Successware
Successware is cloud-hosted business management software for small and medium-sized trades and home-services companies.
What Successware is
Successware is cloud-hosted business management software for small and medium-sized trades and home-services companies. It brings CRM, job booking, scheduling, dispatching, invoicing, inventory, reporting, and accounting into one platform. Built-in accounting covers receivables, payables, credit-card account management, income statements, balance sheets, and invoices. The product includes a dispatch board, estimates and invoices, equipment histories, service agreements, and a technician mobile app. Successware Mobile supports iOS 13 or later and Android 6 or later on phones and tablets, and a loaded job remains active if connectivity drops. The platform provides 1 TB of storage for data, photos, and customer information. Named integrations include ADP and QuickBooks Payroll, The New Flat Rate, Profit Rhino, NSPG Price Guide, CompanyCam, and Schedule Engine. Pricing is on request, with no free plan. QuickBooks accounting sync is unavailable because accounting is built in.
Good
- Combines CRM, scheduling, dispatch, and accounting
- Mobile app supports iOS and Android
- Loaded jobs remain active offline
- Includes 1 TB storage
- Offers named payroll and service integrations
Watch out
- Pricing is available only on request
- No free plan
- No QuickBooks accounting integration
- Payroll does not calculate net pay
Who it suits
It suits trades and home-services businesses needing scheduling, dispatch, customer, accounting, and field-service tools. Teams needing mobile access on iOS or Android can use the technician app.
Verdict
Successware brings core office and field-service operations into one cloud platform, with mobile support and built-in accounting. Consider it if your business needs the listed dispatch, invoicing, service-agreement, and integration capabilities and can work without QuickBooks accounting sync.
Plans and prices
From Successware's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Successware business management system | Priced on request | Price not stated; all modules included, with additional modules available at no extra cost as business needs grow |
The facts
Each one read from Successware's own pages, with the date it was checked.
What it does
- Accounting
- Its built in accounting covers accounts receivable and payable, credit card account management, income statements, balance sheets, and invoices.checked 5 Oct 2026
- Accounting limitation
- The new platform does not integrate with QuickBooks for accounting because accounting is built into Successware.checked 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.checked 5 Oct 2026
- Core tools
- The platform combines CRM, job booking, accounting, reporting, scheduling, dispatching, invoicing, and inventory tools.checked 5 Oct 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.checked 5 Oct 2026
- Integrations
- Named integrations include ADP and QuickBooks Payroll, The New Flat Rate, Profit Rhino, NSPG Price Guide, CompanyCam, and Schedule Engine.checked 5 Oct 2026
- Offline use
- A job loaded onto a technician’s device stays active if the device loses connectivity.checked 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.checked 5 Oct 2026
- Product
- Successware is cloud hosted business management software for small and medium sized trades and home services companies.checked 5 Oct 2026
- Security
- Successware says it follows the NIST Security Framework for its security practices.checked 5 Oct 2026
- Storage
- The new platform includes 1 terabyte of storage for data, photos, and customer information.checked 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.checked 5 Oct 2026
The company
- Headquarters
- Clarence, New York, United Stateschecked 28 Sep 2026
Where it runs
- Mobile app
- Successware Mobile is available for Apple iOS 13.0 or later and Android OS 6 or later on phones and tablets.checked 5 Oct 2026
