Wintac Software

4.22 / 5 (645)

Our advisors have recommended this product 5 times in the last 30 days

About Wintac


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.



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Supported Operating System(s):

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

645 Reviews of Wintac

Average User Ratings

Overall

4.22 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(298)

4 stars

(246)

3 stars

(58)

2 stars

(18)

1 stars

(25)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 645 reviews

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October 2018

Michelle from M. Cary & Daughters Plumbing

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2018

office manager/plumber

it has been a good experience overall, the tech support guys are fabulous, and on the general day to day there are no major issues.

Pros

it is relatively easy to use...the dispatch board is great, just don't use visual placement mode, it will mess you up every time..!!

Cons

stability issues before this new version, reports should be able to be completely customized by zip code, dollar amount, city, generated revenue etc...you should have a list of search criteria that you could click on and then a list of reports that you can generate based on that criteria... it is very complicated to find the report you want now. and if you pull some reports looking for the same info you do not always get all of the info on the same report, you have to do multiple different reports to get all the info you are looking for. also, when using reports you often get the client name, but not their address or phone number, then it is necessary to look up each client to get their address to be able to market or whatever u need to contact that client for.

you should also be able to search for maintenance service by item code, date of install, date of next service...etc

new version does still freeze up, and the right side search bar under customer/job manager takes FOREVER to locate any text.

Also on the customer/job screen under the email address bars is a tab labeled business... if that is for finding out how people heard about you shouldn't it be called something else..?? Like advertising...source of call.. something that makes more sense than business...

i'm sure there is more, but i just can think of anything else right now...

November 2016

Cooper from Diamond Head Plumbing

Company Size: 11-50 employees


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

November 2016

A little wonky, but very powerful

I run a plumbing and remodeling company. For a long time now I have been looking into software that combined our dispatching, invoicing, inventory, and did it all wirelessly. I found Wintac while looking around on the internet. There were a few other options, but none of them included all of the functionality I was looking for. Their sales staff was very good, and offered a free 30 day trial. This trial was very limited, and basically just a demo to show off the UI. It was enough to sell me. Everything changed after I purchased the software. The tech support was really good, but I opted out of their "bootcamp" plan that helps get you familiar with the product. I am not sure if that was a good deal or not. Either way, it was a very steep learning curve. Like I said, the program is very powerful, so there are many, many features. While powerful, the UI is clunky and unintuitive. The program has a tendency to lockup, throw error codes, and crash. A lot of this has to due with the dispatch screen. I am running a powerful server, and the PCs for the terminals are decent enough that this issue isn't a performance issue. I believe a lot of it has to do with using Microsoft Access as a back end. We got the dispatching and invoicing side of things up and running first. The web portal set up is very complicated, but their tech support handled it. We had several issues with the IP that we had to work out between Wintac and our telecom provider. Eventually everything got worked out and we were up and running. We switched over to Xcharge as our merchant processor, since they have direct integration with the Wintac software. It works fairly well, but it too is wonky. The interface between Wintac and Quickbooks works very well, when it works. For whatever reason, it often will toss out an error code, failing to send either/both the invoice or receipt to QB. This is very frustrating, but you get used to it. I have finally started using the inventory management side of the program. Again, it is wonky and unituitive, but powerful. You can have up to 20 different locations and manage each one's inventory separately. I haven't gotten there yet, but I will control each vans' inventory using this. Right now I have my warehouse inventoried, though it isn't an active one yet. I am working on a process where the guys request inventory, and it gets recorded as such. The UI to control all of this is strangely formatted and seems tacked on. Strange, because the abilities it has are powerful. Overall, this software could be extraordinary. It is held back by a poor UI and bugs. It certainly does what is promised, but it makes it much harder than it needs to be with the clunky UI. I give it 4 stars, deducting one because of the painful interface.

Pros

Power - It can do a huge amount of things.
Wireless - The web portal lets you schedule your guys, invoice the customer, manage inventory, and get paid all without a piece of paper. It prevents double entry as well.
Flexibility - You can set up your dispatching in a number of different ways and tag them with custom fields that allow you to sort through it quickly.

Cons

UI - The UI is clunky, and makes things harder than they need to be. If the UI were simplified and revamped, I would give this program 5 stars.
Bugs - There are lots of bugs and crashes. There are things that can be done to mitigate these somewhat, but the workarounds seem absurd sometimes. There are regular patches that seem to address some of the bugs, but they often create new ones.

November 2018

Jon from Kolb Mechanical Corp

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

5.0

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.

December 2016

Rich from Magoon's Transportation & Energy, Inc.

Company Size: 2-10 employees


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

December 2016

Not able to meet the needs

After 18 months we are still not able to get all the "known issues" resolved. They are very responsive to our issues, however, the team is unable to fix the issues, sitting the next version addresses them. Inventory was the selling feature for our small company, and we are still not able to figure out why when posting purchases, they mysteriously remove inventory, change pricing (revert to previous costs). Their solution is to reprocess the WIP, but that is not a cost effective solution. As one could see, this will affect financials as the cost of goods is affected. We have spent hours, on hours data mining the reports to find the errors within the program. We have 1300 customers in an oil and propane delivery and service business. Until we brought it to their attention, they were not aware the ticket printing did not work and caused the crash of CPU, resulting in complete data loss. They "rebuilt" our data over 6 times in the 18 months we have had this program, nuts! They have "fixed" the printer issues, but still we have crashes that require the shut down during busy times, but we have the process to avoid loss of data, and they have supported this issue by providing rebuilding data and such. Currently, we are unable to invest in another solution and have found work around to get us to be able to operate. However, the cost of hours, lost time due to crashes, along with the extensive work to validate financials has left us with a very poor overall customer experience. It is too bad, as their techs work hard to try and help. This corporation needs to invest in its product. We would have been willing to pay more, as this is priced for YOU GET WHAT YOU PAY FOR.

Pros

Ability to manage work orders, dispatch board, and customer job manager.

Cons

Financials are somewhat limited on reporting and ability to reconcile the cost center balances to obtain the adjusted trial balance., employee payroll has limited ability to provide what is required to report to state and federal, inventory management is a complete nightmare, with changes that cannot be explained, but some are a result of system design with many areas for error.

November 2017

Patricia from McKeever Plumbing

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2017

I've been a Happy Wintac customer since 1999.

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.

Pros

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.

Cons

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.

November 2018

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

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

October 2018

Delana from Medi-Pure Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Wonderful program, great tech support

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.

Pros

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.

Cons

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.

October 2018

Ed from C.W. Schultz & Son, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

October 2018

Wintac Review

Overall I am a fan of Wintac. I can't say that it has solved any business issues. We are just learning about the portal. I am hoping it will be useful.

Pros

For the most part it is user friendly. The transition from our old software to Wintac was fairly painless. The dispatch board is user friendly. The WIP process is very good.

Cons

1. The browse feature to find a customer is not very good. The name must be perfect.
2. I don't like the WIP description writing feature. It's not in word format and does not allow you to easily write a paragraph or use symbols.
3. the PO writing feature is not user friendly. It may be us not using it often. We have been struggling with it because it's not user friendly.
4. Some of the reports are cumbersome. The cash flow report does not work and is not accurate. I called tech support and they could not fix it. They told me not to use the report. it was not a good answer.

5. I wish there was easier training with the system. The portal seems to be cumbersome. I am hoping that it gets easier once we get used to it.

September 2016

Lori from Luxury Home Care, LLC

Company Size: 2-10 employees


Ease-of-use

4.0

Functionality

4.0

September 2016

Still Learning

I researched quite a number of software options before we settled on Wintac. One of our criteria was that our software would NOT use the cloud - that left us very few options when it really came down to it. While the cloud offers a lot of convenience, there are security risks as well. We also wanted a lot of features though too, and we're not a typical "construction" business, so our scheduling needs aren't "typical" either. We run multiple jobs per day since we focus on cleaning gutters and pressure washing jobs rather than building or remodeling projects. So, we needed something was flexible, offered the ability to schedule as many or few jobs per day as we needed, track multiple crews doing different jobs, have accounting built in, and have marketing built in. Wintac has it all, and the flexibility we needed, while keeping our data securely on our own servers.

Pros

Flexible scheduling, marketing features, ability to have multiple separate databases (if you're running different stores and don't want to mix customer lists, for example), reports, accounting, and options to extend features if someone wants to be more mobile.

Cons

It does take some getting used to, and I can't look at multiple customers at the same time. Nor can I look at multiple screens of one customer at the same time. So it means that sometimes I have to open and close screens a lot more than I'd like to get all the information I need. Overall though, I prefer it over other construction software I've used!

October 2018

Sue from Phoenix Mechanical Corp

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

October 2018

Total Package

Overall we are happy using Wintac. For small companies the software package offers the most functionality at the right price point. I could not imagine trying to schedule our techs without the dispatch board.

Pros

We like the ability to use the same program for our accounting and job scheduling. The dispatch board makes it very easy to see who is available for jobs and you can easily move jobs around. We store all our customer information in Wintac so that we can go back and see what has been done at each location.

Cons

As with any program there are glitches which can cause problems. It seems that we need to run housekeeping before each time we run a balance sheet in order to make sure it is balanced.

The last time I needed to call support there was a bit of a hold time. I have not had to call in a few months so it may have improved.

Online documentation / training is weak.

New features - it seems that all new functionality will come at a price.

July 2018

Anonymous

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality