Wintac is an all-in-one business management application for service companies. The app helps field technicians, office staff and management to coordinate and manage daily operations. In one solution, Wintac combines scheduling and dispatching, work order management, customer and lead management, fleet management, estimates and proposals, and inventory. In addition to all this, Wintac provides employee and payroll management with time sheets, payroll reports, commission management and much more Wintac provides a complete overview of all business operations from one dashboard and the mobile app provides remote access to all of these features from any location, anytime.
As a business management tool for service companies the ability to schedule jobs and dispatch technicians is a vital feature of Wintac. You can schedule, dispatch, route and sort jobs through a customized, color-coded board with drag-and-drop functionality. You can see a complete history of all your jobs, drilling down into work order details, invoices, job sites, properties and customer details. The app lets you automatically generate work orders based on service requests, job schedules, site directories and routing sheets for your service staff.The system also acts a CRM, with advanced features such as marketing profile builders, customer satisfaction analysis, and a report builder.
Wintac lets you manage all service related documents, including contracts, quotes, proposals, and estimates. You can generate customizable, professional-looking quotes, proposals, and estimates, inserting equipment, material, labor and other data directly from the app. You can automatically calculate price, attach pictures and documents, and convert these documents into work orders and invoices. Wintac also handles inventory management across multiple warehouses and vehicles. You can assign and track serial numbers, with support for barcode scanning and label printing. Furthermore, Winac offers fleet management with log identification and maintenance scheduling.Show more screenshots »
Wintac is a leader in the field service management software industry, with over 60, 000 users across 8, 000 companies. Wintac was created by Intac International, a company founded in 1988 which has been providing software for service companies for over 25 years. The software has been awarded for both the quality of its software as well as its support. The website has a page dedicated to reviews from satisfied customers coming from a range of company sizes and industry verticals, such as construction, repair plumbing, HVAC, electrical and cleaning.
Wintac offers a much broader range of features and capabilities than a lot of other field service management apps. In addition to the staple field service management features such as scheduling, dispatch and document creation, Wintac covers accounting, payroll and fleet management in full. With tools for accounts payable, financial reporting, check writing, automatic billing, purchasing and more, Wintac’s accounting features are as comprehensive as a stand alone solution. The software also includes built in vehicle management, with built-in links to a GPS and TomTom integration.
Wintac adopts a blue and white interface that matches its branding colors. The look and feel of the software is perhaps not as modern as some newer, cloud-based apps. However, it is not as clunky as some of the bigger, legacy enterprise softwares. There is a top navigational header that gives access to a number of tabs, mainly the Customer/ Job Manager, A/P & Checking Manager, Employee/Payroll Manager, Contact Manager and Vehicle Manager. Each section within each tab offers detailed information, deep browsing and search ability, and reporting. The dispatching tool uses color codes, optional views and drag-and-drop scheduling.
Unlike purely cloud-based software, Wintac is not offered on a subscription-based model but rather on a one-off price for life-long access. You can purchase the software through the product tour which can be accessed via the website. By clicking on the green “take the product tour” button on the homepage you will be taken to a video introducing you to Wintac. In the pricing section of the video, there is an option to buy Wintac by submitting an order request form. Alternatively, you can contact sales via the phone number on their website.
There are three available versions of Wintac, each with individual, one-off prices - Wintac Green ($1,995), Wintac Pro ($2,495), and Wintac Fuel ($2,995). Each product is designed for a specific set of industries, for example Wintac Green is mostly for cleaning companies, landscaping and pest control, while Wintac Pro is for HVAC, plumbing, electrical and computer repair, and Wintac Fuel is for service contractors who offer fuel oil, propane or kerosene delivery. All of the packages include full access to the software package and the Wintac Web Portal, as well as one year of unlimited live technical support.
The app is designed to provide complete business management for field service contractors, installation, and construction companies. The app is used by a number of industries within these fields - from pest control, roofing, and cleaning; to pool and spa, landscaping, and refrigeration; to fuel & oil, HVAC and computer repair. Wintac is ideal for companies with fleets of vehicles, multiple warehouses, extensive inventory and large teams. It is also a good solution for companies wishing to consolidate their accounting, payroll, inventory and other systems into one software platform.