Wintac

door Wintac. A Davisware Company

4 / 5 649 beoordelingen
Wintac

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Wie gebruikt deze software?

Wintac proudly serves all service business professionals with the most affordable software on the market! Backed by 30+ years of experience, see why over 9,000 service companies choose Wintac today!

Gemiddelde scores

649 beoordelingen
  • In totaal 4 / 5
  • Gebruiksgemak 4 / 5
  • Klantenservice 4.5 / 5
  • Functies 4 / 5
  • Waar voor je geld 4 / 5

Productgegevens

  • Gratis versie Nee
  • Gratis proefversie Nee
  • Implementatie Cloud, SaaS, Web
    Geïnstalleerd - Windows
    Mobiel - iOS native
    Mobiel - Android native
  • Training Persoonlijk
    Live online
    Webinars
    Documentatie
  • Ondersteuning Kantooruren

Leveranciergegevens

  • Wintac. A Davisware Company
  • http://www.intacinternational.com
  • Opgericht in 1988

Over Wintac

Since 1988, Wintac has helped thousands of field service companies run more efficient, organized, and profitable businesses. Stop wasting time and money go paperless today and manage your business from just one program. As one of the most affordable solutions out there for service contractors, features include: scheduling and dispatching, mobile access, work history tracking, equipment installation and service tracking, inventory management, invoicing, accounting, fleet management, etc.

Functies van Wintac

  • Commercieel / industrieel
  • Contractbeheer
  • Elektronische handtekening
  • Factureren
  • Klantendatabase
  • Mobiele toegang
  • Offertes
  • Plannen
  • Tijd bijhouden
  • Werkorderbeheer
  • Betalingen innen in de buitendienst
  • Contactendatabase
  • Contractbeheer
  • Elektronische handtekening
  • Factureren
  • Mobiele toegang
  • Offertes
  • Online tijdklok
  • Plannen
  • Routering
  • Verzenden
  • Volgen van servicegeschiedenis
  • Voorraadbeheer
  • Werkorderbeheer
  • Beheer van technici
  • Factureren
  • Inventarisatie
  • Klantendatabase
  • Mobiele toegang
  • Offertes
  • Onderhoudsplanning
  • Plannen
  • Routering
  • Taakbeheer
  • Verzendbeheer
  • Volgen van servicegeschiedenis
  • Werkorderbeheer
  • Beheer van technici
  • Factureren
  • Inventarisatie
  • Klantendatabase
  • Mobiele toegang
  • Offertes
  • Plannen
  • Routering
  • Taakbeheer
  • Verzendbeheer
  • Volgen van servicegeschiedenis
  • Werkorderbeheer
  • Contractbeheer
  • Inventarisatie
  • Klantendatabase
  • Offertes
  • Plannen
  • Preventief onderhoud
  • Routering
  • Taakbeheer
  • Taakbeheer
  • Terugkerende afspraken
  • Verzendbeheer

De nuttigste reviews van Wintac

office manager/plumber

Beoordeeld op 30-10-2018
Michelle O.
Office Manager
Bouw, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: it has been a good experience overall, the tech support guys are fabulous, and on the general day to day there are no major issues.

Pluspunten: it is relatively easy to use...the dispatch board is great, just don't use visual placement mode, it will mess you up every time..!!

Minpunten: stability issues before this new version, reports should be able to be completely customized by zip code, dollar amount, city, generated revenue etc...you should have a list of search criteria that you could click on and then a list of reports that you can generate based on that criteria... it is very complicated to find the report you want now. and if you pull some reports looking for the same info you do not always get all of the info on the same report, you have to do multiple different reports to get all the info you are looking for. also, when using reports you often get the client name, but not their address or phone number, then it is necessary to look up each client to get their address to be able to market or whatever u need to contact that client for. you should also be able to search for maintenance service by item code, date of install, date of next service...etc new version does still freeze up, and the right side search bar under customer/job manager takes FOREVER to locate any text. Also on the customer/job screen under the email address bars is a tab labeled business... if that is for finding out how people heard about you shouldn't it be called something else..?? Like advertising...source of call.. something that makes more sense than business... i'm sure there is more, but i just can think of anything else right now...

A little wonky, but very powerful

Beoordeeld op 14-11-2016
Cooper H.
President
Bouw, 13-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer 
Bron: SoftwareAdvice
4/5
In totaal
3 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

Wintac

Beoordeeld op 1-11-2018
Jon A.
CTO
Bouw, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: We have been long time users of Wintac, in fact, we are very early adopters of the software (~24 years) Development has continued to keep up with changes in Microsoft Windows and associated hardware. It is the life blood of our HVAC service and installation business with over 114,000 customer records. The capabilities & features continue to added. The customer support is far above average, specially in today's trend to move limited support offshore or email only. You typically get assistance in a reasonable amount of time that US based live support on the phone which is worth the price of the software.

Minpunten: The purchase of Wintac by Davisware leaves questions on what the future will bring for Wintac Users. Davisware has said they are committed to supporting and continuing the development of Wintac, time will tell. No commitment on being GDPR complaint from Davisware. Although our customer locations are local to us here in the US, several are residents of the EU. Sometimes fixes/patches to software bugs take longer than we would like but the do usually get addressed. Although part of the problem was caused by us, but part but Wintac is that in our case we have more information than fits in the regular customer page. This has lead us to put important data in non-indexed fields which makes searching for customer information much slower than we would like. This is especially exacerbating when on the phone with a customer.

Not able to meet the needs

Beoordeeld op 20-12-2016
Rich H.
Business Operations
Consumentendiensten, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer 
Bron: SoftwareAdvice
4/5
In totaal
5 / 5
Gebruiksgemak
3 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: 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.

Pluspunten: Ability to manage work orders, dispatch board, and customer job manager.

Minpunten: 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.

I've been a Happy Wintac customer since 1999.

Beoordeeld op 28-11-2017
Patricia M.
Owner Manager
Bouw, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
Bron: SoftwareAdvice
4/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

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