Who Uses This Software?

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


Average Ratings

503 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
    Cloud, SaaS, Web
    Installed - Windows
  • 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

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
  • Commercial / Industrial
  • Contract Management
  • Customer Database
  • Electronic Signature
  • Mobile Access
  • Quotes / Estimates
  • Scheduling
  • Time Tracking
  • Work Order Management
  • Customer Database
  • Dispatch Management
  • Equipment Tracking
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Warranty 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
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • 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
  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Inventory Control
  • Job Management
  • Job Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History Tracking
  • Technician Management
  • Work Order Management

Wintac Reviews Recently Reviewed!


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!

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
Likely
Extremely
Likely

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.

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.

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

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

Dont Buy it

Aug 03, 2014
1/5
Overall

Comments: Complicated expansive technical support cant give you help with what i need it to do ,cant set customer number the way you want ,you have to use there way i called many time and asked how we can we change the this ,and the told me no , Second thing is every time i open the software keeps telling you license is for one user and i have one user no mater how you close every time keeps showing over and over again ,i called them for this problem and they told me that yes it does that happens and no solution for this problem and they told me we will get back to you ,never did I think that for that money it cost need to have a lot of help witch they want to charge you after first year . now here is my big problem with wintac cant sync invoices with quick books completely half of information is missing payments are missing work info and i called they told me i was doing something wrong and the tried and could not fix this problem . I am sorry i bought the software it cost me a ton of money with no help . I bought alternative to wintac ,ESC software and i,m very happy with it support is fantastic and i wanted some changes on software ,they even made custom changes to fits my needs and no charge,

Vendor Response

by Wintac. A Davisware Company on August 07, 2014

Dear Florin,

Thank you for your valuable feedback. Since speaking with you last week, I was shocked to hear that your experience with Wintac has been less than excellent. Our employees strive to provide the best service and support in the industry.

You and I spoke before you purchased Wintac in 2012. With the purchase of the software, we provide a full year of unlimited technical support. Within that time period, I only see a couple calls to our support department that were mutually resolved. After 1 year, you have the option to renew your support and maintenance contract or continue using the software you own. Our significantly reduced upgrade prices are the lowest in the industry.

We were not aware that you were experiencing difficulties and apologize that we really didn't get a chance to help you. I hope you will consider giving Wintac a second chance. Based upon your review and our conversation, I truly believe that the concerns you had could have been effectively resolved.

I am troubled to hear that a Wintac technician was not able to get back to you. We are very sorry and can assure that this was not intentional. Since this is a rare occurrence, we take this very seriously and I escalated this matter to my manager.

If you decide to reconsider, we are always here to help. Please feel free to contact Customer Care at 800-724-7899 and ask for me, Naomi.

Pay to learn the program and pay to get install help! Otherwise you will pull your hair out!

Jan 30, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Cons: It has so many quirks that they may have found solutions for but unless you pay to upgrade the program you cannot get your issues fixed. You just have to live with them. Not cool, updates are not free. I already paid for 2 users and 3 web portals. I want to add another web portal but it's very expensive and I don't want to pay them anymore money!

Picky program is actually NOT fully integrated with QB's like it says it is. Also, when sending records over to QB's sometimes it duplicates them in QB's so there is a constant reconciling of what's in QB's, what's duplicated and what's not (didn't go over).

Help file is horribly annoying. You can put in terms exactly the way they are titled in Wintac and it comes up with nothing. Sigh...

You have to make sure anyone that enters anything in the program understands how this program works and keeps track of customer records especially job sites. 1 typo and you will not have an exact job history. It is really meant for large companies with the resources to pay for and train employees to use it. Small business that run 90 miles an hour cannot jump in and begin using it. It will torture you.

Waste of Money

Aug 02, 2016
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Value for Money

Comments: We purchased this in 2013-2014 and were misled in what it can do. We were using Services CEO prior to this and it had many more features. Unfortunately we made the mistake of purchasing the five year plan and we are stuck with it for another 3 years, before we can upgrade to another system. Everytime we call WINTAC support, we have to hire an outside IT person to make changes. You cannot talk to Quick Books and you cannot export/import information unless it is in batches. The doccuments that are pre-made by WINTAC has a phone number that goes to a 1-800 escort service that talks to you. My customers did not like this at all. I have 26 employees and 600 customers and WINTAC is now telling me that we are to big for their design. Web Portal is really bad also, you have limited usage and need to constantly have wifi acess because it runs the data up on each phone. If I had to do this again, I would have saved the $40 thousand and went in another direction that may have costed more upfront but would have actually been cheaper in the long run. Inventory has plenty of issues where it automatically changes prices, which is bad. Support call are answered by lacklustered personnel who cannot fix any issues.

Pros: None, but until you actually pay them they are the nicest people.

Cons: Wintac in itself is a con, seemed like once they had my money they did not care about the service.

Recommendations to other buyers: Look at alternatives and if you purchase WINTAC have them do the setup prior to getting paid, good luck with that.

Friendly upfront but watch out after

Oct 07, 2016
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

Comments: I have to say that anything was better than our old system. Keeping that in mind the rep was very sneaky when he sold the software to me. I purchased one license and the mobile system which I did not need at first. Here is what he did not tell me that bothers me now. Every time you add another computer it is an additional 1k and up per computer if you want to use that computer separate from the first licensed computer. You can use on as many as you want but not at the same time. That is a pain in the you know what. Every time you add another computer license your support fee also goes up.How does that make any sense if you want to ask a question you re penalized for all computers. Being a small business owner every penny counts. The support center is weak and there are long hold times and uninspired help. ATTITUDE ATTITUDE ATTITUDE!!! It's easy to have when you have your customers over a barrel. I wish I could of paid one flat fee upfront for my needs. Save your money and buy something else with better service and support for a reasonable price.

Cons: Purchasing multiple licenses Terrible support/customer service We don't care now because we have your money ATTITUDE Sneaky sales techniques Expensive customer support per licenses that you purchase

Recommendations to other buyers: Don't purchase

Still Learning

Sep 30, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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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.

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
Likely
Extremely
Likely

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.

Used it for 4 years

May 10, 2018
2/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: runs fast, clicks work well, does not get typically frozen. Dispatch board was nice to look at. We liked being able to color code certain jobs. it was visually nice.

Cons: Not Mobile . Purchased WebPortal and that was not tablet friendly, Watch out with Customer Support because once your year is up, YOU GET ZERO HELP! even if there is a softwear issue. Then when you pay for customer support, they don't have enough staff to answer questions. Im sorry but when I have issues I want them resolved then, I don't want to wait for someone to call me back the next day or "whenever they have time" ESPECIALLY when I pay for it! The soft wear itself was somewhat useful but we only really used the Emp. Section, and Invoicing part. They inventory section was hard to use as well as the payroll and taxes section,

Overall: Got the company started and now we know what kind of soft wear we actually need.

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
Likely
Extremely
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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".

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.

Very dated looking and functioning. New features are slow to come out or unavailable.

Oct 10, 2017
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money

Comments: I suggest you look at softwares like Service Fusion, HouseCall Pro, Fleetmatics WORK, Salesforce.com, Dataforma, Quickbooks Field Service Management, etc. They look current, have great integration with Google maps, automated alerting to the customers, client portals, better app functionality, much easier to use and more intuitive, multiple tabs open at once, Overall blows Wintac out of the water. When we first got Wintac it was great. But it just hasn't developed as quickly as the market has. We are considering moving to a different software.

Pros: The software has all the basic features we need like quoting, scheduling, inventory, and invoicing..

Cons: None of the features are robust, current compared to other softwares, easy to use, functional, etc. Features and bug fixes are EXTREMELY slow to come out. The software isn't available in the cloud. There can be long wait times for tech support. You cannot have multiple tabs open.

Tired of waiting

Oct 07, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Extremely
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Comments: As a current user I would cautiously consider this product for purchase for new customers.

Pros: When it works its a good product for the cost. It will do almost all of your basic business operating needs.

Cons: We have been using the product for almost seven years. Ever since switching to the SQL version we have had constant problems with the program. Most recent problem is accounts payable randomly address payments to the wrong vendors without our knowledge untill we have a late payment. Support is sometimes available and thw recent fixes seem to just create more issue's and we are constantly waiting foe the next patch while chasing problems or finding work arounds. The new SQL version has been a thorn in our side and is costing us money due to all the additional labor we are having to use to go back and redo work.

Glitchy software and horrible support

May 12, 2017
1/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Pros: Easy visuals, nice looking dispatch board.

Cons: the functionality of the software is very unreliable. Contacting support 5/12/17 I waited in a chatroom line for approx.. 30 minutes to have someone from support chat with me, then I receive this message; attached¿ this is unacceptable. We are trying to run a business, waiting 30 minutes for support on a software that we paid close to $ for support is long enough. Now I have to call support via telephone and wait another 30 minutes for someone to answer my call¿ How does a business run smoothly when its main software is glitchy and then they have to wait almost an hour to get support from your tech team. Very unhappy customer¿

Nice idea, poor performance, unreliable

Apr 28, 2016
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support
Likelihood to Recommend: 1.0/10 Not
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Extremely
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Pros: The all inclusive accounting/billing/payroll features are nice, when they work.

Cons: The program is highly unreliable, network issues create deleted files/info/jobs, accounting is off unless you refresh constantly, which requires going out of the program. Job sites are duplicated, or deleted. The web portal for the technicians in the field is highly complicated for a seasoned user, let alone 'old school' learners. The app for out of service areas is absolutely useless, portrays all jobs out of order, does not stay logged in, and therefore, when out of service range, cannot be logged into. This problem was supposed to be fixed in December 2015, it is now almost May 2016. All information is spread across several different links in the portal, therefore processing one job amounts to lots of wasted time. Invoice styles are extremely limited, especially in the field, which results in all the customers notes and job description having to be printed, which looks extremely unprofessional. Customer Service is not open on weekends, which is pathetic considering most field service companies work weekends, and have no access to help when needed, which is on a daily basis due to the malfunction of the program. Highly expensive for the headache that comes along with the purchase. Worst investment ever!

Recommendations to other buyers: Look elsewhere and do not buy this program. They will sell you something that looks nice, but in fact, is horrible.

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
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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.

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
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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
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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.

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
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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
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Extremely
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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.

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 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
Likely
Extremely
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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.

DOS 123

Sep 15, 2017
1/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: At work, we nicknamed it DOS123. Because that's how it feels. We had Fieldaware before that. But my boss didn't like the service at Fieldaware and also wanted to own the software and not have to pay monthly like most web based systems. That was a good intention but also a huge mistake. This switch cost so much money to our company. Which could've paid for years and years of Fieldaware service.

Pros: The idea of it. We liked the fact that we actually owned the software. But in this day and age. Web based is the way to go.

Cons: not user friendly. Feels like it's built on a 1990 platform. And if you need to work remotely away from the server. Then it's a problem. Also, having multiple branches in multiple time zone what a great problem.

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.

Helpful tech support.

Nov 20, 2017
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Extremely
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Comments: I would like to see all report in Wintac available in excel format or at least be able to easily convert with Adobe converter.

Pros: Access to techs in the field. Company information is on your server and not on a third party held by a monthly fee.

Cons: Multiple issues with updates. With every update there seems to be an issue with an existing feature of Wintac. We have to wait for multiple updates before the error is corrected. Updates do not come out at regular intervals as promised by tech support.

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
Likely
Extremely
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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.

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.

We have used for years and great for processing invoices

Nov 09, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: There are a few things that i like most about Wintac and it's the way the invoicing is entered and then printed, the items can be brought up to see amounts if need and the labor can be reveiwed to make sure the totals are correct

Cons: When i go to look for a custmer by name, after i enter the customer name in the box and hit enter, Wintac always tells me it cannot look up that name since it doesn't exisit, but if i look it up by invocie nubmer, thereit is

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.

20 + years of broken promises. But can't get our data out so we're stuck.

Apr 09, 2018
1/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: Regret spending the money for this year's upgrade. We are having problems with customers getting random and multiple e-mails. Mysteriously a lot of paid customer receipts have now been unposted!

Pros: It's all in one so you don't have to use multiple software. Basic program is relatively easy to learn.

Cons: Wait for days for tech support to respond and then there are glitches that they can never seem to get fixed. Never been able to use dispatching board (limited as it is) or the web portal.

Good for some¿ Likely not for most

May 04, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
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Comments: The product has a extremely slow web portal and less than par customer service response.

Pros: Wintac has a pleasant dispatching ability in house and can be considered a versatile and its platform options

Cons: The product has a extremely slow web portal and less than par customer service response. The overall grade for this product is below average for a company that is considering expansion on a moderate to high level

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.

All-In-One

May 16, 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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Extremely
Likely

Pros: I like the fact that Wintac has: scheduling, accounting, and payroll all in one software. Also, the online help is fantastic! Just start a chat, if you can't get the issue fixed, the tech can remotely log in and help out!

Cons: Some glitches during the major update, slow getting everything worked out. It would be great if the customers had more input on what new changes would be helpful.

Love it

Jan 26, 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
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Comments: A great addition to our workplace. Has greatly assisted in our billing and employee data base. Very easy to learn and use.

Pros: Ease of use. Great customer service, very professional and helpful representatives who are always willing to help.

Cons: Sometimes wait time to speak to a representative could be frustrating. A few glitches at times, but once we get someone on the line, we are able to rectify the problem.

My staff finds Wintac easy & helpful in servivcing our customers efficiently & effectivley

Jul 31, 2017
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Easy dispatch board for our office staff to look at on a daily basis. We find it real easy to dispatch our techs directly from the WIP's. The field techs are able to invoice & check records easily using the Portal.

Cons: Some portal glitches. When my techs process out it sometimes deletes their time in & replaces it with the time out Some challenges searching thru records & addresses.

We have been using Wintac for over 10 years

May 16, 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: We have employees that are tech savvy and some employees who prefer not to use any technology. Wintac has proven to be user friendly no matter which employee uses it.

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

Great software and support

Sep 22, 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: The people at Wintac are easy to work with and very responsive.

Pros: Wintac has an easy to use color coded daily dispatch board. It also has a good Web Portal for techs to use in the field and it is getting better. We enjoy excellent support from their tech services.

Cons: The HVAC Work Order/Invoice does not currently fill in completely, but we understand this is in the works.

We have been using Wintac since 2011 and have been very happy with it.

Oct 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Wintac is easy to use and makes it simple to have a good workflow for HVAC. Everything you need to run your business is there.

Cons: We have had good success with the product and recommend it regularly. If we had to pick a negative thing to say it would be that the previous Access backend wasn't the best - but now the current version has a SQL backend.

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
Likely
Extremely
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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.

Wintac Experience

Mar 29, 2017
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
Likely
Extremely
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Comments: I have been using Wintac Pro for about 10 years now. The technical support is outstanding with prompt response & very knowledgeable technicians. They have even helped with technical problems that other company's would have said - get someone else to solve it. I highly recommend Wintac for any small to growing company that needs a all in one program!

Pros: Support & all in one

Cons: Sometimes needs other features that would help

The heart of out HVAC business

Sep 30, 2011
5/5
Overall

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

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

Cons: Wintac is so powerful that it took a number of years to train ourselves on many intricacies that we are just now learning about. There's almost too much. Exporting data to Quickbooks can be quirky. The format that WIPs print in is sometimes annoying.

It went very well.

Oct 18, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The dispatching and easy access to Wintac. Like all the features of being able to find additional programs that work for us.

Cons: Having to call support and then saying they cannot help unless we update or buy technical support programs. It's like we are charged to call and ask questions when we are having issues.

HVAC Software is worth the effort

Mar 18, 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: 7.0/10 Not
Likely
Extremely
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Comments: At first the software is overwhelming due to the amount of information it will allow you to customize into the program. With a small amount of persistence and effort this software is amazing to both tech in field and office personnel. Easy to enter fields allow for total customizing of invoices and proposal s to allow for customers to log in and view on the their own, integrated systems are flawless. Will keep easier to navigate with use as in any software but worth the effort.

Pros: integration between office and field

Cons: Little complicated at first but customer service is awesome

Great software for small businesses

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Fantastic for small to medium sized businesses. The ¿all-in-one¿ design linking everyday use and accounting is what truly sets Wintac apart from the other guys. No secondary financial software needed unless you choose so. No monthly fees to worry about, everything is straight forward.

Good for what it is designed for

Oct 31, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Prepares proposals with ease. We use it primarily with job tracking and setup and for writing proposals to our customers.

Cons: accounting function not as robust as our needs require. We supplement Wintac with QuickBooks for accounting. Wintac is for the operation side of the business

Great software, but not very user-friendly, and takes time to learn.

Dec 05, 2017
4/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Dispatch board makes it very easy to see how many calls are on the board, and how many are completed.

Cons: It takes a very long time to learn. We have been using the software the last 25 years. I've only been with the company for 3 years, and still learning some of the major features.

Wintac Delivers on Promises - Excellent Customer Service!

Nov 14, 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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Comments: As a previous Sage 50 user, we were growing extremely frustrated with lack of inventory management and mobile field service options. We looked for new software and were immediately overwhelmed by the 1000's of choices on the market. After having our IT support and accountant review Wintac, we got the green light and forward we went. The best aspect of Wintac? Wintac's customer support is TOP NOTCH!! I have rarely waited longer than 5 minutes for support and the expertise of the support staff is excellent. Also, I would HIGHLY recommend the custom training sessions with a rep - an excellent value. He is an expert at helping you customize Wintac to your business. Is switching software enjoyable? Absolutely not! But Wintac made the painful experience as painless as possible. Watch the videos, purchase the training sessions, and call the support team. Purchasing or switching software is a considerable investment in time and money but be assured that Wintac is the real deal!!

Pros: Exceptional customer support. Functionality is clean and simple. Much easier than Sage.

Cons: No hyperlinks within the report function to open related data.

Recommendations to other buyers: You will not be disappointed.

I have been using Wintac for at least 10+ years in my business. It has a lot of time & money in the day to day operations.

Jun 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
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Pros: The product is very user friendly, & is very reasonably priced for what it is capable of doing to save time & money in my business.

Cons: The only bad thing I have found is the renewal cost, but everyone has to make money. The tec support is worth the money, if you ever need them.

Wintac software experience

Nov 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: We have been using Wintac for 17 years. I think that alone tells you how they are.

Pros: All in one software. Very comprehensive, but is adaptable to what you want to use and what you don't. The customer service side is great. I have never not been able to get help on something.

Great all in one system!

Dec 01, 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: 9.0/10 Not
Likely
Extremely
Likely

Pros: This tool manages work orders, accounting, tools, personnel, vehicles and more! It has an easy to use web interface for mobile accessing too!

Cons: The only thing that I don't like about this software is that it can look kinda funky at times. Well worth it though!

Wyntac has helped us become more efficient in scheduling our customers.

Jan 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Wyntac gives the option to capture alot of information in one place in order to keep our customers data up to date and convenient.

Cons: Too many screens to switch back and forth to enter data. Cumbersome entry for new customers. Job sites are easily mixed up.

Wintac over Quikbooks

Apr 20, 2012
4/5
Overall

Comments: Our company is a Plumbing and Heating contractor of residential and commercial customers. This means that daily we need to make adjustments to our workers schedules, produce invoices, enter payments and pay bill. WINTAC COVERS ALL THESE FACETS FOR US! I have been dealing with Wintac for a little over a year now and have never used a better programming system in my history as an office manager. Not only does Wintac offer multiple stlyes of Invoices and Proposals that make my President happy but it allows me to quickly and easily bill a customer or change the date of an appointment with just a click. There is rarely a problem that occurs that the support staff has not been able to help me out with (Thanks Steve, Rich and Ryanne!). One of my favorite features of Wintac is the incorporating of X-Charge into the software so that I can safe and securely charge a customer's credit card for a transaction. Then with the doc/pic/pdf saving ability I can email the customer our their receipt!

Pros: - Reliable Service whenever I need it (Kevin, Rich and Ryanne) - X-Charge - Automatic Billing (for customer's on a monthly plan or service plan) - Ease of Scheduling - Price book building - Excl/Word/PDF saving in Employess, Vendors and Custom

Cons: - Occasional errors in the data - Could use a couple new advanced features incorporated in (this really isn't a critique as much as a possible suggestion)

AWFUL

Sep 08, 2017
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: ABSOLUTE GARBAGE

Pros: NOTHING. THERE IS NOTHING THAT I WOULD SAY IS POSITIVE ABOUT THIS PROGRAM. THEY ARE ROBBING YOU. I PROMISE...

Cons: IF YOU WANT A PROGRAM THAT HAS FAULTY CODE WRITTEN OVER MICROSOFT ACCESS (WHICH NO ONE USES BECAUSE IT IS AWFUL) THEN THIS IS FOR YOU. THE PRICE IS TOO HIGH. THE EASE OF USE IS WAY TOO DIFFICULT. THE PROGRAMMING HAS GLITCHES IN IT. FIND SOMETHING ELSE AND SAVE YOURSELF SOME HEADACHE.

Wintac Review

Apr 20, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: Great Program!! Support is great, I have tried a couple of programs out there and this one gets the job done. A bit to learn at the start but very user friendly.

Pros: Support and Quickbooks Migration

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

For the most part, the software is really great

Nov 29, 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: 9.0/10 Not
Likely
Extremely
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Pros: Customer service is really good. It's a great way to keep service techs organized and to help us know where our employees are.

Cons: It takes a while to get into the support if you have a problem, but they are all very helpful once you get them.

Able to track, and take a proposal to invoice. Love it!!!!

Apr 30, 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: I have used this for years and would not use anything else.

Pros: Daily reminder of outstanding Invoices, an all in one system. I never have a bad experience with CS.

Cons: Once the invoice is sent, it is removed from the dispatching screen needs to stay there to follow.

Easy operation and if there are any issues the support is quick.

Oct 30, 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: We have used for many years and the system is very easy to navigate. The customer service is very good. Any issues are handled quickly.

Cons: Would like to see cloud base! This would make the back up easier and one less thing to worry about.

Owner

Apr 28, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Comments: Would like to see it more customizable.

Pros: Good front end, customer history and dispatching. Portal is a very useful function. Invoicing is simple.

Cons: Hard to learn. Not very intuitive. Can't really customize much in the program. Particularly the screen shots.

Wintac

May 10, 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
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Comments: Nothing

Pros: The program is very user friendly and easy to use. Mechanics as well as dispatching is very user friendly.

Cons: We do not have anything negative to say about the software. We are able to do everything we want to do.

Great program for field professionals

Oct 10, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This program is great in that everything is connected and all in one place. Technicians can gain access to information when they are in the field.

Cons: I wish the program was a little bit easier to use. It takes some time to get use to, but once you do then its easy. I also wish that i could customize the field portal, so the tech do not have to see things they dont need.

Great

Apr 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: No

Pros: Functionality and seamless integration ease of use which sending email and the ability to do proposals.

Cons: Don't know yet, still trying to find things I don't like.Like I said I don't like software don't want to change.

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:)

Simple to use but limited.

Aug 10, 2017
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

Pros: Simple to use Automatic save Hate that I have to click "All" when searching instead of just pressing enter.

Cons: I don't like that I can't use two screens. I would like to be able to look at two different customer records at the same time. I don't like that it doesn't upload to quick books and I don't like that it doesn't allow me to make custom reports.

Its not that great

Jun 03, 2017
1/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
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Comments: I wish we hadn't changed. I don't like it. I would like it more if I didn't have to click on fields that don't apply to my business.

Pros: Inexpensive.

Cons: It'd be good if you could clean up the screen to items that apply to my business.

Third Generation Gets Updated

Nov 08, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: We transitioned from a very old software to this very new (to us) software that gives us the opportunity to many features. The options we have even give us a new vision on what we can add to each profile to make our productivity much better. Functionality wise, it has taken some getting use to. There are many screens we need to encounter when before, everything was on one screen, and we now have the option to add so much more to a customers profile, everything is in one spot! The customer support has been great, very attentive to our needs and even follow up. From my first consultation with Rick, who was EXTREMELY patient with me, to support, we have been very pleased. I have already recommended this team to my friends in business.

Pros: Opportunity to add many attachments including word docs, pics, etc.

Cons: Coming from where everything was on one screen, we now have to go to many screens to find what we need.

Recommendations to other buyers: Work one on one with the Wintac team from the start of set up. Very difficult to set up yourself and still manage to run your business!

Wintac User for 15 years

Aug 30, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This program wins out over others we've tested because it's already setup to hold all your vital customer information. It's easier to use a program that is established instead of one that forces you to customize everything yourself. Wintac is easy to use and reliable. We've looked around and we keep coming back to Wintac!

Cons: Wintac sometimes freezes up and has small glitches. We have had to rely on technical support several times over the years to get us back up and running, but they are always more than happy to help via phone, email, or live chat.

UNTIL THEY WENT TO SQL IT WAS THE GREATEST. SINCE SQL OPERATING SYSTEM THEY HAVE MAMY MANY PROBLEMS

Oct 19, 2017
2/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Comments: HOPE THE GET THINGS TOGETHER BEFORE I HAVE TO MAKE A CHANGE

Pros: REASON FOR ORIGINAL PURCHASE SEVERAL YEARS AGO IT WAS VERY EASY TO USE,.

Cons: CHANGE TO SQL OPERATING SYSTEM. NO VOICE SUPPORT. CAN'T SEEM TO FIND ALL THE PROBLEMS- PUT SQL VERSION OUT WITHOUT GOOD REVIEW. SQL WE ARE AFRAID TO INSTALL UP GRADS. IT SEEMS THE WILL CORRECT 2 PROBLEMS AND CREAT 3 MORE. FORGET PHONE SUPPORT. ITBIS EMAIL OR CHAT ROOM. IT IS SAD TO SEE SUCH A GREAT PRODUCT ARE NOT THERE. THEY HAVE PRESENTLY IMPROVED THEIR SUPPORT BUT STILL CAN'T CALL A HUMAN ON THE PHONE. I DON'T LIKE THIS WORLD OF NO VOICE CONTACT.

We are an Air Conditioning Company that had been keeping data in Wintac since the year 2000

Nov 01, 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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Pros: We enjoy the through record keeping. Our company has been using Wintac since 2000 and easy to find all the service , repairs, and installation of past invoices.

Happy Contractor.

Aug 22, 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: Easy to use. Wintac has helped out company streamline jobs. Better track employees, cost, and material. Dispatching option has been amazing. I highly recommend this product.

Too Many problems!

Feb 14, 2017
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

Comments: Since the SQL release I have had more problems than ever with error codes and Wintac freezing up with a code on the screen. Also have issues with Retained earnings calculations. Call tech support and be ready to wait for a long time. Then if you are lucky you might get to talk to someone, or they say they will call back. Very unsatisfied customer.

Pros: Web Portal

Recommendations to other buyers: Might want to consider other alternatives

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
Likely
Extremely
Likely

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

HAPPY WITH WINTAC

Apr 21, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: We have been using Wintac since 2002, generally are happy with the product, we are anxious to try the new 2017 program & the new features.

Pros: it is generally a good product, we like the use of the portal

Cons: the change of the dispatch board, we used to be able to update the dates & enter techs names from the dispatch board, since a couple of upgrades we can no longer do this. also, once you enter a tech assistant and the date they were dispatched, that changes when we reschedule the dispatch board, if they are already dispatched then it should stay on the date they are dispatched

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.

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
Likely
Extremely
Likely

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.

less paperwork and less duplication of effort

Sep 29, 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: the software has allowed us to grow without having to add additional office personnel

Pros: The office personnel does not have to hound the service technicians to explain their handwriting on invoices anymore. Saves upwards of 40 hrs per week because of reduced duplication of entries. Works well with quick books

Cons: some searches do not always yield the same results for the same criteria. When going to some screens the placement of the cursor could be changed.

easy to use

Oct 24, 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: 7.0/10 Not
Likely
Extremely
Likely

Pros: This is a very simple product to use. I have tried many other software programs and found wintac is the best value.

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
Likely

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.

A Z Nature Health

Apr 18, 2018
1/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: I hope they charge less no more because every their update program is worst.

Pros: I can operate store by myself and do everything fast. I can do accounting easy. I can put invoices easy. I can generate rapiers easy. Doing taxes is easy.

Cons: Problem with protection and a lot errors with data base. New program did not back me up and supposed. Now I have virus and system cannot even read me. I am afraid of loosing my data base for 8 years.

Great service software

Apr 27, 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: 9.0/10 Not
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Pros: All in one software for hvac. It has it all A/P, dispatching, customer records and everything you need to run an hvac company.

Cons: Very hard to setup. Tech support will help you out, but be prepared to be down for a while until all the setup it done and completed.

Very Pleased with Wintac

Oct 07, 2014
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the fact that it is an all in one system and takes us from scheduling to ordering products to invoicing and the accounting. I am looking forward to getting connected with all my mobile devices with direct payment by Xcharge and the fleet linked with GPS system I believe this will create more savings on top of what the system is already saving the company dollar-wise. I have 18 staff members, and although this is a big change from the paper and pen of the old days, we are slowly advancing into the computer age, and Wintac has been a great help all the way around to help make this happen.

Cons: There is no drop-down search when entering customer names or products. You always have to hit the search field. Also, in "inventory browse," you have to be very precise when entering products, and if you don't know the product, it is very difficult to find the item.

Recommendations to other buyers: My recommendation is to try it with sincerity, and I am sure you will find it very comforting to know that everything is in one system.

This is the best dispatching & accounting software that we have ever used.

May 26, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Love having my techs with tablets. They are invoicing and getting paid right away with (Xcharge Processor) receipting checks, cash, and credit cards. Collection has gotten easier. I've had other dispatching software and this one is the easiest by far.

Cons: I really like the product. The only thing I would love seeing improvement on is the wait time for customer service. Other than that its great.

Hate this software.

Nov 07, 2017
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: It was good while it lasted but thankfully it was short lived with my company.

Cons: Price!

Quality

Not very easy to use unless if you take the hours you need to learn how to use it properly

Use a cloud based service!!!

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
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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

Happy user

Mar 28, 2017
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
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Comments: Been using Wintac since 2012 and it has made life so much easier running our HVAC company

Wintac- Excellent Program at Great Price

Jun 12, 2012
4/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: I have found Wintac to be easy to use and very customizable. It allows me the ablity to track a customer through the sales process with ease. Our structure requires a site evaluation work order, to a proposal, to a purchase order, to a work order, to an invoice. Wintac handles the transition with ease and only requires me to enter the information once. I have also found the dispatch board and scheduling to be fabulous. I really appreciate the customer sales service- Deanna Duffy is the best. At the beginning I had a few growing pains but I found the online support to be invaluable to help me grow.

Cons: The main con with Wintac for me is, as we are in Canada, I have to run another accounting program because Wintac does not support Canadian Payroll. However, Wintac has Accounting Links that make tranfering information to my accounting software easy.

Overall: We are currently upgrading our office and have just added another user and upgraded our Wintac for the next 5 years- Need I say more?

Great Product

Mar 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: We have been very happy with WinTac. It has been a great product for our company!

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.

Long term Wintac user

Aug 28, 2014
4/5
Overall

2.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: We have have used Wintac since about 2005. We are contractors in the Fence and Gate industry. That said, we are a customer service business. Wintac has allowed us to schedule and organize everything from estimates to proposals, work orders, and invoicing. This has helped keep us more organized and have a system that everybody in the office uses. The vendor is generally helpful and knowledgeable.

Cons: While the vendor has yearly updates, some of the updates across the different aspects of the software are repetitive, even though they are listed separately, which is a marketing thing. In some cases, it has taken several upgrades to resolve glitches that could have been done in a more timely manner. This may not be unusual for software products overall.

Recommendations to other buyers: When considering this type of software, be sure to see if it meets all of your needs for the price. Some software of this type requires the purchase of separate modules to get all you need. Wintac is different in that respect.

Wintac - full of mystery

Jul 17, 2016
3/5
Overall

1 / 5
Ease of Use

2.5 / 5
Features & Functionality

4.5 / 5
Customer Support

2.5 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The customer care was great. The product - I liked that there were many things you could do with it once you understood how to use it. I constantly learned new ways in which it worked and would get us what we wanted. The scheduling and time recording was also great for a new construction business.

Cons: This product is not user friendly - found it to be a challenge esp. with the group I work with who prefer paper and pen.

Recommendations to other buyers: This product only works if you are ready to buy in completely and even then it can be hard to use. Someone I spoke too at a different company said it best -- "it's okay at a lot of things but not great at anything."

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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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

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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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 way to organize all aspects of business into one

Jun 19, 2017
4/5
Overall

3 / 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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Comments: Great Program, especially when compare to alternative type programs.

Pros: the dispatching feature is awesome, really awesome seeing the work get billed out as the day goes on.

Cons: Inventory look up and web portal functionality. Also having to pay for the upgrades not being optional as if you don't but them, the window upgrades mess things up