Wintac vs QuickBooks Comparison Chart

Summary
Pricing
Details
Top features
Typical customers
Support options
Mobile apps
Android
iPhone/iPad
User reviews
Value for money
Ease of use
Features
Customer support
Users recommended to a colleague
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Reviews

John Patak

Great product and look foward to the 2014 version

2014-09-09

Pros

It's very easy to use.

Cons

All of our accounting software is in QuickBooks, so it would be nice to be able to transfer customer information from Wintac to QuickBooks.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Wintac

Look for easy to use software that isn't too complicated from a dispatching standpoint. Wintac is very easy to use.

Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Mike McEwan

Wintac Review

2017-04-20

Great Program!! Support is great, I have tried a couple of programs out there and this one gets the job done. A bit to learn at the start but very user friendly.

Pros

Support and Quickbooks Migration

Cons

A little tricky to get around at the start, but once you understand the capabilities it is awesome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Todd Danz

How Wintac has Help Family Danz HVAC Grow

2011-12-22

We have been using the Wintac Since 2000. At that time we were using it primarily as a Service Dispatch tool. Wintac has demonstrated it's flexibility as a Office Management Tool.

Pros

We like the ability to interface the accounting link and track the Accounts Payable. We also like the ability to move assignments or schedules by "Point and Click". We have recently added the Sales appointment and Schedule of installation.

Cons

The I/F with QuickBooks require double entrys at times

Source: GetApp
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Nicholas Frank

Mobility and paper free

2018-10-30

Equipment information ,pictures and part tracking are done on the street.

Pros

works flawlessly between Tablets and PC including Quickbooks

Cons

Paying for yearly support and then paying for webinars. Just make the webinars free and in a library for all to use. After all you are trying to keep contractors using Wintac for ever!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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KIM RITTER

NO TITLE

2018-10-30

WE USE WINTAC TO SCHEDULE A/C AND ELECTRICAL CALLS

Pros

I LIKE THE EASE OF US WITH QUICKBOOKS & EXCEL

Cons

WINTAC HAS TOO MANY UPDATES, EVERY TIME WE DO AN UPDATE SOME ISSUES ARE FIXED, BUT NEW ONES ARISE

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Douglas OBrien

Service & change over to Wintac Portal.

2016-07-28

Mathew in Support helped me with my final questions before I made my decision. Also on my case number 147180 the person who answered my E-Mail was also very helpful. I have always been impressed by the competency of your staff & their knowledge.

Pros

As mentioned before works great & is all in one.

Cons

Can't drill down like QuickBooks but still great value & operation for the price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Wintac

Longer explanation for wording in materials & flat rate pricing in the wording when selected to enter on a WIP.

Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Nancy Cocot

We have been using Wintac for over 10 years

2018-05-16

Pros

We have employees that are tech savvy and some employees who prefer not to use any technology. Wintac has proven to be user friendly no matter which employee uses it.

Cons

I sometimes have issues merging to QuickBooks but have found out it is because someone on my end is either typing a name in a different format than QuickBooks or there is an incorrect character in the text

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Kelly's Stump Removal

Wintac Service Management System

2013-12-18

Wintac's single input tying quotes thru ordering, scheduling, completion and invoicing (integrated or via QuickBooks interface) fulfills all the needs of our service business

Pros

Integration, easy scheduling, QuickBooks interface, easy access to client information, intuitive navigation.

Cons

None we can think of immediately.

Source: GetApp
0 of 2 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Robert Desrochers

GREAT PRODUCT

2017-04-17

THIS HAS BEEN A GOOD PRODUCT SO FAR. THE TECHNICAL SUPPORT TEAM HAS BEEN EXCELLENT.

Pros

EASE OF INSTALLATION.

Cons

DOES NOT MERGE AS WELL WITH QUICKBOOKS AS I THOUGHT.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Hang Le

GOOD SOFTWARE FOR CONSTRUCTION BUSINESS

2012-03-21

Wintac is good software with least cost. Technical support is great and knowledge. Easy to use and start using it in little training.

Pros

Transfer data to QuickBooks Technician can access and input most of information on the field.

Cons

Can not open multiple windows at the same time.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Juan Salazar

Professional Software Reliable Customer Service

2018-10-31

Love having everything I need in one spot. Wouldn't change a thing.

Pros

The way the entire program works together from dispatching to invoicing & purchasing along with integrated Quickbooks.

Cons

Took a little time to learn everything provided but once we got it implemented everything flows so smoothly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Judi Kane

Perfect for HVAC companies

2017-12-27

It is a very user friendly program for dispatching, and invoicing for our company and we have been using it since the beginning - we hope the next big step will also be the same.

Pros

We have customer records dating back over 20 years. When a customer calls, they are very impressed with our knowledge of their heating, air conditioning and water heating systems - especially those that have not had a problem in 5-10 years and we have their information on file.

Cons

We still have not been able to easily set up an inventory and I pay for QuickBooks in order to do payroll and accounts payable.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Matthew Geden

Good for what it is designed for

2017-10-31

Pros

Prepares proposals with ease. We use it primarily with job tracking and setup and for writing proposals to our customers.

Cons

We supplement Wintac with QuickBooks for accounting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Joshua Updike

Wintac

2018-10-30

Overall, Wintac has been great. I can not complain about the program other than a few small features that I thought were missing. I enjoy using this program, and with a little bit of time to learn the layout, it is invaluable to our company. I would recommend this to anyone looking for this type of software. THANK YOU WINTAC!

Pros

It is pretty well laid out and if your used to QuickBooks then this will be an easy transition.

Cons

This may be mostly due to me being a newer user and never using QuickBooks type layout before.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Jaclyn Boender

Great porduct

2015-06-25

Pros

The pricing model is the best that I could find for a product like Wintac. Wintac fits our businesses needs, and their customer support is great!

Cons

We've been using QuickBooks for years now and getting that to work in sync with Wintac was a challenge and I wish Wintac had more information about how a business can use Wintac alongside of an accounting software like QuickBooks.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering Wintac

Figure out exactly what you want your software to be able to do and find the software that best suits your specific needs. There is a lot out there and a lot of great programs, but it's not about picking the very best one, it's about picking the very best one for your business. Do you research and ask a ton of questions before you commit.

Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Michael Phillips

WINTAC PRO

2011-09-09

We have been using this software for close to eight years and are very happy with intergration between modules and with Quickbooks.

Pros

Its simple to use and works with our business well.

Cons

Not much.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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KEFCO

Good program if you service equipment

2013-11-26

Has accounting functions although we use Quickbooks for our accounting and the Wintac does sync with it.

Source: GetApp
1 of 2 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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CINDY BLOCK

IT WAS A GOOD SOFTWARE TO START WITH.

2012-02-29

WE DID GET A NEW SOFTWARE THAT COORDINATED WITH QUICKBOOKS AFTER A YEAR.

Pros

WORK ORDERS ARE EASY TO READ FOR THE TECHS.

Cons

1) THE COST TO ADD A USER AND RENEW FOR THE NEXT YEAR. 2) THE NUM LOCK AND CAPS LOCK KEPT GOING OFF WHEN THOSE KEYS WERE NOT EVEN TOUCHED. 3) A LONG DISTANCE PHONE # FOR SUPPORT.

Source: GetApp
5 of 5 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Nancy

It is user friendly

2013-10-31

It is user friendly and integrates into QuickBooks easily.

Source: GetApp
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Michelle Dodson

Great program for the plumbing business!

2015-07-28

It integrates with Quickbooks, which is a plus.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Candy McBride

Wintac Best Solution For Contractors

2012-01-31

Previous to using wintac we were using Quickbooks Contractor Pro along with some other type of dispatching program.

Pros

Works with Quickbooks, we can back up our wintac yearly for our accountant 24/7 Support via online, email or phone call, so many options Easy to learn Endless ways to improve the work flow in your office

Cons

seems like sometimes the notes don't save, currently working on it with tech support may be a network issue on our end

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Steve Bogan

PlumbCrazy

2014-06-25

Pros

The price and tech support are a couple of the best features. With the office staff, the ease of use and ability to learn the software very quickly were important features. We have been customers for over 15 years and plan to stay customers for many more.

Cons

Our accountant had us switch to QuickBooks to get the best accounting aspects by integrating the two programs.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Wintac

Try it; it's very user-friendly. We use this program for the billing and dispatch features more than anything. Employee setup and customer setup are easy. About 12 years ago, we tried one of the really expensive programs and found we were spending more time learning it, and the customer support was ridiculous to keep up-to-date cost-wise. We threw it in the trash and returned to Wintac.

Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Kari Rivadeneira

Wintac Review

2014-09-19

Pros

Their tech support is very good. They are all very calm, knowledgeable and very helpful. They've helped me fix every problem we encountered.

Cons

We wanted to be able to integrate QuickBooks better, and it will require too much data entry and time to make that a reality.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

7/10

Recommendations to others considering Wintac

Make sure that you know your limitations as far as QuickBooks goes, check out tax fields, and have a good understanding of how your data will be displayed. It's really a pain for us that the billing address and job site address are not on the same screen, etc.

Source: Software Advice
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Chuck Burkholz

The heart of out HVAC business

2011-09-30

WoW! I finished the installation and file conversion on our 8 brand new Windows7 workstations, server and 3 field laptops about a week ago and was ecstatic and relieved that it all went smoothly. We've been using Wintac to manage our customer database of over 8,000 since 2003 and are entirely dependent on it nowadays. I'm consistently impressed at the simplicity and reliability of the behind-the-scenes file management that was designed into this powerful program. Users of all levels of computer skills are able to function well within the program with minimal training. Wintac's programmers make excellent use of Microsoft Word and Excel for increased functionality, as I'm able to export customer data into Excel to create mailing lists based on sorted criteria, and we all appreciate the functionality of printing a WorkOrder, Invoice or Proposal (the WIP) in Word when necessary. The search function is incredibly versatile and our database holds an incredible detailed history.

Pros

With Service Coordinator as one of my hats, I really appreciate the power and ease of Wintac's dispatch boards. While not perfect, the boards, especially Daily View, make scheduling and tracking efficient and functional. Tech support has been fine.

Cons

Exporting data to Quickbooks can be quirky.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
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Erica Valdez

Love that everything is all in one place!

2015-05-14

It was a little more difficult that quickbooks to learn but totally worth it!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Wintac Reviews
Wintac
The All-In-One Software for Service Contractors
Read more