Wintac. A Davisware Company

Wintac


4 / 5
643 reviews

Who Uses This Software?

Wintac proudly serves all service business professionals with the most affordable software on the market! Backed by 30+ years of experience, see why over 9,000 service companies choose Wintac today!


Average Ratings

643 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Wintac. A Davisware Company
  • www.intacinternational.com
  • Founded 1988
  • United States

About Wintac

Since 1988, Wintac has helped thousands of field service companies run more efficient, organized, and profitable businesses. Stop wasting time and money go paperless today and manage your business from just one program. As one of the most affordable solutions out there for service contractors, features include: scheduling and dispatching, mobile access, work history tracking, equipment installation and service tracking, inventory management, invoicing, accounting, fleet management, etc.


Wintac Features

  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Appointment Reminders
  • Automated Scheduling
  • Calendar Sync
  • Client Database
  • Group Scheduling
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Online Payments
  • Recurring Appointments
  • Room Booking Management
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Billing & Invoicing
  • Commercial / Industrial
  • Contract Management
  • Customer Database
  • Electronic Signature
  • Mobile Access
  • Quotes / Estimates
  • Scheduling
  • Time Tracking
  • Work Order Management
  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Preventive Maintenance
  • Quotes / Estimates
  • Recurring Appointments
  • Routing
  • Scheduling
  • Task Management

Wintac Reviews Recently Reviewed!


office manager/plumber

Oct 30, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: it is relatively easy to use...the dispatch board is great, just don't use visual placement mode, it will mess you up every time..!!

Cons: stability issues before this new version, reports should be able to be completely customized by zip code, dollar amount, city, generated revenue etc...you should have a list of search criteria that you could click on and then a list of reports that you can generate based on that criteria... it is very complicated to find the report you want now. and if you pull some reports looking for the same info you do not always get all of the info on the same report, you have to do multiple different reports to get all the info you are looking for. also, when using reports you often get the client name, but not their address or phone number, then it is necessary to look up each client to get their address to be able to market or whatever u need to contact that client for.

you should also be able to search for maintenance service by item code, date of install, date of next service...etc

new version does still freeze up, and the right side search bar under customer/job manager takes FOREVER to locate any text.

Also on the customer/job screen under the email address bars is a tab labeled business... if that is for finding out how people heard about you shouldn't it be called something else..?? Like advertising...source of call.. something that makes more sense than business...

i'm sure there is more, but i just can think of anything else right now...

Overall: it has been a good experience overall, the tech support guys are fabulous, and on the general day to day there are no major issues.

A little wonky, but very powerful

Nov 14, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I run a plumbing and remodeling company. For a long time now I have been looking into software that combined our dispatching, invoicing, inventory, and did it all wirelessly. I found Wintac while looking around on the internet. There were a few other options, but none of them included all of the functionality I was looking for. Their sales staff was very good, and offered a free 30 day trial. This trial was very limited, and basically just a demo to show off the UI. It was enough to sell me. Everything changed after I purchased the software. The tech support was really good, but I opted out of their "bootcamp" plan that helps get you familiar with the product. I am not sure if that was a good deal or not. Either way, it was a very steep learning curve. Like I said, the program is very powerful, so there are many, many features. While powerful, the UI is clunky and unintuitive. The program has a tendency to lockup, throw error codes, and crash. A lot of this has to due with the dispatch screen. I am running a powerful server, and the PCs for the terminals are decent enough that this issue isn't a performance issue. I believe a lot of it has to do with using Microsoft Access as a back end. We got the dispatching and invoicing side of things up and running first. The web portal set up is very complicated, but their tech support handled it. We had several issues with the IP that we had to work out between Wintac and our telecom provider. Eventually everything got worked out and we were up and running. We switched over to Xcharge as our merchant processor, since they have direct integration with the Wintac software. It works fairly well, but it too is wonky. The interface between Wintac and Quickbooks works very well, when it works. For whatever reason, it often will toss out an error code, failing to send either/both the invoice or receipt to QB. This is very frustrating, but you get used to it. I have finally started using the inventory management side of the program. Again, it is wonky and unituitive, but powerful. You can have up to 20 different locations and manage each one's inventory separately. I haven't gotten there yet, but I will control each vans' inventory using this. Right now I have my warehouse inventoried, though it isn't an active one yet. I am working on a process where the guys request inventory, and it gets recorded as such. The UI to control all of this is strangely formatted and seems tacked on. Strange, because the abilities it has are powerful. Overall, this software could be extraordinary. It is held back by a poor UI and bugs. It certainly does what is promised, but it makes it much harder than it needs to be with the clunky UI. I give it 4 stars, deducting one because of the painful interface.

Pros: Power - It can do a huge amount of things. Wireless - The web portal lets you schedule your guys, invoice the customer, manage inventory, and get paid all without a piece of paper. It prevents double entry as well. Flexibility - You can set up your dispatching in a number of different ways and tag them with custom fields that allow you to sort through it quickly.

Cons: UI - The UI is clunky, and makes things harder than they need to be. If the UI were simplified and revamped, I would give this program 5 stars. Bugs - There are lots of bugs and crashes. There are things that can be done to mitigate these somewhat, but the workarounds seem absurd sometimes. There are regular patches that seem to address some of the bugs, but they often create new ones.

Recommendations to other buyers: If you are fairly tech saavy, and want a very powerful program that can manage almost all aspects of your service company, this software is for you. If you can't be bothered to troubleshoot some technical issues, this might be a hassle for you.

Wintac

Nov 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: We have been long time users of Wintac, in fact, we are very early adopters of the software (~24 years) Development has continued to keep up with changes in Microsoft Windows and associated hardware. It is the life blood of our HVAC service and installation business with over 114,000 customer records. The capabilities & features continue to added. The customer support is far above average, specially in today's trend to move limited support offshore or email only. You typically get assistance in a reasonable amount of time that US based live support on the phone which is worth the price of the software.

Cons: The purchase of Wintac by Davisware leaves questions on what the future will bring for Wintac Users. Davisware has said they are committed to supporting and continuing the development of Wintac, time will tell.

No commitment on being GDPR complaint from Davisware. Although our customer locations are local to us here in the US, several are residents of the EU.

Sometimes fixes/patches to software bugs take longer than we would like but the do usually get addressed.

Although part of the problem was caused by us, but part but Wintac is that in our case we have more information than fits in the regular customer page. This has lead us to put important data in non-indexed fields which makes searching for customer information much slower than we would like. This is especially exacerbating when on the phone with a customer.

Not able to meet the needs

Dec 20, 2016
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: After 18 months we are still not able to get all the "known issues" resolved. 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). Their solution is to reprocess the WIP, but that is not a cost effective solution. As one could see, this will affect financials as the cost of goods is affected. We have spent hours, on hours data mining the reports to find the errors within the program. We have 1300 customers in an oil and propane delivery and service business. Until we brought it to their attention, they were not aware the ticket printing did not work and caused the crash of CPU, resulting in complete data loss. They "rebuilt" our data over 6 times in the 18 months we have had this program, nuts! They have "fixed" the printer issues, but still we have crashes that require the shut down during busy times, but we have the process to avoid loss of data, and they have supported this issue by providing rebuilding data and such. Currently, we are unable to invest in another solution and have found work around to get us to be able to operate. However, the cost of hours, lost time due to crashes, along with the extensive work to validate financials has left us with a very poor overall customer experience. It is too bad, as their techs work hard to try and help. This corporation needs to invest in its product. We would have been willing to pay more, as this is priced for YOU GET WHAT YOU PAY FOR.

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

Cons: Financials are somewhat limited on reporting and ability to reconcile the cost center balances to obtain the adjusted trial balance., 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.

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

I've been a Happy Wintac customer since 1999.

Nov 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Things I'd like to see: Ability to use the Square app within the program for credit cards payments. Abiltiy to use the mapping app of our choice (Waze is my favorite) I thought someone asked at some point about a web based program. I've used that to manage Boy Scout troops and it seems like a good idea. In the Web Portal, when a tech has a customer sign the WIP, there is no way for the main computer (in the office) to keep a record of it unless it is emailed to the office, opened, and saved. Also, since this is the only way to save it on the main computer, it would be nice to be able to choose to have all signed WIPs automatically mailed to an office email address. In the Web Portal, it would be nice to be able to advance a WIP from one day to the next and to be able to look at "yesterday's" jobs instead of looking at the entire "last week". I hated rating you with some 4s on the survey, before the SQL thing, it would have been all 5s.

Pros: Wintac has very good customer service. They have always helped me with my problems and seem to be continuously working to make it a better program. I recently added the Web Portal and I love being able to check the schedule when I'm on the road.

Cons: I really enjoy using Wintac. My only big issue was working out the kinks with the change to the SQL Database. It was/is a little frustrating at times.

Capterra loader

Customer and Tecnical Support Representatives are outstanding

Nov 22, 2018
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: It is a low cost alternative to others since you can purchase the license and choose to pay for the maintenance/ upgrades and support annually. You can own the license - you do not pay a monthly fee to use it.

It does everything we want to to at this time and they are building on its features after moving to a new technical platform that supports the development of new features.

Cons: 1) I wish the option to set a daily backup were menu driven and did not require a person familiar with SQL. That would make it so much easier and efficient.

2) We are asked to perform upgrades and installations. Unfortunately, the instructions do not always work and the installation is complex. Wintac suggests that a network engineer perform them. FORTUNATELY, when I get stuck, I can call Customer Technical Support and they know almost before I ask, what needs to be done. To me this sounds like an opportunity to intake enhancements for future releases of the software, and I bet it is. The Davisware people seem to have brought things under control after a rough few months after the acquisition and transition to v2017 and v2018. Good work!

Wonderful program, great tech support

Oct 09, 2018
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: Any time I need help a representative can always help me. They are courteous and very helpful. The program is easy to use. Making invoices writing checks, adding technicians and sending statements are a breeze. The payroll program is easy to use. Although I have not used the portal yet. The Tech. support is great anytime I call, which is not often.

Cons: The only con is the updates, although they are no hard to do, they are not automatic and are time consuming when you have multiple computers. You can't use the program when you are updating so it is easier to do after hours, but then the Tech support closes at 5 pm. I have only needed them once when updating so I had to wait until the next day.

Overall: We really have had no major problems with the program it does payroll and invoices so it saves on paying a printer, you pick the format, how you want it to print, up loading files are easy to add to a specific invoice. Looking up jobs are simple and there are multiple ways to see what technician is scheduled for daily ,weekly or monthly, and you can run multiple businesses using one program. There is a lot of the program we still have not used. It is definitely a good program.

Capterra loader

Wintac Review

Oct 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: For the most part it is user friendly. The transition from our old software to Wintac was fairly painless. The dispatch board is user friendly. The WIP process is very good.

Cons: 1. The browse feature to find a customer is not very good. The name must be perfect.

2. I don't like the WIP description writing feature. It's not in word format and does not allow you to easily write a paragraph or use symbols.

3. the PO writing feature is not user friendly. It may be us not using it often. We have been struggling with it because it's not user friendly.

4. Some of the reports are cumbersome. The cash flow report does not work and is not accurate. I called tech support and they could not fix it. They told me not to use the report. it was not a good answer.

5. I wish there was easier training with the system. The portal seems to be cumbersome. I am hoping that it gets easier once we get used to it.

Overall: Overall I am a fan of Wintac. I can't say that it has solved any business issues. We are just learning about the portal. I am hoping it will be useful.

Still Learning

Sep 30, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: I researched quite a number of software options before we settled on Wintac. One of our criteria was that our software would NOT use the cloud - that left us very few options when it really came down to it. While the cloud offers a lot of convenience, there are security risks as well. We also wanted a lot of features though too, and we're not a typical "construction" business, so our scheduling needs aren't "typical" either. We run multiple jobs per day since we focus on cleaning gutters and pressure washing jobs rather than building or remodeling projects. So, we needed something was flexible, offered the ability to schedule as many or few jobs per day as we needed, track multiple crews doing different jobs, have accounting built in, and have marketing built in. Wintac has it all, and the flexibility we needed, while keeping our data securely on our own servers.

Pros: Flexible scheduling, marketing features, ability to have multiple separate databases (if you're running different stores and don't want to mix customer lists, for example), reports, accounting, and options to extend features if someone wants to be more mobile.

Cons: It does take some getting used to, and I can't look at multiple customers at the same time. Nor can I look at multiple screens of one customer at the same time. So it means that sometimes I have to open and close screens a lot more than I'd like to get all the information I need. Overall though, I prefer it over other construction software I've used!

Recommendations to other buyers: Figure out what your needs are first. Then, compare products to your needs. To get the most out of the marketing aspect of this software, you have to think ahead and set things up before adding your database - even then, it might need some additional time and energy to implement fully. It's a great system and customer service has been incredibly helpful and responsive whenever I've needed to call or email.

Total Package

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We like the ability to use the same program for our accounting and job scheduling. The dispatch board makes it very easy to see who is available for jobs and you can easily move jobs around. We store all our customer information in Wintac so that we can go back and see what has been done at each location.

Cons: As with any program there are glitches which can cause problems. It seems that we need to run housekeeping before each time we run a balance sheet in order to make sure it is balanced.

The last time I needed to call support there was a bit of a hold time. I have not had to call in a few months so it may have improved.

Online documentation / training is weak.

New features - it seems that all new functionality will come at a price.

Overall: Overall we are happy using Wintac. For small companies the software package offers the most functionality at the right price point. I could not imagine trying to schedule our techs without the dispatch board.

Wintac has a lot to offer

Jul 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Wintac is a very one step at a time program that we have been using for over 20+ years. The details for customer info and products for equipment and warranties is simple and reports are easy to generate. The dispatching screen is very customizable and tech friendly. The web portal is great for tecs to use in the field to complete invoices, make proposals and even add new customers. Great for the after hours crew. Lots of value for the price. Customer service is always available to help with any issues that may occur. Great for small to mid-sized companies.

Cons: That the web portal has limits that cannot be changed for example address spelling changes, customer name spelling changes, and no real dashboard for viewing the work schedule, it could be a bit updated to a real dashboard view. We also could use a multiple window view feature, I believe it is in the new 2018 version this fall.

Wintac User Friendly

Oct 30, 2018
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: Wintac is user friendly, I can train my new service techs fast to use the portal. We love being able to collect money on the service call and totally paperless. We love being able to track the customers equipment and warranties and Wintac has a great process for this application. We are also using the notification system recently and we are loving this feature as well.

Cons: We are a small company with 4 computers and are not able to use the double screen feature. I can be in the middle of payroll and have to get completely out to answer phone and make an order for dispatching a service tech.

Overall: We are cutting down on our billing time because of the portals. This is helping our cash flow issues. We are also able to see our cost per hour of our service team. We have had this year more issues caused by Windows 10, but the Wintac team has helped solve them and get us back running when we have issues and are down. We are hoping 2019 all issues are solved.

Works Great for us

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the fact that it is an all-in-one program and don't have to link with other inventory systems or accounting software. It holds a lot of information and I believe it is unlimited depending on your storage ability. I have had to update my storage a couple times in 5 years. Great over all experience and program and anyone looking to get into this type of system, it is well worth it. They are also growing and creating more options as they progress and the system is certainly getting better.

Cons: Kind of plain but efficient. I would like to see a better search engine for inventory and a drop down menu system as you type in the product to auto-search.

Overall: We were introduced to Wintac about 5 years ago by searching on line and after a couple demo's, found this to be the best fit for our Plumbing & Heating Business. Really like it and look forward to being part of the Wintac/Davisware growth.

The process of going paperless was made so much easier by picking the right Service Software. In our case that was Winatc

Jun 30, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This software is very powerful and flexible. We started using it in November, rolled to a couple of technicians in December, and phased the rest in between January and April. We have had very little problems. The problems we do have are always related to our hardware or internet provider set up. Even in these issues, Wintac support has been extremely helpful in resolving. Accounting Links to Quick Books was a breeze once we got Wintac support online to help. There were configuration issues in Quick Books. Rather than sending us to Quick Books Support they accessed our Quick Books remotely and changed the settings that were causing our issues. They are really amazing at support.

Pros: Easy to set up. Easy to learn. Great support documentation built in. Wintac online support is really good at getting to the problem and resolving the issue quickly.

Cons: If there is a con, it is that it is not specifically built to our exact company needs. But, that kind specificity is only available if we pay to have someone build a software application proprietary and to our exact needs. That is extremely expensive and beyond the scope of what we really needed. The flexibility of Wintac more than solves these minor issues for us. The price was definitely reasonable. So, the price and flexibility make up for any lack of specific details that we may have "liked".

Been using it a long time

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Has multi functions for office and field use, from a dispatch to data entry

Cons: Currently field use of Portal systems don't have a great search engine for inventory when entering 'Items & Amounts".

Lately now they have new software updates and I hate updating constantly as we have technically challenged IT issues and now we no longer get helpdesk assistance from Wintac to do our updates. So I don't do the updates until I have nothing better to do. And that is during our offseason as I'm an HVAC contractor and we are weather related business.

Overall: Wintac doesn't solve any problems for us. It's only a tool to a means to save customers data for us. I can get that from a number of software outfits. To be one of the best, is to call me and I can explain my 15 years of using this software the pros and cons if you want to a first hand in the trenches opinion. It's mostly good and most of the ideas have already been mentioned before. Just not implemented

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.

Wintac since 2000

Oct 30, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is all figured out for me! I like the support staff. I like the fact that the proposal goes to the work order then to the invoice. I like the way everything works together from customer/manger to AP to Payroll. The only way I would leave Wintac is if there was another software program equal to but less cost.

Cons: The least thing that I like about Wintac is sometimes having to wait to talk to support. Another thing is that we have 2 locations, and we can not work from either location without having to use another program to enter the location where the server is located. I also think the web portal could be a little more user friendly. It would be nice to give some incentives for long time users or loyal customers when purchasing.

Overall: My overall experience is good for us to stay with a company for 18 years!

Commercial Plumbing Use

Oct 30, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The software is fairly easy to use and navigate. The administrative features is simple and straight forward. When we first purchased Wintac a couple of years back it was a step up from what we were doing previously however it was a little sensitive as in terms of having simultaneous users in 1 call would creates some problems and housekeeping would need to be ran several times a day. But since they went to SQL it has been running smoothly.

Cons: What I like least is not so much with the software but the availability of customer support. There is no real time customer support after hours and weekends. We are on the West Coast and if we did need support it would have to be before 3pm on the weekdays

Software grade

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
Likely

Pros: Ease of use, tracking history of equipment, history of previous service, ease of reports like sales tax , Accra receivable , payable

Cons: Can't send it to more than one e mail per work order when sending to a tech, like to our service mgr when he wants to review which tech is accepting job.

Being forced to purchase an upgrade within 3 yr period even if our existing is working just fine for a small company of 9

And terrible customer support, many times we purchased an upgrade to receive phone and email support for a new employee and will be on hold for up to an hr and may not get an e mail response for days

Overall: Easy to locate customers once in our system reducing office labor hrs , and overall it's been a good system

Great Dispatching Software and Support Team

Oct 30, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Scheduling is easy to use. There are various ways to arrive at the customer's account information. I like to access it right from the dispatch screen. Trying to find an address but the house has changed owner's? The "Job Sit Browse" is the place to find any information via street name, tech name or phone number. It is a great feature and saves time.

Color coding appointments makes it easy to glance at dispatch and see exactly what type of appointment is scheduled.

Need to find a work order number quickly? "Find Job" is the perfect just for that.

Another great feature is the "cut and copy" from one account to another. It is definitely a time saver!

The techs on the other end of the phone are the most patient and helpful. Great Service Department.

Cons: One of the biggest issues for me is that it is too easy to make double, even triple accounts for the same home owner. Either because of a misspelled name or someone hasn't taken the time to look to see if there is already an account made. It would be wonderful if the system had a safe-guard that would alert you that :

1.- the address is already in the system or 2.-the phone number is already in the system. It would avoid multiple accounts.

Finally, the screen is too small! It is impossible to see all the tech and helper columns at the same time. Would love to see that improved.

Overall: When I first came to work here 5 years ago, my schedule consisted of a clip board, 11 X 14" paper with columns. That is how I scheduled jobs for my techs. I had been using other scheduling software in other places I had worked and knew that it was possible to use one here. It took me 1 whole year to convince the owner to leave the behind the 60's and welcome in the new millennium. Wintac has been not only a great time saver but being able to reference jobs, techs, material and labor by pushing a few keys is amazing. Thank you Wintac for making my dispatching job fun and easy!

Need a LOT of improvement

Oct 09, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: Showing job profit margins at the side of work order, invoices, and proposals so you can see at a glance what your profit per job. Work order and job tracking.

Cons: Accounting is horrible. Vendor bills must be entered as a Purchase order. You cannot have multiple vendor invoice per PO so if things are back ordered on a PO it will not be tracked. Linking with Quickbooks doesn't work worth anything. Tech Support is very poor. There is no way of seeing vendor invoices that are entered whether they are paid or not without a separate report. No trial version to allow us to see how worthless it really was. No training available without spending more money on a worthless accounting software.

Overall: We are a small company that was wanting better control over our job tracking and work orders.We are a little small to justify spending for an ERP software but Quickbooks just wasn't cutting it anymore. After searching for a long time we settled on Wintac. They have an excellent advertising and sales team. They would not give me a trial software so after much deliberation we purchased it. It was a disaster. We followed through all the helps and got it working so half. I was hoping to connect it to Quickbooks so I could continue to get the same reports for business tracking. That doesn't work. It is a 1 way sync and once it is sent you can't send it again if you need to change it. So then we decided to use the accounting side of it. That is even worse. I have not been able to yet get good reports that make sense and allow me to make business decisions on. Tech support can't help we have tried many times but after waiting 20-40 mins on the phone I can only contact them so much before it is costing me to much money to hang on the phone. I have tried to make this work for 9 mkonths and am planning to dump it at the end of this year. I am going to bite the bullet and get a full ERP like I should have up front. My overall advise is save your money. Any reputable software company should have a trial version so you can see what you are buying. I have now spent approx $6000 on bad software and have a year worth of virtually worthless books and need to spend that amount again plus.

Do Not Get This Software for Your Company

Feb 13, 2018
1/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: The idea behind this software is great. It has a spot for me to add all the information I need to. Technicians can dial in from their iPads out in the fields. Other than that... this software just raises my blood pressure. I can't write enough bad reviews about this software.

Cons: Everything. Mainly the speed! I mean if you have Wintac for at least a year and your company has a good amount of business, then FORGET about ever having a fast system that runs smoothly. Wintac's new update, oh boy... I could lose my mind. FORGET about doing a search of ANYTHING! The new upgrade no longer makes that mildly accessible any longer. Now it's TWICE as slow as it was before. And the moment you search for anything, it freezes. Wintac Support's response: This is the way it is, this is new software, it searches through the entire database, it's looking through all of your files, you have to narrow down the search to very small timeframes (I'm talking less than a month), you have to narrow it down to statuses.

Vendor Response

by Wintac. A Davisware Company on March 01, 2018

Thanks for your feedback, although we are very sorry to hear of your discontent. At Wintac, we value your opinion and make every effort to use it constructively to offer you a solution complete with the level of service you not only expect but deserve. Given your explanation, it sounds like there may be some disconnect with perhaps how you have your system setup. This can be easily remedied via our Support Team and we would greatly appreciate the opportunity to assist you, as we take very seriously any problems and concerns our customers are experiencing.

Also, as you are likely aware, Wintac was recently acquired by Davisware. That said, please understand that we are in the process of reinvesting value-added resources to our software to make it increasingly beneficial for your business. As always, thank you for your time and business. We look forward to serving you even better in the future.

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.

Issues with the software

Jan 09, 2017
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Comments: Even though they have been around 25 years but in the service field less 5 yrs - the software has several problems. We had made several attempts to help with issues that we have been having from the beginning of us buying the software. The use of the web side in the field is very slow and becomes jammed when using it. Now if they could put more work on the App version they have it would be more user-friendly. Equipment management is very poor where we would enter equipment model and serial numbers then they would disappear.

Pros: It is an all in one software and has a mobile app.

Cons: Wintac Issues Customer Login: There needs to be an example and explained exactly how the password how it should be set up. When my customers go to set up their logins it does not show how Wintac password set up EXAMPLE - At the Sign up for your new account window - Under Account E-mail it should explain the password parameters. Wintac System: PO - Item code for the Vendor's - I have in Business Options checked (PO) - Include Vendor's Item Code and it is not printing on the PO Order. A/P & Checking: In Adding a (Journal, writing a check & anything with G/L account) Should have placed another column showing a description of Account description or have it where we can choose to use Division or Description next to Amount. Worker Order: Why is it when we are working in work order and want to see equipment - there is not a place from that screen to look up equipment that is at the location when clicking from dispatch board (we need to be able to get to the equipment from the job site not only from billing information. I want the ability to only see equipment for the jobs site we are on not all equipment unless I am in customer information area. I have one customer that has 2 system on each 80 cabins in the system so when I am looking at work order I cannot just click on that location equipment with going back out to get to customer information then finding the building and then look at the equipment. Poor time management. Task: Building a task the cost sometimes does not transfer from inventory cost and when I zero it out in inventory it does not remove it from the task (when I have it check to update task when inventory is changing) But when I zero it out in the task cost it comes back. Task: Adding in Items & Amounts - If I am Adding let's say Freon and need to change Amount or Qty from 1 to 6 the price savings in work description goes away after I make the QTY change to the item (Does not update the price savings or add price) But if I left 1 in QTY it Stays. Task: When building a task from inventory the cost does not show up all the time or if I change cost in inventory it does not change it in the task. But if I change it sometimes it does not stay. If I change HRS/QTY it does not update on work description it removes task information. Equipment: Again we should be able to look at job equipment from Invoice, Work Order on the job site. We have to go out of invoice into customer information then equipment History - I have customers with Multiple job sites - It would be easier just from work order /or Invoice. Notes: There should be at job site SHOULD save in notes area at Job site and Customer information. When you save notes on the jobs site page - IT SHOULD save it also at customer information in case of follow-up work. Saving in Notes are so we can use as reference no matter if new or old work order - invoice - Proposal. Email: Are Emails are going to customer's Spam all the time. The Emails are how a customer gets their Bills. In the field - APP or Portal The tech cannot change any information in the field if it needs to be changed ex-address, email, or name spelled wrong. Tablet - APP In the field the APP is faster to use than the web porter. Using the web porter through tablet is like dial up - (if you are old enough to remember) when standing in front of the customer trying to leave the job. My Opinion is to improve the App to input information quickly then upload information once it has been inputted will save time and easier to use. In the app need to be able to upload customer signature and payment information. Because ever little change made on the web porter really slows downs the time we should be doing something else. When we select a task in the field - When the customer has a discount it does not show the regular price then the discount price like it does when doing the invoice in the office computer. APP & Web Porter: We should be able to input or change equipment on the job site SEPARATE from attaching to parts or task that are inputted. We should be able to select equipment we are working on but also be able to add or edit on jobs site! Credit Card: When we are taking credit cards in the field (there should email a receipt to the customer along with invoice). I do not what to here it is Xcharge issue then Xcharge said it is Wintac issue so at this point I wish someone put their big boy pants on and fix it. I have asked both Wintac and Xcharge and both had point fingers to each other. I know the receipt can be emailed because I have been using this way of processing before Square even came out. The receipt shows on the web porter when we run the credit card in field so it should be able to get emailed along with the invoice. Customer Info Field: *Note Box: It automatically puts in a note every time the pay and billing statement. I don't want this to happen I want to manually put that in.

Recommendations to other buyers: Nothing is more frustrating in buying a software that you have to call customer support all the time to fix their issues that you are pointing out that needs to be addressed. Now an SQL update has been released and so I will wait to see if they made the improvements that corrected the issues. The cons above was a letter sent back in 5/28/2016 and still as of today no call about the issues that I would have like them to address. Today we still have problems with our customers getting their emails from us through the system. We have tried everything they asked and to the point of us buying Outlook 2016 last week. We are still having issues with emails, so we have to mail invoices to our customers which I was trying to keep from doing!

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.

Wintac

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easily configurable for different needs. Security and passwords easily setup to keep prying eyes out of different sections.

Cons: IF ANY, the accounting software seems like it could be stronger.

Overall: Terrific for T&M billing or Bid billing. Our shop size is 6-8 Electricians. We've been using this software since 2000. I can go back to a job that we did in 2000 and see every nut & bolt we used on the job and the hours with the employees name. I back up all that data every evening on a thumb drive (18yrs worth) and take it home with me where I maintain a laptop with only Wintac on and I can update the lap top in less than a minute if need be. The backup time is only a minute. The program is rock solid and I rarely need, but if I do, their support team is amazing.

Wintac Field Software a Must for our Company

Jan 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
Likely
Extremely
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Comments: After, reluctantly, forcing ourselves to step into the technological age of in-field software applications, we now realize how difficult we were making our lives by continuing without it for so long. Our dispatcher has real time updates, customers have invoices and payments showing immediately, and our technicians can look up job history or schedule follows ups in very little time. Our company is able to instill confidence in our customers & stability in our income by completing the transaction in the customers home, rather than the old fashioned charge out billing we had used for years. We are quite pleased with Wintac Field Service Software and use it with our 3 service technicians. We had previously used Wintac for our day to day operations for over 10 years and added the Field Service Software about 3 years ago. Wintac has always had exceptional customer service. In our experience, this is what has set them apart from the competition and keeps our company coming back year after year.

Pros: Ease of use. Accessibility for our techs on customer history. Accepting payments. Real-time updating for scheduling purposes.

Cons: The area in which we live is rural. Our technicians don't always have service on the tablets, however, this is not the fault of Wintac. That falls on our carrier. Getting set up was a bit of an issue, but, again, Wintac tech support is always there to help even the most technologically challenged.

Recommendations to other buyers: Try it. You won't be disappointed. We are in an age of technology and we all want to grow our businesses. This will help you get there.

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.

Wintac response

Oct 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: We have been using Wintac for several years and it is easy to use.

Cons: The least thing about Wintac is that the price increase over the past couple of years, I believe it is excessive.

Overall: Wintac like I siad is easy to use, the only thing I would like them to improve on is the information section, when you look up say purchase orders, it tells you how to set it up, but doesn't really give you to much more information then that. The help center is great once you get a hold of someone, there hours are from 9:00 am to 5:00 pm, but as most companies are, that is when normal businesses are open and trying to conduct their activities. I think the help center should be open earlier and later.

Great software

Dec 28, 2017
4/5
Overall

4 / 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

Comments: Very good software and easy in most aspects and when we can use it to its full capability I feel it could be awesome and do recommend it the support is great when you have it and would not go without it again very expensive if you do not pay the extra support plan.

Pros: we love the email and ease of contact with the customer and processing quotes and daily schedules, customer details and locations and ease of access to the data base

Cons: we haven't figured out a lot of it as we have had so many computer issues but I don't think the reports or maintenance schedules are very helpful and very basic. we Always tend to Have SQL issues.

Wintac is the complete package for running my HVAC business

May 26, 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

Comments: Very satisfied with the product which has effectively evolved over the last dozen years we have used it. Support staff have always come through for us and have been a pleasure to work with.

Pros: Everything we need to conduct our business is available including accounting and payroll. The few issues we have had have been resolved efficiently by the knowledgeable support staff.

Cons: No support available on weekends A program this powerful has a lot of features that take time to learn in order to maximize its usefulness, which is not a bad thing in the end, it just takes time to set it up for optimal performance.

D. Mitchell/ Mitchell Heating and Air since 1983/ Review of Wintac/Intac Int'l by user since 1994.

Jun 20, 2013
4/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: Very user-friendly especially with detail for customer based applications and equipment detail, plus reports for keeping up with up-coming maintenance agreements. Interfaces well with payroll and accounts payable for job cost.

We have Not updated often over the years, but the customer help line has been excellent whenever we have used it. Many improvements over the years.

Cons: Difficulty tracking for accounting purposes for Income statement, but this is improving. The Balance sheet is difficult to follow since the account numbers are hard to follow within the reports. There is, however, a way to see detail with some of the reports that are available. Inventory is hard to follow, so we have not used that feature yet.

Would like to see updates not be so expensive and the customer help line be offered longer than just one year. At first this software had lifetime helpline, no matter how many times updates were or were not purchased. A grandfather clause would have been nice since we have used this software almost 20 years now.

Overall: Would recommend this software especially for the customer service side. There is probably none paralleled for cusomter service to this software, and keeping up with the needs of customers is what drives the heating and air conditioning business.

Would recommend someone with accounting background be alongside the accounting end when setting up this software to interface with customer service side, if the plan is to use the accounting side of this software. There is, however a way to interface with other softwares for accounting usage, such as Quickbooks.

Wintac

Oct 30, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like this program overall. It is pretty well laid out and if your used to QuickBooks then this will be an easy transition.

Cons: The only issue I have had is that some of the layout could be easier to navigate. This program can do so many things that keeping it all together can sometimes be overwhelming. This may be mostly due to me being a newer user and never using QuickBooks type layout before. There are a few features that I thought would be part of this type of program that seem like things someone in a hvac business would know. Its possible the designer was not a technician or had the hvac experience.

Overall: 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!

Perfect for HVAC companies

Dec 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.

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
Likely
Extremely
Likely

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.

Great Product and Even Better Customer Service

Oct 09, 2018
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: I like how easy it is to navigate their software. It's very user friendly. The customer service is outstanding and I love how they can access your computer remotely to help you with whatever problem you're having. I've had nothing but positive interactions with the software and their team!

Cons: Nothing! Literally, I have no cons. It's perfect for our company.

Overall: Everything from the customer service to the software is easy to use and understand. They have help guides that walk you through the process from start to finish. Just a wonderful product!

Wintac Review

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, user friendly, functionality, ability to search jobs.

Cons: Need more options with reporting - should be able to select any field on a wip, as well as be able to select a portion of a field instead of an exact match. Need another field specifically for "Lot #" so that can always be selected (not as a User Field. Also need more fields for customer email addresses. When sending to multiple emails, it should be sent in 1 email so everyone on the email sees who it was sent to... not separate emails.

Wintac Pro

Oct 30, 2018
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 versatility to use and customize towards our company.

Cons: That the complete program is not web based.

Overall: A little disappointed in one of the recent calls made to customer support. We were having issues and I asked the support rep to hold so I could involve my IT guy so we would not have to call back. He declined and said he was too busy and could not do that so I had him to complete the next computer task which took him thirty minutes. It would have been a 5 minute phone call with my IT guy but he choose to work on the other computer instead. Bottom line is there needs to be more customer support staff.

This software is perfect for our HVAC business.

Nov 21, 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
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Comments: We have been using this software for 10 years. As we have grown and changed, the software has changed yet remained the same. So we have been able to go almost paperless in the field while still using the same software.

Pros: Very easy to use. The software is upgraded every year. Everything we need is in one program. Great support if any issues arise.

Cons: The conversion to the SQL version has not been as easy has we had hoped. I also feel like online support has been a much longer wait this year. But after 10 years, this is the only complaint I have.

Wintac Software

Oct 09, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Viewing the dispatch board with the option to view it as daily/weekly/monthly.

Cons: Invoices can be a bit complicating especially when teaching a new person how to process them. There is a lot of steps so its a good idea to write them all out to save whoever is doing them in the office.

Overall: Overall we have had a great experience using Wintac the last 5+ years! It has helped simplify many items done in the office and let our business grow larger every year. We would recommend anyone who schedules many jobs to use Wintac, it will make your life a lot easier!

Wintac has been great!

Apr 24, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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: Customer support is outstanding, followed by the ability to create custom forms using MS Office. The Web Portal is also a favorite feature.

Cons: Would like more options to format data when exporting reports. Easier way to work with Inventory Items when updating warehouses after a physical inventory count.

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
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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.

Wintac

Oct 30, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Being able to have the technicians bill in real time.

Cons: Inventory control options are not as robust as Sage. The actual inventory process is cumbersome and very time consuming. The "average cost" option prevents adjustments. Which to handles corrections, you must create purchase order or invoices. In addition, some setting do not work. Example, purchase orders save new job sites even when setting are set not to.

Overall: 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. This also removes the variables, I.E lost posse boxes full of invoices, billing issues, part number discrepancies and a lot more.

Wintac user in Pest Control Business

Aug 24, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The system is easy to use and has many options that are available to suit the needs of various businesses.

Cons: I wish that you could rearrange the options at the top of page in WIP. There are some that I use All the time and would like to group them together

Overall: We have been using the Wintac program for about eight years now in our termite and pest control business and it has served us well. We are doing a major upgrade to our computer systems and are purchasing a new version of Wintac. Looking forward to seeing the improvements they have made.

Capterra loader

Don't know what we would do without Wintac

Oct 09, 2018
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: We love the scheduling, Payroll, And GPS

Cons: I don't really have any cons with this software

Overall: We used another program in the past, we are more than pleased with how well Wintac runs it helps make our business run smoothly. Everything from scheduling to payroll we are able to prioritize customers, inventory is on the money, our technicians are able to use Wintac to upload pictures, write notes, check inventory, and pricing for the customers home. I can go on & on but in the end this Software is worth every penny I would most definitely buy again!

For Small Businesses

Oct 09, 2018
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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Pros: It doesn't take hours of training to get up and running in Wintac. It is intuitive and easy to learn. Can get your team up to speed in a week or less.

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

Overall: We were resolving time and billing. 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. Made billing more accurate.

Wintac perfect fro runnign a bussiness

Oct 11, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Is easy to navigate, dispatching is great, you can save picture videos for customer units and work,

other features that we use is emailing invoices and proposal.

goog record keeping

Cons: The sofware is not mobil friendly. but i understand that they ER WORKING TO IMPROVED T

Overall: The software helps us to keep track of everything we do at our company even scanning.

we dont have to depeng so much in paper tracking could not be running my business without it

Selling Out their reputation for $270

Apr 07, 2015
1/5
Overall

2 / 5
Ease of Use

1 / 5
Customer Support

Comments: We are a small construction business getting ready to enter property management repair service as a profit center. Wintac tied as our software initial top choice. We decided to go with them since they are a single product company and assumed we would get better customer service and technical support. We are still building up to our kick-off date and were working to learn Wintac as time is available. A week after placing the order, we sent an email to technical support with questions. It never was, or never has been, replied to. A week later, I called Technical Support and couldn't get through to a rep, so l left our number to have them call back. Five hours later they finally called. We sent a second email that was Cc:d to both the Customer Service Rep and Sales Rep for whom I had an email address with another question. I heard back from the Sales Rep who said technical support had never received my first or second email. (She implied there was a problem with our email system, though it is curious that my email to her got through.) We finally were able to resolve that issue. Five weeks after starting the lease on the software we are ready to go live and started to enter data. We found another issue with the software that they were unable to resolve, so we decided to give up on Wintac and go with our other top choice. Since we had never actually made use of the software, we requested they cancel the agreement and refund the $270. It rarely happens with our company, but if someone is totally unsatisfied with our work we refund their money in order hold to the highest standards and keep our reputation spotless. Therefore, we were not expecting the tirade we receive from the Sales Rep who flatly refused to refund the money for a product we never used. I guess we will be fighting it out with them by contesting the charges on the credit card. This experience has left a sour taste with us about Wintac and won't be referring them, ever. Wintac is definitely not the company we expected, regardless of how good the software may be.

Vendor Response

by Wintac. A Davisware Company on April 08, 2015

Dear Mr. Hobbs,

We are sorry to hear of your grievances with our software and customer service. We are disappointed that you feel so dissuaded from working with us after we tried to accommodate your needs for specific functionality as best we could. Again, our team apologizes for not being able to offer you a satisfactory solution and that you feel we have been unresponsive and unprofessional. We wish you all the best with your new software choice and if there is anything we can do to assist you in the future, please don't hesitate to reach back out to us.

Kindest Regards,
Wintac Customer Care

COOL BLEW

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I LIKE TO WIDE VARIETY OF OPTIONS WINTAC OFFERS

Cons: I WOULD LIKE IT IF THE INTEGRATIONS WERE MOVING ALONG A BIT FASTER. ALSO, INVENTORY SEEMS TO BE DIFFICULT TO GRASP FOR US.

Overall: THIS IS OUR FIRST EXPERIENCE WITH A DISPATCH SOFTWARE PROGRAM. IT WAS HARD TO LEARN AT FIRST, BUT IT DOES THE JOB. VERY EXCITED ABOUT THE INTEGRATIONS WITH DISPATCH.ME AND PROFIT RHINO. I WOULD LIKE TO CONTINUE USING WINTAC FOR THE FUTURE. THE INTEGRATIONS ARE A VERY IMPORTANT PART OF THAT.

Satisfied Client

Oct 30, 2018
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: Wintac allows me to have all the necessary areas of running a business in one package. I don't have to use different soft wares to control my daily scheduling, customer contact, accounting, equipment following, truck following, pay roll. Easy to use function once you cover their 4 step training process found within the software.

Cons: I have only had positive experiences so far using the software.

Overall: Wintac services have help me to prioritize all the different areas I need to run my small business efficiently. My experience have been truly great and beyond my expectations.