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CRM System Training (CCR)

Learn CCR workflows for Successware Platform: customers, booking, scheduling, dispatch, rescheduling, and communication.

Open Module

Customers

Search, create, and update customers; view history; merge duplicates.

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Call Intake & Booking

Capture call details and create the right job type with priority.

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Scheduling

Use the schedule board to place and move jobs.

Go

Dispatch

Assign techs, manage job statuses, coordinate ETAs.

Go

Practice Live Calls with AI

Experience realistic phone calls with our AI-powered customer simulator. Practice your skills in various scenarios including HVAC repairs, upset customers, maintenance sales, and emergency situations. Get instant feedback and coaching to improve your performance.

Start Simulation