Back Office Organization Software

Streamline Back Office Systems with One Integrated Program

Your business management and accounting solutions don’t have to reside on separate software. With Successware’s all-in-one account management platform, you can:

• Interact with customers
• Manage technicians
• Track finances
• And more!

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Capabilities of Successware's Back Office Software

Are you ready to impress your customers with high levels of organization and earn their trust? Successware’s dynamic office organization software can help you reach your goals.

Features of our back office program include:

Inventory Management

Just as critical as having the capacity within the team to run jobs is having the parts necessary to complete a job. The Successware Inventory Management module allows you to be certain the correct parts are available in the right quantity to perform any given job.

Integrated Accounting

Successware is an integrated accounting software solution. All your finances can be managed within Successware, including:

• Accounts receivable
• Accounts payable
• Credit card account management
• Income statements
• Balance sheets

Our integrated back-office accounting software allows you to look at your company’s day-to-day operational data and evaluate it in real time.

Customer Payments & Payroll Integrations

Successware has an in-house payments processor, Successware Payments, that helps to make processing credit card payments (as well as pre-authorizations, reconciliations, voids, and refunds) as simple as the click of a button. We help you get paid in the field, office, or online.

With Successware, you don’t have to wait for technicians to return to the office to drop off a check to then take to the bank. Plus, you can say goodbye to the stressful hours of work involved in processing billing for hundreds of monthly maintenance agreements with our simple, automated batch processing and ability to defer revenue to the period the service occurred.

Processing periodic billings for your agreement customers is a snap. With your accounting and operations managed in one system, you won’t need to maintain multiple lists. You can batch create, mark as paid, and post your agreement billings with just a few clicks.

If you use the integrated credit card processing offered by Successware, you can even have your credit card and ACH bank account payments automatically processed each month (with no extra work!).

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Reporting

Growing your business is a process that involves a multi-pronged approach. You need substantial data to find ways to grow and save. Successware can help with that.

Optimize your business by discovering:

• Your technicians’ average ticket times
• Total sales
• Dollars per hour worked
• Billable hour efficiency

Knowing these numbers can help you identify areas where your technicians may need additional training and where you could increase efficiency.

Our Business Management Software Makes Your Job Easier

Successware gives you the tools to better understand which of your technicians and services are showing the best return on investment. Through an end-of-job debriefing process — as well as information gathered from completed invoices — Successware allows you to run company-level and technician performance-level reports.

Successware Insights allows you to see goals for your company, technicians, and salespeople. Then, you can track performance against those goals using real-time data. With easy-to-digest charts and grids, you can see where your company stands at any moment from the palm of your hand.

Allow Successware to make running your back office simple so you can focus on what matters: growth. We're standing by to answer your questions at (888) 272-8009.