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Take Wintac's unique Job Control Center for instance. From estimating to scheduling to routing to
dispatching to purchasing to billing, the Job Control Center gives you the power to manage the
entire life cycle of your jobs from one central location. Now that's efficiency!
Does Wintac require training to get started?
No. If you don't want to spend a lot of time getting started with new software, Wintac is for you!
Wintac installs itself automatically and requires no extensive configuration before you can start
using it. The Wintac QuickStart Wizard walks you through a simple step-by-step set up and you're
ready to go - within minutes!
Wintac Rule #2 Software Should Be Easy
And to make learning fun and easy, Wintac comes with a lesson-by-lesson voice-narrated tutorial,
built-in Audio Tips voice assistance, and an intelligent help system that provides step-by-step
instructions on each area of Wintac. You also have one-click access to our free live online support
center right from inside Wintac, as well as quick and easy access by telephone.
Because we realize that some people feel most comfortable with formal training, we also offer
several training options ranging from beginner to advanced level. Depending on your preferred
style of learning, you can choose from the following: hands-on workshops at our classroom
facility, on-site training at your office location, and private remote training with one of our own
Wintac experts via web teleconferencing technology. Regardless of how you learn best, we have
the resources to assist you.
Is Wintac designed for my industry?
If your day-to-day business involves field service, then YES. Our three editions of Wintac - Wintac
Green, Wintac Pro, and Wintac Fuel - cover the needs of virtually any type of field service and
contracting operation. You can even configure most areas of Wintac to use the vocabulary that
best suits your business and industry.
Although our roots are in HVAC, plumbing, and other sectors of the contracting industry, our huge
user base encompasses the entire field service industry including (in alphabetical order):
Air Conditioning, Alarm & Security, Appliance Repair, Automotive Detailing, Cabling Installation,
Carpet Cleaning, Chimney Sweeping, Commercial Cleaning, Computer Repair, Computer Services,
Construction, Copier Machine Repair, Drain Cleaning, Electrical, Facility Management, Fitness
Equipment Repair, Flooring, Fuel Oil Delivery, Furnace Service, Furniture Repair, General Repair,
Handyman Services, Heating, HVAC, Irrigation, Janitorial, Landscaping, Lawn Care, Locksmith
Service, Maid Service, Masonry, Mobile Auto Repair, Overhead Door Install/Repair, Painting, Pest
Control, Plumbing, Pool & Spa, Propane Delivery, Property Management, Refrigeration,
Refurbishing, Remodeling, Residential Cleaning, Restoration, Roofing, Septic Cleaning, Sheet
Metal Fabrication, Snow Removal, Tanning Equipment Repair, Telecommunications, Tree Service,
and Window Cleaning.
In addition, industry-specific specialty options, including custom programming services, are also
available. For specialized business needs, Wintac is the #1 solution!
What is the difference between Wintac Pro, Wintac Green, and Wintac
Fuel?
Wintac Pro, Wintac Green, and Wintac Fuel are all full-featured business management programs
for the field service industry. Wintac Pro includes features vital to equipment installation/service
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management and specialty construction projects. Wintac Fuel includes features vital to fuel
delivery management. Here are the specifics...
Wintac Green is designed primarily for Carpet Cleaning, Window Cleaning, Residential Cleaning,
Commercial Cleaning, Janitorial Service, Maid Service, Pest Control, Lawn Care, Landscaping,
Snow Removal and other service trades.
Wintac Pro is designed primarily for HVAC, Plumbing, Refrigeration, Electrical, Appliance Repair,
Roofing, Overhead Door, Pool & Spa, Equipment Repair, Cabling & Communications, Alarm &
Security, Computer Repair, and other service and installation contractors. It has all the features
of Wintac Green plus: customer equipment installation and follow-up service tracking, multi-
location serialized inventory management, progress billing, AIA billing, and certified payroll
reporting.
Wintac Fuel is designed for service contractors who also provide fuel delivery services. It has all
the features of Wintac Pro plus additional industry-specific features for the management of oil,
propane, and kerosene delivery.
What is the price of Wintac?
Complete, clear, and exact pricing for each edition of Wintac is available on the Pricing page.
With Wintac, there are no
set-up fees, no
activation fees, no
monthly charges, no
"per job" costs,
and no
additional costs for technical support. Very simply, there are no
hidden charges!
Wintac Rule #3 Software Should Be Affordable
Without exception, Wintac is the absolute best software value in the service industry. Don't be
fooled by companies that...
Require you to pay an "activation" fee above and beyond the price of their software
Require you to pay a "set-up" fee followed by never-ending monthly charges
Charge $10,000 and up for substandard or antiquated software
The fact is, Wintac is more powerful, more flexible, more reliable, and easier to use than
programs selling at several times its price. And, remember: You pay once for Wintac and it is
yours to use forever.
Above and beyond the price of Wintac, how much should we expect
to pay for technical support services?
$0. That's right. Wintac's unparalleled ease-of-use and reliability allow us to include a full year of
unlimited technical support services at no additional cost. Whether via phone, online, email or fax,
our in-house staff of Wintac experts are dedicated to providing you with the absolute best service
possible. We are talking true world-class support that is never outsourced.
Moreover, unlike most software companies in the service industry, we offer live
support and do
not require you to submit online request forms or leave voice mail messages during normal
business hours.
How does the price of Wintac compare to competing products?
First off, since we know of no other software for the field service industry with the wealth of
features included in Wintac, we really have no direct competition. Moreover, any program with
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close to Wintac's functionality typically costs thousands more. And, even at that, you will likely
pay extra for required training and comparable technical support services.
Some companies even try to mask the excessive cost of using their software by charging on a
monthly basis, requiring you to pay a "set-up" fee plus ongoing charges month-after-month and
year-after-year - forever. A few even charge extra if you exceed a maximum number of jobs per
month! And, since these programs tend to be very limited in functionality, you will likely outgrow
them or, at least, need to purchase additional software to fully manage your business.
Companies that base their pricing on never-ending "subscriptions" have also been known to raise
their monthly rates whenever it suits them. Of course, if you refuse to accept the higher rates,
they can simply lock you out of the software. Moreover, if they go out of business, they put your
business at risk! You are effectively their prisoner until you cut your losses and start all over with
new software. As you can see, the long term costs and risks of subscription-based solutions with
never-ending monthly fees are mind boggling!
On the other hand, once you purchase Wintac, you are under no obligation
to spend any more
money with us. You own
your license to use the software and you own and have full control over
your data. That means long-term savings and security for your business - and no stress!
What are the system requirements for Wintac?
Wintac runs great in most typical Windows-based PC configurations and local area networks. The
specific requirements are:
Pentium IV or better grade computer
512 MB or more RAM
300 MB or more hard disk space
Screen resolution of 1024 by 768 pixels or higher
Versions of Windows supported: 8, 7, Vista, XP, 2000, Server 2003 or newer
How often do you update and offer new versions of Wintac?
We release one major upgrade of Wintac each year and make it available to registered owners at
a small fraction of the retail price. Upgrades include all the enhancements since your version plus
another full year of unlimited technical support services. And, rest assured, if you choose not to
upgrade in any given year, your version of Wintac will not
shut off. Nor will you have to purchase
and install "missing" versions when you eventually do upgrade. Keeping your software up to date
couldn't be easier or more cost-effective!
What about all the data we've accumulated in our current software?
Owners of QuickBooks (call for versions supported) can use Wintac's built-in tools to easily
convert their vital QuickBooks data to Wintac themselves. Just point and click to read your
current customers (including outstanding balances), job locations, contacts, inventory, vendors,
and even work history from QuickBooks directly into Wintac. In addition, our in-house team of
data conversion experts can cost-effectively convert data from virtually any
business
management, service management, contact management, or accounting software. We make
switching to the power of Wintac easy!
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Wintac Features
Customer Relationship Management (CRM)
• Manage an unlimited number of customers with unlimited job sites, properties, and contacts
per customer.
• Unique customer-centered design allows you to instantly view complete service, job, and
billing history.
• Enter an unlimited amount of searchable, free-form notes for each customer, job site, and job.
• Instantly toggle between full-record page view and multi-record browse view of your customer
data.
• Activate automatic pop-up notices and alerts for any customer to remind users of critical
information.
• Use the built-in Letter Writer with automatic mail-merge to email and print from any customer
record.
• Instantly sort and search your entire customer database. Locate customer data based on any
criteria.
• Attach and view an unlimited number of pictures, documents, and spreadsheets to any
customer record.
• Automatically detect possible duplicate customer records on-the-fly as you enter new
customers.
• Easily track and analyze customer satisfaction data using the built-in Job Evaluation tool.
• Create a marketing profile for each customer based on a series of user-definable questions.
• Use the marketing profile to target and sell additional services and products to your customers.
• Automatic report builder generates countless customer management reports based on your
exact criteria.
• Print mailing labels and personalized envelopes addressed to your customers and job locations.
• Enhance the customer management capabilities with your own user-definable fields.
• Designed to handle large volumes of data for superior performance as your business grows.
• With the optional Wintac Web Portal, you can even give your customers online access to their
accounts.
• With Wintac, there is no need to use any other CRM software for your customer relationship
management!
Scheduling, Dispatching, and Work Order Management
• Schedule, dispatch, route, search, and sort jobs using the powerful multi-view Job Control
Center.
• Instantly toggle between monthly, weekly, daily, and all-inclusive views of your jobs.
• Instant point & click drill-down to job and work order details.
• Effortlessly drag & drop jobs in the dispatch board to assign and re-assign technicians and
crews.
• Customize the boards with modifiable layouts, user-defined color-coded statuses, and more.
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• Schedule and track jobs from initial call to dispatch and completion all from one central
location.
• Schedule jobs spanning multiple days with a single work order. Schedule multi-stage
applications.
• Schedule jobs and assign service people based on company division.
• Automatically assign optimal service person based on job location.
• Instantly update job statuses and re-schedule jobs as needed.
• Automatically time-stamp job arrival and completion times for your service people.
• Create service agreements and automatically schedule recurring service and preventive
maintenance.
• Support for simple to complex recurring schedules to handle virtually every type of job and
customer.
• Support for multiple technicians per job and multi-person crew assignments.
• Simply click on an open slot for a service person to automatically create a new work order.
• Automatically identify and locate existing customers with optional Caller ID support.
• Dispatch service calls and send job schedules via two-way wireless messaging between office
and field.
• Electronically capture and print signatures on work orders, proposals, and invoices via tablet
computers.
• Generate work orders, job schedules, site directions, and routing sheets for your service
people.
• Automatically generate work orders based on service requests entered by customers on your
website.
• Street mapping and route optimization via Microsoft MapPoint®. (purchased separately)
• Built-in support for obtaining job directions via free Google Maps®.
• Built-in links to Global Positioning Systems (GPS) for vehicle monitoring. (call for GPS vendors
supported)
• Built-in link to TomTom WEBFLEET for advanced fleet management. (purchased separately)
• Optionally export job schedules to MS Outlook® calendar.
• Simply the most powerful, most versatile, and easiest-to-use scheduling and dispatching
system ever designed!
Work History Tracking
• Track unlimited work history of all jobs and service for each of your customers, job sites, and
properties.
• Instantly drill down to the original work order or invoice directly from the history view - with a
single mouse click.
• Data from work orders and invoices automatically flows to work history - with no redundant
data entry.
• With Wintac, detailed work history for any customer, job site, property, and job is always at
your fingertips.
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Equipment Installation and Service Tracking
(not available in Wintac Green)
• Manage detailed history of unlimited pieces of installed equipment for all your customers and
properties.
• Instantly view installation and service history of any equipment at any location.
• Instantly drill down to the original work order or invoice directly from the history view - with a
single mouse click.
• Track by model number, serial number, job site, description, manufacturer, vendor,
department, and technician.
• Track by install dates, service dates, parts warranty expiration dates, and labor warranty
expiration dates.
• Track service contracts and automatically schedule recurring service and preventive
maintenance.
• Print customizable equipment history reports and work orders showing installations and
service at each property.
• Complete equipment installation and service tracking features!
Inventory Management
• Manage and track an unlimited number of inventory and non-inventory items with instant
retrieval.
• Track on-hand stock levels in multiple warehouses and vehicles.
(not available in Wintac Green)
• Track pricing from an unlimited number of vendors for each inventory item.
• For each inventory item, you can set three-column pricing and customer-specific prices.
• Assign and track serial numbers for any inventory items.
(not available in Wintac Green)
• Assign custom markup and discount percentages for any item.
• Globally adjust and update pricing information based on user-definable criteria.
• Track average inventory cost valuation for each inventory item.
• Automatically generate vendor purchase orders based on minimum and optimal stock levels
• Automatically generate vendor purchase orders based on vehicle usage.
(not available in Wintac
Green)
• Automatically generate multiple vendor purchase orders for job fulfillment.
• Print inventory management and reorder reports, field price lists, and parts labels.
• Attach an unlimited number of pictures, documents, and spreadsheets to any inventory item.
• Import inventory and update pricing from Excel® spreadsheets, Tra-Ser® pricing system, and
other formats.
• Built-in support for inventory barcode scanning and label printing.
• Wintac's inventory management features give you high-end capabilities with unparalleled ease
of use.
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Item Lookup and Retrieval
• Automatically build a price file of unlimited items for storing material, parts, labor, and user-
defined item types.
• Instantly lookup and insert any item into proposals, work orders, invoices, and purchase
orders with no typing.
• Wintac's innovative lookup and retrieval system gives you the power to get more done in less
time.
Estimating and Proposal Writing
• Easily and quickly prepare professional proposals, quotes, and estimates for your customers.
• Instantly lookup and insert equipment, material, labor, and other charges - with no typing.
• Built-in option to automatically calculate prices based on a user-definable percent markup
over cost.
• Customize your proposals, quotes, and estimates with your own verbiage and detailed
disclaimer text.
• Attach pictures, documents, and spreadsheets to any proposal, quote, or estimate.
• Email and print professional forms on plain paper in several formats - even design your own in
MS Word®.
• Instantly convert accepted proposals, quotes, and estimates to work orders and invoices.
• Wintac's powerful proposal writing capabilities give you the tools to win more jobs.
Visual Job Costing
• Full integration throughout Wintac enables you to post costing data with the flexibility to do it
your way.
• Easily post job costs to work orders and invoices.
• Optionally post time/labor to jobs from employee payroll, or to employee payroll from jobs.
• Account for material and parts costs, overhead expenses, employee expenses, and additional
labor burden.
• Generate job profitability and budget vs. actual cost reports.
• Because Wintac is a true all-in-one solution, powerful visual job costing is a reality for your
business.
Billing, Invoicing, POS, and Accounts Receivable
• Bill your customers using any method: T&M, Flat Rate, Progress, AIA, Point-of-Sale, and
Automatic Billing.
• T&M billing with material, labor, and sales tax tracking.
• Flat rate billing with one-click processing.
• Progress Billing for ongoing construction jobs based on percent completion.
(not available in
Wintac Green)
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• AIA G702/G703 Application for Payment form printing on plain paper.
(not available in Wintac
Green)
• Point-of-Sale (POS) processing and barcode scanning for quick cashier sales with optional
cash drawer opening.
• One-step automatically scheduled service billing based on user-defined intervals.
• Automatically convert work orders to invoices - even convert multiple work orders to a single
invoice.
• Multi-level sales tax support for standard and alternative sales tax calculation methods.
• Track and report multiple state and local sales tax rates, as well as Canadian GST/PST/HST
tax.
• Full-featured accounts receivable tracking with 30-60-90 day invoice aging and receipt history.
• Secure credit/debit card processing directly from inside Wintac.
(requires optional service)
• Email and print customizable customer invoices and change orders.
• Automatically generate customer statements in a variety of formats.
• Automatically calculate accrued interest and finance charges on customer statements.
• Apply and track partial payments, multi-invoice payments, and overpayment credits.
• View and print comprehensive sales history and revenue analysis reports.
• No other field service billing and payment system gives you this level of power and flexibility!
Task Building and Flat Rate Pricing
• Eliminate redundant typing by building your own dynamic, reusable tasks, assemblies, and
applications in Wintac.
• Use tasks to generate complete proposals, work orders, and invoices with a single mouse click!
• Prepare professional-quality flat rate books with multi-column pricing and custom headings
and column titles.
• Apply and track partial payments, multi-invoice payments, and overpayment credits.
• View and print comprehensive sales history and revenue analysis reports.
• Wintac's unique task-building feature is one of the most powerful office automation tools
available anywhere!
Purchasing, Bill-paying, & Accounts Payable
• Automatically generate vendor purchase orders based on minimum and optimal stock levels
• Automatically generate vendor purchase orders based on vehicle usage.
(not available in Wintac
Green)
• Automatically generate multiple vendor purchase orders for job fulfillment.
• Full-featured accounts payable tracking with 30-60-90 day invoice aging payment history.
• Schedule and make automatic payments on recurring bills.
• Make a single payment covering multiple invoices from a vendor.
• Make partial payments on vendor invoices and track early payment discounts.
• Visual check writing with instant lookup of unlimited vendors and payables due.
Documents you may be interested
Documents you may be interested
