience, can export invoices, track phone calls, and follow jobs to close.

Avantages :

This software can be great for the right business and individuals. The processes we've put in place within Successware21 couldn't really be done for our business with any other software on the market. I'm not saying Successware21 is amazing because it's not, but as an an individual I prefer the old-school style of data reporting essentially tabular data models. The combination of the styling and the specific business solution it provides would be what I like most about the software.

Inconvénients :

There are some limitations within the boundaries of the developers who created the software.. Such as we've had problems adding simple HTML img tags to the automated Successware21 customer emails. And, we've had to customize a few integrations for our PBX system.

Poor Review

Commentaires : I would not recommend this company for any plumbing or AC company to use. Only forced to by the scam of the franchise partnerships it made because it gave franchise visibility into the franchisee. compared to modern software with vision and progression, the software is not worth the money.

Avantages :

Full service software that had accounting function integrated

Inconvénients :

obsolete, the software is dated. Virtually impossible to find a unicorn that already knows how to use the software, and cost a lot to constantly train. The mistakes made from lack of training are costly, and there is virtually no real training available worth a dang. The training portion is a scam, better to pay and force someone to read the dang manual.

Best software for a growing HVAC company

Commentaires : Our experience has been exceptional. The initial learning curve can be steep but the rewards are endless. We have been using this software since 2014 and have never regretted the decision.

Avantages :

The most beneficial part of the software is the integrated accounting and the reporting that comes with it. We are able to see how the business is doing on a daily basis, and compare it to our goals and KPI's. The reporting has endless possibilities - there are standard reports, but you can also build your own reports if there is something specific you want.

Inconvénients :

We are looking forward to the updated look and feel of the software that they are currently working on.

Great all-inclusive program

Commentaires : Compared to the bare-bones program we used previously, this has allowed us to streamline our office tasks and stay on top of job cost. It was a bit of a learning curve to get going with it in the beginning 6 years ago, but I am so used to it now and love it!

Avantages :

I really like to have all aspects of the job coordinated within SW21. From the scheduling, to the billing, to the vendor invoices, it all ties together centered around the job. I think the accounting program within SW21 is very efficient.

Inconvénients :

There are a few small things I would like to see tweeked but not enough to have called about it. For the most part, I am very happy with the program

Accounting Issues

Commentaires : Not quick on solving simple accounting issues as stated above. I know of no other software that doesn't have titles on their exported reports.

Avantages :

Integration with other modules. Better customer service module than previous software

Inconvénients :

No titles to exported reports. I have asked for this for 4 years Every report should automatically sort by date, but it doesn't. You can't double sort when reconciling your bank and cc accounts so it would be nice if it just automatically sorted by date when you pick another sort option. I have also asked about this for years. Can't drill down on reports. You have to write down or print out a report and then log into the other module to find your answer.

Good overall system

Commentaires : I was taught through the class when we signed up and hired another individual who was nearby working for another company to help me set up my zones, codes and Successware helped me transfer over my client list of over 5000 names.
We used the system for a month before fully transferring over AR and AP.

Avantages :

Reports are easy to read for my accountant.

Inconvénients :

Have to hand input every single piece of information/credit card receipts into they system. There is no downloading capability.

User friendly, rough for data entry

Commentaires : It is a great CRM/dispatch program. Our service department and Marketing department loves it. I just wish they would put the same level of thought into the accounting/finance modules that they did in the service modules. We still have to double enter all our sales in Access, for example, because there's no way for us to export the customer info out of SW in order to build files, etc., and I wish there were multiple levels of comparatives we could do on financials (multiple MTD's compared to YTD's, for example).

Avantages :

SW21 seems pretty easy to drop people in. After minimal training they get the gist, and since the keystrokes carry between the modules, it's easy to train someone in service and then move them into marketing, etc.

Inconvénients :

Data entry is a BEAR. There is no automatic tab entry, so you have to manually create a new line when you need one either via a mouse click or keystroke. When you have 100 line items (invoice, PO, inventory, etc), this repetitive motion gets tiring and painful quickly.

Successware 21

Commentaires : The owner of the company can get just about any report he needs to keep the company running at top notch.

Avantages :

I liked that we did not have to put the same information in more than one software. Successware 21 has the accounting, payroll, Purchasing and invoicing all on one software.

Inconvénients :

Not always the easiest to get it to do what you need it to do, but the updates that are made to the software have repaired most of the problems I had with the software. Probably my biggest problem is with PO's. If you have more than 1 receiving on a PO, you can not change the PO after one receiving has been posted unless you send the first receiving back. Things do change on PO and this makes it very difficult to change.

SuccessWare21 Review

Commentaires : This is a good program. it is a little pricey, but it is way better than what I used to have. I wish it wasn't so expensive to put it on tablets for my guys to use in the field, but I'm sure new stuff will be developed to make this more affordable. I would also like to see some of the daily/monthly reporting be easier to access as well as more eye appealing. Overall, I'm glad that I got this software.

Avantages :

I like how the dispatching and accounting are tied into together. It takes away having to do multiple steps and saves me time and time is money.

Inconvénients :

It was a little complicated to get the hang of this system because it does so much, but once I did it was amazing.

Try it you will love it!

Commentaires : Prior to Successware21 we were hybrid QuickBooks and paper.
Very small company struggling to get it together. Successware21 made it possible to achieve the business success we risen to...could never have done it.
CPA complains occasionally but he understands my joy is with the front end of the system....would never ever go back or to another software program. Aint broke not changing.

Avantages :

Almost intuitive software. Adore spell check! After 16 years using the historical data is amazing. Can find answers before clients even know how to ask. Have work history for years of reference. Can roll all the location history over to new owners of properties. Easy to edit and make changes.

Inconvénients :

I have to manually move jobs on the dispatch board job by job...I'd like to be able to highlight and move jobs not done for the day to next day so I don't lose them 'in the past' and wonder did we get that job done. Technicians have difficulty understanding the difference between a job number and a call number...but that's an education issue.

User Friendly

Avantages :

This software is very user friendly. It is very easy for a new user to pick up and learn. Some software is quite complicated and hard t navigate, not so with Successware. I love the functionality of being able to get to multiple places with a keystroke from one screen. You can go from the job to the PO, to the invoice, to the payment. Super easy.

Inconvénients :

I wish this software was more customizeable. I have worked with software in the past where the reports and functionality was customizeable to the customers need. There was always a fee for these features but sometimes it's worth the extra money to get something you really need.

Successware makes my life easier!

Commentaires : I was dragged kicking and screaming into this software, but it has been invaluable to the business. I love the reports-you can track almost anything-great for marketing.

Avantages :

It has modules for just about anything-payroll, dispatching, invoicing, A/P, A/R and even marketing. I like the way it can track so many things and print so many reports

Inconvénients :

My biggest beef used to be that you couldn't cut and paste in it, but they have solved that issue. The initial setup of the software was hard and time-consuming, but I think that's the case with any sophistocated software. The support was great-don't try to do it by yourself. And the guilt I feel about not using everything it has to offer!

SuccessWare21 Long Time Customer

Avantages :

This software is user friendly with training and support available as well as continual updates. It provides multiple points of information for customer accounts and is focused toward giving us the ability to provide good service to our customers. The fact that detailed departmentalized accounting is integrated into the operations software is a huge plus.

Inconvénients :

None come to mind - they have always been responsive to questions or issues.

Complicated, Difficult, UNuser-Friendly, Poor and Insufficient Training

Commentaires : Training was like drinking from a fire hose, yet what was provided was completely insufficient for basic functionality. Then they want to charge you for any additional training - which in my opinion if you want your software to be used fully and to its best and highest use, you should offer the training for free. Luckily, I hired an accountant who had 10+ years of experience using Successware21 and she has been my "trainer". Her feelings about the software mirror mine.

Avantages :

It is all-encompassing software, but the complexity and ease of use requires YEARS of use to understand and use in the manner it should be.

Inconvénients :

Just about everything, but I know it's what I need to properly manage my company. This is literally one of the worst designed and most complex softwares I have ever used.

First log on

Avantages :

We have used Successware 21 since 1996. As the first ever logon to the web base program I have never looked back. We have built our business around Successware 21. It has done everything we could ask for.

Inconvénients :

I would like to see Remote become a more stable application for field use. It has improved greatly over the past year.

Holland Heating Review

Commentaires : Wonderful. Customer Support is the greatest!

Avantages :

There has never been a question that you have not answered for us!

Inconvénients :

I wish there was a CRM that integrated :)

Successware 21 platfor

Commentaires : We have used for awhile now, but not fond of the platform. Have found work around on issues.

Avantages :

Accounts Payable Module and Payroll Module are pretty easy to use. Works for our service department team

Inconvénients :

Job costing and progress billings are an issue. Duplication of cost on reports.

Solid Software

Avantages :

Love the ability for the employees in the field and in the office to share and enter data.

Inconvénients :

It is not the most user friendly software. You have to be fairly experienced to really navigate the features.

SuccessWare

Commentaires : Effective dispatch and customer service solutions

Avantages :

Full integration of customer service and accounting and integration so TNFR system

Inconvénients :

There are limitless reports available but not always easy to find

User Opinions

Avantages :

It tracks all facets of our business including unlimited pieces of equipment and accounting.

Inconvénients :

Having to manually "SAVE" a job before putting in assignments.

sw21 user

Avantages :

it is very organized and it's hard to make large bookkeeping errors-lots of checks and balances

Inconvénients :

design and look of it-also it seems like it takes a very long time to make needed changes

Functionality

Avantages :

The ability to obtain employee information

Inconvénients :

Reports do not have an auto sort function, nor do they allow a place for full middle name and other information

good stuff

Avantages :

keeps u with what half of my marketing is working. good on dispatching

Inconvénients :

needs update on user interface

Terrible product

Commentaires : Payroll issues
Using multiple companies

Avantages :

Not much it’s just too hard to use and to train other employees Just not a good platform at all

Inconvénients :

It’s so hard to use and has issues weekly. Way to hard to use.