Successware

Field service · Electrical · Exteriors · HVAC · Plumbing · Roofing · Solar

Still using at 12 months: Not enough data yet. Join the panel
Starting price: Not published. Fill this in
Owned by: JDM Technology Group

Successware is a data-driven, cloud-hosted business solution software for small and medium-sized companies in the trades industries. It offers an all-in-one platform with CRM, job booking, accounting, reporting, scheduling, dispatching, invoicing, and inventory management, along with a mobile application for field tools.

Have you used Successware?

Add it to your stack and it counts toward the retention number on this page. Keep adding as you read. The account comes at the end, when you save. Your name is never attached to a published figure.

Switching history

Fewer than five panel members have reported what they used before Successware or what they moved to after. Nothing publishes below five. Put your stack on the record and the count moves.

Facts

Category: Field service
Trades: Electrical · Exteriors · HVAC · Plumbing · Roofing · Solar
Owner: JDM Technology Group
HQ: P.O. Box 568 Clarence, NY 14031

Not yet researched: parent company, founded, funding stage, starting price, price verified. Work here? Fill this in

How we verify this ↗

Best fit

Not yet researched.

Poor fit

Not yet researched.

Architecture class

Not determinable.

Build signals

Engineering team: Not stated
Months in market: Not stated
Public security page: No
SOC 2: None stated
Public API: None
Published docs: No
Data export: None
Status page: No
Support: No phone
Funding stage: Not stated
Named leadership: No

Checkable facts only, each dated. DIALED does not rate these. Read them and decide.

Product scope

Modules the vendor lists

The New Successware Platform
Call Booking
Dispatching Software
Sales & Marketing
Back-Office Management
Field Tools with Successware Mobile
Integrated Accounting
Success Tools
Online Learning
Successware Payments Page

Product page ↗ · 2026-08-04

Legal entity

Successware SPE LLC

Source ↗ · 2026-08-04

What Successware claims

Vendor marketing copy, quoted and dated. Not tested by DIALED.

“AI in Forecasting Customer Demands”
Source ↗ · 2026-08-04
“How AI is Revolutionizing the Trades Industry”
Source ↗ · 2026-08-04

Integrations

Full matrix

callpointMiddlewareTwo-way · call data
CompanycamAdvertised by vendorTwo-way · pictures, documents
customer-lobbyMiddlewareTwo-way · customer feedback, reviews
nspg-price-guideMiddlewareTwo-way · pricebook data
profit-rhinoMiddlewareTwo-way · pricebook data
pulsemMiddlewareTwo-way · customer feedback, reviews
quickbooks-payrollMiddlewareTwo-way · payroll data
schedule-engineMiddlewareTwo-way · scheduling data
the-new-flat-rateMiddlewareTwo-way · pricebook data