List of Successware Customers
Columbia, 21046, MD,
United States
Since 2010, our global team of researchers has been studying Successware customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Successware for Professional Services Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Successware for Professional Services Automation include: Classic Aire Care, part of Heartland Home Services, a United States based Construction and Real Estate organisation with 220 employees and revenues of $45.0 million, Air Specialist, a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Bonfe Plumbing, Heating & Air Service, Inc., a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Red Cap Plumbing and Air, a United States based Professional Services organisation with 75 employees and revenues of $10.0 million, Knight Plumbing & Heating, a Canada based Construction and Real Estate organisation with 40 employees and revenues of $9.1 million and many others.
Contact us if you need a completed and verified list of companies using Successware, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Successware customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A-1 Heating & Air Conditioning Co | Construction and Real Estate | 10 | $2M | United States | Successware | Successware | Professional Services Automation | 2020 | n/a |
In 2020, A-1 Heating & Air Conditioning Co implemented Successware, deploying the Successware Professional Services Automation solution on their website. The deployment was scoped to support the small field service operation of this construction and real estate trade contractor, aligning customer-facing scheduling with internal job intake workflows.
Configuration emphasized core Professional Services Automation capabilities typical for field service organizations, including job and work order management, dispatch scheduling, invoicing, and a customer-facing booking or portal surface exposed via the company website. Mobile technician access and basic inventory and parts tracking were configured to match a 10 person workforce, and automation routed website bookings into dispatch queues to standardize intake and assignment processes. These functional modules reflect standard PSA workflows for scheduling, dispatch, field execution, and billing.
Operational coverage included the office scheduling team and field technicians, consolidating customer requests from the website into Successware for end-to-end job processing. Governance activity focused on formalizing intake to dispatch handoffs, defining ownership for work order updates and billing, and documenting standard operating procedures for a compact operations team. The narrative links A-1 Heating & Air Conditioning Co, Successware, Professional Services Automation to the companys field service and back office business functions.
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Air Specialist | Professional Services | 100 | $10M | United States | Successware | Successware | Professional Services Automation | 2008 | n/a |
In 2008, Air Specialist implemented Successware as its Professional Services Automation platform to centralize field service and back office operations. The deployment targeted a 100 employee United States based HVAC professional services firm, aligning inventory, pricing and service record workflows across warehouses and administrative offices.
Successware was configured to support inventory management and inventory counting workflows, product and service pricing configuration, cost evaluation tied to target profit margins, and warranty recordkeeping for inoperative HVAC products. Administrators used Successware to correspond inventory counts and to originate pricing and cost evaluations, establishing a single system of record for service delivery and parts management.
Operational coverage included warehouse inventory teams and administrative staff in Pearland, TX, where records of warranty information and product status were systematized. Governance changes centered on standardized inventory reconciliation, formalized pricing review tied to product cost inputs, and structured warranty lifecycle records, embedding Successware into dispatch, parts and service administration processes.
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Black Diamond Plumbing And Mechanical | Professional Services | 10 | $1M | United States | Successware | Successware | Professional Services Automation | 2013 | n/a |
In 2013 Black Diamond Plumbing And Mechanical implemented Successware as its Professional Services Automation platform. The deployment uses Successware on their website and is oriented to a small professional services operation of roughly 10 employees in the United States, providing booking, job management, and customer record workflows. The implementation centers on field service coordination and back office tasks, linking appointment scheduling to invoicing and time and materials capture.
Configuration emphasized job management, appointment scheduling and dispatch, invoicing, time and materials tracking, and customer records, consistent with Professional Services Automation capabilities. The system is used by office staff and field technicians to manage service orders and billing, with the website surfaced integration supporting customer-facing appointment capture and basic job intake. Governance and operational ownership are consolidated within the office administration function, which handles scheduling rules, billing processes, and data stewardship across the small business.
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Bonfe Plumbing, Heating & Air Service, Inc. | Professional Services | 100 | $10M | United States | Successware | Successware | Professional Services Automation | 2011 | n/a |
In 2011 Bonfe Plumbing, Heating & Air Service, Inc. implemented Successware as its primary Successware Professional Services Automation platform to unify field service and back office financial workflows. The implementation placed Successware at the center of the company relationship between operations and accounting, enabling a single application footprint for service delivery and financial reporting.
The deployment emphasized Successware modules commonly used in field service scenarios, including the SW21 financial application for general ledger, billing and job costing, and the SWRemote mobile field application for technician job execution and data capture. Configuration work centered on aligning job costing, billing schedules, service agreements and inventory controls to the companys existing accounting policies and month end close requirements.
Operational coverage spanned the accounting department, payroll, accounts payable, accounts receivable, purchasing, receiving and field technicians, with Successware workflows used to coordinate on-site service records and financial transaction records. The Successware implementation linked mobile technician inputs from SWRemote with SW21 financial postings to support accurate billing, consigned inventory tracking and cost accounting reconciliations.
Governance and process changes were led through the accounting leadership role, which used weekly Level 10 accounting staff meetings and Level 10 leadership development meetings to enforce system adherence and controls. The Staff Accountant role included maintaining documented accounting procedures, overseeing monthly financial statement production, supervising payroll and AP/AR processes, conducting catalytic coaching for staff and troubleshooting end user software and hardware issues to sustain operational discipline and compliance with accounting controls.
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Classic Aire Care, part of Heartland Home Services | Construction and Real Estate | 220 | $45M | United States | Successware | Successware | Professional Services Automation | 2015 | n/a |
In 2015 Classic Aire Care implemented Successware as its Professional Services Automation platform for field service operations, aligning the company technology stack with its service and sales coordination needs. Classic Aire Care is part of Heartland Home Services and operates in residential and commercial HVAC repair, with roughly 220 employees and annual revenue near 45,000,000, which framed the deployment scale and operational requirements.
Successware was configured to support core operational modules including purchasing, dispatching, billing and costing, with Successware21 cited in operational usage by service coordinators. The deployment was used to generate vendor purchase orders and customer invoicing, and to manage equipment availability and pricing workflows for repairs, reflecting standard Professional Services Automation capabilities around job costing, scheduling and billing orchestration.
Operational coverage included service, sales, purchasing, dispatch and billing teams supporting both residential and commercial HVAC customers. Classic Aire Care combined Successware with a maintained costing and routing program and a contract tracking spreadsheet to ensure materials and manpower were routed efficiently and to monitor service contracts for expiration, upgrades or removal, supporting proactive customer follow up and contract renewal activity.
Governance and process changes centered on routable costing and contract lifecycle tracking, shifting manual price and availability lookups into coordinated workflows managed through Successware and adjunct tracking tools. Outcomes documented in operational notes include vendor relationship management and direct sales performance from system-supported activities, with over 100,000 in equipment repairs, upgrades and maintenance contracts sold during the documented period.
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Professional Services | 30 | $3M | United States | Successware | Successware | Professional Services Automation | 2016 | n/a |
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Construction and Real Estate | 40 | $9M | Canada | Successware | Successware | Professional Services Automation | 2022 | n/a |
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Professional Services | 30 | $3M | United States | Successware | Successware | Professional Services Automation | 2014 | n/a |
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Construction and Real Estate | 10 | $1M | United States | Successware | Successware | Professional Services Automation | 2022 | n/a |
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Professional Services | 75 | $10M | United States | Successware | Successware | Professional Services Automation | 2018 | n/a |
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Buyer Intent: Companies Evaluating Successware
- FieldEquip, a Bursys Company, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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