What Successware does

Successware is a cloud-hosted business management software platform purpose-built for small and medium-sized home services companies, including HVAC, plumbing, electrical, roofing, solar, chimney sweep, septic, and indoor air quality verticals. Headquartered in Clarence, New York, USA, the company delivers an all-in-one integrated suite spanning CRM, job booking, scheduling, dispatching, accounting, invoicing, marketing, inventory management, and back-office workflows, consolidated across 30+ modules under one platform. Distribution is multi-channel, combining direct sales, inside sales, partner referrals, content marketing (blog, video center), email newsletters, industry trade shows (ACCA Expo, AHR Expo, SGI Spring/Fall Expo, Service World Expo), and active social media presence on LinkedIn, Facebook, and Twitter.

The revenue model combines subscription/recurring SaaS billing with transaction-based payment processing through Successware Payments. Mobile field tools are emphasized via Successware Mobile 2.0, supporting field technicians with start-to-finish job management, dispatching, invoicing, and integrated financing through partnerships with Ally Lending, GreenSky, and Synchrony. The company has received G2 recognition including High Performer, Small Business High Performer, and Customers Love Us Badge. Long-tenured customers include Madden Plumbing (17+ years) and Dale's Roofing (since 2010, 65+ employees, 150-200 jobs per month), with more than 4,000 technicians successfully converted to Successware Mobile by July 2020.

In March 2025, JDM Technology Group acquired Successware to expand its product offerings and strengthen North American market presence, with Successware continuing to operate as a separate brand. Sustained product launch cadence is evidenced across 2020-2022, including the initial Successware Mobile launch (July 2020), Mobile 2.0 with Customized Forms and Integrated Financing (March 2021), Successware Connect (August 2021), Successware Track (August 2021), and the New Successware Platform rebrand (June 2022). Founding year is reported inconsistently in the input (1995 vs. 2003), and employee count is reported as 11-50 in some sources and 60+ in others, indicating a small to mid-sized organization.

Name

Successware

Legal name

Successware SPE LLC

Website

https://successware.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Successware is a cloud-hosted, all-in-one business management SaaS platform for small and medium home services companies, integrating CRM, dispatching, accounting, invoicing, and back-office tools across 30+ modules. Acquired by JDM Technology Group in March 2025, operating as a separate brand.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Home Services Coordination & Vendor Management (HSACAIAI)

akta.pro secondary industry

Endpoint & Mobile Asset Management (UEM/MDM Asset Controls) (BPAEAOAI)

Keywords

• Field service management software
• Home services CRM
• Cloud-hosted business management
• HVAC plumbing software
• Integrated accounting dispatching

Headquarters

HQ city

Clarence

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations, Supply Chain

Revenue model

1. SaaS Subscription: Cloud-hosted business management software delivered as subscription service with monthly or annual billing. Includes platform access, mobile app, and integrated modules.
2. Payment Processing: Successware Payments provides payment processing services for credit, debit, and ACH card payments, generating transaction-based revenue.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Successware sells a cloud-hosted, all-in-one business management software platform for small and medium-sized home services companies, integrating CRM, call booking, dispatching and scheduling, integrated accounting, invoicing, sales and marketing, back-office management and reporting into a single system. It extends the platform with a field-technician mobile app (Successware Mobile) and a Success Tools suite of communication, timekeeping, online booking and online payment modules, with a specialized focus on HVAC, plumbing, electrical, roofing, solar, chimney sweep, septic and indoor air quality contractors.

Product overview

Successware offers a single unified cloud-hosted all-in-one business management platform for small and medium-sized home services companies (HVAC, plumbing, electrical, solar, chimney sweep, septic, indoor air quality, and roofing). The core Successware platform integrates CRM, job booking, scheduling, dispatching, accounting, invoicing, marketing, inventory management, and reporting tools. The product portfolio includes the core Successware platform, the Successware Mobile app for field technicians, and the Success Tools suite comprising Successware Connection (communications), Successware Track (timekeeping), Successware BookIt (appointment scheduling), and Successware Invoice (online payments). Additional specialized modules include Call Booking & CRM, Dispatching & Scheduling, Sales & Marketing, Integrated Accounting, Back-Office Management, and Online Learning. The company was acquired by JDM Technology Group in March 2025.

Differentiator

Problem solved

Functional benefit

Brands

• Successware Mobile: State-of-the-art mobile application for field technicians enabling start-to-finish job management including scheduling, invoicing, timecard management, and integrated financing.
• Successware Track
• Success Tools
• Successware Invoice
• Successware Connection

Products and services

• Successware Core Platform All-in-one cloud-hosted business management software for small and medium-sized home services companies, integrating CRM, job booking, scheduling, dispatching, accounting, invoicing, marketing, inventory management, reporting and back-office tools under one platform.
• The New Successware Platform Redesigned version of the Successware core platform with updated interface and enhanced features across all modules, released in 2022.
• Successware Mobile State-of-the-art mobile application for field technicians enabling start-to-finish job management from scheduling through invoicing, including technician dashboard, customer records with job history, photo/video/document library, multiple device notifications, sales presentation tools, remote timecard management, agreement sales, paperless invoicing and a mobile pricebook.
• Successware Connection Omnichannel communications tool featuring a voice, text and email queue that ensures all customer communications are captured with full interaction history, part of the Success Tools suite.
• Successware BookIt Online appointment scheduling tool allowing customers to book service appointments directly, reducing call taker/dispatcher workload.
• Successware Track Timekeeping tool designed for apprentices, helpers, and back-office staff who do not need the full Mobile app, with timecard management, geolocation features and automatic timecard updates into Successware Office.
• Successware Invoice Online customer payment tool that collects contactless digital payments via credit, debit and ACH cards, with technicians able to email invoice links to customers for online payment.
• Successware Payments Payment processing feature enabling contactless digital payments, credit/debit/ACH card acceptance, mobile payments, tokenization for fraud protection, and integrated consumer financing powered by Ally Lending, GreenSky and Synchrony.
• Call Booking & CRM Customer relationship management module with call taking, customer records, lead tracking and marketing attribution capabilities.
• Dispatching & Scheduling Dispatch board and scheduling tools enabling job management, technician assignment, time slot capacity management, and color-coded zone tracking.
• Sales & Marketing Marketing automation and sales tools including campaign management, lead source tracking, opportunity manager, marketing lists, and ROI analysis.
• Integrated Accounting Built-in accounting module with checkbook, receivables manager, general ledger, payroll and financial reporting directly connected to job and customer data, eliminating double data entry.
• Back-Office Management Comprehensive back-office tools including inventory management, purchasing manager, fleet tracking and tax reporting modules.
• Online Learning with Successware Learning management system providing monthly online trainings, video tutorials, and in-person training sessions for staff onboarding and ongoing education.

Quantifiable outcome

• Successfully converted 4,000+ technicians to Successware Mobile by July 2020
• +1 more outcomes

Named customers3 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability1 record

Feature13 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Ally LendingcoreTechnology or IntegrationIntegrated financing partner powering consumer financing options in Successware Mobile. Ally Lending, the lending arm of Ally Bank, provides integrated financing that allows technicians to present financing options directly from the mobile app. Customers can apply for financing directly during the service call.
• GreenSkycoreTechnology or IntegrationIntegrated financing partner providing consumer financing options in Successware Mobile. GreenSky integration enables technicians to present financing options and process credit applications directly from the app during service calls.
• SynchronycoreTechnology or IntegrationIntegrated financing partner providing consumer financing options in Successware Mobile. Synchrony integration allows technicians to present financing options and complete credit applications directly from the mobile app during field service.
• BuyMaxminorGTM or Marketing PartnerSuccessware's sister company and member of the Authority Brands family. BuyMax is a purchasing organization that helps home services contractors increase their purchasing power while providing access to exclusive discount programs. BuyMax members can obtain lower interest rates for customers and 0% dealer fee options through integrated financing.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Salesforce Field Service: Cloud-based FSM offering from Salesforce. Competes indirectly with Successware's scheduling and dispatch capabilities but is positioned for larger enterprises and broader CRM ecosystems.
• ServiceMax: Enterprise-grade FSM platform owned by PTC. Targets larger asset-centric service organizations; overlaps Successware in dispatch/scheduling but addresses more complex, equipment-heavy service operations.

Direct peers

• mHelpDesk: Field service management software for home service businesses including HVAC, plumbing, electrical, and cleaning. Directly comparable SMB target market and feature set to Successware.
• Jobber: Field service software targeting small home service businesses (HVAC, plumbing, electrical, landscaping). Directly comparable to Successware on CRM, scheduling, invoicing, and mobile technician workflows.
• Housecall Pro: Cloud-based FSM software for home service businesses with strong SMB focus. Competes directly with Successware on scheduling, dispatching, invoicing, and mobile tools for HVAC, plumbing, and electrical contractors.
• FieldEdge: Field service management software specifically built for HVAC, plumbing, and electrical contractors. Closely overlaps Successware's core verticals and feature set including dispatch, customer history, and mobile capabilities.
• ServiceTitan: Largest field service management platform for home services trades (HVAC, plumbing, electrical). Direct head-to-head competitor to Successware in the same verticals, with overlapping CRM, scheduling, dispatching, and mobile capabilities.
• Kickserv: Field service management platform serving contractors and home service businesses with CRM, scheduling, invoicing, and mobile tools. Comparable SMB positioning and similar module structure to Successware.

Emerging players

• GeoNext: Mobile-first FSM platform for trades businesses with growing presence in HVAC, plumbing, and electrical. Comparable feature set to Successware but typically targets a smaller, more recent customer base.

Regional players

• MSI Data: Field service software for HVAC, plumbing, and other trades primarily in European markets. Comparable product scope to Successware but operating in different geographies with limited direct US overlap.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SuccessWare21
• Facebookfacebook.com/SuccessWare21
• LinkedInlinkedin.com/company/successware

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Successware