Who Uses This Software?

Well suited for any service and installation contractors, but typically those with 5-25 employees.


Average Ratings

453 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $1,995.00/one-time
  • Free Demo
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Intac International
  • www.intacinternational.com
  • Founded 1988
  • United States

About Wintac

Wintac is the #1 best selling business management software for field service companies. For the last 25 years Wintac has been helping field service companies run more efficient, organized and profitable businesses. The Wintac Software will allow you to run your entire business with one software, with it you will be able to: Manage your scheduling and dispatching, track recurring service, provide mobile access for technicians, job cost transparently, manage your inventory and much, much more


Wintac Features

  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Electronic Signature
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management

Wintac Reviews

Our Company has been using Wintac since 2000 has been an invaluable tool.

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The program is very user friendly. It is fairly easy to learn and will help stop you from making mistakes. We rely on WINTAC to keep track of information which is vital to our company. This program helps keep accurate information for ourselves as well as our customers. We are able to send most all of our billing out via e-mail , which is a big savings to our company. There are so many tools that are available through WINTAC that we still need to learn and utilize.

Cons: There are times when it is difficult to locate a file. When trying to locate a customer by address it will not always pull information up.

Fantastic by far the best experience!

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: All in one and wep portal and the ability to manage the day to day operations on the go. The staff (all) have been great to work with.

Cons: Nothing but positive . It takes a little time to get set up and running but I'm not a IT person. Agin the staff excelled

Overall: Better control over the operations

Great customer support; lackluster product

May 30, 2017
2/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money

Pros: The software helps organize the information very well. The customer support and assistance resolving issues is top notch. The option to export data to Microsoft Word or Excel is great.

Cons: It is not easy to use. The search functions aren't the best. The more information, the slower the system operates. Simple tasks seem to require too much time to complete. Errors are difficult to correct. Has not improved in the daily operations of the system, as now tasks take 2-3 times longer to complete than with our previous system. Have not gotten a chance to use the portal for tablets, as each attempt has caused a crash.

At this current moment I cannot recommend

May 19, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

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,

Overall: 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.

Great Customer Service

Apr 10, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Great customer service. Some of the features and functionality needs improvement, but overall we are happy with this program.

Ten years later...

Mar 31, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We are a small HVAC service and replacement company. We first used WINTAC in 2007. Initially it was way more than we needed. But now, ten years later we have grown into the software and all of its a features. Like any data based program, you have to " feed the beast" if you want to get something back. At first it seemed unnecessary and a waste of time to enter the smallest of details about customer, equipment, vehicles, etc. But now, I have ten years of data at my finger tips. I know my customers and their equipment. Wintac has been a valuable partner in the success of our company.

Service Time Saver - Service Money Maker

Mar 31, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Started using Wintac in 201, it has simplified our dispatching process, increased our productivity and also helped increase service revenue. Wintac software is affordable and the technical support has been awesome.

Wintac Review

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Sales were fantastic to deal with them was great. Support department needs better phone service. Once you got someone on Phone they were very helpful. But the wait was not cool.

Wintac Review

Mar 23, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: Good program for the money. Does have glitches that are not easy to figure out. Overall worth the money we spent

Using wintac

Mar 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: We are an HVAC company and have used the software since 2002 as our database. Last year we began using the portal which has helped our techs find important info when needed in the evening if the office is closed. we are still trying to implement the use of the portal in the field for techs full time. We have never used the accounting side,our bookkeeper prefers Quick books. The software is very easy to use and can be customized in my different fields to suit your needs. We are a flat rate company and although we use a flat rate program that is not as popular at some of the big names Wintac support was able to create an import utility that allows us to use the flat rate program we wish too. Overall we think it is a very decent software.

Pretty Satisfied

Feb 22, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Wintac has been very helpful to us. We are able to do everything we need to in order to manage our business. There are some features we don't even know how to use yet because there is that much. I do have a few recommendations for constructive feedback, nothing I hate about it but there is always room for improvement. 1) The customer service team is always fantastic. Lately, however, they have been super busy. You used to be able to get someone on the line right away, but now it's more of an answering service. I would like to see them bring on more staff to accommodate their growing customer base. 2) I would really like to be able to have the dispatch board up in a separate window so I can always see where I have all of my guys, but still be able to navigate through WT. 3) With the many features of wintac, I would love to be able to see more webinars available for training. I feel like we are only scratching the surface.
It would also be neat if Wintac could integrate with gmail or Google calendar.

I love how Wintac is always asking us opinions and implementing our suggestions. Thank you for always being open to listen to our requests.

Great software, helped us become efficient and organized

Feb 02, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Wintac helped us tremendously in scheduling, invoicing and keeping track of important customer & employee information. We have been using the 2012 Wintac Green Version. The program was not as intuitive as standard "windows" programs, but the training available was great . Wintac is very easy to operate (now) and we cannot imagine our professional life without it!

Wintac for use with QuickBooks Pro

Dec 30, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: We implemented Wintac a little while ago to go paperless and streamline out billing process. Wintac is not an integrated solution but does have a limited transfer to and from QuickBooks. Tech support on average is good. All our issues have been fixed if not immediately, have been fixed in a day or so when the correct support agent is tapped to straighten out our software problems. The online support is pretty good and quite often connects to my computer to fix the problems, and usually shows me how to correct the problem I was having. Had a few problems with the Web portal, but most of the troubles have been corrected. Do use the Wintac app. It has a bug capturing signatures that support assured me would be corrected with the upcoming release.

Wintac great for medium sized company's

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have used Wintac since the early 90's. We love it and our only complaint had been the speed on our network. We are hoping the new database system will fix this.

Great Software

Dec 16, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Excellent software and people behind the software. Makes life a little easier. We've started using Wintac 2004. Upgraded in 2012. Now upgrading again. The software has been improved over the years. I am looking forward to the new upgrade so that we can start using this software as our primary software for running our business in 2017.

GREAT customer support and so easy to use!

Dec 01, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Wintac is very easy to use! Whenever we have had technical issues, Customer Support has always been right there to assist us in getting us back up and running! Highly recommend their services!

Working Great for Our Company!

Nov 30, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Wintac has been very instrumental in working out all of the little details that are often missed in a busy and diverse company. After a year, we are still finding so many helpful tools to make our company work smoothly and efficiently.

Wintac Review

Nov 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: The Person that helped me with Web Portal for Wintac was great! Answered all my questions and emailed me to touch base. Help me understand everything before I bought the product. Very, very helpful and nice on the phone.

Software overflowing with problems

Aug 29, 2016
1/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money

Pros: Nothing

Cons: Income and Expense reports changing for no reason, tax tables, customer accounts disappearing, reporting options are very limited, software decides to pay what every amount it feels like.

Overall: When we first bought this software program, we had asked a series of questions to make sure this was the right product for us. Turns out, over a third of the questions we asked and were told this program could do, was nothing more than a flat out lie. But they could do what we asked if we paid several thousand dollars more than we had already paid, to add in these features we were told that the software already had.

We have been using this software for 2 years now, and are have nothing but problems. I am only going to list the bigger issues we have, mainly because, I¿m not writing a novel here, just a review.

-We haven¿t been able to fill our 2015 taxes so far this year, because our income and expenses from 2014 change every day. We have not been making any changes where these numbers should be changing in any way. This is an extremely serious issue, so far their tech support hasn¿t been able to tell us why this is happening.

-When we go to look up a customer, more than half the time, the customer account won¿t show up, as if there is no account at all. Then, same with when we finally do get into the account, half of the service history is just gone. Most the time the accounts will show back up, we will either need to restart the program or open on another computer and then they will be back. But we have lost a few accounts to this glitch, where they never showed back up.

-When writing checks to our vendors, I will put in the amount that needs to be paid, but once the check is written, it is for a complete different amount. This will happen about a third of the time when writing checks, and I have yet to find any reason why this is happening.

-Taxes are not updated annually. Federal taxes should be and need to be updated annually.

-There have been 11 updates to this software so far this year, each causing more problems, one of the most recent being, customer statements. Customer statements were printing the wrong amount due.

-We have to run housekeeping on this software every day. Because if we don¿t, we are more likely to lose accounts, more reporting issues, more checks incorrectly written, etc.

This software is junk. Their price makes it look good for what they say they offer, but with all these issues, it is a complete waste of money.

Recommendations to other buyers: Don't buy it.

Allows office to run efficiently!!

Aug 26, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: User Friendly

Cons: What you type is automatically changed.

Overall: We are an elevator service company. Wintac makes it easy for everyone to view and update their schedule.

Great product!

Aug 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, great customer service, inexpensive

Cons: Dislike the accounting software that comes built in

Overall: We love our Wintac. Without it, would be lost honestly - it is very helpful for us to be able manage a huge customer base and it is definitely the best bang for your buck financially.

Recommendations to other buyers: Great for customer management and dispatch. Do NOT try to use it as your main accounting software

BEST INVESTMENT IN 25 YEARS OF BUSINESS

Aug 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: to many to list

Cons: takes a little time to learn but after a short while its a very intuitive software

Overall: I have been in business in the h.v.a.c. industry for over 25 years my son joined me about 5 years ago and we decided to focus on growth to allow my household to continue earning and his growing family to earn a living, along with our employees to achieve higher pay to support their families. With the new software we are able to schedule more call without missing appointments and upsetting customers ,service techs have proper pricing,the ability to invoice and collect in the field saving countless hours of reentry of invoices to be mailed out latter and the customers are always impressed with the professionalism it brings.I could go on and on but the main point is it has been the most time saving money making customer relations investment I have made in my 25 years of operation.

The Air Conditioning Co.

Aug 09, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: how easy it is to use

Cons: we have to many technically difficulty

Overall: it is great when its working properly but when not slows our production. for the most part technical support helps us through it but the downside is having to wait for the help

Great all around Service Tool!

Aug 04, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to keep track of customers, technicians at the click of a mouse. Quick billing and less time for inner office employees to duplicate invoices with the use of the web portal.

Cons: Have requested to have some changes to the taxing for difference in commercial and residential taxing but to have it made is very expensive. I believe it should be part of the program as it is required by State Sales Tax rules. It makes book keeping complicated.

Overall: We have been using Wintac for our air conditioning and heating business for over ten years. Overall the product is easy to use and new employee's train quickly on it. The web portal is a great tool too!

Recommendations to other buyers: Wintac is always adding features and continue to update and improve the product . They also have good technical assistance and in most cases can recover lost data when computer fail. This is a valuable asset for me. Even with back ups problems occur that we have had to depend on Wintac to recover data.

Business software that works.

Aug 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Cons: It would be nice to cut, copy and paste into it wherever needed.

Overall: We've been using this software for quite some time. It has helped us tremendously and we couldn't do without it.

Good Software

Aug 03, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Overall simplicity of software for HVAC contractors.

Cons: Needs to integrate with more flat rate programs.

Overall: Wintac is fairly easy to use software and has a lot of information right in front of you to see. We only use it for dispatching and it can do so much more. I'd like to expand its use in the near future. I think it loses some points on report flexibility. There are a lot of reports that are helpful to you but they are pretty much set and sometimes when you are trying to go deep in the data like is a customer active still or when was the last time they used us it is difficult to get this in a report fashion.

Best investment for my business ever!

Aug 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Easy to use

Cons: A little slow

Overall: Wintac has made my HVAC service company more professional and orginized. Great technical support. Make it easy for small business to grow into. Will keep upgrading every year due to express growth due to this software

Recommendations to other buyers: Keep it up

Service & change over to Wintac Portal.

Jul 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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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.

Overall: 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.

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

Wintac Works Great For My Restaurant Equip. Service Business

Jul 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of Use

Overall: I've bee using this product for over 15 years. It has always worked Great for my business, and as I found things that could make it easier, they seamed to add them in future updates.

Wintac System Review

Jul 19, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: The dispatching and financial reporting

Cons: Sometimes can be cumbersome to navigate through system

Overall: The Wintac system has improved our productivity in the office and the field. It has also improved service to our customers by improved dispatching and record keeping

Recommendations to other buyers: Make it more user friendly

Are you are looking for a basic program with variety?

Jul 06, 2016
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: Less expensive than other similar programs

Cons: Multiple office staff delays when Wintac requires "housekeeping"
Missing WIP data/missing WIPs
WIP Templates must be "closed" manually
If two or more users are creating a new account/customer - errors are prevalent

Overall: If you are looking for a basic program with variety, check out Wintac for your service industry. We are a small Heating & Plumbing Co. Other than QuickBooks (2010), this is the only service industry program that we have utilized, thus far. Therefore, our WIP software knowledge is limited.

Wintac for HVAC Company

Jul 05, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Very easy to use. Has really helped our business a lot.

Cons: When you find a design flaw, at least hear the customer out without a charge. A program design issue could help you in the future.

Overall: Have been using Wintac for 2 years now and overall it is a great product. There are a few suggestions I would have for the designers, however, overall very satisfied. I gave customer support 3 stars because if you find a design flaw in the product, you should at least look into it without charging the customer for technical support. This type of feedback should be accepted and reviewed before refusing to hear the customer out.

Recommendations to other buyers: Yes. Suggestion to follow up with a customer when they have been using the product for at least 6 months, to see what kind of issues they may be having or what types of questions they may have.

Wintac Review from Air Concepts

Jul 05, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Convenient, Has portal, Works with Tom-Tom, Quicken and X-Charge.

Cons: Hard to understand full functionality and how to learn this product fully.

Overall: Have had Wintac for 10 years but still do not know how to fully use it. We would like a sample company to understand this product better.

Recommendations to other buyers: Get as much training as possible and take notes. I only wish they had a classroom setting or rep to come to my office and help set it up.

Long Term User

Jun 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wintac has been with us since 2003. Over the years we have been able to increase our revenue with its many capabilities, and the seamless integration link available to QuickBooks users. The ease of use, prompt customer service, and Wintac team have been exceptional as well as the Wintac's technological advancements in keeping Wintac current. Thank you.

Helped us be more efficient

Jun 07, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: This program was a huge step up from paper documents we can track history straight from the job site without having to rely on someone in the office digging through files. We are more efficient with it and as a result can handle more jobs per day.

WE HAVE BEEN USING WINTAC FOR YEARS

Jun 06, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We have been using Wintac for years and wouldn't consider using any other software!

Love it!

May 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy to use. The customer service is the best!! Fast response!!

Great product - Very happy!

May 13, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We switched to Wintac a couple of years ago and are very happy we did! The support team is great, quickly solve any problems we have. I don't use all of the components yet but I am gradually adding the sections. I highly recommend Windtac!

Customer support is awesome!

Apr 28, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Every time I call customer service with questions, they have been a tremendous help. The software has a lot of pros with very few cons. No software is perfect but this is a very helpful program.

First time user

Apr 27, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: After operating an electrical/plumbing/ HVAC business for over 25+ years on QuickBooks, it was time to move on to something a little more efficient. We went live a year ago. The learning curve was harder for some than others in our company. The front office wasn't pulling out hair after a couple of months and the field tech's still have some issues (mostly the older guys) but all in all everything is 100% smoother than our old way of doing things. Wintac's support is always helpful. We do have the field module and it is the only way to go! No more lost customer invoices and skipped appointments! I think the efficiency between the office and the field has increased about 50%-60%. I wish we would have implemented Wintac years ago!

I love the inventory management from Wintac. Reports generate quickly to evaluate order management.

Apr 25, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Wintac for over 8 years now. I love the Job Control Center. I work closely with both Service and Installs managing our inventory. The system is easy to learn and provides important information concerning profitability and inventory management. I highly recommend using this software for HVAC.

Best program for HVAC!

Apr 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: While we may have a few glitches from time to time the program is so easy to use that I am able to correct most issues simply by clicking the "housekeeping" button. When I can't figure it out I just called tech support and they are always very kind and helpful, efficient. We have been using this program for our HVAC business since we opened in 2010 and I wouldn't change a thing! It's an all inclusive program that allows us to manage our company mostly in house without having to hire on additional companies for services like payroll and monthly/quarterly taxes. Everything is in one place and easy to use. I will continue to use Wintac for years to come, I'm sure!

Company Runs Smoothly

Apr 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have used Wintac for 15 years. Very great product!

Very easy and time saving.

Apr 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used this software for several years and really like it. It is very user friendly. The support team is very friendly and has resolved the very few issues I have had in a very short time.

I've been using this softwarenfor close to a decade

Apr 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've tried other softwares and have always come back to Wintac. It is flexible and does what we need it to.

Very easy to use and dispatch from!

Apr 01, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: I really love Wintac and have been a user since 1999. It really is the only software you need for dispatching & accounting. I would highly recommend it someone just starting out or if your looking to change software.

Easy to use and perfect for our company.

Mar 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software is perfect for our company and very easy to use.

Our company has been using Wintac for 1 year. We are very pleased with the scheduling module.

Mar 31, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The scheduling module simplifies our daily tasks, it is easy to use and flipping to different views enables us more flexibility.
The invoicing or WIP module gives us the ability to make our invoices clear and concise.

After looking around at all the Service programs offered, we felt that this was the most flexible.

Mar 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The technical support staff is exceptional, friendly and patient. It is always a pleasure, even though we call them with our problems :)

I have limited experience; however, I find it to be limitless.

Mar 28, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have only tapped the surface of what Wintac can do. Invoicing; cost analysis and customer history is very useful.

Easy to use.

Mar 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software is easy to use. It makes your business more efficient.

Awesome Customer Service; Awesome Mgmt. Software!!

Mar 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Mike Forgione is truly an amazing Account Exec who really cares about his clients and goes beyond the call of duty to make certain that all of our expectations are met, and in most cases, exceeded. Mike and his Wintac Staff have been instrumental in helping us launch FASTECH 2000, as they continues to offer great support to ensure we are getting the most out of the Wintac software. I researched Service Management Software for about a year, carefully contemplating which program would be ideal for us, and finally chose Wintac. We have no regrets, and are very happy with Wintac's capabilities and its performance. Thanks Mike!!

Excellent. Year after year we find new features on Wintac.

Mar 18, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Amazing software. We keep finding new features to make our office run smooth

Dispatching made easy

Mar 15, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Great program for keeping track of Service Calls and technicians with a simple glance at your dispatch board. Easy to view customer installation and service history.

Very new to the Wintac Program.

Mar 03, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: The Wintac help is very beneficial. There are some areas that could use some work, but over all
its a great program. First time using Wintac, and have been able to learn alot of the program on
my own. It could use a cash flow statement, it only has a cash flow forecast. Overall I have enjoyed learning a new kind of accounting program.

Great program

Feb 22, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wintac fits my needs as a plumbing contractor. It is user friendly and easy to find history by job site. It creates professional invoices and proposals. We have used Wintac for over 10 years now and evaluated almost a dozen new programs before deciding to upgrade Wintac because we couldn't find a better program.

Great product

Feb 19, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: A little hard to find how to do things but once I knew how it was easy to use

Easy to learn and use. We are in our third year, easy to get info and reports.

Feb 02, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love the ease of invoicing and bank account information. Wish the accounting system was easier to use and understand, but overall I am very happy.

Great Program for HVAC

Jan 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: So far our experience has been great with Wintac. We can't wait to start implementing the web portal with our techs.

Love Wintac

Jan 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It handles all our needs as a construction company. We would be lost with out it.

Very in-depth

Jan 04, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: I purchased this software but was never able to fully implement due to time constraints and the complexity of the software. I'm sure it's great and can do wonderful things. That's why I am going to upgrade and try to put it to work.

Couldn't do business without it.

Dec 31, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: This is an amazing product. I wouldn't be able to run my business without it. It keeps track of everything all in one, vehicles, inventory, accounts, customers, equipment and much more. The tech support is great. I am not very computer savvy but when I call in they either explain things really well or just take over my computer and take care of it for me.

Wintac has helped us save time in the office and the field since 2011 and I trust into the future.

Dec 31, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Easy to manage and update in the office. We have scanned in all current customer hard data into the Wintac system for easy retrieval in and out of the field.(no more file drawers and cards).

Coupled with our texting system, the Wintac system allows for quick changes in scheduling and routing, eliminating most of our phone calls to the field. We have almost reduced billing to zero, with our collection for services now done in the field and transmitted to our office via email.

The only troubles we have had are with updates and their associated bugs and glitches for lack of IT terminology, and speed.

I am hoping Wintac 2016 and the upgrade to the WEB PORTAL will increase speed and connectivity.

User of Wintac since 1994

Dec 31, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Most of the program is easily self-taught and does help keep a new and established business running efficiently.

Robust Product. New Feature Every Year!

Dec 30, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Wintac for almost 2 years now. They add new features all the time and are switching to SQL for 2016 which should be a big improvement. Looking forward to the upgrade.

Wintac is Great!

Dec 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Wintac since 1999 and wounld think of ever using another software program.

Excellent

Dec 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very easy to use and train new employees to use. Has made life in the service industry so much easier.

Best bang for the buck!

Dec 28, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We have used Wintac since 1999 and continue to be satisfied with the value of the Wintac software. It is extremely easy to use and new employees learn the system very quickly.

Easy to use, great tech support and remote in the field capabilities

Dec 28, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used several different systems and I have found that Wintac does what I need to do. I have only a single user version of the software with the Web Portal add on. Weather you are invoicing in the field or just have to look up a phone number or address it saves trips back to the office.

Excellent at a resonable price!

Dec 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We service small businesses and have found Wintac to be a perfect fit for small service companies. We are doing a demo next week and expect our client to be a thrilled as we are!!

Program is easy to use, but does not work on wireless networks.

Dec 22, 2015
3/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: This program is easy to use, but we had a lot of issues because we use a wireless network and Wintac does not work properly on a wireless network. These issues left us unable to use the program for periods of time. Luckily customer service is readily available and most of the time they were able to help us, although it did take a very long time (more than a year) to figure out the underlying problem.

Best software for HVAC company

Dec 22, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great software with great features for a HVAC company. Great dispatch screen keeping track of all your work orders.

Wintac Rating

Dec 22, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Best product for the price & solves my company requirements. Would recommend this product to any small company that needs one application to solve banking,dispatching, work orders invoicing, receivables, & payables.

Exceptional Software

Dec 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Every aspect of this software makes your business easier and increases your company's overall productivity.

Very satisfied

Dec 18, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wintac has helped us streamline our operation. We use pads in the field, all customer information is at out fingertips and the job info is entered into the system immediately. Good stuff!

Great software

Dec 17, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Wintac has so much to offer. I have probably only used half of what it is capable of doing.

Great for Tracking Equipment

Dec 17, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We are a small company and our biggest problem through the years has been tracking individual equipment model and serial numbers to prevent needless trips to/from customer locations. With this program, we can keep each model and serial number, filter and belt sizes and all sorts of other individual equipment information in each customer's file that we can access in the office and they can access in the field. Our techs love that you can upload photos to each file as well.

We're back for more!

Dec 17, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Purchased the software in 2009, and right away we realized the power and potential. We have since grown as a company and are upgrading and adding users. Highly recommended product for the HVAC Industry.

Easy to start using right away!

Dec 15, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company transitioned from another software, and we feared an arduous transition from our old software to using Wintac. It was such a seamless transition!
The customer service is always on point: easy to reach, issues are handled quickly and efficiently, and the attitudes of the technical assistance staff are friendly and eager to assist.
You can easily spend more on fancier software systems, but We have found that the value we receive with Wintac and their support is well worth the price of the system.

Great Product!

Dec 14, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We have used Wintac since 1999 and it has been the backbone of our company. Wintac allows us to break down all of job costing and track everything. The online support is almost immediate. The ease of use makes training a breeze.

Plumbing Company

Dec 14, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have used Wintac for several years now and it has been very useful in the plumbing industry. Our estimators can produce proposals to our customers and easily turn them into work orders with a simple click ! It is fairly simple to figure out the different functions it has. We have even referred Wintac to a HVAC company and they love it too. We are renewing our subscription for another 4 years !

Great Program

Dec 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wintac has been a great program for our company in the HVAC/R field.

All the functionality needed to run our small business

Dec 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software is easily learned and maneuvered through at a very affordable price.
We have been using Wintac now for several years and it has helped facilitate our growth.
Although we haven't utilized all of the functionality yet, we are slowly adding the use of the various features. We are looking forward to upgrading in 2016!

Great HVAC Software

Dec 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use Wintac for our Residential & Commercial HVAC business. We use every aspect of the software, from scheduling & dispatching to accounting, and are very happy with it.
We use a network, which allows multiple people access to the dispatch board at any given time which helps us to work as a team. At a glance, we can look at the dispatch board and know where any given tech/installer is.
Being able to look through a customers account history is a valuable troubleshooting tool for our tech's.
The ability to have a detailed electronic inventory file, which we can easily and quickly find where and when we bought equipment and parts, has tremendously helped us with quick & accurate invoicing and warranty claiming.

Wintac keeps us organized!

Dec 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Wintac since 2006 and we have only seen the program get better each year.

We are able to run our company smoothly with the easy to read (and use) job control board and all of the reports we can generate.

I have not used a lot of the accounting functions myself due to us using a CPA and payroll company so I cannot comment on that much, but everything else works for us well.

We are just now adding the XCharge to our technicians' mobile devices and we know this is going to make getting payment so much easier.

We are happy with the support team and the software that we have had for almost 10 years! Very much recommend.

Great Product and Great Support

Dec 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy to use with great functionality. Support call center has fast pick up times and very helpful.

There when we need them

Dec 02, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have had Wintac for nearly 10 year because no other software allows me to manage every aspect of our company. The best part is the technical support, they are readily available and take as long as needed to help me resolve any issues. Highly recommend for the busy service company.

Great Software - Easy to use - Very good Customer Support

Dec 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a 5 year user - ELECTRICAL SERVICE CONTRACTOR - We highly recommend this software.
Has saved us many hours of double entry and makes running our service office much easier.
Very adaptable program with lots of features.
Our most recent purchase of Web Portal is working great for our field techs.
Any questions, Customer Support has been quick to respond.

Well designed software with many function in one place

Nov 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros
Has many feautures that are essential for growing and running any business. Not all of our techs come to our office and emailing schedule is really easy. Dispatching board is great! Accounting is also very easy to use and with some accounting knowledge it is easier than quick books.

Cons
Took some time to figure out how to organize and code staff. Discovered many great features after at least a year of using a program. Customer service was always really helpful and patient, but it was somewhat confusing in the beginning. Would be nice to send emails/texts to customers inside program as well to have buil- in GPS for employee tracking, but hopefully that will be available soon with Wintac's great customer service.

Some networking issues make us run housekeeping few times a day, and some items have difficulty showing up on technician productivity reports, but hopefully this gets resolved with new upgrated software, since our tech support wasnt up to date to call for assistance.

Additional info:
We have now been using Wintac for almost 6 years. So far we have two office users. We have been considering switching to a cloud base software but considering the options and price after trying few other demos we decided to continue using Wintac. I also love the fact that we keep all data. We will be adding WebPortal this time and hopefully that works great:)

Residential HVAC Company

Nov 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have used Wintac software since 2007. Setup is quick and easy. Our experience with almost 10 years of use has been flawless. Well designed, stable, no sudden crashes or freezes. For the cost, it is very effective. We dispatch about 25 employees and run all retail work thru Wintac. Would recommend for anyone looking to better organize their customer list and scheduling. We use the program to quickly produce mailing labels, letters, etc for our customers. Great for tracking annual pm service as well as equipment type and filter sizes etc.

So Far So Good!

Nov 07, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Using Wintac for our Plumbing & Heating Company has been great for invoicing and proposals. Work orders are easy to process and keep track of whether it is for a single customer or a large account with multiple job sites. The best part is being able to personalize the style of work orders through word to include our company logo. Wintac also makes it easy to keep track of equipment and I even personalized the business options to keep track of our annual service plans. I must admit it takes getting used to. I'm still learning how to integrate my Excel price list into the inventory but I know I'll get there with the help of Tech support and Bootcamp! Overall, with patience and time you will see Wintac is really a worthwhile program to enhance your business productivity!

It's been a year and so far I'm liking it.

Oct 15, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: PRO:
In the beginning the learning curve was not too bad. They where there with phone support every time! Once we got the hang of it, we rolled it out and started using it. Customers where getting invoiced the very next day which in our business is a big PLUS!

CONS:
Wish we could "MODIFY" ALL the forms to suit our specific needs but that is NOT an option. Trying to create your own form takes a lot of time which in my industry I do not have.

When you enter your specific job number when creating a WIP (work order) the same job number can be entered again the next time you create a WIP. Very bad if you have multiple users and the same number is being issued to different customers.

Overall:
Good product, some bugs but they are working on them and I would recommend to anyone.

Have worked with Wintac for better than 15 years and have always found to be a timesaver.

Sep 30, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Have had no issues in the recent past but do wish there was some way to submit suggestions to Intac for potential positive adjustments to the system found during real time use of the product.

This program is very nice. This software is working well for me.

Sep 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Customer service is great and help tools are awesome. The program is working very well.

Great Program

Sep 28, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great program for service oriented organizations. Provides many benefits that allows you the versatility to handle many things for your company.

Great

Sep 23, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Wintac is great for all of our needs for our small business.

Very user friendly & All inclusive

Sep 19, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We love how this program allows us to incorporate all of our customer history, pricing Invoicing and financials in one system. We have been using Wintac for almost 20 years and recommend it to anyone in a service industry

Easy program to use

Sep 15, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We utilize Wintac for our facility maintenance division and have found it to be easy to use and our technicians enjoy the ease of use on their tablets.

Simple To Use

Sep 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We like the fact that Wintac is easy to use and very user-friendly. Simple layouts and screen design makes it easy to navigate through the different functions.

Great Software!!

Aug 27, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I could not operate without Wintac anymore. I love the ease of use and the reporting. I don't even use all the features that are available but it is LOADED!! We do have a few glitches but I am not sure if it is even the software's fault. Customer service is great also!