Wintac Software


 

Established in 1988, 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

476 Reviews of Wintac

 

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Software Advice Reviews (99)
More Reviews (377)

Showing 1-20 of 99

Anthony from Dade Super Cool
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Glitchy software and horrible support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy visuals, nice looking dispatch board.

Cons

the functionality of the software is very unreliable. Contacting support 5/12/17 I waited in a chatroom line for approx.. 30 minutes to have someone from support chat with me, then I receive this message; attached… this is unacceptable. We are trying to run a business, waiting 30 minutes for support on a software that we paid close to $ for support is long enough. Now I have to call support via telephone and wait another 30 minutes for someone to answer my call…

How does a business run smoothly when its main software is glitchy and then they have to wait almost an hour to get support from your tech team.


Very unhappy customer…

 
 

Debbie from CBK Mechanical
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Able to track, and take a proposal to invoice. Love it!!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have used this for years and would not use anything else.

Pros

Daily reminder of outstanding Invoices, an all in one system. I never have a bad experience with CS.

Cons

Once the invoice is sent, it is removed from the dispatching screen needs to stay there to follow.

 
 

Bermin from C.F. Maintenance Corp
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

No

Pros

Functionality and seamless integration ease of use which sending email and the ability to do proposals.

Cons

Don't know yet, still trying to find things I don't like.Like I said I don't like software don't want to change.

 
 

John from On Time Electric Inc
Specialty: Electrical
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Owner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Would like to see it more customizable.

Pros

Good front end, customer history and dispatching. Portal is a very useful function. Invoicing is simple.

Cons

Hard to learn. Not very intuitive. Can't really customize much in the program. Particularly the screen shots.

 
 

Kevin from Independent Air and Heat
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great service software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

All in one software for hvac. It has it all A/P, dispatching, customer records and everything you need to run an hvac company.

Cons

Very hard to setup. Tech support will help you out, but be prepared to be down for a while until all the setup it done and completed.

 
 

Amanda from Valuable A/C & Heating, LLC
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Valuable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love this program! Has everything you need in one program and the customer service is amazing.

 
 

Mark from AAA Plumbers
Specialty: Plumbing
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Wintac has been great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have been using Wintac since 2012 and highly recommend it. It works very similar to Microsoft Office and my team caught on really quick. It has been a great change from previous software packages that we had prior to Wintac that required tons of training.

Pros

Customer support is outstanding, followed by the ability to create custom forms using MS Office. The Web Portal is also a favorite feature.

Cons

Would like more options to format data when exporting reports. Easier way to work with Inventory Items when updating warehouses after a physical inventory count.

 
 

Mary Jo from Truetemp Northwest, Inc.
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

HAPPY WITH WINTAC

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have been using Wintac since 2002, generally are happy with the product, we are anxious to try the new 2017 program & the new features.

Pros

it is generally a good product, we like the use of the portal

Cons

the change of the dispatch board, we used to be able to update the dates & enter techs names from the dispatch board, since a couple of upgrades we can no longer do this. also, once you enter a tech assistant and the date they were dispatched, that changes when we reschedule the dispatch board, if they are already dispatched then it should stay on the date they are dispatched

 
 

Mike from Romaniuk Heating and Air Conditioning
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Wintac Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great Program!! Support is great, I have tried a couple of programs out there and this one gets the job done. A bit to learn at the start but very user friendly.

Pros

Support and Quickbooks Migration

Cons

A little tricky to get around at the start, but once you understand the capabilities it is awesome.

 
 

Robert from P&H Plumbing & Heating, Inc.
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

GREAT PRODUCT

Ease-of-use

Functionality

Product Quality

Customer Support

THIS HAS BEEN A GOOD PRODUCT SO FAR. THE TECHNICAL SUPPORT TEAM HAS BEEN EXCELLENT.

Pros

EASE OF INSTALLATION.

Cons

DOES NOT MERGE AS WELL WITH QUICKBOOKS AS I THOUGHT.
INPUT IS A LITTLE CONFUSING.

 
 

Kelli from Ambient Control Co., Inc.
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

We have been very happy with WinTac. It has been a great product for our company!

 
 

Douglas from Reach Services Inc DBA: O'Brien Refrigeration
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Wintac Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using Wintac Pro for about 10 years now. The technical support is outstanding with prompt response & very knowledgeable technicians. They have even helped with technical problems that other company's would have said - get someone else to solve it.
I highly recommend Wintac for any small to growing company that needs a all in one program!

Pros

Support & all in one

Cons

Sometimes needs other features that would help

 
 

Mike from Alamo Heating and Air Conditioning
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Happy user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Been using Wintac since 2012 and it has made life so much easier running our HVAC company

 
 

Walter from Aircorp Commercial Services
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

HVAC Software is worth the effort

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

At first the software is overwhelming due to the amount of information it will allow you to customize into the program. With a small amount of persistence and effort this software is amazing to both tech in field and office personnel. Easy to enter fields allow for total customizing of invoices and proposal s to allow for customers to log in and view on the their own, integrated systems are flawless. Will keep easier to navigate with use as in any software but worth the effort.

Pros

integration between office and field

Cons

Little complicated at first but customer service is awesome

 
 

Philip from Southern Maryland Heating and Air
Specialty: HVAC
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Not very smooth.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Parts and material do not sync with the price book very well and very hard to navigate.

Pros

The dispatching part looks ok. It seems to be geared more towards the office/dispatchers. I can't even update or change customers information.

Cons

You can't simply add pictures and model numbers. You have to click proceed or save after every added line or it erases it. Everything is in small small print.

 
 

John from Sinkler heating and cooling
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is great for multiple things. It works well with the accountant. It should be able to adjust the pricing better.

Pros

How quick it works

Cons

It could work better with mapping

Advice to Others

Get Payzer it works well together.

 
 

Steve from cms
Specialty: HVAC
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Too Many problems!

Ease-of-use

Functionality

Product Quality

Customer Support

Since the SQL release I have had more problems than ever with error codes and Wintac freezing up with a code on the screen. Also have issues with Retained earnings calculations. Call tech support and be ready to wait for a long time. Then if you are lucky you might get to talk to someone, or they say they will call back. Very unsatisfied customer.

Advice to Others

Might want to consider other alternatives

 
 

Alex from Green Air Care
Specialty: HVAC
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Very Expensive But Good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The software is very very expensive but very good. I would suggest this software to all companies, but be ready to pay.

 
 

Becky from BUTLER HEATING & AIR
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Wintac Field Software a Must for our Company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

After, reluctantly, forcing ourselves to step into the technological age of in-field software applications, we now realize how difficult we were making our lives by continuing without it for so long. Our dispatcher has real time updates, customers have invoices and payments showing immediately, and our technicians can look up job history or schedule follows ups in very little time. Our company is able to instill confidence in our customers & stability in our income by completing the transaction in the customers home, rather than the old fashioned charge out billing we had used for years. We are quite pleased with Wintac Field Service Software and use it with our 3 service technicians. We had previously used Wintac for our day to day operations for over 10 years and added the Field Service Software about 3 years ago. Wintac has always had exceptional customer service. In our experience, this is what has set them apart from the competition and keeps our company coming back year after year.

Pros

Ease of use. Accessibility for our techs on customer history. Accepting payments. Real-time updating for scheduling purposes.

Cons

The area in which we live is rural. Our technicians don't always have service on the tablets, however, this is not the fault of Wintac. That falls on our carrier. Getting set up was a bit of an issue, but, again, Wintac tech support is always there to help even the most technologically challenged.

Advice to Others

Try it. You won't be disappointed. We are in an age of technology and we all want to grow our businesses. This will help you get there.

 
 

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

January 2017

January 2017

Issues with the software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 
 
Showing 1-20 of 377

Aaron from Yoder-Stutzman Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

At this current moment I cannot recommend

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are a company in the Plumbing & HVAC Industry. We switched about 2 years ago to Wintac because we felt it was what we needed to replace our old system that had problems on their server based program that when messed up we couldn't do anything about. This was actually the main reason we considered Wintac because it is based on our servers not theirs so if something messes up we can fix it. If they switch to cloud based like they are thinking it will be really hard for us to keep them with how they currently work. Wintac is pretty decent when it comes dispatching, purchase orders, and one place for all customer information but there is a lot of problems within the program too. First off it messes up a lot during the day a lot of errors and different things. We have to run housekeeping & user refreshes a lot even though they say you don't need to do that anymore with this years version. Also with all the information we have we feel like the system runs slow especially when you do searches. When you try to get a hold of customer support a lot of times they either need to return calls or when you email them rarely do we here back. Live support doesn't work very good either because they just tell you they will let their engineers know and then next update comes around & no fix for the problem. The biggest issue we have though is with the accounting features inside the program. We do not like using secondary programs like Quickbooks & we were told that the accounting within the program was pretty good but it is not. Their reports change all the time even when we have done anything like add income or expenses. Also now with their latest update invoices that have already been paid are showing back up under A/P Bills. It just isn't sufficient enough for accounting.
All in all the program could use a decent amount of work we will stick with them for awhile but if problems like this keep happening it won't be long. A lot of the things that need fixed have either been problems for the 2 years we have had the program or are problems that arise after new updates are put out but then haven't been fixed since the new update was put out. If you are considering this software I would only recommend it based off the fact it is solely on your own server you don't have to worry if their servers go down. Most other companies are ran on their server or are cloud based. If Wintac does that like they are considering I can't recommend them.

Pros

Dispatching, Purchase orders attaching to jobs, WIPs all in one place, based on your on network not their network

Cons

Errors constantly, accounting inside the program is horrible, takes a long time for things to get fixed if they even do,

Source: Capterra
 

Aggie from Precise Technical Services, Inc.

April 2017

April 2017

Great Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great customer service. Some of the features and functionality needs improvement, but overall we are happy with this program.

Source: Capterra
 

Billy from Cornerstone Heating & Air, LLC

March 2017

March 2017

Ten years later...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are a small HVAC service and replacement company. We first used WINTAC in 2007. Initially it was way more than we needed. But now, ten years later we have grown into the software and all of its a features. Like any data based program, you have to " feed the beast" if you want to get something back. At first it seemed unnecessary and a waste of time to enter the smallest of details about customer, equipment, vehicles, etc. But now, I have ten years of data at my finger tips. I know my customers and their equipment. Wintac has been a valuable partner in the success of our company.

Source: Capterra
 

Chet from W. C. Butler Heating & A/C, Inc.

March 2017

March 2017

Service Time Saver - Service Money Maker

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Started using Wintac in 201, it has simplified our dispatching process, increased our productivity and also helped increase service revenue. Wintac software is affordable and the technical support has been awesome.

Source: Capterra
 

Evelyn from Bella Vista Heating and Air

March 2017

March 2017

Wintac Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sales were fantastic to deal with them was great. Support department needs better phone service. Once you got someone on Phone they were very helpful. But the wait was not cool.



Source: Capterra
 

Nathan from Epperson Inc

March 2017

March 2017

Wintac Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Good program for the money. Does have glitches that are not easy to figure out. Overall worth the money we spent

Source: Capterra
 

Andrew from Connecticut Air Systems Inc

March 2017

March 2017

Using wintac

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are an HVAC company and have used the software since 2002 as our database. Last year we began using the portal which has helped our techs find important info when needed in the evening if the office is closed. we are still trying to implement the use of the portal in the field for techs full time. We have never used the accounting side,our bookkeeper prefers Quick books. The software is very easy to use and can be customized in my different fields to suit your needs. We are a flat rate company and although we use a flat rate program that is not as popular at some of the big names Wintac support was able to create an import utility that allows us to use the flat rate program we wish too. Overall we think it is a very decent software.

Source: Capterra
 

Christina from A/C Service, Inc.

February 2017

February 2017

Pretty Satisfied

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Wintac has been very helpful to us. We are able to do everything we need to in order to manage our business. There are some features we don't even know how to use yet because there is that much. I do have a few recommendations for constructive feedback, nothing I hate about it but there is always room for improvement. 1) The customer service team is always fantastic. Lately, however, they have been super busy. You used to be able to get someone on the line right away, but now it's more of an answering service. I would like to see them bring on more staff to accommodate their growing customer base. 2) I would really like to be able to have the dispatch board up in a separate window so I can always see where I have all of my guys, but still be able to navigate through WT. 3) With the many features of wintac, I would love to be able to see more webinars available for training. I feel like we are only scratching the surface.
It would also be neat if Wintac could integrate with gmail or Google calendar.

I love how Wintac is always asking us opinions and implementing our suggestions. Thank you for always being open to listen to our requests.

Source: Capterra
 

Kathy from Vicky's Polish Cleaning Service

February 2017

February 2017

Great software, helped us become efficient and organized

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Wintac helped us tremendously in scheduling, invoicing and keeping track of important customer & employee information. We have been using the 2012 Wintac Green Version. The program was not as intuitive as standard "windows" programs, but the training available was great . Wintac is very easy to operate (now) and we cannot imagine our professional life without it!

Source: Capterra
 

Joseph from Giant Mechanical Systems LLC

December 2016

December 2016

Wintac for use with QuickBooks Pro

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We implemented Wintac a little while ago to go paperless and streamline out billing process. Wintac is not an integrated solution but does have a limited transfer to and from QuickBooks. Tech support on average is good. All our issues have been fixed if not immediately, have been fixed in a day or so when the correct support agent is tapped to straighten out our software problems. The online support is pretty good and quite often connects to my computer to fix the problems, and usually shows me how to correct the problem I was having. Had a few problems with the Web portal, but most of the troubles have been corrected. Do use the Wintac app. It has a bug capturing signatures that support assured me would be corrected with the upcoming release.

Source: Capterra
 

Tom from Holiday Heating and Cooling

December 2016

December 2016

Wintac great for medium sized company's

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used Wintac since the early 90's. We love it and our only complaint had been the speed on our network. We are hoping the new database system will fix this.

Source: Capterra
 

Bernard from Carpet Masters

December 2016

December 2016

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Excellent software and people behind the software. Makes life a little easier. We've started using Wintac 2004. Upgraded in 2012. Now upgrading again. The software has been improved over the years. I am looking forward to the new upgrade so that we can start using this software as our primary software for running our business in 2017.

Source: Capterra
 

Michelle from Air Cybernetics, Inc.

December 2016

December 2016

GREAT customer support and so easy to use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Wintac is very easy to use! Whenever we have had technical issues, Customer Support has always been right there to assist us in getting us back up and running! Highly recommend their services!

Source: Capterra
 

Tammy from B&W Fire Security Systems LLC

November 2016

November 2016

Working Great for Our Company!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Wintac has been very instrumental in working out all of the little details that are often missed in a busy and diverse company. After a year, we are still finding so many helpful tools to make our company work smoothly and efficiently.

Source: Capterra
 

Laurie from Valcourt Heating, Inc.

November 2016

November 2016

Wintac Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The Person that helped me with Web Portal for Wintac was great! Answered all my questions and emailed me to touch base. Help me understand everything before I bought the product. Very, very helpful and nice on the phone.

Source: Capterra
 


October 2016

October 2016

Friendly upfront but watch out after

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have to say that anything was better than our old system. Keeping that in mind the rep was very sneaky when he sold the software to me. I purchased one license and the mobile system which I did not need at first. Here is what he did not tell me that bothers me now. Every time you add another computer it is an additional 1k and up per computer if you want to use that computer separate from the first licensed computer. You can use on as many as you want but not at the same time. That is a pain in the you know what. Every time you add another computer license your support fee also goes up.How does that make any sense if you want to ask a question you re penalized for all computers. Being a small business owner every penny counts. The support center is weak and there are long hold times and uninspired help. ATTITUDE ATTITUDE ATTITUDE!!! It's easy to have when you have your customers over a barrel. I wish I could of paid one flat fee upfront for my needs. Save your money and buy something else with better service and support for a reasonable price.

Advice to Others

Don't purchase

Source: GetApp
 

Tavie from MPC Heating & Cooling
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

Software overflowing with problems

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

When we first bought this software program, we had asked a series of questions to make sure this was the right product for us. Turns out, over a third of the questions we asked and were told this program could do, was nothing more than a flat out lie. But they could do what we asked if we paid several thousand dollars more than we had already paid, to add in these features we were told that the software already had.

We have been using this software for 2 years now, and are have nothing but problems. I am only going to list the bigger issues we have, mainly because, I¿m not writing a novel here, just a review.

-We haven¿t been able to fill our 2015 taxes so far this year, because our income and expenses from 2014 change every day. We have not been making any changes where these numbers should be changing in any way. This is an extremely serious issue, so far their tech support hasn¿t been able to tell us why this is happening.

-When we go to look up a customer, more than half the time, the customer account won¿t show up, as if there is no account at all. Then, same with when we finally do get into the account, half of the service history is just gone. Most the time the accounts will show back up, we will either need to restart the program or open on another computer and then they will be back. But we have lost a few accounts to this glitch, where they never showed back up.

-When writing checks to our vendors, I will put in the amount that needs to be paid, but once the check is written, it is for a complete different amount. This will happen about a third of the time when writing checks, and I have yet to find any reason why this is happening.

-Taxes are not updated annually. Federal taxes should be and need to be updated annually.

-There have been 11 updates to this software so far this year, each causing more problems, one of the most recent being, customer statements. Customer statements were printing the wrong amount due.

-We have to run housekeeping on this software every day. Because if we don¿t, we are more likely to lose accounts, more reporting issues, more checks incorrectly written, etc.

This software is junk. Their price makes it look good for what they say they offer, but with all these issues, it is a complete waste of money.

Pros

Nothing

Cons

Income and Expense reports changing for no reason, tax tables, customer accounts disappearing, reporting options are very limited, software decides to pay what every amount it feels like.

Advice to Others

Don't buy it.

Source: Capterra
 

Isabell from Marchal/Stevenson Elevator Co., Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2016

August 2016

Allows office to run efficiently!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are an elevator service company. Wintac makes it easy for everyone to view and update their schedule.

Pros

User Friendly

Cons

What you type is automatically changed.

Source: Capterra
 

Veronica from Super Heat and Air LLC
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2016

August 2016

Great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We love our Wintac. Without it, would be lost honestly - it is very helpful for us to be able manage a huge customer base and it is definitely the best bang for your buck financially.

Pros

Easy to use, great customer service, inexpensive

Cons

Dislike the accounting software that comes built in

Advice to Others

Great for customer management and dispatch. Do NOT try to use it as your main accounting software

Source: Capterra
 

Carl from C&J A/C AND ELECTRICAL
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

BEST INVESTMENT IN 25 YEARS OF BUSINESS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been in business in the h.v.a.c. industry for over 25 years my son joined me about 5 years ago and we decided to focus on growth to allow my household to continue earning and his growing family to earn a living, along with our employees to achieve higher pay to support their families. With the new software we are able to schedule more call without missing appointments and upsetting customers ,service techs have proper pricing,the ability to invoice and collect in the field saving countless hours of reentry of invoices to be mailed out latter and the customers are always impressed with the professionalism it brings.I could go on and on but the main point is it has been the most time saving money making customer relations investment I have made in my 25 years of operation.

Pros

to many to list

Cons

takes a little time to learn but after a short while its a very intuitive software

Source: Capterra