Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management (CRM), inventory and fleet management.
At the core of Wintac is its scheduling, dispatching and work order management module. The color-coded dispatch board allows users to drag and drop appointments so that dispatchers can monitor schedules and re-assign calls if needed. Technicians in the field can access their schedule remotely through the Wintac web portal.
Wintac also offers functionality for tracking current and potential customers, creating estimates and proposals and managing accounts. Job costs can be broken out by inventory items, POs and payroll. Information can be shared on smartphones, tablets and laptops, and the system supports e-signature capture in the field. Wintac offers integration with Microsoft Office and Quickbooks.
Wintac offers a perpetual license for a one-time fee that includes support via phone and through an online knowledge base and FAQs.
Elizabeth (liz) C. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti: 2-10 dipendenti
It is a low cost alternative to others since you can purchase the license and choose to pay for the maintenance/ upgrades and support annually. You can own the license - you do not pay a monthly fee to use it.
It does everything we want to to at this time and they are building on its features after moving to a new technical platform that supports the development of new features.
1) I wish the option to set a daily backup were menu driven and did not require a person familiar with SQL. That would make it so much easier and efficient.
2) We are asked to perform upgrades and installations. Unfortunately, the instructions do not always work and the installation is complex. Wintac suggests that a network engineer perform them. FORTUNATELY, when I get stuck, I can call Customer Technical Support and they know almost before I ask, what needs to be done. To me this sounds like an opportunity to intake enhancements for future releases of the software, and I bet it is. The Davisware people seem to have brought things under control after a rough few months after the acquisition and transition to v2017 and v2018. Good work!
Douglas O. Specializzazione: Gestione delle risorse Numero di dipendenti: 2-10 dipendenti
Overall I have always been satisfied with Wintac & it’s support.
Accountants & there unwilling approach to Wintac is my mostly trying problem. They seem to only want simple booking as Quick Books does for them.
Most of the time I think it’s a good program & excellent for its cost. Here lately with the upgrades it is getting more complicated..
I used to call in for problems & they could solve almost anything from conflicts to programming.
Now will all the new upgrades they won’t help with certain setups with antivirus conflicts. I understand it takes longer when dealing with other programs. I was much happier when I could call & get my problems solved with there help.
It seems to me that in order for technical support to get more calls done per day they push off some technical problems. When Running a small company and wear many hats you don’t have time to learn all the procedures to make a program work on your computer. I miss having the attention given to fully making everything work with your computer. It is hard to understand and solve other computer problems when you don’t have the time.
Aaron Y. Numero di dipendenti: 2-10 dipendenti
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.
Dispatching, Purchase orders attaching to jobs, WIPs all in one place, based on your on network not their network
Errors constantly, accounting inside the program is horrible, takes a long time for things to get fixed if they even do,
Rick L. Specializzazione: Industria edilizia Numero di dipendenti: 2-10 dipendenti
The biggest benefit I saw right way is my profits kept going up month after month. The accounting part of this software is great.
The software was a complete all in one. Very easy to learn how to use. Invoicing in real time at the job site. Looking up past history of a customer at the job without need to call into the office.
No more needing to have Multiple programs.
Only being a windows base program. I would like to see it for Apple.
Scott G. Specializzazione: Industria edilizia Numero di dipendenti: 2-10 dipendenti
I have been using Wintac for close to twenty years and it meets my needs
The ease of setup and the grouping of tasks
All of the small bugs that have happened in the accounting side