Wintac is the best-selling all-in-one business management software from Intac International Inc. Over 8,000 companies and 60,000 end users automate their field service businesses with Wintac. Wintac combines all of the following capabilities into one software program: scheduling and dispatching, customer relationship management, work history tracking, equipment installation and service tracking, inventory management, estimating and proposal writing, job costing, task building and flat rate pricing, purchasing, bill paying, and accounts payable, financial reporting and graphing, employee and payroll management, vehicle service and maintenance, marketing and lead management.
it has been a good experience overall, the tech support guys are fabulous, and on the general day to day there are no major issues.
it is relatively easy to use...the dispatch board is great, just don't use visual placement mode, it will mess you up every time..!!
stability issues before this new version, reports should be able to be completely customized by zip code, dollar amount, city, generated revenue etc...you should have a list of search criteria that you could click on and then a list of reports that you can generate based on that criteria... it is very complicated to find the report you want now. and if you pull some reports looking for the same info you do not always get all of the info on the same report, you have to do multiple different reports to get all the info you are looking for. also, when using reports you often get the client name, but not their address or phone number, then it is necessary to look up each client to get their address to be able to market or whatever u need to contact that client for.
you should also be able to search for maintenance service by item code, date of install, date of next service...etc
new version does still freeze up, and the right side search bar under customer/job manager takes FOREVER to locate any text.
Also on the customer/job screen under the email address bars is a tab labeled business... if that is for finding out how people heard about you shouldn't it be called something else..?? Like advertising...source of call.. something that makes more sense than business...
i'm sure there is more, but i just can think of anything else right now...
I run a plumbing and remodeling company. For a long time now I have been looking into software that combined our dispatching, invoicing, inventory, and did it all wirelessly. I found Wintac while looking around on the internet. There were a few other options, but none of them included all of the functionality I was looking for. Their sales staff was very good, and offered a free 30 day trial. This trial was very limited, and basically just a demo to show off the UI. It was enough to sell me.
Everything changed after I purchased the software. The tech support was really good, but I opted out of their "bootcamp" plan that helps get you familiar with the product. I am not sure if that was a good deal or not. Either way, it was a very steep learning curve. Like I said, the program is very powerful, so there are many, many features. While powerful, the UI is clunky and unintuitive. The program has a tendency to lockup, throw error codes, and crash. A lot of this has to due with the dispatch screen. I am running a powerful server, and the PCs for the terminals are decent enough that this issue isn't a performance issue. I believe a lot of it has to do with using Microsoft Access as a back end.
We got the dispatching and invoicing side of things up and running first. The web portal set up is very complicated, but their tech support handled it. We had several issues with the IP that we had to work out between Wintac and our telecom provider. Eventually everything got worked out and we were up and running. We switched over to Xcharge as our merchant processor, since they have direct integration with the Wintac software. It works fairly well, but it too is wonky. The interface between Wintac and Quickbooks works very well, when it works. For whatever reason, it often will toss out an error code, failing to send either/both the invoice or receipt to QB. This is very frustrating, but you get used to it.
I have finally started using the inventory management side of the program. Again, it is wonky and unituitive, but powerful. You can have up to 20 different locations and manage each one's inventory separately. I haven't gotten there yet, but I will control each vans' inventory using this. Right now I have my warehouse inventoried, though it isn't an active one yet. I am working on a process where the guys request inventory, and it gets recorded as such. The UI to control all of this is strangely formatted and seems tacked on. Strange, because the abilities it has are powerful.
Overall, this software could be extraordinary. It is held back by a poor UI and bugs. It certainly does what is promised, but it makes it much harder than it needs to be with the clunky UI. I give it 4 stars, deducting one because of the painful interface.
Power - It can do a huge amount of things.
Wireless - The web portal lets you schedule your guys, invoice the customer, manage inventory, and get paid all without a piece of paper. It prevents double entry as well.
Flexibility - You can set up your dispatching in a number of different ways and tag them with custom fields that allow you to sort through it quickly.
UI - The UI is clunky, and makes things harder than they need to be. If the UI were simplified and revamped, I would give this program 5 stars.
Bugs - There are lots of bugs and crashes. There are things that can be done to mitigate these somewhat, but the workarounds seem absurd sometimes. There are regular patches that seem to address some of the bugs, but they often create new ones.
We have been long time users of Wintac, in fact, we are very early adopters of the software (~24 years) Development has continued to keep up with changes in Microsoft Windows and associated hardware. It is the life blood of our HVAC service and installation business with over 114,000 customer records. The capabilities & features continue to added. The customer support is far above average, specially in today's trend to move limited support offshore or email only. You typically get assistance in a reasonable amount of time that US based live support on the phone which is worth the price of the software.
The purchase of Wintac by Davisware leaves questions on what the future will bring for Wintac Users. Davisware has said they are committed to supporting and continuing the development of Wintac, time will tell.
No commitment on being GDPR complaint from Davisware. Although our customer locations are local to us here in the US, several are residents of the EU.
Sometimes fixes/patches to software bugs take longer than we would like but the do usually get addressed.
Although part of the problem was caused by us, but part but Wintac is that in our case we have more information than fits in the regular customer page. This has lead us to put important data in non-indexed fields which makes searching for customer information much slower than we would like. This is especially exacerbating when on the phone with a customer.
After 18 months we are still not able to get all the "known issues" resolved. They are very responsive to our issues, however, the team is unable to fix the issues, sitting the next version addresses them. Inventory was the selling feature for our small company, and we are still not able to figure out why when posting purchases, they mysteriously remove inventory, change pricing (revert to previous costs). Their solution is to reprocess the WIP, but that is not a cost effective solution. As one could see, this will affect financials as the cost of goods is affected. We have spent hours, on hours data mining the reports to find the errors within the program.
We have 1300 customers in an oil and propane delivery and service business. Until we brought it to their attention, they were not aware the ticket printing did not work and caused the crash of CPU, resulting in complete data loss. They "rebuilt" our data over 6 times in the 18 months we have had this program, nuts! They have "fixed" the printer issues, but still we have crashes that require the shut down during busy times, but we have the process to avoid loss of data, and they have supported this issue by providing rebuilding data and such.
Currently, we are unable to invest in another solution and have found work around to get us to be able to operate. However, the cost of hours, lost time due to crashes, along with the extensive work to validate financials has left us with a very poor overall customer experience. It is too bad, as their techs work hard to try and help. This corporation needs to invest in its product. We would have been willing to pay more, as this is priced for YOU GET WHAT YOU PAY FOR.
Ability to manage work orders, dispatch board, and customer job manager.
Financials are somewhat limited on reporting and ability to reconcile the cost center balances to obtain the adjusted trial balance., employee payroll has limited ability to provide what is required to report to state and federal, inventory management is a complete nightmare, with changes that cannot be explained, but some are a result of system design with many areas for error.
Things I'd like to see:
Ability to use the Square app within the program for credit cards payments.
Abiltiy to use the mapping app of our choice (Waze is my favorite)
I thought someone asked at some point about a web based program. I've used that to manage Boy Scout troops and it seems like a good idea.
In the Web Portal, when a tech has a customer sign the WIP, there is no way for the main computer (in the office) to keep a record of it unless it is emailed to the office, opened, and saved. Also, since this is the only way to save it on the main computer, it would be nice to be able to choose to have all signed WIPs automatically mailed to an office email address.
In the Web Portal, it would be nice to be able to advance a WIP from one day to the next and to be able to look at "yesterday's" jobs instead of looking at the entire "last week".
I hated rating you with some 4s on the survey, before the SQL thing, it would have been all 5s.
Wintac has very good customer service. They have always helped me with my problems and seem to be continuously working to make it a better program. I recently added the Web Portal and I love being able to check the schedule when I'm on the road.
I really enjoy using Wintac. My only big issue was working out the kinks with the change to the SQL Database. It was/is a little frustrating at times.
You pay once for Wintac and it is yours to use forever. No monthly charges. No hidden costs. Best Price Guarentee
Run a more efficient, organized and profitable business
Most field service technicians spend more time out of the office than in, and rely on mobile tools to complete daily tasks at remote locations. Wintac is an all-in-one business management solution that provides service contractors with the ability to run more organized, efficient, and profitable businesses.
Developed by Intac International, Wintac helps small to medium-size field service and contracting businesses deliver better customer service and eliminate waste. Through the Wintac Web Portal and app, service professionals are able to utilize the types of scheduling, dispatching, service tracking, inventory management, and equipment installation tools that are necessary to become more independent, productive, and informed while working in the field.
Focusing on the end-user experience, Wintac was designed to help service contractors deliver better customer service and increase operational efficiencies. The Wintac Web Portal and app helps accomplish this goal by providing field technicians with tools to be more independent and informed while working in the field.
The Wintac Web Portal and app provide field service technicians with the ability to improve communications, reduce on-site repeat visits, and streamline daily tasks and operations. The Wintac app allows business users to view, edit and update their own daily schedules in real-time. Technicians can add customers, jobs and notes on the fly, and they can drill down to review prior service history information for individual customers. Technicians can also create proposals and convert them into work orders that can be saved and emailed to customers on the spot or turned into invoices.
The Wintac app has offline capabilities, as well as online, which enable technicians to complete almost any task, anytime or anywhere. When a service network becomes available, the data entered offline updates and syncs back to the office, which eliminates the need for double entries.
Field service technicians have 24/7 access to vital customer information with Wintac. This includes job histories and installed equipment. With customer and lead management tools, Wintac users may enter unlimited amounts of searchable notes for each customer, job site, and job.
Take better care of your current customers and prospects by adopting Wintac’s tools. You can instantly view complete job and billing histories for any customer, and attach things like photos, documents, and spreadsheets to any record. Automatic pop-up notices can be setup to remind you of critical information, as well.
Service contractors who work offsite can view their daily schedules and update those schedules remotely while working in the field. Wintac’s scheduling, dispatching, and work order management tools feature daily, weekly, and monthly dispatch views, along with drag-and-drop, color-coded dispatching.
Get your schedule in order by adding the details of each day’s assignments to Wintac. Through the Job Control Center, you can schedule, dispatch, route, search, and sort jobs. Re-assign field technicians by dragging-and-dropping various jobs into place on the virtual schedule. Wintac’s boards come with modifiable layouts and color-coded statuses.
Using Wintac’s mobile tools, field technicians are able to select items from price lists, capture signatures, and attach photos and documents to customer histories while they work in the field.
Once you arrive on a jobsite, you can use a tablet computer to electronically capture the signatures you need on work orders, proposals, and invoices. Using a tablet, you also have the ability to generate job schedules, site directions, and routing sheets at any time.
Using Wintac, field technicians are able to create invoices for clients, email those invoices, and even apply payments all while working outside the office. Wintac’s software includes credit card processing integration.
Create professional proposals, quotes, and estimates using Wintac’s tools, and then convert those accepted documents into invoices with just one click. You also have the option to use task lists to generate invoices, work orders, and proposals.
Offline capabilities allow technicians to work in areas with no or limited service, without needing to call their offices for information or updates. With the Wintac Web Portal and app, service techs have the information they need to enter and complete emergency jobs after hours, including viewing the customer history including any installed equipment with warranty information.
In the event that your service network becomes unavailable during the workday, you can continue using the Wintac app without an Internet connection. When your service network is re-connected, the data you entered offline will update and sync back to the office to eliminate double entries.
The Wintac Web Portal supports email integration, popular flat rate pricing programs, barcoding integration and credit card processing integration. XCharge (Wintac’s integrated credit card processing partner) allows technicians to swipe and process credit cards safely and securely from the field.
The Wintac app is available for free download with installment of the latest Wintac Web Portal. Package pricing starts at $2,495 for Wintac Pro, the company’s most popular edition. All Wintac packages come with step-by-step onboarding programs, one-year of unlimited live technical support, and membership to the Wintac Online Users Group.
Below are some frequently asked questions for Wintac.
Wintac offers the following pricing plans:
Starting from: US$1 495,00
Pricing model: One Time License
Free Trial: Not Available
You pay once for Wintac and it is yours to use forever. No monthly charges. No hidden costs. Best Price Guarentee
Wintac offers the following features:
Wintac has the following typical customers:
Mid Size Business, Small Business
Wintac supports the following languages:
Wintac has the following pricing plans:
One Time License
We do not have any information about what devices Wintac supports
Wintac integrates with the following applications:
Office 365, QuickBooks, WEBFLEET, WEBFLEET
Wintac offers the following support options:
FAQs, Forum, Online Support, Phone Support