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.

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.

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

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

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.

Was not the best, always had some sort of an issue near the end, but that also had to do with us being unable to update because we needed the fuel side of it and that was discontinued.

Its a basic and easy interface to teach to new employees.

Discontinued the Fuel side of Wintac, which is what our company does most of all. Which forced us to find another software company.

None being almost 10x the cost of QBs this should be a very stable program. It feels like a work in progress, and our company cannot wait until its finished. Sorry Davisware.

We were able to migrate fairly easy from QB contractor. I like the profit window in the wip area its very helpful when building a proposal. Nice tax right off

I think this is working in Microsoft Access its not a stand alone program like QB's I think this is a major issue trying to update is very frustrating and requires tech support which sometimes take hours to get through. Work description window very small, and down on the left corner of the screen and no SPELL CHECK. This window should pop right up and have a spell check feature. Even this app has spell check! The mobile portal feels unfinished our techs hate it. We were using an app for our iPad's and it works better. We installed a dedicated ip address before we started using Wintac. Currently as of 1/31/19 we are not using and are in the process of switching back to QB's

Billing customer invoices from work orders is routine and pretty much seamless.

I like the consistency of the platform...

The small icons and non-window functionality of some areas.

That all our clients can be viewed in one place.

The reports on progress invoices is not specific enough

There is a lot to learn and the voice tutorial is very helpful. At first I was overwhelmed starting a new program and this has been fairly easy to maneuver.

Nothing as of yet. Customer service is very helpful and with the voice tutorial it's easy to go through.

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.

Nothing

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.

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.

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.

Things I'd like to see: Ability to use the Square app within the program for credit cards payments. Abiltiy to use the mapping app of our choice (Waze is my favorite) I thought someone asked at some point about a web based program. I've used that to manage Boy Scout troops and it seems like a good idea. In the Web Portal, when a tech has a customer sign the WIP, there is no way for the main computer (in the office) to keep a record of it unless it is emailed to the office, opened, and saved. Also, since this is the only way to save it on the main computer, it would be nice to be able to choose to have all signed WIPs automatically mailed to an office email address. In the Web Portal, it would be nice to be able to advance a WIP from one day to the next and to be able to look at "yesterday's" jobs instead of looking at the entire "last week". I hated rating you with some 4s on the survey, before the SQL thing, it would have been all 5s.

Wintac has very good customer service. They have always helped me with my problems and seem to be continuously working to make it a better program. I recently added the Web Portal and I love being able to check the schedule when I'm on the road.

I really enjoy using Wintac. My only big issue was working out the kinks with the change to the SQL Database. It was/is a little frustrating at times.

We really have had no major problems with the program it does payroll and invoices so it saves on paying a printer, you pick the format, how you want it to print, up loading files are easy to add to a specific invoice. Looking up jobs are simple and there are multiple ways to see what technician is scheduled for daily ,weekly or monthly, and you can run multiple businesses using one program. There is a lot of the program we still have not used. It is definitely a good program.

Any time I need help a representative can always help me. They are courteous and very helpful. The program is easy to use. Making invoices writing checks, adding technicians and sending statements are a breeze. The payroll program is easy to use. Although I have not used the portal yet. The Tech. support is great anytime I call, which is not often.

The only con is the updates, although they are no hard to do, they are not automatic and are time consuming when you have multiple computers. You can't use the program when you are updating so it is easier to do after hours, but then the Tech support closes at 5 pm. I have only needed them once when updating so I had to wait until the next day.