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.Read the full GetApp Analysis
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You pay once for Wintac and it is yours to use forever. No monthly charges. No hidden costs. Best Price Guarentee
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.
BILL UNDERWOOD, --
We purchased this in 2013-2014 and were misled in what it can do. We were using Services CEO prior to this and it had many more features. Unfortunately we made the mistake of purchasing the five year plan and we are stuck with it for another 3 years, before we can upgrade to another system. Everytime we call WINTAC support, we have to hire an outside IT person to make changes. You cannot talk to Quick Books and you cannot export/import information unless it is in batches. The doccuments that are pre-made by WINTAC has a phone number that goes to a 1-800 escort service that talks to you. My customers did not like this at all. I have 26 employees and 600 customers and WINTAC is now telling me that we are to big for their design. Web Portal is really bad also, you have limited usage and need to constantly have wifi acess because it runs the data up on each phone. If I had to do this again, I would have saved the $40 thousand and went in another direction that may have costed more upfront but would have actually been cheaper in the long run. Inventory has plenty of issues where it automatically changes prices, which is bad. Support call are answered by lacklustered personnel who cannot fix any issues.
Pros: None, but until you actually pay them they are the nicest people.
Cons: Wintac in itself is a con, seemed like once they had my money they did not care about the service.
Value for money
Ease of use
Frequency of use
Likelihood to recommend
Recommendations to others considering Wintac
Look at alternatives and if you purchase WINTAC have them do the setup prior to getting paid, good luck with that.
A verified reviewer
Program lacks way too much information to list! Customer support is only concerned about 1 thing... Did you pay your annual dues? Believe me- they don't really care about the extreme upfront cost that you shelled out for the program.
Pros: Decent program for a small-mid size company if you are ok with marginal information
Cons: Customer service charges $500 per year for tech support no matter how much you know about computers, or $150 per situational need.
Value for money
Ease of use
Less than 6 months
Frequency of use
Likelihood to recommend
Somya Jain, professional
wintac gives all the options and abilities that all other accounting software uses plus achieves dispatch and parts great level. There is no words to describe it. Simply amazing software. makes life a lot easier. easy to navigate and easy to use.
Pros: Great technical support. Streamlines jobs.
Cons: Price is harder to afford for small companies such as ourselves.
Value for money
Ease of use
Shawn Montroy, President at SDR Electric, Plumbing & Heating Inc.
Have been using the software and portal for a little over a year. Never hear from intac about minor updates or changes until they release their year update. Technical support has been ok. Although required after every update.
Pros: Cost effective software. Web portal access.
Cons: Slow access to Microsoft access database. Web portal can't be used without being online. Major issue with cell service in our area. Only seem to have one person who knows anything about web portal problems and hard to get in contact with.
Florin Thaqi, --
Complicated expansive technical support cant give you help with what i need it to do ,cant set customer number the way you want ,you have to use there way i called many time and asked how we can we change the this ,and the told me no , Second thing is every time i open the software keeps telling you license is for one user and i have one user no mater how you close every time keeps showing over and over again ,i called them for this problem and they told me that yes it does that happens and no solution for this problem and they told me we will get back to you ,never did I think that for that money it cost need to have a lot of help witch they want to charge you after first year . now here is my big problem with wintac cant sync invoices with quick books completely half of information is missing payments are missing work info and i called they told me i was doing something wrong and the tried and could not fix this problem . I am sorry i bought the software it cost me a ton of money with no help . I bought alternative to wintac ,ESC software and i,m very happy with it support is fantastic and i wanted some changes on software ,they even made custom changes to fits my needs and no charge,
Thank you for your valuable feedback. Since speaking with you last week, I was shocked to hear that your experience with Wintac has been less than excellent. Our employees strive to provide the best service and support in the industry.
You and I spoke before you purchased Wintac in 2012. With the purchase of the software, we provide a full year of unlimited technical support. Within that time period, I only see a couple calls to our support department that were mutually resolved. After 1 year, you have the option to renew your support and maintenance contract or continue using the software you own. Our significantly reduced upgrade prices are the lowest in the industry.
We were not aware that you were experiencing difficulties and apologize that we really didn't get a chance to help you. I hope you will consider giving Wintac a second chance. Based upon your review and our conversation, I truly believe that the concerns you had could have been effectively resolved.
I am troubled to hear that a Wintac technician was not able to get back to you. We are very sorry and can assure that this was not intentional. Since this is a rare occurrence, we take this very seriously and I escalated this matter to my manager.
If you decide to reconsider, we are always here to help. Please feel free to contact Customer Care at 800-724-7899 and ask for me, Naomi.
Wintac is a fantastic product that keeps our company running smoothly. It's easy to use, incredibly useful, and absolutely vital to our business.
Elite Service Co.
We are a small HVAC company, and we've been using Wintac for over 10 years. The interface is user-friendly and easy to learn. It does everything we need it to do. We are looking forward to our upgrade!
Pros: User-friendly interface Ease of use Great appointment setting software
Cons: Report functionality could be better
Customer service is fast and competent. We have been using the program for over a year now and its working great!
Great company very easy to use
Advanced Air Conditioning & Appliance
We have found Wintac to be the most complete and user friendly of any programs we have reviewed for the service industry. We have compared Wintac to several high dollar professional written and still find Wintac at the top of its class. Keep it up.
Pros: Not to much to add except faster is always nice.
Cons: Would like to see something more complete for scheduling maintenance contracts, auto notifications, recommendations and general notes. This would make Wintac complete.
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