Wintac Software


 

For the past 25 years, Intac International has been supplying field service, installation, and construction companies with the tools they need to manage their entire business with one simple to use program. Intac’s all-in-one solution, Wintac, includes full accounting and comes with a full year of live unlimited support.

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 easily monitor the schedule and re-assign calls if needed. Technicians in the field can access their schedule at any time through the Wintac web-portal. Wintac also allows businesses to easily track service contracts for each customer and equipment at every location. Know when service is due, contracts expire, as well as the entire service history on any piece of equipment with the click of a button.

Wintac also offers functionality for tracking current and potential customers, creating estimates and proposals, and managing accounting. Job costs can be broken out by inventory items, POs, and payroll. From there, Wintac has the capabilities to generate cost and profit analysis reports. Information can be shared on internet ready smart phones, tablets, and laptops, and the system supports e-signature capture in the field.

Wintac conveniently integrates with Microsoft Office and Quickbooks. We recommend Wintac to small and mid-sized companies in the market for a complete field service solution.

 

Wintac - Customer manager
 
  • Wintac - Customer manager
    Customer manager
  • Wintac - Work order
    Work order
  • Wintac - Inventory
    Inventory
  • Wintac - Daily view
    Daily view
  • Wintac - Work order
    Work order
Supported Operating System(s):
Web browser (OS agnostic), Windows 2000

407 Reviews of Wintac

 
Software Advice Reviews (82)
More Reviews (368)

Showing 1-20 of 82

from Jack Frost Heating and Air Conditioning, Inc
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Issues with the software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
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Product Quality
Quality
Support

Even though they have been around 25 years but in the service field less 5 yrs - the software has several problems. We had made several attempts to help with issues that we have been having from the beginning of us buying the software. The use of the web side in the field is very slow and becomes jammed when using it. Now if they could put more work on the App version they have it would be more user-friendly. Equipment management is very poor where we would enter equipment model and serial numbers then they would disappear.

Pros

It is an all in one software and has a mobile app.

Cons

Wintac Issues

Customer Login:

There needs to be an example and explained exactly how the password how it should be set up.

When my customers go to set up their logins it does not show how Wintac password set up EXAMPLE – At the Sign up for your new account window – Under Account E-mail it should explain the password parameters.

Wintac System:

PO – Item code for the Vendor’s – I have in Business Options checked (PO) – Include Vendor’s Item Code and it is not printing on the PO Order.

A/P & Checking:

In Adding a (Journal, writing a check & anything with G/L account) Should have placed another column showing a description of Account description or have it where we can choose to use Division or Description next to Amount.

Worker Order:

Why is it when we are working in work order and want to see equipment - there is not a place from that screen to look up equipment that is at the location when clicking from dispatch board (we need to be able to get to the equipment from the job site not only from billing information.

I want the ability to only see equipment for the jobs site we are on not all equipment unless I am in customer information area. I have one customer that has 2 system on each 80 cabins in the system so when I am looking at work order I cannot just click on that location equipment with going back out to get to customer information then finding the building and then look at the equipment. Poor time management.

Task:

Building a task the cost sometimes does not transfer from inventory cost and when I zero it out in inventory it does not remove it from the task (when I have it check to update task when inventory is changing) But when I zero it out in the task cost it comes back.

Task:

Adding in Items & Amounts – If I am Adding let’s say Freon and need to change Amount or Qty from 1 to 6 the price savings in work description goes away after I make the QTY change to the item (Does not update the price savings or add price) But if I left 1 in QTY it Stays.

Task:

When building a task from inventory the cost does not show up all the time or if I change cost in inventory it does not change it in the task. But if I change it sometimes it does not stay.

If I change HRS/QTY it does not update on work description it removes task information.

Equipment:

Again we should be able to look at job equipment from Invoice, Work Order on the job site.

We have to go out of invoice into customer information then equipment History – I have customers with Multiple job sites – It would be easier just from work order /or Invoice.

Notes:

There should be at job site SHOULD save in notes area at Job site and Customer information. When you save notes on the jobs site page – IT SHOULD save it also at customer information in case of follow-up work.

Saving in Notes are so we can use as reference no matter if new or old work order – invoice – Proposal.

Email:

Are Emails are going to customer’s Spam all the time. The Emails are how a customer gets their Bills.

In the field – APP or Portal

The tech cannot change any information in the field if it needs to be changed ex-address, email, or name spelled wrong.

Tablet – APP

In the field the APP is faster to use than the web porter. Using the web porter through tablet is like dial up – (if you are old enough to remember) when standing in front of the customer trying to leave the job.

My Opinion is to improve the App to input information quickly then upload information once it has been inputted will save time and easier to use. In the app need to be able to upload customer signature and payment information.

Because ever little change made on the web porter really slows downs the time we should be doing something else.

When we select a task in the field – When the customer has a discount it does not show the regular price then the discount price like it does when doing the invoice in the office computer.

APP & Web Porter:

We should be able to input or change equipment on the job site SEPARATE from attaching to parts or task that are inputted. We should be able to select equipment we are working on but also be able to add or edit on jobs site!

Credit Card:

When we are taking credit cards in the field (there should email a receipt to the customer along with invoice).

I do not what to here it is Xcharge issue then Xcharge said it is Wintac issue so at this point I wish someone put their big boy pants on and fix it. I have asked both Wintac and Xcharge and both had point fingers to each other. I know the receipt can be emailed because I have been using this way of processing before Square even came out. The receipt shows on the web porter when we run the credit card in field so it should be able to get emailed along with the invoice.

Customer Info Field:

*Note Box: It automatically puts in a note every time the pay and billing statement. I don’t want this to happen I want to manually put that in.

Advice to Others

Nothing is more frustrating in buying a software that you have to call customer support all the time to fix their issues that you are pointing out that needs to be addressed. Now an SQL update has been released and so I will wait to see if they made the improvements that corrected the issues. The cons above was a letter sent back in 5/28/2016 and still as of today no call about the issues that I would have like them to address. Today we still have problems with our customers getting their emails from us through the system. We have tried everything they asked and to the point of us buying Outlook 2016 last week. We are still having issues with emails, so we have to mail invoices to our customers which I was trying to keep from doing!

 
 

from DeSante Plumbing & Heating, Inc.
Specialty: Plumbing
Number of employees: 2-10 employees Employees number: 2-10 employees

Best software program I found for Plumbing & Heating business.

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Functionality

Product Quality

Customer Support

Value for Money

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Support

We have been using Wintac since 2001 and believe that this is the best software program for our Plumbing and HVAC business.

Pros

Easy to learn and has many integrated business functions and great searching features.

Cons

Some of the accounting features are above my knowledge, but not for my accountant.

 
 

from Advance Refrigeration & Ice Systems Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

GREAT JOB CONTROL CENTER

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

We use wintac to keep track of all our open calls and sales. The job control option to limit status by a letter or number makes it real easy to keep organized and be efficient. We recommend it for service professionals.

 
 

from Swiss Air heating cooling
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Thank You

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

HVAC Software based on the investment of time and money gives the biggest bang for the buck!

Pros

Comprehensive

Cons

Fluidity

Advice to Others

Very dependable consistent software. It is only as good as the people that work with it.

 
 

from On Time Heating and Air, LLC.
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Wintac

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We have been using Wintac for years and I have not had the issues with this program or its people that you hear about other programs.

Pros

Easy to use

Cons

None at this time.

Advice to Others

Don't wait to purchase you will be happy you did.

 
 

from Scoggins & Company Inc
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

Satisfied Wintac usuer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We have been using Wintac for over 15 years. We have been using the wintac portal for 3 years.
The wintac program is our A/R program and now our dispatching program. Both work very well for our hvac business.

Pros

This is a relatively easy to learn, easy to teach and easy to use the system.

Cons

We converted from an extremely old version of Wintac to a newer version in 2014 and there was only one small glitch in bringing over old history. But it was very small considering the amount of data, etc.

Advice to Others

As with any new product, shop around.
We have found Wintac to be just what we need for our business.

 
 

from Magoon's Transportation & Energy, Inc.
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Not able to meet the needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease-of-use
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Product Quality
Quality
Support

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.

Pros

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

Cons

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.

Advice to Others

Look hard, and make sure you have really good technical ability to perform IT support within your organization.

 
 

from Trade-Mark Air Conditioning
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

wintac works

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Functionality
Product Quality
Quality
Support

we have used wintac for 15 years and have great success. easy to use and train new employees. it has been very reliable

Pros

the reliability and ease of use

Cons

no issues really....looking forward to an updated version to see the improvements

 
 

from Excellent Environmental Services, Inc.
Specialty: Pest Control
Number of employees: 2-10 employees Employees number: 2-10 employees

Excellent Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Wintac has really helped keep our pest control office more organized. Our jobs are all a little easier now that we use Wintac. The web portal is very easy to use and excellent for field technicians. It takes a little time to learn and get use to the program, but it is worth it!

 
 

from All Quality HVAC services
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

So far, this software has been the best, including support that we have used in the HVAC industry for 20 years.

Pros

support

Cons

limited with mobile pads

 
 

from Winn Electric LLC
Specialty: Electrical
Number of employees: 1 employee Employees number: 1 employee

User before Wintac made for Windows

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

Have been very happy with the product as I have used it. Was able to get up and running with no training, though I am sure if I were to use all the features it would be helpful. Particularly liked being able to start using it for sending out bills without having to set up the inventory first. Was billing within hours of receiving the software. Staff was very helpful on one question I did have. I would like a little more comprehensive help manual as I am from the "paper" generation, but overall most of my issues have been able to be solved without outside help. I have received a number of compliments from customers on the appearance of my bills.

 
 

from Bama Air Systems Mechanical Contractors, Inc
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Wintac

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our firm has used Wintac since it was called Intac in 1995! We are extremely happy with all of the Wintac features that we utilize. However, we do not utilize the accounting feature as we have another accounting software program. It has been a blessing to have cutomer records that are this easy to view with just a click.

Pros

Customer service history, work order, invoicing and dispatching.

Cons

A few glitches in the Wintac Pro version 16.44 but nothing major.

Advice to Others

I would highly recommend this program if for nothing other than the customer service history. I have records dating back to 1995!

 
 

from Niagara Home Heating
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

Misleading is an understatement

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease-of-use
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Product Quality
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Support

My experience with this product has been awful to say the least. The salesperson was very misleading and seemed to dance around the questions we asked. The main reason this product was purchased is because we were told we could do gps tracking, geofencing, and our field tech's would be able to use it with ease. That is not the case at all. After downloading this software, I soon found out that in order for the tech's to use the geofencing, and for us to use the gps tracking, we would have to purchase an add on, in which they offer microsoft mappoint, which is a discontinued product. These add on's also have their own fleet management software in which we could've easily just purchased from them if we knew that we could not use the gps tracking or geofencing without the purchase of a third party add on. Also, setting up the user accounts for the field tech's on the web portal was also a hassle. Got numerous Error messages and had to contact support on numerous occasions for numerous reasons. Recently found out that I can attach a template (ex. inspection checklist) for the field tech's to view, but view only. They can not edit this template unless it is on the device itself as a word document, etc. then they can attach it as a template and I can view it in the office. Using the app is a joke, according to wintac it is not meant to replace the web portal. I was certain that is why company's create an app, to replace a web portal? This was brought up and again this is something they're "working on". They offer an hour training session hourly, which is a video tutorial and a phone call. When calling tech support, they usually have no clue what is being asked, and suggest that a "tech specialist" will be calling within a 4 hour period. This doesn't help with immediate issues. Usually the answer to any issues are "they're currently working on upgrades to do said function." Upgrades that you will have to purchase a year later if you continue to use their product. Viewing pictures and notes that field tech's have attached require a microsoft converter pack to be installed on the main computer. These pictures cannot be saved to the device, unless the pictures were taken directly with the device and attached as a file. Downloading Customers from Quickbooks is a treat, wintac duplicates any previous customers that have already been loaded into wintac and misses some of their information such as phone numbers, and addresses. To create an invoice, you must first create a wip and process then choose if it is a work order, invoice or quote. This is 1 too many steps than what Quickbooks requires. The popup screens are not centred, and have to constantly move them, one of the tabs I won't dare open, because the popup screen is so off centre that I cant grab it to move it and have to use the task manager to close wintac just so I can access the home page, which then requires housekeeping because it was not exited properly. Wintac promises software will be ease of use, will do all the functions they say it will do and that is just not the case. It has been an awful experience and I wish I did a lot more research before making this commitment. Quickbooks is more simplified, and easier to use than this. Quickbooks also offers add ons within their own company and not with third party companies. I don't recommend this product to anyone so please save yourself the money, the head aches, and the stress and do your research before going with this software.

Pros

Nothing at all. Whoever designed this software is not current with technology. Almost like they copied numerous software programs and mushed them all together in hopes that it would make an ounce of sense to someone

Cons

Everything. The entire software has been a hassle. Contacting tech support numerous times a week since downloading it has been a waste of my time when I could have been doing something more productive.

Advice to Others

Don't purchase it. It will be instant regret. Working for an HVAC company, we assumed this would make things easier for dispatch, field techs, and office admin, and it has made everything harder. Lesson learned!

 
 

from Figart Heating and Cooling
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

All In One HVAC Software Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Before getting Wintac Pro I was using several different programs to handle work orders, accounting, bids, etc.. I can do all of that and more with one program now which has made my life so much easier! I have had very few issues with the program it has been so reliable and the customer support is top notch!

 
 

from Royal Air Conditioning
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

Wintac

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We use this product on a daily basis in our AC company.

Pros

User friendly, easy to review large amounts of information for many customers, reports are easy to run

Cons

It gets glitchy fairly often. We have to close out of the program and run housekeeping a lot.

 
 

from AAA City Plumbing Inc
Specialty: Plumbing
Number of employees: 11-50 employees Employees number: 11-50 employees

Terrible!!!!!! FFFFF-

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Spent thousands for a software that simply is awful the salesman mislead us just to get a sale very difficult to use in house and for my techs. DO NOT WASTE YOUR TIME OR MONEY

Advice to Others

Run!!!!!!

 
 

from Preferred Dental Services
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

Wintac Delivers on Promises - Excellent Customer Service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

As a previous Sage 50 user, we were growing extremely frustrated with lack of inventory management and mobile field service options. We looked for new software and were immediately overwhelmed by the 1000's of choices on the market. After having our IT support and accountant review Wintac, we got the green light and forward we went. The best aspect of Wintac? Wintac's customer support is TOP NOTCH!! I have rarely waited longer than 5 minutes for support and the expertise of the support staff is excellent. Also, I would HIGHLY recommend the custom training sessions with a rep - an excellent value. He is an expert at helping you customize Wintac to your business. Is switching software enjoyable? Absolutely not! But Wintac made the painful experience as painless as possible. Watch the videos, purchase the training sessions, and call the support team. Purchasing or switching software is a considerable investment in time and money but be assured that Wintac is the real deal!!

Pros

Exceptional customer support. Functionality is clean and simple. Much easier than Sage.

Cons

No hyperlinks within the report function to open related data.

Advice to Others

You will not be disappointed.

 
 

from Diamond Head Plumbing
Specialty: Plumbing
Number of employees: 11-50 employees Employees number: 11-50 employees

A little wonky, but very powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

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.

Pros

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.

Cons

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.

Advice to Others

If you are fairly tech saavy, and want a very powerful program that can manage almost all aspects of your service company, this software is for you. If you can't be bothered to troubleshoot some technical issues, this might be a hassle for you.

 
 

from Dawes Septic and Repair
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Third Generation Gets Updated

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We transitioned from a very old software to this very new (to us) software that gives us the opportunity to many features. The options we have even give us a new vision on what we can add to each profile to make our productivity much better. Functionality wise, it has taken some getting use to. There are many screens we need to encounter when before, everything was on one screen, and we now have the option to add so much more to a customers profile, everything is in one spot! The customer support has been great, very attentive to our needs and even follow up. From my first consultation with Rick, who was EXTREMELY patient with me, to support, we have been very pleased. I have already recommended this team to my friends in business.

Pros

Opportunity to add many attachments including word docs, pics, etc.

Cons

Coming from where everything was on one screen, we now have to go to many screens to find what we need.

Advice to Others

Work one on one with the Wintac team from the start of set up. Very difficult to set up yourself and still manage to run your business!

 
 

from CRYSTAL CLEAR WATER
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Possible option for us

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

This was a very high possible program for our company, however there a just a few things it did not offer, but those few things are very important to us. They do offer some of the missing on a 3rd party program, however at this time we are not looking for a lateral move. We are looking for an upgrade.