Streamlining Payments and Boosting Efficiency: A Success Story with Successware Payments

In the heart of Jackson, MI, One Hour Heating & Air Conditioning has provided exceptional heating, air conditioning, and plumbing services for over 42 years. This business has established its presence and thrived in a competitive industry, with a team of six service technicians, a plumbing division consisting of six skilled plumbers, and an additional two techs for their Home Fix-It and Installer areas.

The company's journey toward operational excellence took an important turn when it adopted Successware Payments, a modern payment processing solution by Successware. The transition away from their previous provider significantly changed their business operations, leading to increased efficiency and customer satisfaction. We talked to AnnG Cassidy, who handles the company's Accounts Payable & Receivable tasks, about her experience with Successware Payments.

Switching to a new payment processing system might sound daunting, but AnnG‘s experience with Successware Payments was characterized by a smooth onboarding process. The Successware team played a pivotal role in guiding their business through the transition. Although there were a few minor bumps along the way, the support and resources provided made the process manageable.

Key Features That Made a Difference 

One of the significant advantages that Successware Payments brought to the table was the ability to track and reconcile transactions more effectively. The auto reconciliation function saved the company an impressive 1.3 times the effort they used to put into manual reconciliation. This efficiency boost alone made the transition worth it.

AnnG's team found several features of Successware Payments to be particularly beneficial:

• Streamlined Reconciliation: Successware Payments allowed the company to flip transactions from undeposited accounts to operational accounts seamlessly. This small change resulted in significant time savings, allowing the team to focus on more critical tasks.
• Enhanced Visibility: The platform's interface allowed for easy customer tracking, simplifying the process of matching transactions. This proved especially helpful in ensuring accuracy and reducing the chances of errors.

Improved Business Efficiency and Productivity

Since adopting Successware Payments, AnnG has seen a marked improvement in their business efficiency and productivity. AnnG states, “The auto reconciliation has saved me so much time, probably cut down the time to a third of what I was doing manually.” The ability to quickly spot discrepancies and address any declined payments has streamlined their operations and enhanced customer satisfaction, which has made it so efficient for the business.

To businesses considering a shift to Successware Payments, AnnG's advice is to stick with it. They ensure that the system is user-friendly and worth the initial learning curve. The ability to communicate with familiar representatives at Successware also provided a sense of comfort and support throughout the journey.

By leveraging the platform's features, the company managed to save time, money, and resources, proving that sometimes, a change in approach can lead to remarkable outcomes.