We are able to get invoicing out much faster our Technicians find it much easier to do invoices and we are able to track all jobs and parts we sell.

Ease of use and functions as well as looking up jobs, customers and parts.

We are in Canada so we need a Canadian payroll which right now Wintac doesn't have.

Wintac is a very one step at a time program that we have been using for over 20+ years. The details for customer info and products for equipment and warranties is simple and reports are easy to generate. The dispatching screen is very customizable and tech friendly. The web portal is great for tecs to use in the field to complete invoices, make proposals and even add new customers. Great for the after hours crew. Lots of value for the price. Customer service is always available to help with any issues that may occur. Great for small to mid-sized companies.

That the web portal has limits that cannot be changed for example address spelling changes, customer name spelling changes, and no real dashboard for viewing the work schedule, it could be a bit updated to a real dashboard view. We also could use a multiple window view feature, I believe it is in the new 2018 version this fall.

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!

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.

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.

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

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

Still have had some issues with the mobile app

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

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