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What is Successware?

Created by contractors specifically for their peers, Successware is an all-in-one software solution designed to assist in the management and expansion of home service companies. This integrated mobile and back-office platform not only aims to boost your company's income but also seeks to lower operational costs while alleviating the pressures of business management. With its user-friendly interface and robust features, Successware empowers contractors to focus more on their craft and less on day-to-day administrative tasks.

What is ServiceLine?

ServiceLine is an all-encompassing software solution designed specifically for professionals in home services, managing every facet of your operations that affects profitability, such as marketing costs and labor efficiency metrics. While out in the field, you can conveniently access customer information, verify materials that have been installed, propose alternative solutions, create invoices, process payments, and track material usage. When interacting with customers over the phone, the platform enables quick scheduling of jobs, retrieval of customer histories, total revenue insights, and details about installed equipment, while also monitoring the correlation between marketing spend and revenue generation. In the office, you have the ability to assess the profitability of individual jobs, generate payroll reports with ease, and manage accounts for clients requiring regular maintenance. Furthermore, you can keep track of your inventory, design customized reports that cover various elements such as jobs, invoices, and clients, and effortlessly link financial data with QuickBooks for increased operational efficiency. This integrated approach not only enhances productivity levels but also strengthens decision-making processes, ultimately leading to improved business success. Additionally, the platform's user-friendly interface ensures that both field and office staff can utilize its features effectively, fostering collaboration and communication across your entire team.

Media

Media

Integrations Supported

pulseM

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Authority Brands

Date Founded

1995

Company Location

Columbia, MD, United States

Company Website

www.successware.com/

Company Facts

Organization Name

ServiceLine Technology

Date Founded

2016

Company Location

United States

Company Website

goserviceline.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Dunning Management
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Services

Not specified

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Services

Not specified

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Technician Management
Work Order Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Inventory Control
Job Management
Mobile Access
Service History Tracking
Technician Management
Work Order Management

Work Order

Customer Database
Dispatch Management
Inventory Control
Job Management
Quotes / Estimates
Scheduling

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