Wintac Pricing, Features, Reviews & Alternatives

Wintac

Wintac is sunsetting January 31, 2022

4.19/5 (689 reviews)

Wintac overview

What is Wintac?

Wintac was recently acquired by Clearent and merged into the FieldEdge family. As technology in the field service space advances and evolves, we have made the decision to no longer support or maintain Wintac after January 31, 2022. We are dedicated to your success and our goal is to make this transition process as smooth as possible. Read more: https://fieldedge.com/news/sunsetting-wintac-solutions/
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Pricing

Pricing options
One time license
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

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Wintac screenshotWintac screenshotWintac screenshotWintac screenshotWintac screenshot: Wintac ProWintac screenshot: Wintac Checking Manager

Wintac user reviews

Value for money
Features
Ease of use
Customer support
  3.9
  3.8
  4.0
  4.2
Elizabeth (Liz) C.

Customer and Tecnical Support Representatives are outstanding

Used daily for 2+ years
Reviewed 2018-11-22
Review Source: Capterra

Pros
It is a low cost alternative to others since you can purchase the license and choose to pay for the maintenance/ upgrades and support annually. You can own the license - you do not pay a monthly fee to use it. It does everything we want to to at this time and they are building on its features after moving to a new technical platform that supports the development of new features.

Cons
1) I wish the option to set a daily backup were menu driven and did not require a person familiar with SQL. That would make it so much easier and efficient. 2) We are asked to perform upgrades and installations. Unfortunately, the instructions do not always work and the installation is complex. Wintac suggests that a network engineer perform them. FORTUNATELY, when I get stuck, I can call Customer Technical Support and they know almost before I ask, what needs to be done. To me this sounds like an opportunity to intake enhancements for future releases of the software, and I bet it is. The Davisware people seem to have brought things under control after a rough few months after the acquisition and transition to v2017 and v2018. Good work!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Douglas O.

Daily Use

Used daily for 2+ years
Reviewed 2019-10-05
Review Source: Capterra

Overall I have always been satisfied with Wintac & it’s support. Accountants & there unwilling approach to Wintac is my mostly trying problem. They seem to only want simple booking as Quick Books does for them.

Pros
Most of the time I think it’s a good program & excellent for its cost. Here lately with the upgrades it is getting more complicated..

Cons
I used to call in for problems & they could solve almost anything from conflicts to programming. Now will all the new upgrades they won’t help with certain setups with antivirus conflicts. I understand it takes longer when dealing with other programs. I was much happier when I could call & get my problems solved with there help. It seems to me that in order for technical support to get more calls done per day they push off some technical problems. When Running a small company and wear many hats you don’t have time to learn all the procedures to make a program work on your computer. I miss having the attention given to fully making everything work with your computer. It is hard to understand and solve other computer problems when you don’t have the time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Kathleen K.

Great Dispatching Software and Support Team

Used daily for 2+ years
Reviewed 2018-10-30
Review Source: Capterra

When I first came to work here 5 years ago, my schedule consisted of a clip board, 11 X 14" paper with columns. That is how I scheduled jobs for my techs. I had been using other scheduling software in other places I had worked and knew that it was possible to use one here. It took me 1 whole year to convince the owner to leave the behind the 60's and welcome in the new millennium. Wintac has been not only a great time saver but being able to reference jobs, techs, material and labor by pushing a few keys is amazing. Thank you Wintac for making my dispatching job fun and easy!

Pros
Scheduling is easy to use. There are various ways to arrive at the customer's account information. I like to access it right from the dispatch screen. Trying to find an address but the house has changed owner's? The "Job Sit Browse" is the place to find any information via street name, tech name or phone number. It is a great feature and saves time. Color coding appointments makes it easy to glance at dispatch and see exactly what type of appointment is scheduled. Need to find a work order number quickly? "Find Job" is the perfect just for that. Another great feature is the "cut and copy" from one account to another. It is definitely a time saver! The techs on the other end of the phone are the most patient and helpful. Great Service Department.

Cons
One of the biggest issues for me is that it is too easy to make double, even triple accounts for the same home owner. Either because of a misspelled name or someone hasn't taken the time to look to see if there is already an account made. It would be wonderful if the system had a safe-guard that would alert you that : 1.- the address is already in the system or 2.-the phone number is already in the system. It would avoid multiple accounts. Finally, the screen is too small! It is impossible to see all the tech and helper columns at the same time. Would love to see that improved.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Anthony S.

Wintac let me down

Used daily for 2+ years
Reviewed 2021-01-23
Review Source: Capterra

wintac was good until the competition went web based and wintac stayed behind. if wintac could be web based and have everything it already had and be a decent price i would probably go back to wintac.

Pros
Great desktop software it literally had everything you needed to run a business without the new fancy stuff. reporting was great, equipment tracking, dispatching, work orders, customer database, pop up windows

Cons
Did not keep up with the competition. mobile software is junk, cannot run a business via mobile with wintac. I had the wintac web portal and it was horrible. need a dedicated server and workstations for this to work. it is not web based.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Rick L.

The best software for a small service company!

Used daily for 2+ years
Reviewed 2019-10-09
Review Source: Capterra

The biggest benefit I saw right way is my profits kept going up month after month. The accounting part of this software is great.

Pros
The software was a complete all in one. Very easy to learn how to use. Invoicing in real time at the job site. Looking up past history of a customer at the job without need to call into the office. No more needing to have Multiple programs.

Cons
Only being a windows base program. I would like to see it for Apple.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Wintac pricing

Pricing options
One time license
View Pricing Plans

You pay once for Wintac and it is yours to use forever. No monthly charges. No hidden costs. Best Price Guarentee

Wintac features

Access Controls/Permissions
Alerts/Notifications
Billing & Invoicing
Inventory Management
Mobile Access

API (880 other apps)
Activity Dashboard (855 other apps)
Activity Tracking (539 other apps)
Audit Management (555 other apps)
Audit Trail (548 other apps)
Compliance Management (677 other apps)
Customizable Reports (596 other apps)
Data Import/Export (661 other apps)
Document Management (786 other apps)
Reporting & Statistics (860 other apps)
Reporting/Analytics (1053 other apps)
Search/Filter (635 other apps)
Status Tracking (562 other apps)
Third Party Integrations (760 other apps)
Workflow Management (705 other apps)

GetApp Analysis

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.


What is Wintac?

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.


Who is Wintac For?

Wintac Software was designed for small to medium size field service and contracting businesses. Wintac offers three editions of its product: Wintac Green, Wintac Pro and Wintac Fuel. These three editions cover the needs of virtually any type of field service operation.


Main Features

Access to Customer Information

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.

Update Schedules From the Field

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.

Complete Jobs Remotely

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.

Email Invoices & Apply Payments

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.

Online/Offline Functionality

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.


Integrations

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.


Pricing

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.


Bottom Line

  • All-in-one provider for service technicians
  • Contractors can view, edit, and update schedules in real-time
  • Allows users to automate and manage their businesses from one program
  • Proposals are quickly converted into work orders and invoices
  • Reduces on-site repeat visits

Additional information for Wintac

Key features of Wintac

  • Manage your scheduling and dispatching
  • Work Order Management
  • Track recurring service
  • Manage your inventory and equipment
  • Provide mobile access for technicians
  • Manage and create proposals
  • Job cost transparently
  • Customer Relationship Management (CRM)
  • Full integrated Accounting
  • Instantly access customer records and work history
  • Quickbooks Integration
  • Marketing
  • Tom Tom Integration
  • Real-time business reporting
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Benefits

At FieldEdge, we are dedicated to your success and our goal is to make the transition process from Wintac as smooth as possible.