Wintac

Why Choose the Wintac Software?

Wintac is an All-in-One Business Management software that will allow you to run a more transparent, efficient and profitable business.

• Are you a service company?
• Do you have field technicians/employees?
• Do you have between one and sixty service trucks/vehicles in the field?
• Do you have between one and twenty office personnel?
• Are you looking for software that will allow you to run a more organized, efficient and profitable business?

If the answer to all of these questions is then Wintac is the right software for you!

A True All-in-One Software Solution

The truth is most other filed service software providers have limited capabilities and minimum accounting features, requiring you to juggle between at least two different programs to manage your business. Not with Wintac. Wintac is a True all-in-one software solution which allows you to automate every area of your business with one easy to use program, including full accounting.

The Industry’s Best Service

Wintac includes a full year of live, unlimited technical customer support services at no additional cost. Whether online or via phone, email or fax, the in-house staff of Wintac experts is dedicated to providing you with the absolute best service possible. And remember, there are no “maintenance fees”, “per call” charges, “membership fees” or other hidden costs.

Get Your Company Up and Running Fast

Wintac is a powerful and robust software that will allow you to run a more transparent, efficient and profitable business. Simply follow the onboarding process and you will have your entire business running smoothly with Wintac in no time.

The Easiest Software to Use

The result of over 25 years of feedback from countless professionals in your industry along with continual refinement as user interface technology evolves, Wintac’s intelligent design gives you a smarter, faster, easier way to work.

A Name You Can Trust

With over 25 years experience developing and supporting the world’s most widely-used all-in-one business management software for service contractors, Intac International has a proven track record that you can feel safe with. Over 8,000 companies and more than 60,000 service and installation professionals spanning every state and many countries have used the Wintac Software to run their business.

Accessibility

• Send job data to and from email-enabled PDAs, smartphones, tablets, netbooks, and laptops for online access.
• Transfer and synchronize customer and job data between field and office computers for offline access.
• Support for electronic signature capturing using tablet computers.
• Add the optional Wintac Web Portal for much more mobile computing power!

Accounting & Payroll

Employee and Payroll Management

• Manage all employee data including job categories, time sheets, payroll data, and unlimited notes.
• Track earnings, withholdings, time disbursement, and multiple rate categories for all your employees.
• Calculate and print payroll checks with year-to-date voucher data.
• Print payroll journals, tax liability reports, 940 and 941 forms, W-2 and W-3 forms.
• Print certified payroll reports. (not available in Wintac Green)
• Define your own custom deductions to track 401(k), insurance contributions, union dues, etc.
• Track employee productivity and profitability, as well as reimbursements for tools and other expenses.
• Automatically generate employee commissions based on user-defined criteria such as job sales or job profit.
• Built-in support for direct deposit to employee bank accounts and electronic filing of employee W-2 forms.
• Post time/labor to jobs from employee payroll, or to employee payroll from jobs.
• Note that Wintac currently supports withholding calculations based on U.S. payroll only.
• Unlike most service management software, Wintac includes payroll processing and employee management!

Financial Reporting and Graphing

• Prepare general ledger reports, income statements, balance sheets, trial balance, and cash flow forecasts.
• Generate comparative and departmentalized Profit and loss reports.
• View and print any report, as well as output to standard PDF format.
• Analyze sales, expenses, and profits graphically with pie charts and line/bar graphs.
• Track company data by division and department, and optionally close periods.
• Sort, group, and filter your financial data with Wintac’s state-of-the-art report builder.
• Use the built-in Accountant?s Export to compile financial data in a QuickBooks-compatible format.
• Unlike most service management software, Wintac includes full accounting and financial reporting!

Purchasing, Bill-Paying, and Accounts Payable

• Automatically generate vendor purchase orders based on minimum and optimal stock levels
• Automatically generate vendor purchase orders based on vehicle usage. (not available in Wintac Green)
• Automatically generate multiple vendor purchase orders for job fulfillment.
• Full-featured accounts payable tracking with 30-60-90 day invoice aging payment history.
• Schedule and make automatic payments on recurring bills.
• Make a single payment covering multiple invoices from a vendor.
• Make partial payments on vendor invoices and track early payment discounts.
• Visual check writing with instant lookup of unlimited vendors and payables due.
• Print tax information to IRS 1099 Misc. Forms.
• Manage unlimited bank accounts with detailed activity reporting and automated bank reconciliation.
• Instantly transfer funds between bank accounts. Automatically generate and print bank deposit slips.
• Track the details of all credit card expenses.
• Download credit card transactions from most American Express, Visa, and MasterCard merchant services.
• Wintac gives you the power to completely automate the bill-paying and banking process!

Customer & Lead Management

Customer Relationship Management (CRM)

• Manage an unlimited number of customers with unlimited job sites, properties, and contacts per customer.
• Unique customer-centered design allows you to instantly view complete service, job, and billing history.
• Enter an unlimited amount of searchable, free-form notes for each customer, job site, and job.
• Instantly toggle between full-record page view and multi-record browse view of your customer data.
• Activate automatic pop-up notices and alerts for any customer to remind users of critical information.
• Use the built-in Letter Writer with automatic mail-merge to email and print from any customer record.
• Instantly sort and search your entire customer database. Locate customer data based on any criteria.
• Attach and view an unlimited number of pictures, documents, and spreadsheets to any customer record.
• Automatically detect possible duplicate customer records on-the-fly as you enter new customers.
• Easily track and analyze customer satisfaction data using the built-in Job Evaluation tool.
• Create a marketing profile for each customer based on a series of user-definable questions.
• Use the marketing profile to target and sell additional services and products to your customers.
• Automatic report builder generates countless customer management reports based on your exact criteria.
• Print mailing labels and personalized envelopes addressed to your customers and job locations.
• ?Enhance the customer management capabilities with your own user-definable fields.
• Designed to handle large volumes of data for superior performance as your business grows.
• With the optional Wintac Web Portal, you can even give your customers online access to their accounts.
• With Wintac, there is no need to use any other CRM software for your customer relationship management!

Contact and Prospect Management

• Manage all contact information for an unlimited number of prospects.
• Track sales leads, log calls and sales progression with an unlimited storage capacity for free-form notes.
• Use the built-in Letter Writer with automatic mail-merge to email and print from any contact record.
• Use the Letter Writer to automatically generate targeted sales correspondence and prepare bulk mailings.
• Attach and view an unlimited number of pictures, documents, and spreadsheets to any contact record.
• Instantly switch between full-record page view and multi-record browse view of your contact data.
• Instantly sort and search your entire contact database. Locate contact data based on any criteria.
• Create a marketing profile for each prospect based on a series of user-definable questions.
• Use the marketing profile to formulate targeted sales plans for converting prospects to customers.
• Automatically detect possible duplicate contact records on-the-fly as you enter new prospects.
• Automatic report builder generates contact management reports based on your exact criteria.
• Print mailing labels and personalized envelopes addressed to your contacts and prospects.
• Designed to handle large volumes of data for superior performance as your business grows.
• Once a prospect becomes a customer, instantly transfer all their data to the Customer Relationship Manager.
• With Wintac, you can separately track your customers and prospects for easier management.

Estimates & Proposals

• Easily and quickly prepare professional proposals, quotes, and estimates for your customers.
• Instantly lookup and insert equipment, material, labor, and other charges - with no typing.
• Built-in option to automatically calculate prices based on a user-definable percent markup over cost.
• Customize your proposals, quotes, and estimates with your own verbiage and detailed disclaimer text.
• Attach pictures, documents, and spreadsheets to any proposal, quote, or estimate.
• Email and print professional forms on plain paper in several formats - even design your own in MS Word^®.
• Instantly convert accepted proposals, quotes, and estimates to work orders and invoices.
• Wintac’s powerful proposal writing capabilities give you the tools to win more jobs.

Fleet Management

• Manage your entire fleet of vehicles.
• Log identification and registration data for each vehicle.
• Schedule periodic maintenance, inspections, etc.
• Log and track service records and service history for each vehicle.
• Schedule periodic maintenance, inspections, etc. for each vehicle.
• Unlike most service management software, Wintac includes built-in vehicle management!

Integrations & Customizations

Microsoft Office Integration

• Easily share data and communicate with Microsoft Word, Excel, and Outlook
• Design and create your own Wintac work order, invoice, estimate, and purchase order forms in Word
• Attach Word documents and Excel spreadsheets to virtually any data in Wintac
• Export job schedule data from Wintac to the calendar in Microsoft Outlook
• Wintac makes it easy to integrate your data with your existing Office applications

QuickBooks Integration

• Easily convert your QuickBooks data into Wintac with a couple clicks
• Eliminate the need for double-entry by seamlessly sending Wintac invoices and receipts to QuickBooks
• Includes the ability to have accounts payable invoices sent from Wintac to QuickBook’s Accounts Payable register
• Wintac integration supports the current edition of QuickBooks along with versions dating back to 2004

Additional Integrations

• TomTom Webfleet
• Xcharge Integrated Payments
• Training
• Data Conversio

Inventory

• Manage and track an unlimited number of inventory and non-inventory items with instant retrieval
• Track on-hand stock levels in multiple warehouses and vehicles. (not available in Wintac Green)
• Track pricing from an unlimited number of vendors for each inventory item
• For each inventory item, you can set three-column pricing and customer-specific prices
• Assign and track serial numbers for any inventory items. (not available in Wintac Green)
• Assign custom markup and discount percentages for any item
• Globally adjust and update pricing information based on user-definable criteria
• Track average inventory cost valuation for each inventory item
• Automatically generate vendor purchase orders based on minimum and optimal stock levels
• Automatically generate vendor purchase orders based on vehicle usage. (not available in Wintac Green)
• Automatically generate multiple vendor purchase orders for job fulfillment
• Print inventory management and reorder reports, field price lists, and parts labels
• Attach an unlimited number of pictures, documents, and spreadsheets to any inventory item
• Import inventory and update pricing from Excel® spreadsheets, Tra-Ser® pricing system, and other formats
• Built-in support for inventory barcode scanning and label printing
• Wintac’s inventory management features give you high-end capabilities with unparalleled ease of use

Scheduling, Dispatching, & Work Order

• Schedule, dispatch, route, search, and sort jobs using the powerful multi-view Job Control Center.
• Instantly toggle between monthly, weekly, daily, and all-inclusive views of your jobs.
• Instant point & click drill-down to job and work order details. ?* Effortlessly drag & drop jobs in the dispatch board to assign and re-assign technicians and crews.
• Customize the boards with modifiable layouts, user-defined color-coded statuses, and more.
• Schedule and track jobs from initial call to dispatch and completion all from one central location.
• Schedule jobs spanning multiple days with a single work order. Schedule multi-stage applications.
• Schedule jobs and assign service people based on company division.
• Automatically assign optimal service person based on job location.
• Instantly update job statuses and re-schedule jobs as needed.
• Automatically time-stamp job arrival and completion times for your service people.
• Create service agreements and automatically schedule recurring service and preventive maintenance
• Support for simple to complex recurring schedules to handle virtually every type of job and customer.
• Support for multiple technicians per job and multi-person crew assignments.
• Simply click on an open slot for a service person to automatically create a new work order.
• Automatically identify and locate existing customers with optional Caller ID support.
• Dispatch service calls and send job schedules via two-way wireless messaging between office and field.
• ?Electronically capture and print signatures on work orders, proposals, and invoices via tablet computers.
• ?Generate work orders, job schedules, site directions, and routing sheets for your service people.
• Automatically generate work orders based on service requests entered by customers on your website.
• Street mapping and route optimization via Microsoft MapPoint®. (purchased separately)
• Built-in support for obtaining job directions via free Google Maps®.
• Built-in links to Global Positioning Systems (GPS) for vehicle monitoring. (call for GPS vendors supported)
• ?Built-in link to TomTom WEBFLEET for advanced fleet management. (purchased separately)
• Optionally export job schedules to MS Outlook® calendar.
• Simply the most powerful, most versatile, and easiest-to-use scheduling and dispatching system ever designed!