Home > Field Service Management Software > Workiz > Workiz vs Wintac

Workiz vs Wintac

Last Updated: November 18th, 2024

Our analysts compared Workiz vs Wintac based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.

Wintac is an on-premise business management tool that organizes, automates and tracks all aspects of the service industry. Combining key pieces of relevant and popular offerings in the industry, it manages everything from scheduling and dispatching, inventory management, customer information management, work order management to invoicing and accounting.

It eliminates paperwork and saves time while optimizing information and business processes for maximum productivity and optimized efficiency. Its one-time license fee makes it one of the most affordable options on the market.

$198 Monthly, Freemium

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$3,145 One-Time

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Chromebook

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Mobile

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Documentation

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24/7 Live Support

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Product Insights

Easy Job Scheduling, Dispatching and Tracking: Schedule jobs, dispatch best-matched and nearest available technicians to service locations and track job progress through a central platform.
Faster Payments: Generate invoices and collect payments instantly in the field. Get paid faster for completed jobs. Backend payment processing is available.
Improved Coordination and Communication: Communicate and coordinate with staff as well as clients through built-in phone and messaging systems. Send appointments, routes and important information to field staff. Send reminders, trackers, ETAs and relevant documents to clients.
Better Client Management: Manage client information, location, service history, payments, details and call recordings centrally for easy access and reference.
Increase Revenue: Users report nearly a 37% increase in revenue when leveraging this system.
Integrations: Pre-built and third-party integrations through Zapier allow seamless operations across multiple apps and systems.
Mobile Apps: Android and iOS apps enable field staff, team leaders and managers to get notifications, coordinate with each other, update job progress and collect payment on the go.

Organized Information and Processes: Organize contacts, work orders, service history, accounting and operations seamlessly on a central platform.
Accessibility: Get remote and offline access with iOS and Android apps to manage work on-the-go.
Automation: Automate multiple business aspects such as marketing, sales, communication and accounting to save time and boost revenue.
User Friendliness: Access easy-to-use tools to manage business operations efficiently.
Integrations: Integrate with leading business software to synchronize data and expedite work.

Job Scheduling: Schedule and manage jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, employee location and availability for maximum efficiency and complete visibility. Allow clients to request services from a business website or social listings through an integrated widget.
Job Management: Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to competently manage each service order. Manage multiple franchises from a single platform.
Lead Management: Track leads and job opportunities from various sources. Maintain communication with estimates, quotes and adequate follow-ups to increase conversions.
Team Management: Assign jobs to best-suited and available field staff. Track staff in real time and optimize routes with live locations and a map overview of jobs. Communicate in real time through SMS and email.
Client Management: Track, organize and manage client information like contact details, service history, notes, documents and transactions. Avoid data duplicity with client-property matches. Engage clients and prospects through email via MailChimp integration.
Inventory Management: Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Track inventory items across locations like the main office, warehouse and service vehicles. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search the entire inventory in a few clicks. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another. Get usage reports for specific date ranges and time-stamps with a list of used items and their billing amounts across jobs and users.
Online Booking: Use an online booking widget as a standalone page, or integrate with business websites, social media profiles and listing websites to allow clients to access availability and services while making online bookings. Real-time sync with Workiz Calendar ensures that there are no discrepancies or overlapping of schedules.
Invoicing: Create estimates, invoices, waiver forms and work orders using readymade templates. These templates are customizable, brandable and shareable with clients over mail. Capture client signatures with touch-enabled devices. All invoices, waiver forms, work orders and transaction receipts are stored for future reference. Integrate with QuickBooks online to keep accounting and financial operations updated.
Online Payments: Setup WorkizPay to invoice clients and get paid faster in the field. Send payment requests through mail or SMS and get paid in minutes. Powered by WePay, and backed by Chase Bank, processing fees of WorkizPay start at 2.96%. Clients can either physically swipe credit cards or manually enter details for seamless payments.
Phone System: Log, record and track client calls and add a custom call greeting to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. Send automated appointment reminders, ETA of field staff and payment requests via text. Set up call routing, call flows and enable one-click dialing for robust communication.
Service Chatbot: Set up and integrate a service chatbot to engage visitors and assist them in inquiring about available services and make online service requests.
User Permissions: Customize user access to important data and features through permissions based on roles and responsibilities.
Reports: Accurately get real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. Track and analyze cancelation rates, profits, advertising ROI, sales-based commissions and more at a glance.

Job Scheduling: Track & schedule service jobs. Assign jobs to most suitable and nearest available field staff for efficient scheduling and quick service delivery. Create flexible schedules for all available services, work orders and field staff members.
Dispatch Management: Dispatch Management: Get live locations of field staff for real-time dispatch. Send optimized routes, track arrival and send live updates and notifications to customers for a better customer experience.
Work Order Management: Create, update and manage work orders for one-time and recurring jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists and more.
Contact Management: Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location.
Sales Management: Track and manage leads. Ensure targeted communication and quick response rates for conversion. Send estimates and proposals using readymade customizable templates.
Inventory Management: Track, update and manage inventory items for multiple locations and vendors. Get built-in support for inventory barcode scanning and label printing.
Accounting: Manage unlimited accounts receivable and accounts payable through seamless integration with accounting tools such as QuickBooks, Peachtree, Timberline and more.
Billing: Manage over the counter sales along with an integrated billing system. Generate automated invoices based on service agreement terms. Track partial payments, dues and overpayments to manage finances efficiently.
Equipment and Agreement Tracking: Track equipment location, details and history through electronic serialization. Manage warranties and agreements with reminders for renewal.
Dashboard: Get a visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard.

Product Ranking

#12

among all
Field Service Management Software

#7

among all
Field Service Management Software

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Analyst Rating Summary

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User Sentiment Summary

92%

of users recommend this product

Workiz has a 'excellent' User Satisfaction Rating of 92% when considering 266 user reviews from 2 recognized software review sites.

84%

of users recommend this product

Wintac has a 'great' User Satisfaction Rating of 84% when considering 701 user reviews from 2 recognized software review sites.

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2.7 (11)

4.6 (189)

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4.6 (77)

4.2 (690)

Awards

Synopsis of User Ratings and Reviews

Easy to Use: As many as 94% of users who mention user-friendliness as a deciding criteria laud the software for its ease of use.

Scheduling and Dispatching: Nearly 88% of users who talk about this feature note that it helps them streamline their fleet logistics and optimize for faster service delivery.

Customization: About 84% of users who refer to customization report that the software can be easily customized to fit business requirements.

Customer Support: Approximately 74% of users who talk about customer support recommend the software for its responsive and helpful support.

Accounting and Finance: The software makes it easier to manage invoices, payments and taxes, as noted by 70% of the users who mention accounting and finance capabilities.

User Interface: A simple, intuitive and easy-to-use interface makes Workiz a prefered solution, as reported by nearly 59% of users who refer to the interface.

Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.

Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.

Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.

Mobile Apps: About 86% of users who mention mobile apps report regular lags, glitches and synchronization issues.

QuickBooks Integration: Nearly 67% of users who talk about QuickBooks integration complain that it is erroneous and needs manual inputs.

Inventory Management: Approximately 60% of users who refer to this feature maintain that it is hard to keep track of inventory stock levels and replenishments for tools and equipment.

Integrations: The software offers limited integrations, restricting seamless operations, as noted by up to 67% of users who mention integrations.

Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.

CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.

Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.

Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.

Workiz is an easy-to-use, intuitive and customizable solution that helps field service professionals optimize their operations. Users highly recommend its seamless accounting and finance management, efficient scheduling and robust dispatching. Similarly, customer support is credited for being prompt and helpful. However, the product offers limited integrations. The pre-built QuickBooks integration is glitchy and needs manual inputs. Moreover, the inventory management feature and mobile apps need further improvement.

Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

Screenshots

Top Alternatives in Field Service Management Software

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Head-to-Head Comparison

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FAQ

How can I do a in-depth comparison of Workiz and Wintac? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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Which Field Service Management Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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