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WinTeam is a holistic financial, operations & workforce management solution for security contractors in North America. It includes accounting & financials, analytics & reporting, HR, compliance & benefits mgmt, payroll, job costing, work/people scheduling, quality assurance & inventory mgmt. It has employee & customer self-service plus time & attendance tracking. Streamline processes, connect back office to field ops & pinpoint profitability by security site. Best fit for 100 employees or more.
Provider
WorkWave
Located In
United States
Foundation
1984
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Documentation, Live Online, Webinars, In Person, Videos
Support
Knowledge Base, FAQs/Forum, Email/Help Desk, Phone Support
We serve janitorial and security contractors with distributed workforces.
Content Source: WinTeam
Based on other buyer's searches, these are the products that could be a good fit for you.
Users value the custom report creation and tracking capabilities in WinTeam, which help them stay organized and meet specific needs. However, they encounter inconsistencies in report criteria, making it difficult to pull reports from every field entered. Additionally, the lack of integration with BI and reliance on canned reporting are significant drawbacks, as users find these features limiting and unhelpful for their analytical needs.
Users commend WinTeam for its client servicing and industry-specific features, noting that it allows them to provide detailed and accurate information to their clients. They appreciate the customer support, describing it as committed and always willing to help, which has been crucial for their success. However, users are frustrated by the inability to use the CRM offline, the lack of a customer-centric portal, and communication issues with ADP, which hinder their overall experience.
Pros
WinTeam is easy to use and is a great all in one software. The various security settings are great for setting up the appropriate access for users.
It has saved us a great deal in time and especially money as we now do all our payroll in house. Our support team is very helpful and responsive.
Overall, I have found this to be a solid product and when help is needed the customer service is wonderful. Everyone has always been very kind and helpful.
It is the best BSC software package out there. To have all of the software needs under one roof and not have several systems to accomplish the task is quite helpful.
Cons
Cumbersome and often unintuitive to navigate. I know t has the capacity to deliver many useful metrics, but I feel I'm missing out due to an inability to run them or even know that they exist.
It dies often make more basic processes more difficult than they need to be.
And I don't like the limited invoice customization available.
Originally the fact that it was cloud based scared us, but we were wrong.
"Great software to run my entire business"
Overall: Overall, Winteam has helped me streamline my back office, while also controlling things in the field. It has saved me money by allowing me to in-house payroll and by preventing the timecard errors we used to have when our employees were filling out timecards by hand. The alert system allows me to know if a building is not being cleaned, so that one of my supervisors can handle the issue before the customer opens in the morning, so that we never have a client going without service, even if their regular cleaner can't get there.
Pros: I love that Winteam designed a software specifically for my industry. From estimates & scheduling to timekeeping, payroll and invoicing, and even benefits management tools, this software can handle every aspect of my commercial janitorial company.
Cons: I would find it very helpful if all reports were able to be printed. Not only do I find it a bit difficult to design custom reports, but some things simply cannot be printed. Also, the accounting piece is not as simple as something like Quickbooks. I can really drill down into the nitty-gritty of every aspect of my company, but I need my accountant to help me do it!
"Great Support"
Overall: It has been great, all the support is very friendly and fast.
Pros: Kwantek has been a great tool for us, the number of candidates we receive and the easy way to import candidates has made our day easier.
Cons: I would like to have more filters when pulling out reports
"Look for other updated solutions"
Overall: It has been a nightmare working with the WinTteam product, from integration to training new bookkeepers on the system. With the extra hour that we pay people to figure out the WinTeam software, we could afford to spend 2x the software price on something good.
Pros: It is an industry leader and and integrated solution where in theory, it can be the only software a cleaning company needs.
Cons: The software is very cumbersome to set up, not efficient to use, and it is very difficult to get the simple data reports out of it. There are some good service representatives, but it seems the help from different people often contradicts each other. Upon leaving they try to hold your data hostage and charge an exorbitant about just to see historic information.
"Review of WinTeam"
Overall: I've used TEAM for over 10 years and overall I love the product. There are so many great features that are bundled into one product which makes it very helpful to us. The fact that everything is together is a huge positive for us. As our company has grown we are looking for more features to help reduce a lot of current manual tasks done by our corporate team.
Pros: All modules in one place is very important to us. We love having the ability to drill down from the general ledger to the source whether it be fixed assets, payroll or invoices. The software itself is very easy to use and learn quickly.
Cons: Employee module could have additional features added. PTO requests and once approved that it populates the timesheets. Expense reporting by the employee that populates their "other comp" for that payroll check. Change of status form that allows management to update an employee file and notifies HR and Payroll once done - items like status change, rate change and job change.
"Bumpy but better!"
Overall: My experience started out very bumpy, but has really smoothed out over the years. I know I still have some to learn that the system will do, but it is much better today than 6 years ago.
Pros: After we figured out the payroll benefits, it is great now. We had a very rough start on it but learned a lot in the process. Completing the billing and also the ability to email invoices automatically on creation is awesome. You just have to make very sure you do things exactly or it is a mess. I finally learned an easy way to reprint invoices just last week.. Auditing is a breeze in Winteam.. Very easy to trace things all the way through.
Cons: Our training 6+ years ago was abysmal. We ended up having to muddle our way through and figure things out on our own for the first year or so. Then we were offered additional training, but had most of it conquered by then. This caused us to do a lot of double work and all.. I still do not like the Other Billing portion, it requires a lot of manual work. And I don't like the limited invoice customization available. I am still having to do some invoices manually in Excel. Invoice Entry can still use some modifications also.
