Release Date: December 4, 2025 - R3.20.7
- We fixed a bug that was causing parts requisitions to display with no warehouse attached to it.
Release Date: November 21, 2025 - R3.20.6
- We updated the app so that technicians can look up their job history up until the previous day.
Release Date: September 12, 2025 - R3.20.5
- We updated the app to be in compliance for Android 15 support (API level 35).
- We updated the app to link the job number to any notes that were put on that job to ensure notes are saved to the correct job.
Release Date: August 20, 2025 - R3.20.3
- We fixed a bug that produced an error stopping new users with new passwords from logging in.
Release Date: July 17, 2025 - R3.20.2
- We fixed a bug that was causing the location zone for a job created in mobile to not display on the job.
Release Date: July 1, 2025 - R3.20.1
- We fixed a bug that was causing job work notes to show up on the wrong job.
Release Date: June 10, 2025 - R3.20
- We’ve integrated with Cybersource, a new payment processor option for both Classic and Platform.
- Added Remote Control functionality for Platform users to enhance technician support.
- Technicians can now copy existing invoice items to options, simplifying the option creation process.
Release Date: June 3, 2025 - R3.19.3
- We fixed a bug that was causing work completed and suggested notes to be removed from jobs unnecessarily.
Release Date: May 21, 2025 - R3.19.2
- We fixed a bug that was causing work notes to show up on the wrong jobs.
Release Date: May 13, 2025 - R3.19.1
- Fixed a bug that was causing job notes to fail to save.
Release Date: April 28, 2025 - R3.19
Mobile for Platform Updates:
- Show Confirmed status when a customer confirms the appointment.
- The Timecard Status now shows the time spent.
- Added a Refresh button to the dashboard.
- Moved default email setting from the Mobile Admin page to the Communication Manager.
- Equipment can now be marked as "Out of Service".
- "Out of Service" equipment will be excluded from invoices.
- Equipment details are now shown in Tasks.
- Invoices can now be created for Sales jobs.
Release Date: February 12, 2025 - R3.18.3
- We updated the Dropbox access token length to support dynamic token sizes in Mobile for Classic.
- We replaced the hard coded opportunity types with dynamic opportunity codes from the Reference Library in Mobile for Platform.
Release Date: January 24, 2025 - R3.18.1
- Fixed a bug that caused the app to crash on Android devices.
- Fixed a bug that caused the app to crash on the payment screen.
Release Date: January 21, 2025 - R3.18
- Technicians and salespeople can now create opportunities at any time, even outside of a job.
- Technicians can now renew agreements from opportunity flags when they are onsite to better streamline the agreement renewal process.
- For Mobile for Classic users only, we've released our in-house financing solution, Successware Financing. This update will be available for Mobile for Platform users soon!
Release Date: January 1, 2024 - R3.17.9
- Technicians can now include or exclude SW Pay links when emailing invoices to customers.
Release Date: December 9, 2024 - R3.17.8
- Resolved the issue causing work notes to disappear.
- Implemented a fix to resolve project job scheduling issues.
Release Date: December 4, 2024 - R3.17.6
- A loading icon has been added to the invoice page, preventing the technician from departing until the invoice reflects the latest item list.
Release Date: November 22, 2024 - R3.17.5
- Adjusted the size of email signature logos.
- Fixed a bug that was causing salespeople to be removed from a job.
- Implemented a bug fix that was causing errors on Android devices.
Release Date: October 18, 2024 - R3.17.2
- Fixed a bug that was causing the app to crash on Android devices.
Release Date: October 14, 2024 - R3.17.1
- Updated app location permissions to be in compliance with iOS guidelines.
- Fixed a bug that had been removing notes from jobs after the notes were entered.
Release Date: October 7, 2024 - R3.17
Mobile for Platform Updates:
- In the Mobile Admin page, admins can now specify which Pricebook categories will be visible to different types of employees within Successware Mobile.
- The new Sales Dashboard allows salespersons to track their Key Performance Indicators, or KPIs.
- Opportunity Flags will display potential customer sales opportunities, such as aging equipment, visits due, and expiring agreements.
- Invoices can no longer be edited once they have been voided.
- Technicians listed as the Remote Tech on a job can edit invoices.
Release Date: September 5, 2024 - R3.16.7
- We added the option to create and update agreement templates from the Mobile for Platform version of the app.
- We resolved an intermittent token authentication issue that was encountered during payment processing.
Release Date: August 27, 2024 - R3.16.5
- Fixed a bug that was causing the Android 14 version of the app to crash.
Release Date: August 23, 2024 - R3.16.4
- Enhancements to improve security, compatibility and stability.
Release Date: August 2, 2024 - R3.16.3
- We’ve fixed a bug that was creating errors when processing a credit card.
- We’ve also fixed a bug that generated an error when logging into the mobile app.
Release Date: July 30, 2024 - R3.16.2
- An autosave bug that unintentionally deleted notes has been fixed.
- Fixed an issue where the equipment button was not displaying on the mobile app's equipment screen.
Release Date: July 25, 2024 - R3.16.1
- This release contains a fix for the Live Map feature.
Release Date: July 24, 2024 - R3.16
Mobile for Classic Updates:
- We've added the ability to apply percentage-based and type-specific discounts to the total invoice amount.
Mobile for Platform Updates:
We're introducing the Technician Scorecard, which uses our new integration with Power BI to allow technicians to monitor and achieve targets effectively with comprehensive progress tracking.
For iOS devices only, we've implemented a Dark mode feature to enhance the user experience and improve readability.
Technicians can now seamlessly continue work on calls spanning past midnight for uninterrupted service delivery.
Technicians can now update Fixed Prepaid Agreements.
Technicians and Salespersons can now take deposits right from the Options screen, even for estimate calls where the work will be done later.
We've added a new option to the menu called, "My Job History". This allows mobile users to see their previous jobs over a specified time period.
Release Date: June 24, 2024 - R3.15.8
Feature Enhancements
- Fixed an issue with items not getting refreshed in mobile which were added from Platform by a technician.
- For an estimated invoice, requisitions will no longer get created on their own.
Release Date: June 20, 2024 - R3.15.7
Feature Enhancements
- Fixed an issue so that we can better handle fractional values for estimated man hours while creating a job.
Release Date: May 29, 2024 - R3.15.6
Feature Enhancements
- Fixed an issue so that technicians can now create fixed prepaid agreements from mobile.
- Fixed an issue where migrated tenants with no departmentID were causing issues with technician login.
Release Date: May 18, 2024 - R3.15.5
Feature Enhancements
- Released several updates to fix card reader issues.
Release Date: May 15, 2024 - R3.15.4
Feature Enhancements
- Fixed an issue in multiple assignment jobs where the technician was deleting all invoice items after the payment was completed.
Release Date: May 13, 2024 - R3.15.3
Feature Enhancements
- Fixed an issue where work suggestion notes were sometimes getting cleared while departing the job.
Release Date: April 30, 2024 - R3.15.2
Feature Enhancements
- Fixed an issue where the tax amount was shown as a credit on the invoice after the invoice is published to Platform.
Release Date: April 15, 2024 - R3.15
Feature Enhancements
Mobile Updates:
- Technicians cannot change the invoice or the invoice type after it is posted.
- Technicians can see the discount is calculated correctly based on the discount type if they edit the task price.
- Notes can be autosaved by clicking a toggle option.
Mobile for Classic Updates:
- Removed duplicated notes.
Mobile for Platform Updates:
- Technicians can delete authorized agreements from the invoice.
- Technicians can now apply a discount percentage to the total invoice amount.
- Technicians can renew agreements which were not renewed successfully in the past.
- Technicians will enter the Option Preview screen after tapping on the Sign button.
- Admins can toggle whether they want technicians to see the schedule option.
- When a task with a price level lower than the standard price is added to a regular invoice, then the standard price will not be visible on the invoice preview screen.
Release Date: March 11, 2024 - R3.14.4
Feature Enhancements
- Fixed a Mobile app crash issue for android users.
- Zero balance invoices can now be paid in Mobile for Classic.
Release Date: March 6, 2024 - R3.14.3
Feature Enhancements
- Cost Plus Invoicing has been added to Mobile for Platform.
- Technicians cannot change estimated invoice type after it is locked in Platform.
- Technicians can see pictures from linked options in the opportunity tab of the customer record screen.
- Technicians can see the pre-populated truck is cleared/updated on the login screen if it is deleted/updated in Successware Classic and Platform.
- Technicians can see the previous Parts Used page content if they work on another assignment with the same invoice.
- Technicians will see a reminder popup if they haven’t collected a payment signature before trying to complete the job.
- Customer Service Representatives can see more information about the agreement added from Mobile.
Release Date: February 29, 2024 - R3.14.2
Feature Enhancements
- The character limit for option notes and descriptions has been expanded.
Release Date: January 30, 2024 - R3.14
Feature Enhancements
- Multiple payments are now available in Mobile for Platform.
- The ability to collect deposits is now available in Mobile for Platform.
- Dispatchers can now see log in and log out of technicians on the Live map.
- Technicians get a popup reminder to take a payment if one wasn’t collected.
- Age of equipment and install dates have been synced.
Release Date: November 16, 2023 - R3.13.2
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: November 6, 2023 - R3.13.1
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: October 27, 2023 - R3.13
Feature Enhancements
- Open Edge payment enhancement:
- Technicians can collect recurring payments and invoice payments by utilizing the same customer information.
- Includes some functional bug fixes to improve the customer experience.
Release Date: October 6, 2023 - R3.12.1
Feature Enhancements
- Removed Ally from Financing Module
Release Date: September 20, 2023 - R3.12
Feature Enhancements
- Open Edge payment enhancements include:
-
Taking a credit card payment via manual entry
Setting recurring payments
Taking payments on the card reader
- Back-end bug fixes to improve the customer experience.
Release Date: August 28, 2023 - R3.11
Feature Enhancements
Stax payment enhancements include:
Viewing recurring payment information
Auto populating customer information on the invoice payment screen
Release Date: July 26, 2023 - R3.10
Feature Enhancements
- Feature Enhancements on Option PDF and Pricebook
Release Date: June 30, 2023 - R3.9
Feature Enhancements
- Technicians can connect to Successware Payment card readers more smoothly.
- Includes some functional bug fixes to improve the customer experience.
Release Date: May 30, 2023 - R3.8.1
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: May 22, 2023 - R3.8
Feature Enhancements
Enhancements for payment through the "None" payment method.
- Includes some functional bug fixes to improve the customer experience.
Release Date: April 11, 2023 - R3.7
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: March 15, 2023 - R3.6
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: February 24, 2023 - R3.5.1
Feature Enhancements
- Includes some functional bug fixes to improve the customer experience.
Release Date: February 13, 2023 - R3.5
Feature Enhancements
Technicians can collect recurring payments by swiping Successware Payment cards
Includes some functional bug fixes to improve the customer experience.
Release Date: January 13, 2023 - R3.4
Feature Enhancements
Technicians can collect Recurring Payments by inputting Successware Payment Card information.
Technicians can see the latest version of PriceBook.
Includes some functional bug fixes to improve the customer experience.
Release Date: December 12, 2022 - R3.3.1
Feature Enhancements
Technicians can collect Successware Payment by swiping credit cards.
Collect multiple payments by Successware Payment.
Includes some function bug fixes to improve the customer experience.
Release Date: November 17, 2022 - R3.3
Feature Enhancements
Technicians can collect Successware Payment by inputting credit card information.
See more detailed error messages when collecting payments.
Includes some function bug fixes to improve the customer experience.
Release Date: October 11, 2022 - R3.2
Feature Enhancements
Technicians will have a better experience when syncing PriceBook.
Technicians can input letters into the Phone Extension field.
Includes some function bug fixes to improve the customer experience.
Release Date: September 7, 2022 - R3.1
Feature Enhancements
- Includes some function bug fixes to improve the customer experience
Features Enhancements
Technicians can see the credit information on the invoice preview and PDF.
Includes multiple fixes to improve the customer experience.
Release Date: May 31, 2022 - R2.9
Features Enhancements
Technicians can view equipment items in Equipment Glossary.
Includes multiple fixes to improve the customer experience.
Release Date: May 7, 2022 - R2.8.4
Features Enhancements
- Includes function bug fixes to improve the customer experience.
Release Date: March 14, 2022 - R2.8
Features Enhancements
Technicians can hide the itemized prices on the invoice preview & PDF.
Technicians see a new designed Pricebook searching result navigation.
Includes multiple fixes to improve the customer experience.
Release Date: February 7, 2022 - R2.7
Features Enhancements
Technicians can see the required/recommended label on the forms list.
Technicians can use the searchable dropdown list.
Technicians can apply options notes configured by the business admin.
Technicians can email submitted forms with invoice PDF.
Technicians can upload photos and videos for previous jobs on job history & Media.
Technicians can access photos from previous jobs on the customer record.
Technicians can use the newly designed Pricebook navigation.
Includes multiple fixes to improve the customer experience.