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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 Shark Byte Sales and Estimating CRM?

Shark Byte emerged as an innovative idea developed by industry experts and service contractors from Perfectware, a team boasting over five decades of collective experience in the Mechanical Service Industry across sales and management roles. We identified a gap in the market for a specialized tool tailored specifically for Mechanical Service Contractors, realizing that a singular solution would not suffice for the diverse needs of contractors. Instead, we discovered that there are multiple alternatives available, ranging from standalone tools and add-ons for service management software to the customization of commercial CRM systems. Consequently, we crafted a comprehensive solution that encompasses a customer and sales tracking CRM, a mobile surveying application, tools for contract and job estimating, and capabilities for generating electronic proposals. Throughout the design and development phases, we engaged with contractors to ensure the effectiveness of Shark Byte's tools and methodologies, ultimately striving to establish the premier Sales Relations Manager in the field. This iterative process not only refined our offerings but also fostered strong relationships with the contractors we aimed to serve.

Media

Media

Integrations Supported

pulseM

Integrations Supported

Cosential
Salesforce
XOi

API Availability

API Availability

Has API

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

SharkByte

Date Founded

2010

Company Location

United States

Company Website

shark-byte.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

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling

Field Service Management

Contact Database
Contract Management
Customer Database
Electronic Signature
Mobile Access
Scheduling

HVAC

Customer Database
Job Management
Maintenance Scheduling
Quotes / Estimates
Scheduling
Service History Tracking

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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