WinTeam reviews

Great software to run my entire business

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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!

RCS

Pluspunten:

The modules are laid out very similar so it makes it easier for set up. The system makes it possible for many people in the organization to have important information at their fingertips. The reporting functionality is pretty good. We especially have liked the ease of payroll with timekeeping and different pay rates. The ability to do alot of customization has been both a pro and con. We have figured out many ways to customize the software for several areas of our business to have benefits.

Minpunten:

Ehub frequently has issues. Many of our end users are not tech savvy so it causes a lot of training issues. Updating to GL for all transactions can be tedious. Reporting is pretty good but paying extra for BI has made a big difference. It would be nice if that was just included in the software price. The ability to do a lot of customization has been both a pro and con. It dies often make more basic processes more difficult than they need to be.

Look for other updated solutions

Opmerkingen: 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.

Pluspunten:

It is an industry leader and and integrated solution where in theory, it can be the only software a cleaning company needs.

Minpunten:

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.

Great Support

Opmerkingen: It has been great, all the support is very friendly and fast.

Pluspunten:

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.

Minpunten:

I would like to have more filters when pulling out reports

Payroll made easier

Opmerkingen: I love their customer service - they have an excellent response team to help with any problems that arises. I also like the Software Academy where I can log on at anytime and teach myself how to use a module or learn how to do something I have not done yet.

Pluspunten:

WT Software has made my job with payroll so much easier - we went from paper time cards to a much more accurate way to provide information and a time saving process of collecting the data

Minpunten:

I came from a QuickBooks background and I did like that I could produce a Form 940 and 941 from the system - it's a feature that I would like to see from WT

Winteam has helped us keep everything together

Pluspunten:

That all facets are available in one place and work together. AP, AR, payroll, timekeeping, scheduling, inventory.

Minpunten:

Would like more reporting to be standard with the product.

WinTeam Performance

Opmerkingen: My overall experience with WinTeam has been pretty positive.

Pluspunten:

What I like most about this product is that it is intergrated with our ATS Kwantek.

Minpunten:

What I like least about this product is the outdated look.

Winteam

Pluspunten:

WinTeam is easy to use, as well as well supported and easy to integrate with.

Minpunten:

Features available in the UI are not all accessible via API

One system for everything

Opmerkingen: We started using Team when before we were using 3 or 4 different programs to conduct business and keep track administratively. We often had to enter data 2-3 times. We had spreadsheets that worked well enough but to was all a bit clumsy and overly redundant, not to mention prone to error. We’ve used Team for about 6 years now and now everything “talks” to each other- payroll integrates with work tickets, benefits are programmed in, we can track for bonus metrics without a separate system, etc. We can compare financial projections to actuals and have control of our P&Ls. We love it and keep learning more that we can do to make our business more efficient.

Pluspunten:

We can use one software for everything and it all talks to each other. Also, we have been able to go from paper based to electronically based- completely! No more timesheets. They clock in with the phone. The list goes on!

Minpunten:

On the accounting side- everything we need is there but it’s a lot less automated than say quickbooks as the software as a whole is not an accounting software. Just takes some time to learn.

Does what is supposed to, but could do a lot more

Opmerkingen: As an HR Manager I use this daily. There is a "Help" section, that isn't helpful with such a customized product

Pluspunten:

It integrates with our Applicant Tracking System to easily import new hires. There are a lot of report functions that are very useful in looking at overtime, birthdays (we mail cards), attendance, and much more that are used weekly by the HR team

Minpunten:

There are some integrations WinTeam cannot do that would be useful. Some are just too expensive to integrate, which feels crazy given the size of our account and what we already pay them. But the W4 change from 2020 took them 6-7 months to figure out how to properly integrate

Overall great system

Opmerkingen: I'd love to have more control / functionality through web, mobile or app versus having to use Citrix to access birthdays and other 'minor' task related information.

Pluspunten:

I love being able to pull P&L's per job / customer with just a couple clicks! Having all information in one software makes it very nice.

Minpunten:

For some of the tasks, there are a lot of clicks to get to the answer... There are also some inconsistencies in report criteria (some I can pull by Region / Tier, others I can't and have to use Supervisor which is very inaccurate).

WinTeam User for 11 Years

Opmerkingen: WinTeam is essentially another member of our finance team. It comes to work with us every day. The customer support team is excellent and we have a voice in future product enhancement. This isn't software that you purchase and never hear from again. They are partners in helping to strengthen and build our business.

Pluspunten:

The job costing capabilities of WinTeam are very robust. Sorting and filtering for reports is only limited by your imagination. The employees at WinTeam are actively working to make their product better and the customer is uppermost in their mind.

Minpunten:

While there are product enhancements that would be helpful, there is no need to pick apart each module and give a wish list of changes here. I have used the software for 11 years and every year sees new innovation and product improvement.

WINTEAM

Opmerkingen: 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. I recommend WINTEAM to other companies. I have experience with Vision Vantage and Securitas' SAFES programs. WINTEAM is a superior system and product.

Pluspunten:

It is a great help in organizing and ensuring managers and supervisors maintain appropriate and efficient staffing.

Minpunten:

Mostly minor things in setting up schedule pages to better fit the way we use them, but overall it does the job. It can just be frustrating at times , especially if you don't use a function every day/week and you have to remember how to set something up as it is not necessarily intuitive for a non tech guy

WinTeam for Workforce management

Opmerkingen: Win Team is like an onion, just when you think you have mastered the system you discover another better/faster way to get to the results.

Pluspunten:

WinTeam is a powerful tool for managing human resources. It is so much more than a scheduling tool. I use it to track time off, absenteeism, experience, and certifications. We also use it to track revenue and generate invoices.

Minpunten:

Most tools are easy to access, but others like displaying the number of hours worked or scheduled by a specific employee can require multiple steps in order to display the data.

Josie's Review

Opmerkingen: It's a good system for capturing employee data. Would like to see a more robust report writer.

Pluspunten:

It is user friendly and easy to move around in. Entering data is very simple. Onboarding new employees from Kwantek is a plus.

Minpunten:

Not history driven so any date can be used without reason. The benefits portal is not very user friendly and very hard to figure out. Doesn't have a way to fix data entered wrong. Reports are not easily produced within the system itself. Haven't experienced using the BI module yet.

Winteam

Opmerkingen: I am solving the schedule problems that we had in the past using the e-hub for our supervisors to schedule their guards and the post watch to keep tract of when our employees call in.

Pluspunten:

I like the fact that you can use WinTeam software to run your whole company. Only one software for all the departments such as HR, Accounting, Schedules, Payroll etc.

Minpunten:

There not to much that I lease like but what I like and don't like make be something totally different for someone else. We all have our preferences.

Why WinTeam Works for Me

Opmerkingen: The interlinking of workforce management, accounting and customer relations.

Pluspunten:

I was able to move from three independent software programs for workforce management, accounting and customer satisfaction that did not communicate with each other to WinTeam that does each of these and each area internally communicates with the other. This is a big WIN for my TEAM.

Minpunten:

Complicated to set up. It takes a lot of time to get the information data entry into the system.

Winteam

Opmerkingen: We are providing gross margin reports for each site and we are able to accurately allocate all of our labor and other direct costs.

Pluspunten:

It gives me the ability to pull detail payroll information to respond to requests and file reports. It has enabled us to provide detailed financial reporting for multiple sites as well as running general ledger detail reports.

Minpunten:

It is a little hard to find the underlying detail for certain general ledger modules.

Review

Opmerkingen: We have used Team Software for the last 25 years and our business has grown phenomenally over that time. Team is a cost effective solution for Scheduling, timekeeping, payroll, billing, and general ledger functions.
We have found tremendous value with Team as a partner through many of our growth spurts and changing business environment.

Pluspunten:

Scheduling of staff is optimal for our business

Minpunten:

Additional HR features would be an improvement, although Team has been improving the HR module more recently

WinTeam is an amazing product!

Opmerkingen: WinTeam has helped us to reduce the amount of time we spend with billing, reconciling accounts and payroll deductions. I have used a number of other software programs and WinTeam's comprehensive abilities are unmatched!

Pluspunten:

It does everything my company needs it to do and then some. The support team is prompt, kind and very fast to get you the help/answers you need.

Minpunten:

Having the ability to track changes and who made the changes could be better

Using Win Team for accounting and job costing

Opmerkingen: Win Team is the best accounting software that I have ever used.

Pluspunten:

The audit trail, and the way that the various modules interact. For example, payroll is pulled from the scheduling and billing is pulled from the payroll. There are no manual entries needed.

Minpunten:

There are some things that cannot be reversed without a lot of steps. While this is useful for tracking, it is sometimes tedious.

Good tool for managing employee data

Opmerkingen: Our company has used Winteam for more than 10 years now and I would say that Winteam has helped in managing our database. The options is endless and every year winteam is providing more innovations to ease the use of the software

Pluspunten:

Searching relevant datas to the jobs that we are currently providing our clienst and giving to employees

Minpunten:

upgrade the look of the system to be more engaging

Review

Opmerkingen: Overall I think it is user friendly and functional. I wish there were additional capabilities (such as the addition of photo attachments) available to help streamline the front line work to invoicing process.

Pluspunten:

I like how you can double click on blue fields and drill down.

Minpunten:

I don't like that pictures cannot be added to work tickets and flow through to invoices.

Winteam

Opmerkingen: Very good. Great support with knowledgeable staff. Most questions can be answered with online help. So easy to use that help is rarely needed.

Pluspunten:

Winteam is very easy to use and new employees can learn it quickly

Minpunten:

The software is a little outdated - it should be updated to a more modern look and feel

WinTeam

Pluspunten:

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.

Minpunten:

Large learning curve for employees. Needs improved Customer Support Expensive