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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Successware Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
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.
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.
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.
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.
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.
Professional Services 30 $3M United States Successware Successware Professional Services Automation 2016 n/a
Construction and Real Estate 40 $9M Canada Successware Successware Professional Services Automation 2022 n/a
Professional Services 30 $3M United States Successware Successware Professional Services Automation 2014 n/a
Construction and Real Estate 10 $1M United States Successware Successware Professional Services Automation 2022 n/a
Professional Services 75 $10M United States Successware Successware Professional Services Automation 2018 n/a
Showing 1 to 10 of 11 entries

Buyer Intent: Companies Evaluating Successware

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Successware. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Successware for Professional Services Automation include:

  1. FieldEquip, a Bursys Company, a United States based Professional Services organization with 10 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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FAQ - APPS RUN THE WORLD Successware Coverage

Successware is a Professional Services Automation solution from Successware.

Companies worldwide use Successware, from small firms to large enterprises across 21+ industries.

Organizations such as Classic Aire Care, part of Heartland Home Services, Air Specialist, Bonfe Plumbing, Heating & Air Service, Inc., Red Cap Plumbing and Air and Knight Plumbing & Heating are recorded users of Successware for Professional Services Automation.

Companies using Successware are most concentrated in Construction and Real Estate and Professional Services, with adoption spanning over 21 industries.

Companies using Successware are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Successware across Americas, EMEA, and APAC.

Companies using Successware range from small businesses with 0-100 employees - 90.91%, to mid-sized firms with 101-1,000 employees - 9.09%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Successware include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Successware customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Professional Services Automation.