Wintac Pricing, Features, Reviews & Comparison of Alternatives

Wintac

The All-In-One Software for Service Contractors

4.19/5 (689 reviews)

Wintac overview

What is Wintac?

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.
www.intacinternational.com

Pricing

Starting from
$1495
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

English
Wintac screenshot: Wintac ProSpring Lake Heating and Air Wintac TestimonialWintac screenshot: Wintac Checking ManagerWintac screenshotWintac screenshotWintac screenshotWintac screenshot

Wintac reviews

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

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 OBrien

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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Aaron Yoder

At this current moment I cannot recommend

Used daily for 1-2 years
Reviewed 2017-05-19
Review Source: Capterra

We are a company in the Plumbing & HVAC Industry. We switched about 2 years ago to Wintac because we felt it was what we needed to replace our old system that had problems on their server based program that when messed up we couldn't do anything about. This was actually the main reason we considered Wintac because it is based on our servers not theirs so if something messes up we can fix it. If they switch to cloud based like they are thinking it will be really hard for us to keep them with how they currently work. Wintac is pretty decent when it comes dispatching, purchase orders, and one place for all customer information but there is a lot of problems within the program too. First off it messes up a lot during the day a lot of errors and different things. We have to run housekeeping & user refreshes a lot even though they say you don't need to do that anymore with this years version. Also with all the information we have we feel like the system runs slow especially when you do searches. When you try to get a hold of customer support a lot of times they either need to return calls or when you email them rarely do we here back. Live support doesn't work very good either because they just tell you they will let their engineers know and then next update comes around & no fix for the problem. The biggest issue we have though is with the accounting features inside the program. We do not like using secondary programs like Quickbooks & we were told that the accounting within the program was pretty good but it is not. Their reports change all the time even when we have done anything like add income or expenses. Also now with their latest update invoices that have already been paid are showing back up under A/P Bills. It just isn't sufficient enough for accounting. All in all the program could use a decent amount of work we will stick with them for awhile but if problems like this keep happening it won't be long. A lot of the things that need fixed have either been problems for the 2 years we have had the program or are problems that arise after new updates are put out but then haven't been fixed since the new update was put out. If you are considering this software I would only recommend it based off the fact it is solely on your own server you don't have to worry if their servers go down. Most other companies are ran on their server or are cloud based. If Wintac does that like they are considering I can't recommend them.

Pros
Dispatching, Purchase orders attaching to jobs, WIPs all in one place, based on your on network not their network

Cons
Errors constantly, accounting inside the program is horrible, takes a long time for things to get fixed if they even do,

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Rick Leto

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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Scott Gallagher

Wintac review

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

I have been using Wintac for close to twenty years and it meets my needs

Pros
The ease of setup and the grouping of tasks

Cons
All of the small bugs that have happened in the accounting side

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Wintac pricing

Starting from
$1495
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

API (626 other apps)
Activity Dashboard (515 other apps)
Activity Tracking (313 other apps)
Audit Trail (292 other apps)
Auditing (341 other apps)
Automatic Notifications (487 other apps)
Billing & Invoicing (279 other apps)
Compliance Management (350 other apps)
Customizable Reporting (390 other apps)
Data Import/Export (360 other apps)
Document Management (279 other apps)
Document Storage (294 other apps)
Inventory Management (387 other apps)
Inventory Tracking (310 other apps)
Monitoring (278 other apps)
Real Time Data (333 other apps)
Real Time Reporting (282 other apps)
Reporting & Statistics (467 other apps)
Third Party Integration (383 other apps)
Workflow Management (379 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

Videos and tutorials

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
View All Features

Benefits

Run a more efficient, organized and profitable business