Wintac Reviews & Pricing

by Wintac | Founded 1988, Woburn, MA

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Overview Pricing Benefits Reviews Features

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What is Wintac?

Industry Specialties: Serves field service industry

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.

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User Sentiment

Based on 701 reviews:

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Wintac Pricing

Based on our most recent analysis, Wintac pricing starts at $3,145 (One-Time).

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Starting From: $3,145
Pricing Model: One-Time
Free Trial: Yes, Request for Free

Training Resources

Wintac is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Wintac:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Wintac Benefits and Insights

Why use Wintac?

Key differentiators & advantages of Wintac

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.

Industry Expertise

With over 30 years of market experience, Wintac is trusted by more than 9,000 service companies and 60,000 end users to automate their business processes, save time, improve productivity and boost revenue.

Wintac Reviews

Average customer reviews & user sentiment summary for Wintac:

701 reviews

84%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Wintac reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

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.