WinTeam

TEAM software is our best tool

Opmerkingen: TEAM support is awesome, they go above and beyond. TEAM is always listening to our ideas and making improvements. The software itself puts all of our data in one place and makes it easy to pull out key metrics to help us run the business. Labor hours actual vs. budget, overtime management, job profitability, and the list goes on and one. A huge number of custom data fields allow us to track what’s important to our team.

Pluspunten:

Full integration of field operations and back office accounting, HR, etc. Everything we need is in this one software engine. Integration to EHub allows our field manager and employees to have data and documents at their fingertips and all in one application.

Minpunten:

That it’s still Citrix-based but they are working on moving it.

Made for Us

Pluspunten:

The best thing about WinTeam is that it was designed with facility services companies like ours in mind. We've used the TeamTime component for well over a decade and decided to implement the accounting, job costing, and other related features in January 2019. It makes invoicing for recurring services so easy! And our job costing and financial reporting is now both timely and accurate - not something we could always say before we switched. The software is forgiving of user error, and if you need help, customer support is easy to reach and will stay with you until you gotten all the help you need. I can't imagine a facility services company could be happier with any other software out there.

Minpunten:

The only real complaint I have about WinTeam is that it doesn't allow you to change the format of the AR invoices. All invoices have columns for "Description," "Quantity," "Unit of Measure," "Price," and "Amount." Because the overwhelming majority of our invoices are just on monthly charge for janitorial services, it would be nice if they had an invoice format that didn't have the "Quantity," "Unit of Measure," and "Price" columns. Also, the software is not "intuitive." You're probably not going to be able to log in and just figure out how to use it on your own; however, it is very easy to learn and TEAM will provide as much training as you need to master it. I also highly recommend sending at least one user to the TEAM conference. It's a fun time, and you learn so much while attending!

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.

Winteam in review

Opmerkingen: Overall, Winteam is great but there is always room for improvement. This being my first office job using a software based system, winteam has helped me succeed way better than the older software my company used to have.

Pluspunten:

I enjoy the simplicity when it comes to navigating certain aspects of the system. I also enjoy finding out new ways to complete tasks more efficiently and sharing with the rest of my team. This software has helped save hundreds of hours when analyzing and entering data.

Minpunten:

There were a few things that felt like they were finished half way before the software was released. For example, the PO and AP Invoice sections need to be linked better to let you know when a PO already has an invoice and when the PO has been fulfilled to avoid going over the PO amount. Similar to the AR Invoice Review tab, there should be a way to review what invoices are under that PO and the amount remaining, invoiced and over/under when the PO has reached its expiration date.

Essential Software

Pluspunten:

Love the reporting and tracking capabilities. The most useful reports in my job are the job costing and hours variance reports.

Minpunten:

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. (Customer support is awesome in helping overcome this though).