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How does Wintac compare with other Operations Management apps?
Operations Management app prices shown are $/month
Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.
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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.
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.
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.