Wintac Features

Wintac

The All-In-One Software for Service Contractors

4.19/5 (690 reviews)

Wintac Feature Summary

  • 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

Wintac Features In Depth

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.

Competitor Feature Comparison

Accounting Integration
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Client Management
Contact Management
Credit Card Integration
Credit Card Processing
Custom Fields
Customer Database
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Estimating
Inventory Management
Invoice Management
Job Management
Job Scheduling
Location Tracking
Mobile Alerts
Mobile Signature Capture
Multi-Location
Permission Management
Proposal Generation
QuickBooks Integration
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Search Functionality
Task Management
Third Party Integration
Work Order Management
Learn moreCompare App
Accounting Integration
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Client Management
Contact Management
Credit Card Integration
Credit Card Processing
Custom Fields
Customer Database
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Estimating
Inventory Management
Invoice Management
Job Management
Job Scheduling
Location Tracking
Mobile Alerts
Mobile Signature Capture
Multi-Location
Permission Management
Proposal Generation
QuickBooks Integration
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Search Functionality
Task Management
Third Party Integration
Work Order Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Client Management
Contact Management
Credit Card Integration
Credit Card Processing
Custom Fields
Customer Database
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Email Integration
Email Notifications
Estimating
Inventory Management
Invoice Management
Job Management
Job Scheduling
Location Tracking
Mobile Alerts
Mobile Signature Capture
Multi-Location
Permission Management
Proposal Generation
QuickBooks Integration
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Search Functionality
Task Management
Third Party Integration
Work Order Management
Visit WebsiteCompare App

Wintac Feature Reviews

25 reviewers had the following to say about Wintac's features:

Lew Miesz

Best bang for the buck.

2019-10-10

I run my entire A/C business with this software.

Pros

All in one solution, Scheduling, Dispatching & Work Order Management, Equipment Installation and Service Tracking, Work History Tracking, Custom Flat Rate Pricing, Estimating and Proposal Writing, Invoicing, Statements, Automatic Billing, Accounts Receivable, PO management, Purchasing, bill paying and accounts payable, Employee and Payroll Management, Multi-location Inventory Management, etc.

Cons

Remote access and Mobile Computing needs improvement.

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
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Mark Park

Wintac has been great!

2017-04-24

We have been using Wintac since 2012 and highly recommend it. It works very similar to Microsoft Office and my team caught on really quick. It has been a great change from previous software packages that we had prior to Wintac that required tons of training.

Pros

The Web Portal is also a favorite feature.

Cons

Easier way to work with Inventory Items when updating warehouses after a physical inventory count.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Gerry Gill

Wintac software for plumbers

2016-10-07

A bit of a learning curve but overall an excellent program for the small plumbing shop.

Pros

Inventory management and dispatching

Cons

Okay on the financial data, but could stand some improvements

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Wintac

Buy it, you will like it.

Source: Software Advice
Helpful?   Yes   No
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David Cease

Wintac Review

2019-10-04

We'd like to see more CRM functionality and automatic updates.

Pros

Customer database. Mobile access.

Cons

Updates are a pain. No real CRM functionality for lead management and outbound customer communication.

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: Capterra
Helpful?   Yes   No
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Rich Haskell

Not able to meet the needs

2016-12-20

They are very responsive to our issues, however, the team is unable to fix the issues, sitting the next version addresses them. Inventory was the selling feature for our small company, and we are still not able to figure out why when posting purchases, they mysteriously remove inventory, change pricing (revert to previous costs).

Pros

Ability to manage work orders, dispatch board, and customer job manager.

Cons

., employee payroll has limited ability to provide what is required to report to state and federal, inventory management is a complete nightmare, with changes that cannot be explained, but some are a result of system design with many areas for error.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Wintac

Look hard, and make sure you have really good technical ability to perform IT support within your organization.

Source: Software Advice
Helpful?   Yes   No
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Amy Tcimpidis

Great for our plumbing business

2012-05-21

Love the dispatch board and inventory/ pricing lists

Pros

Dispatch Board Invoicing Inventory list

Cons

Inability to zoom on reports

Source: GetApp
2 of 3 people found this review helpful
Helpful?   Yes   No
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Micky Wilde

Wintac Delivers on Promises - Excellent Customer Service!

2016-11-14

As a previous Sage 50 user, we were growing extremely frustrated with lack of inventory management and mobile field service options.

Pros

Functionality is clean and simple. Much easier than Sage.

Cons

No hyperlinks within the report function to open related data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Wintac

You will not be disappointed.

Source: Software Advice
Helpful?   Yes   No
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Michael Bailey

Appliance repair company and have used for 6 years

2015-03-25

Works well for invoicing, work orders, proposals and tracking inventory.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Machinery company, 11-50 employees)

Wintac

2018-10-30

This software allowed our company to be able to move away form carbon copy work orders to live invoicing. This has improved cash flow for the company.

Pros

Being able to have the technicians bill in real time.

Cons

Inventory control options are not as robust as Sage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Shaun Clark

Good program, but could use some work.

2011-08-17

I would hope to see improvements on the inventory section of the program and make it harder to accidently add a new item to the inventory and harder to duplicate an item.

Pros

- Easy scheduling

Cons

- Poor design on inventory management (2007 version) - Bad design on installation, having to install the program on every desktop rather than having it being accessed via the server.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Connie Shellnut

Since 2003

2012-02-14

The system is easy to learn & use.

Pros

It's easy to generate Work Orders, Purchase Orders & Invoices. The dispatch board allows @ a glance to see what job the techicians are on.

Cons

Would recommend some improvement with the maintenance module as well as flexibility with management reports.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Andrew Pond

Long time Wintac users

2011-10-10

Wintac provides a well developed tool for managing customers, proposals, work orders and invoices. The dispatch board gives access to which service technicians are assigned to which jobs.

Pros

Wintac's design has developed over the years to serve the needs of our plumbing and air conditioning business.

Cons

Program could benefit by improving its import/export capabilities and integration with external data.

Source: GetApp
1 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Marcie Vedrani

Wintac Green - Great for the small landscape companies

2012-01-04

Starting year two with Wintac, overall very happy with the accounting functions and management of the customers.

Pros

I like that Wintac is a comprehensive software integrating operations with accounting and includes payroll.

Cons

Would prefer a little more flexibility with reports and items viewed on screen browse.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Kathy Mitchell

Wintac - Powerful yet easy to use.

2011-07-12

It is very easy to use and the management reports are very useful and quick.

Pros

Wintac is easy to use and allows you to keep all pertinent data on all customers with excellent reporting capabilities.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Tammy Bratcher

it helped us to organize work request and dispatch our team members

2012-02-28

Combined with the ability for A/P & Check Manager and detailed reports writing, Wintac is a great package for our business.

Pros

Inventory module helps track incoming and outgoing parts and supplies.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Anonymous
(Transportation/Trucking/Railroad company, 1-10 employees)

For Small Businesses

2018-10-09

We did not have a way to track what work was performed as warranty or as billable. Also it allows us to have a history of all the work done on a unit and by who.

Pros

It is intuitive and easy to learn.

Cons

Logins could be better and more historical reporting would help for business that need AP reports

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: Capterra
Helpful?   Yes   No
Read more
Sam Preteroti

Great Software

2012-01-18

being in the HVAC industry for over 11+ years, I have used many software programs to dispatch, track equipment, cost jobs, etc...Wintac has, by far, been the most user friendly.

Pros

Easy customer search, reports are comprehensive, costing at-a-glance, dispatch board easy to view.

Cons

Needs better maintenance module and a better billing system for "one-time billing"

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Jeremy Zeeb

Awsome program

2019-10-22

Pros

I like how everything is wrapped in one program, A/R & A/P along with employee management, dealing with inventory, work orders being able to create PO's and schedule work.

Cons

Inventory management and receiving inventory needs work, Vehicle management is hard to use and understand.

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: Capterra
Helpful?   Yes   No
Read more
dajana kukrika

hvac

2018-10-30

Pros

Use of inventory and customer data, custome reminders

Cons

Overall daily job control, need more time to differentiate between paid and unpaid invoices and jobs that have been done

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
MATTHEW METZGER

NOT USER FRIENDLY

2018-10-30

THE BEST FEATURE IS THE ABILITY TO RUN VARIOUS REPORTS

Pros

NOT MUCH THERE IS ALWAYS ERROR MESSAGES AND DIFFICULTIES WITH THE FEATURES

Cons

NOT A PLUG AND PLAY DATA BASE/SOFTWARE.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from Wintac. A Davisware Company


Hi Matthew! I see that it's been some time now since you left this review, and I would love to hear how things are going for you now. May I have someone from our management team contact you to discuss your dissatisfaction with our product?

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Dawn Gabridge

Fear of Updates

2018-10-31

A much better program then our last, but when an update is made we generally have to change the way we do things on our end. The updates do not fix an issue we have had and brought to supports attention, but generally end up causing more reason for us to need support. Fear of updates! We want CHAT support to make a comeback. We are a busy office and can't be on the phone with support when the phones are ringing.

Pros

Dispatch board is very helpful. Reporting features are good, but not great.

Cons

A few times my inventory asset number ended up changing and engineering was unable to find the cause, if they even looked at my data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Dawn Patterson

Wintac - not for large companies or companies with maintenance contracts

2018-05-18

Wintac may work well for a small company with little or no maintenance contacts to manage, otherwise I don't recommend it.

Pros

You can dispatch, handle purchase orders and inventory, payroll and financials all in one software.

Cons

There are no good reports for tracking technician performance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

3/10
Source: Software Advice
Helpful?   Yes   No
Read more
James DiPilla

Not the best UI, but amazing customer service. Also, no Mac support?!

2019-07-26

But with the lack of Mac support and no automatic updates is something we hope will be remedied with a future update.

Pros

We love having the ability to do all of our tasks such as managing inventory, invoices, and payment options all in one app.

Cons

They’re not automatic, meaning you lose time that could be spent working.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tammy Bratcher

Helpful tech support.

2017-11-20

I would like to see all report in Wintac available in excel format or at least be able to easily convert with Adobe converter.

Pros

Company information is on your server and not on a third party held by a monthly fee.

Cons

With every update there seems to be an issue with an existing feature of Wintac.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
TERESA MELCHER

Not a fan of Wintac

2020-01-07

I can pay bills and keeps track of accounts payable but sometimes it pulls up ancient data and includes it in the accounts which is just weird.

Pros

Wintac is good for scheduling and keeping track of customers and their accounts.

Cons

I wonder how accurate the reports are that are generated because it includes things that shouldn't be included and doesn't allow you to categorize things in specific ways.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more