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 easily monitor the schedule 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 br...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

689 Reviews of Wintac

Average User Ratings

Overall

4.19 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(310)

310

4 stars

(265)

265

3 stars

(65)

65

2 stars

(23)

23

1 stars

(26)

26

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 689 results

November 2018

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

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

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 2019

Douglas from Reach Services,Inc. DBA OBrien Refrigeration

Company Size: 2-10 employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

Daily Use

Overall I have always been satisfied with Wintac & its support. Accountants & there unwilling approach to Wintac is my mostly trying problem. They seem to only want simple booking as Quick Books does for them.

Pros

Most of the time I think its a good program & excellent for its cost. Here lately with the upgrades it is getting more complicated..

Cons

I used to call in for problems & they could solve almost anything from conflicts to programming. Now will all the new upgrades they wont help with certain setups with antivirus conflicts. I understand it takes longer when dealing with other programs. I was much happier when I could call & get my problems solved with there help. It seems to me that in order for technical support to get more calls done per day they push off some technical problems. When Running a small company and wear many hats you dont have time to learn all the procedures to make a program work on your computer. I miss having the attention given to fully making everything work with your computer. It is hard to understand and solve other computer problems when you dont have the time.

October 2019

Rick from Leto Plumbing & Heating

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

The best software for a small service company!

The biggest benefit I saw right way is my profits kept going up month after month. The accounting part of this software is great.

Pros

The software was a complete all in one. Very easy to learn how to use. Invoicing in real time at the job site. Looking up past history of a customer at the job without need to call into the office. No more needing to have Multiple programs.

Cons

Only being a windows base program. I would like to see it for Apple.

Reasons for Choosing Wintac

Wintac, does it all. Accounting, Scheduling, Payroll, and so many more items. With the best support team.

October 2019

Jeremy from Trinity Electric LLC

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

October 2019

Awsome program

Pros

I like how everything is wrapped in one program, A/R & A/P along with employee management, dealing with inventory, work orders being able to create PO's and schedule work. Keeping everything together is easy to manage jobs and material. Like that Wintac has workshops not to go to or call in for training. The Pro's defiantly out way the con's

Cons

Inventory management and receiving inventory needs work, Vehicle management is hard to use and understand. Didn't have good follow up once purchased, but has greatly improved in the last year. Not a fan of having to be charged for help or online webinars since we are paying a yearly licensing fee.

Reasons for Choosing Wintac

The functionality of having everything in one program.

August 2016

Tavie from MPC Heating & Cooling

Company Size: 2-10 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

August 2016

Software overflowing with problems

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.