July 12, 2002

Having Dave Osborn and Jonathon Jackson come to our business to implement the SuccessWare software has been wonderful, not only from the software side of the equation, but also their knowledge of the HVAC business in general. They have been observant of how our operation is being run, and given many good suggestions on how to improve our workflow. They also showed us the workings of SuccessWare and how better to set-up the data and information to create the flow of information necessary to operate the business and create the reports needed to maintain a smooth flowing operation. Items covered included setup the Price Book and Reference Library, to the basics of operating dispatch, sales, invoicing, payables, and how best to generate reports to show the progress of the business. Each consultant was knowledgeable on how to operate each module, had good tips on shortcuts to make SucccessWare more efficient, and was willing to take the time necessary with each employee to achieve the results needed to create a smooth and efficient operation.

Dave and Jonathon were professional, showing great patience and understanding during week of long days, working hard under tedious and trying conditions. I would not hesitate recommending either of these gentlemen to other organizations.

Respectfully:
Doug Campbell
Office Manager
BUD ANDERSON Heating and Cooling