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Successware Launches New, State-Of-The-Art Business Management Platform

Successware, a business management software company for the home service industry, announced the launch of its new state-of-the-art platform based on next-generation technology. Available in April 2022, the upgraded platform boasts a simpler, more intuitive interface, data-driven features and secure cloud-based hosting. Professionals in the HVAC, electrical and plumbing industries will now be able to access a complete end-to-end business management solution with mobile application that makes day-to-day operations streamlined and efficient.

For over two decades, the Successware Classic software platform has been helping customers in the trade industry manage and grow their businesses. When developing the new platform, Successware was able to build upon the popular functionalities of the Successware Classic software while adding enhanced features that elevate the user experience and offer the most comprehensive functionality in business management software on the market. Updated features include:

  • Analytics-Driven Reporting Dashboard: The analytics-driven reporting dashboard allows clients to see key performance indicators and advanced data analytics at a glance. This tool shows total revenue, gross margin, cost of goods sold and more in one convenient location, giving users access to essential business data to help them drive decision making.
  • Call Handling: The call handling screen is now more intuitive and allows users to collect customer information to help schedule jobs more easily. The call handling screen automatically updates scripts and available appointment time slots with the time slot capacity management feature as job information is entered, such as call reason, job class and job type.
  • Dispatch Assistant: The brand-new dispatch assistant makes it easy to assign technicians to jobs with a drag and drop feature. Users are able to see who is available for the job, the technician’s skill set and travel distance between job sites.
  • Cloud-Hosted: Hosted in the cloud, the new platform gives businesses the benefits of increased uptime and security, scalability, data backup and disaster recovery, freedom to work anywhere and more.

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“We have fostered trusted relationships with our customers over the past 20 years and have been carefully listening to their feedback every step of the way,” said Bruce Lisanti, Successware’s Chief Operating Officer. “The new platform launch is a culmination of that insight combined with ground-breaking technology that will help trade professionals take their businesses to the next level with advanced analytics, a fully integrated communications platform with voice, text, and email and many additional marketing tools. We know our dedicated users will find this feature-rich platform to be an essential tool in their business management and look forward to helping them streamline their operations through our best-in-class customer service for years to come.”

Like the Successware Classic software, the new platform provides all-in-one business management solutions integrated with its mobile application. In addition, Successware’s back-office software still offers a full suite of features such as sales and marketing, field tools, contactless payments, integrated accounting, online learning, omni-channel communications and more.

Devry King of Home Heating & Air Conditioning, a Successware client for 12 years, said, “Successware allows us to run all aspects of our business in one location. It is the centralized mothership of our company. I really enjoy the enormity of the software program and that it is all-inclusive to every aspect of our industry.”

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[To share your insights with us, please write to sghosh@martechseries.com]

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