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):
Windows 2000, Web browser (OS agnostic), Mac OS

61 Reviews of Wintac

 

from Integrity Services
Specialty: HVAC
Size of portfolio: Single user Portfolio size: Single user

Not to sure About this After five years

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Likes Best

I like the idea that the tech in the field can update the office live.

Likes Least

I dislike that the Web Portal gives numerous server errors during an update to the office. The new App doesn't give you a telephone number to call your customers. It's very incomplete and not tested. The support says the app isn't supposed to be used like that?

Recommendations

Find a software will allow you to test the product first before jumping in feet first.

 

from Temco Air Environmental
Specialty: HVAC
Size of portfolio: Single user Portfolio size: Single user

Happy user since 1998! Can't be beat for all phases of the business.

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Likes Best

We've never a problem, and questions are answered easily. We've only had a few problems in 17 years.

Likes Least

They've been in business over 20 years, and the product keeps getting better and better.

Recommendations

Look around and then buy Wintac because you won't find better.

 

from R J Groner
Specialty: HVAC
Size of portfolio: Single user Portfolio size: Single user

Wintac Review

Ease-of-use

Functionality

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Likes Best

It is able to do everything we need.

Likes Least

I do not like how often we need to run housekeeping.

Recommendations

Unfortunatley, I do not have any recommendations at this time

 

from Door Doctor, Inc.
Specialty: Construction
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Best All-in-One Dispatch Product Available!

Ease-of-use

Functionality

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Likes Best

I really like the ease of use within the dispatch board. It has major flexibility and is perfectly designed for the way our business operates.

Likes Least

There is nothing that I like least about the product, especially since the release of the mobile application.

Recommendations

I would recommend taking a deep look at every aspect that is necessary for successful functionality of your business. From dispatch to mobile dispatch, CRM capabilities, marketing tools, invoicing, receivables, payables, and in-depth reporting, Wintac has put all of the needed systems into one easy-to-use application. There's no comparison, especially when priced out side-by-side.

 

from Climatemp Cooling & Heating, Inc.
Specialty: HVAC
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Love Wintac! We have especially enjoyed having the Web Portal!

Ease-of-use

Functionality

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Likes Best

They have great tech support, and we love our technicians being able to use the Web Portal in the field!

Likes Least

Sometimes, there are too many steps to get to the end result.

Recommendations

Get all of the training you can when you first purchase this product. Our company could still benefit from much training!

 

from Leachmans Plumbing & Heating Ltd.
Specialty: Plumbing
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Very Pleased with Wintac

Ease-of-use

Functionality

Product Quality

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Likes Best

I love the fact that it is an all in one system and takes us from scheduling to ordering products to invoicing and the accounting. I am looking forward to getting connected with all my mobile devices with direct payment by Xcharge and the fleet linked with GPS system I believe this will create more savings on top of what the system is already saving the company dollar-wise. I have 18 staff members, and although this is a big change from the paper and pen of the old days, we are slowly advancing into the computer age, and Wintac has been a great help all the way around to help make this happen.

Likes Least

There is no drop-down search when entering customer names or products. You always have to hit the search field. Also, in "inventory browse," you have to be very precise when entering products, and if you don't know the product, it is very difficult to find the item.

Recommendations

My recommendation is to try it with sincerity, and I am sure you will find it very comforting to know that everything is in one system.

 

from R. A. Styron Heating and Air
Specialty: HVAC
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Wintac works for us.

Ease-of-use

Functionality

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Likes Best

Wintac serves all of our purposes for database software in the heating and air conditioning industry. It has been reliable for over ten years, and that is the reason we are upgrading the software now.

Likes Least

The database is saved into one file using Microsoft Access as its backbone. If that file gets corrupted, so does your database

Recommendations

Determine what features you need and what would work best for you.

 

from Rusty's Inc.
Specialty: Construction
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

We've been using Wintac for 8 years and have been very happy.

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Functionality

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Likes Best

The product is easy to use and learn, even for those that are not computer savvy. The vendor continually works to improve the product and is responsive to customer requests and needs.

Likes Least

It would be great if you could copy and paste text. The process of writing purchase orders takes too long.

Recommendations

There are many different programs at many different price ranges. Make sure the product you choose meets all of your needs, or has the ability to customize to meet your needs. This is what we have found with Wintac.

 

from Dade Super Cool Air Conditioning
Specialty: HVAC
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Been using Wintac for at least 15 years

Ease-of-use

Functionality

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Likes Best

Wintac hasn't failed us yet. At first we were worried that they were falling behind because of the mobile apps, but Wintac listened to us and released a mobile app. It still has some bugs, but I can't complain!

Likes Least

I would like more customization like they have on user defined fields. I would also like the help menu to be a bit more descriptive (maybe have a how to video or screen shots as to where to click). Sometimes the text is not detailed enough and I still cannot find where to click.

Recommendations

If you want a reliable program that's been around, Wintac is the program for you.

 

from All Seasons Heating & A/C
Specialty: HVAC
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Works Well

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Likes Best

I definitely need to have technical support. Wintac has been great on the telephone, whether for ordering, customer service, or technical support.

Likes Least

Chat support has not worked well for us, but getting a person on the phone seems to work much better.

Recommendations

This software pretty much does it all. I continue to use QuickBooks for the accounting side of things, because it is easier to send to my accountant. Up through version 2013, I haven't been able to have different levels of access for different employees.

 

from Elevator Company
Specialty: Construction
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Wintac Review

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Likes Best

Their tech support is very good. They are all very calm, knowledgeable and very helpful. They've helped me fix every problem we encountered.

Likes Least

It did not match up as well as anticipated with our needs. We wanted to be able to integrate QuickBooks better, and it will require too much data entry and time to make that a reality. That wasn't made clear to us.

Recommendations

Make sure that you know your limitations as far as QuickBooks goes, check out tax fields, and have a good understanding of how your data will be displayed. It's really a pain for us that the billing address and job site address are not on the same screen, etc.

 

from Cody A/C & Heating
Specialty: Construction
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Great product and look foward to the 2014 version

Ease-of-use

Functionality

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Product Quality
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Customer Support
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Likes Best

It's very easy to use.

Likes Least

All of our accounting software is in QuickBooks, so it would be nice to be able to transfer customer information from Wintac to QuickBooks.

Recommendations

Look for easy to use software that isn't too complicated from a dispatching standpoint. Wintac is very easy to use.

 

from Carey & Walsh, Inc.
Specialty: HVAC
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Long Timer User of Wintac Software

Ease-of-use

Functionality

Product Quality

Customer Support

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Customer Support
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Likes Best

We like the fact that Wintac is specific to HVAC contractors. It makes invoicing and maintenance agreement processing easy.

Likes Least

I don't know if this changes in the current update, but we do not like the fact that you can delete WIP's from the program and nobody would ever know it was missing. You should always be able to see what was deleted, when, and why.

Recommendations

If you are an HVAC contractor, we can recommend this software for your company. Its ease of use and specific programming for our trade is a bonus.

 

from Controlled Entrances Inc.
Specialty: Construction
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Long term Wintac user

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Product Quality
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Customer Support
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Likes Best

We have have used Wintac since about 2005. We are contractors in the Fence and Gate industry. That said, we are a customer service business. Wintac has allowed us to schedule and organize everything from estimates to proposals, work orders, and invoicing. This has helped keep us more organized and have a system that everybody in the office uses. The vendor is generally helpful and knowledgeable.

Likes Least

While the vendor has yearly updates, some of the updates across the different aspects of the software are repetitive, even though they are listed separately, which is a marketing thing. In some cases, it has taken several upgrades to resolve glitches that could have been done in a more timely manner. This may not be unusual for software products overall.

Recommendations

When considering this type of software, be sure to see if it meets all of your needs for the price. Some software of this type requires the purchase of separate modules to get all you need. Wintac is different in that respect.

 

from Comfy Kozy Heating, A/C
Specialty: HVAC
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Extremely satisfied

Ease-of-use

Functionality

Product Quality

Customer Support

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Product Quality
Quality
Customer Support
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Likes Best

It's easy to use and has good customer support.

Likes Least

There's nothing to dislike. It's very easy to use and uncomplicated.

Recommendations

It's easier to use than QuickBooks or Peachtree.

 

from Sams Cleaning
Specialty: Cleaning Services
Size of portfolio: Single user Portfolio size: Single user

Wow. Wow.

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Functionality

Product Quality

Customer Support

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Likes Best

It came on for two minutes. Not even sure that's a good thing.

Likes Least

The software is completely broken. Once it finally downloaded, my security program informed me that it was a virus trying to hack into my computer. Thankfully, I caught it in time. Next, when I could finally pull up the software after several failed attempts, I was hit by its hideous and confusing interface. No function in this program is simple. No wonder they want so much for the training. They say it's optional, but it becomes apparent quickly that it's going to be a necessity if you want to use the program productively.

Recommendations

This is run off of a Microsoft Access database. You will be better off using that than this.

 

from Aircon Service Co inc
Specialty: HVAC
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Over 10 years and still using it.

Ease-of-use

Functionality

Product Quality

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Product Quality
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Customer Support
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Likes Best

It is very easy to use. Instructions are very self-explanatory.

Likes Least

My biggest drawback is if a customer has more than one account, you have to break the check amount down.

Recommendations

I have only used this program, so I can't evaluate other software.

 

from PlayCare, LLC
Specialty: Cleaning Services
Size of portfolio: 2 to 4 users Portfolio size: 2 to 4 users

Great product for small business

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Product Quality
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Customer Support
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Likes Best

It is a simple program and is quite sufficient for small business use. I am looking forward to the 2014 release.

Likes Least

There is no support unless you purchase it. It would be nice to offer basic support to all owners of the software.

Recommendations

Integration with other programs (ex: accounting software) can be a bit difficult.

 

from South Suburban Heating & A/C, Inc.
Specialty: HVAC
Size of portfolio: 5 to 9 users Portfolio size: 5 to 9 users

Wintac for HVAC

Ease-of-use

Functionality

Product Quality

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Customer Support
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Likes Best

It works well with what we need.

Likes Least

There are so many parts of Wintac that we do not use and are not necessary for our business.

Recommendations

There is a lot to this software and annual upgrades. We have been running 2006 for many years, but now with computer/Windows upgrades, we had to upgrade Wintac to be compatible.

 

from Ocean Air Heating and Cooling
Specialty: HVAC
Size of portfolio: Single user Portfolio size: Single user

Two messaging

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
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Product Quality
Quality
Customer Support
Support
Likes Best

I recently had problems with two computers communicating. Their support tech did me a favor and got the problem corrected.

Likes Least

I don't like having to pay for tech support. I also think the software is too complicated for a normal user.

Recommendations

Ask for a trial version before you decide if you want to purchase it.

 
 
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