Wintac
4 Reviews 3.5/5 ★ ★ ★ ★ ★- Discontinued
Wintac products are no longer supported or maintained as of February 1, 2022. Please see our field service management software roundup for alternatives.
Product Overview
Wintac, now under FieldEdge, was a comprehensive business management software designed for service companies. The all-in-one solution offered full accounting and robust features to efficiently manage field technicians, service trucks, and office personnel.Pros
- Technician-friendly invoices and job management
- Detailed equipment and warranty tracking
- Unlimited live technical support
Cons
- Limited regional adaptability
- No real dashboard view
- No longer sold or supported
Target Market
Small to mid-sized service companies that require a comprehensive, all-in-one business management solution. Its strengths lie in scheduling, dispatching, and invoicing. This makes it especially suitable for businesses that value an integrated system and responsive technical assistance but may not cater to the complexities of larger enterprises or highly specialized industries.Not Recommended For
Large enterprises or businesses in need of advanced, modern features such as cloud-based operations, real-time GPS tracking, or sophisticated data analytics. Additionally, its limited regional adaptability makes it less ideal for international businesses, particularly those outside North America, that require region-specific functionalities, like Canadian payroll support.Alternatives
DacEasy Alternatives
1 FieldEdge
FieldEdge is a cloud-based field service management software (FSM) that integrates with QuickBooks. It provides invoicing, job tracking, dispatching, and scheduling tools.
2 ServiceTitan
ServiceTitan is an FSM software for larger enterprises. It integrates with QuickBooks Online and Sage Intacct and handles leads, proposals, quotes, scheduling, and dispatching.
3 Housecall Pro
Housecall Pro is an FSM software that features online booking, CRM, invoicing, and payment processing. It’s a good option for mid-sized plumbing, HVAC, and electrical services companies.
Features
General Features
- Comprehensive onboarding process for quick setup
- No hidden costs or maintenance fees
Service and Support
- One year of unlimited technical customer support
- Support via phone, email, fax, and online
Accessibility
- Compatibility with various devices (PDAs, smartphones, tablets)
- Offline and online data synchronization
- Electronic signature capturing support
- Optional Wintac Web Portal for enhanced mobile computing
Accounting & Payroll
- Extensive employee and payroll management
- Direct deposit and electronic W-2 filing support
- Customizable deductions and payroll processing
- Comprehensive financial reporting and graphing tools
Purchasing, Bill-Paying, and Accounts Payable
- Automated vendor purchase orders and accounts payable tracking
- Visual check writing and detailed bank account management
- Credit card transaction tracking and automated bank reconciliation
Customer & Lead Management
- Advanced Customer Relationship Management (CRM)
- Contact and prospect management tools
- Professional proposals, quotes, and estimates creation
- Integrated marketing and customer satisfaction tracking
Fleet Management
- Complete vehicle fleet management
- Maintenance scheduling and service history logging
Integrations & Customizations
- Microsoft Office and QuickBooks integration
- Additional integrations with TomTom Webfleet and Xcharge Integrated Payments
Inventory Management
- Detailed tracking and management of inventory
- Barcode scanning and label printing support
Scheduling, Dispatching, & Work Order Management
- Multi-view Job Control Center for scheduling and dispatching
- Advanced route optimization and GPS support
- Electronic signature capturing on work orders and invoices
Product Overview
Developer Overview
Related Products
User Reviews of Wintac
Write a Review
- Construction & Engineering
- 1-10 employees
- Annual revenue $0-$1M
Now plug has been pulled, we lost everything
Used it for 10 years…knew that it was not going to be supported anymore, but thought we could still use until we had the time to look for a replacement. Now plug has been pulled, we lost everything. We have no customer information, history or contact information. Dead in the water. Not being techie people and only a small honestbusiness, we did not think that we would be cut off like this
Pros
It was easy
Cons
Being cut off and loosing everything
- Construction & Engineering
- 1-10 employees
- Annual revenue $0-$1M
The 2020 software version is not as good as past years
I have used this software for the last 10 years. Never have I had as many issues with it as I have currently with the latest version. The 2020 software version is not as good as past years. There are areas on the work orders that have drastically different font sizes, which making reading them hard. Then when you adjust the size of the font it changes to a different font style. But this is for only half of the wording on the page, so there are 2 different styles which makes it look really unprofessional. Because I know how it has worked and looked for so many years I am really upset with this latest version.
Pros
Easy to learn
Cons
Make it like it used to be where all of the font size was the same and looked the same.
All in one design with no additional modules to buy
The following is a list of some of the reasons why I am so satisfied with the Wintac service program: 1) All in one design with no additional modules to buy. 2) Very user friendly. 3) Easy to navigate. 4) Easy to learn. 5) They listen to user suggestions and incorporate many into future upgrades. 6) Their support staff is unsurpassed.
There are no long waits to hear a real person’s voice. Questions are answered on the spot. If a question is emailed to them, the answer is returned within a few hours that same day. No other software can make that claim. And the support staff is kind and courteous. The list goes on and on. I highly recommend Wintac service software to anyone looking for a great system with outstanding support.
- Machinery
- 11-50 employees
- Annual revenue $1M-$10M
Every time we do an update it causes a large issue
Every time we do an update it causes a large issue in the system. Currently, I’m unable to reconcile my accounts from October due to an update that was done. None of my number match after the update and things disappear. I know every software is not perfect, but when I have to go back a few years to figure out how to reconcile the balance sheet it becomes difficult to use.
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