Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management (CRM), inventory and fleet management.

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 monitor schedules and re-assign calls if needed. Technicians in the field can access their schedule remotely through the Wintac web portal.

Wintac also offers functionality for tracking current and potential customers, creating estimates and proposals and managing accounts. Job costs can be broken out by inventory items, POs and payroll. Information can be shared on smartphones, tablets and laptops, and the system supports e-signature capture in the field. Wintac offers integration with Microsoft Office and Quickbooks.

Wintac offers a perpetual license for a one-time fee that includes support via phone and through an online knowledge base and FAQs.

Customer manager
Customer manager

Customer manager

Daily view

Daily view

Inventory

Inventory

Work order

Work order

Work order

Work order

Mapview

Mapview

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10



639 Reviews of Wintac

Overall rating

4.0 / 5 stars

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Elizabeth (Liz) from Elizabeth C Crow - Information Systems Accounting and Finance Consultant

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Customer and Tecnical Support Representatives are outstanding

Pros

It is a low cost alternative to others since you can purchase the license and choose to pay for the maintenance/ upgrades and support annually. You can own the license - you do not pay a monthly fee to use it.

It does everything we want to to at this time and they are building on its features after moving to a new technical platform that supports the development of new features.

Cons

1) I wish the option to set a daily backup were menu driven and did not require a person familiar with SQL. That would make it so much easier and efficient.

2) We are asked to perform upgrades and installations. Unfortunately, the instructions do not always work and the installation is complex. Wintac suggests that a network engineer perform them. FORTUNATELY, when I get stuck, I can call Customer Technical Support and they know almost before I ask, what needs to be done. To me this sounds like an opportunity to intake enhancements for future releases of the software, and I bet it is. The Davisware people seem to have brought things under control after a rough few months after the acquisition and transition to v2017 and v2018. Good work!

Review Source: Capterra

Kevin from Security Services INC.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Wintac for ALL

using this on dispatching in the security alarm and CCTV field, easy to maintain, print and use

Pros

very easy to use and program, updates are easy to install and support is fantastic

Cons

I would not change anything as of yet, very simple to use

Review Source: Capterra

Roland from Nickel Keynesbury

Industry:  Other

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

JUST FANTASTIC.

Pros

I have used Wintac for a while in managing my business and i must say that it is a fantastic software. the fact that you have everything in one spot is very good. it is very easy to use. easy to customize and has a excellent customer service. scheduling to has been made easy.

Cons

Certain features gives error message but aside this Wintac is a fantastic software and i entreat every small to medium enterprise to try. i know you wouldn't Regret it.

Review Source

Jon from Kolb Mechanical Corp

Number of employees:  51-200 employees

Ease-of-use

Customer support

Functionality

November 2018

Wintac

Pros

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

Cons

The purchase of Wintac by Davisware leaves questions on what the future will bring for Wintac Users. Davisware has said they are committed to supporting and continuing the development of Wintac, time will tell.

No commitment on being GDPR complaint from Davisware. Although our customer locations are local to us here in the US, several are residents of the EU.

Sometimes fixes/patches to software bugs take longer than we would like but the do usually get addressed.

Although part of the problem was caused by us, but part but Wintac is that in our case we have more information than fits in the regular customer page. This has lead us to put important data in non-indexed fields which makes searching for customer information much slower than we would like. This is especially exacerbating when on the phone with a customer.

Review Source: Capterra

Holly from Schwebel Baking Company

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Wintac is AMAZING

Pros

The program is all inclusive and a dream for small businesses.

Cons

Hold time with customer service can be lengthy. They always answer all of my questions once I get them on the line.

Review Source: Capterra

John from unetworks

Number of employees:  2-10 employees

Ease-of-use

Functionality

October 2018

IT Support View

Pros

From the IT side, Wintac was easy to install and update. Also, updating one machine did not prevent old version of the software from still working.

Cons

From the IT side, when Wintac Support was needed, the responses were on the slow side.

Review Source: Capterra

Emily from Morrow Heating & Air

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Easy to Use

Pros

The easy to use and helpful videos. The technical support is amazing.

Cons

Can not connect to any other software to transfer customer list

Review Source: Capterra

Lauren from Boelter

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Wintac

Pros

The ease in creating work orders and invoices.

Cons

The difficulty exporting information into excel spreadsheets.

Review Source: Capterra

Juan from George Cunningham Company, Inc

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Professional Software Reliable Customer Service

Love having everything I need in one spot. Wouldn't change a thing.

Pros

The way the entire program works together from dispatching to invoicing & purchasing along with integrated Quickbooks.

Cons

Took a little time to learn everything provided but once we got it implemented everything flows so smoothly.

Review Source: Capterra

Theresa from N.E.T.R., LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Wintac

Pros

Easy to use
Customization
Customer Service

Cons

Reporting
Speed
Too many updates
Have to link to accounting(our choice)

Review Source: Capterra

Dawn from Tony's Heating and Cooling

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Fear of Updates

A much better program then our last, but when an update is made we generally have to change the way we do things on our end. The updates do not fix an issue we have had and brought to supports attention, but generally end up causing more reason for us to need support. Fear of updates! We want CHAT support to make a comeback. We are a busy office and can't be on the phone with support when the phones are ringing.

Pros

Ability to keep a record of equipment and service history for customers. Dispatch board is very helpful. Reporting features are good, but not great.

Cons

Upgrades generally caused some type of issue with my data. They seen to fix one issue, but cause another. A few times my inventory asset number ended up changing and engineering was unable to find the cause, if they even looked at my data. Solution was creating an adjusting entry. At this time, we have not done the last update.

Review Source: Capterra

mark from c & m construction & roofing LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

great for roofing

this has been a great way to keep track of jobs, invoices and overall business needs .been using it for over 10 years .Think that says it all !! thank you to our rep!

Pros

easy to use, find customers invoices and bill

Cons

copy and paste from macro cant pate into have to write over and over

Review Source: Capterra

Mark from Flow Right Plumbing

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Small business user

This has been a life saver for our scheduleing

Pros

Helps our company schedule jobs for 5 technicians and also keep track of all our work history

Cons

Would be nice to have the option to block out times for technicians when they have a day off

Review Source: Capterra

Kathleen from Michael J. Looney, Inc.

Number of employees:  51-200 employees

Ease-of-use

Customer support

Functionality

October 2018

Great Dispatching Software and Support Team

When I first came to work here 5 years ago, my schedule consisted of a clip board, 11 X 14" paper with columns. That is how I scheduled jobs for my techs. I had been using other scheduling software in other places I had worked and knew that it was possible to use one here. It took me 1 whole year to convince the owner to leave the behind the 60's and welcome in the new millennium. Wintac has been not only a great time saver but being able to reference jobs, techs, material and labor by pushing a few keys is amazing. Thank you Wintac for making my dispatching job fun and easy!

Pros

Scheduling is easy to use. There are various ways to arrive at the customer's account information. I like to access it right from the dispatch screen. Trying to find an address but the house has changed owner's? The "Job Sit Browse" is the place to find any information via street name, tech name or phone number. It is a great feature and saves time.
Color coding appointments makes it easy to glance at dispatch and see exactly what type of appointment is scheduled.
Need to find a work order number quickly? "Find Job" is the perfect just for that.
Another great feature is the "cut and copy" from one account to another. It is definitely a time saver!

The techs on the other end of the phone are the most patient and helpful. Great Service Department.

Cons

One of the biggest issues for me is that it is too easy to make double, even triple accounts for the same home owner. Either because of a misspelled name or someone hasn't taken the time to look to see if there is already an account made. It would be wonderful if the system had a safe-guard that would alert you that :
1.- the address is already in the system or 2.-the phone number is already in the system. It would avoid multiple accounts.
Finally, the screen is too small! It is impossible to see all the tech and helper columns at the same time. Would love to see that improved.

Review Source: Capterra

Kim from Self

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Wintac program

Had it a very short time. I really like it, although I feel it could use some tweaking. :)

Pros

The user defined fields are very handy for specifying your needs to taylor to your biz.

Cons

Adding Equipment.
When creating a WIP (Work Order/Invoice/Proposal) It should be simplistic and listed on the WIP "WHAT" you are working on, and the defined fields needed right there. Having to take another step to "add equipment" AND having a mandatory field, does not work well.
When you take a call of any kind with this program, you ARE working on SOMETHING...having to "add" it is confusing. Don't like that. :(

Review Source: Capterra

MATTHEW from ECHO INDUSTRIAL CO INC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

NOT USER FRIENDLY

THE BEST FEATURE IS THE ABILITY TO RUN VARIOUS REPORTS

Pros

NOT MUCH THERE IS ALWAYS ERROR MESSAGES AND DIFFICULTIES WITH THE FEATURES

Cons

NOT A PLUG AND PLAY DATA BASE/SOFTWARE. THIS REQUIRES AN IN HOUSE DATABASE ENGINEER TO CONFIGURE AND SET UP PROPERLY TO RUN AT FULL FUNCTION.

Review Source: Capterra

Pamela from JM Taylor Inc

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

October 2018

Great base platform for the field!

Overall, we are happy with the Wintac software. Support is ALWAYS top notch, and have successfully answered any questions quickly.

Pros

The ability to schedule and push to the technicians who may already be in the field. Ease of uploading photos direct to the file from the job site.

Cons

The back office operational functionality could use some improvements

Review Source: Capterra

Scott from Biggs HVAC iNC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Wintac Pro

A little disappointed in one of the recent calls made to customer support. We were having issues and I asked the support rep to hold so I could involve my IT guy so we would not have to call back. He declined and said he was too busy and could not do that so I had him to complete the next computer task which took him thirty minutes. It would have been a 5 minute phone call with my IT guy but he choose to work on the other computer instead. Bottom line is there needs to be more customer support staff.

Pros

The versatility to use and customize towards our company.

Cons

That the complete program is not web based.

Review Source: Capterra

Rick from Canadian Curtis Refrigeration

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

GREAT CHOICE

We started out small and have been able to grow with no changes to our software

Pros

It incorporates every aspect of our business and brings it together for us

Cons

Still have had some issues with the mobile app

Review Source: Capterra

Amie from AJ Michaels

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Best for smaller client base

Pros

user friendly features. most recent update made mobile use a lot easier.

Cons

Certain features have bugs and give off errors.

Review Source: Capterra