Wintac Pro

Andy Stack · December 2002

Before I add to the many business mistakes has any one used
Wintac Pro and how do you like it.

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Joe Lambert · December 2002

We Use Wintac

Our company uses Wintac and it has good reviews from the service end of the business, like scheduling, billing, etc. However I do the material management, because we sell to the contracting trade as well, and it is not as good on the material end as on the labor end.
If you want, you can e-mail me with your phone number and I will have someone here call you that is more experienced with the system

ScottMP · December 2002

Wintac

I have been a Wintac user for a number of years. We started out with Intac which was thier Dos based program. I was kicking myself because I could'nt afford the big program that everyone else was getting. Turns out they had problams and went out of business.

We then wanted to get Wintac networks version and thats a pricey switch.

We wound up getting Wintac Green which is a scaled back version. It does everything we want for now. GREAT for service. Does work orders for the guys. Does proposals. Tracks stock and also all customer history. I even have photographs attached to customer files to look at jobs we've done before sending out a tech for service.

When I get around to using this version to its fullest I will upgrade, but for now, this is fine !!

It is very user friendly and gives me access to customer files while on the phone to the customer " actually Mrs Smith we put that water heater in THREE years ago, not last year "

.

I am very happy and would recommend this for any small to medium sized shop.

Scott

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hvacrochester · June 2010

Wintac

I purchased wintac and had a horrible experience. I received the program and it would not work with my flat rate program. I only purchased the program because it was compatible with the flat rate program I am using. I tried to work with them but i was treat poorly and was told that all of the problems were not their fault, and blamed it on everyone else. Be aware of their no refund policy as that says a lot of the company and why they don't want to offer complete satisfaction. I tried to get them to understand that i need the program to work and that i was spending money for software that didn't do what they said it would and that was not good business. they offered me a refund of half price and stated that they had to spend time programing the software to get it to work properly with my flat rate. How they feel that is my responsibility is beyond me.

I would not purchase anything from this company as there are not people of their word and are in my opinion just looking to take your money.

twinplumbers · August 2010

DONT DO IT!

I own and operate a 18 truck service and repair plumbing Co. and have been using Wintac for about 5 years now.It does have some nice features.....but just garbage tech support .and were always going down at my expense because they never want to take the blame for it! This has been avery frustrating! Its hard to just change over when you have sooo much data stored. PLEASE DO YOUR HOMEWORK! I would not buy WINTAC UNLESS YOU KNOW THERES NOTHING ELSE OUT THERE.

twinplumbers · August 2010

OVEREACTED TO SOON!

ITS me again TWINPLUMBER..I posted a bad review about NOT BUYING WINTAC.I did have a problem and discovered it was on our end.I want to apologize BECAUSE THEY DID DO A GOOD JOB AT HANDLING THINGS AND I TOOK IT OUT ON THEM .

I couldnt figure out how to erase my BAD review so i decided to give them a nice review!

There new version is so much more better and effiecient ! If your going to buy wintac ask for serena there sales person ...shes AWESOME!

Lost12 · November 2010

HELP

Does anyone use Wintac that can help me figure out how use the software?? I only want to use the software for scheduling and printing reoccurring maintenance and reoccurring billing.

ChristyH · December 2010

Our Experience

We use WintacPro for our hvac/plumbing dispatching and scheduling, and Quickbooks for our accounting. Wintac works fine for the dispatching, although there are a few changes I would make of course, but I think you get that with pretty much any program. We collect most of our fees on site when the job is complete, with our commercial accounts being billed through Quickbooks. I've never attempted to try to integrate our billing through Wintac, as I can't imagine trying to shift everything over to it, so we are stuck with sort of a hybrid setup.

My big gripe with Wintac is I think they charge WAY too much for upgrades each year. You get one year support with the purchase, and with each upgrade purchase. However, their upgrades are extremely expensive and we just don't feel they offer enough changes for us to justify paying almost as much for the upgrade as we paid for the original program. We have the WintacPro three user edition and it would be over $1,200 for this next upgrade, including shipping. For maybe $300 a year, I'd upgrade every year, but I just can't see spending that kind of money. They do offer a five year package, at a substantial discount over the individual yearly, but what guarantee do you have that they will A. Be around in five year, B. not require a different fee, or C. have enough changes to make it worthwile to put up $3000 up front.

Basically, I just don't see the committment to the customer in their pricing/support. For instance, we had a hard drive go down, and in our hands, we had the original program, plus we knew we had paid for the next year's upgrade, so were trying to put our hands on that disk. We called and asked about a replacement disk and were quote $99 to replace the disk. . this is for the upgrade we had PAID FOR 10 months earlier. Luckily, we found the disk, but then remembered that there was a patch issued right after we purchased that upgrade. We called and asked about the patch, and basically were told that we were out of luck, we'd have to but the upgrade for this next year. I don't understand that. We paid for the upgrade, the patch was to FIX the upgrade, and we were not allowed to have another copy of it? Fortunately for us, we were able to find a copy of the patch on another computer and installed it.

So, do you get where I'm going here? Perhaps the focus is on selling, but not so much on support, eh? Definitely not on customer appreciation. If you buy, at least you know now what you are truly getting, not what they tout on the website.

ChristyH · January 2011

Update

Just wanted to let you know, I was contacted by a Wintac rep shortly after my post, and she informed me that after seeing what I wrote, they had a meeting and made some corrections to the company policy concerning upgrades and replacement disks. From now on, if you purchase the program or an upgrade, you can receive a replacement for it if you lose the disk. Furthermore, all patches will be available for your purchased program, even if you choose not to upgrade to the newer version.

This does indicate that Wintac is monitoring responses concerning their program, and I imagine will also do a better job of servicing their existing customers and making sure all customer service reps have the right info. The rep thanked me for my post and seemed sincere in her insistence that their existing customers should be their highest priority and that they would continually strive to serve them well. I think this incident should count as a positive in their column.

ChristyH

hvacPro222 · March 2011

Wintac BAD CHOICE!!!

My company has used wintac for over 5 years. And we are doing our research and will be using service max which is fractions of the cost in comparison to wintac's ridiculous fees. I was just quoted OVER $1500 to renew and get the upgrade for one year 2011. And Service Max only costs a few hundred per year!! And you automatically get any upgrade they make for free as their software gets better and better.

Our huge problem with wintac is that we have had some major daily business disruption, wips disappear for no reason at all, and countless system crashes, locking us out, wips freeze up, it is sooo slow. People the dissapointment we experience daily on having invested a 20,000 people database into wintac is truly overwhelming and a huge loss to our business please contact us if you wish to know the truth about wintac before you buy it. You will forever have to pay for yearly "upgrades" and bad customer service at the highest rates in the industry. BAD CHOICE PEOPLE DONT DO IT!!!!!!!!!!!

Mad Dog_2 · March 2011

I've used it for years too

On Scott's suggestion - very happy with it. Mad Dog

ChristyH · March 2011

OK, I'll bite

Ok, I'll bite, let's assume you're not paid by ServiceMax, (noticed you joned today,, and this is your only post), exactly how much a year, including startup fees do you pay for ServiceMax? I looked thouroughly and really couldn't even figure out exactly what it is they offered....oh, there were lots of "concepts", but no nuts and bolts. Is it a flat rate program? What does it do? their website was so general and full of words like "optimization" and "concept", but no info and pricing unless you want to sit trough videos and deal w/salesmen.

So, what di it cost you to setup ad how much a year for what services? Christy

hvacPro222 · March 2011

Wintac BAD CHOICE!!!

I am not speaking for servicemax, there are other programs that I am currently doing research for also. I have a database of over 20,000 clients in wintac and we will be doing a total system conversion... and already the cost per year is fractions in comparison to what my company has paid wintac over the years.

We have 2010 version of wintac right now. Which is not working well. Our customers wips go missing for no reason at all. We receive phone calls saying, someone was supposed to be out? then, we look the client up in the system only to find out their customer files or "wips" are no longer there. Wintac is refusing to help us with this issue, and refuses to help us fix the problem unless we pay them $1500 for the latest version of their software. After doing research on it we have found that it will be way more cost effective to do a system conversion to new software.

We have not fully decided on servicemax, I have my eye on another program as well. We are still in the research phase. Scott how much do you pay annually to get wintacs upgrades? and how do you track your customers maintenance with wintac? we use their maintenance programs and it does not do what we need it to do. We have to suplement with doing our own spreadsheets, and keeping track of everyone through an entirely different program as it does not do what we need to do.???

user · May 2011

owner

the wintac program is the best in the industry it is made easy for all of the needs that the hvac needs. i would highly recommend this program to all hvac industry contractors.

ChristyH · May 2011

are you a "shill?"

(the wintac program is the best in the industry it is made easy for all of the needs that the hvac needs. i would highly recommend this program to all hvac industry contractors.)

You know, you lose all legitimacy when you sign up w/a generic name, leave one comment like this immediately after signing up, AND, your comment is a non-specific, general statement that the program is supposedly the "best in the industry" and good for all. Pretty much, we're all confident that you are simply an owner, employee or agent for Wintac. Unfortunately, this type of behavior actually does more harm than good for Wintac, as it makes them appear dishonest. It does nothing to further an understanding of what the program offers, whether it is a good choice for a specific situation, explains nothing about the criteria used to consider it the "best", and tells nothing of your experience with the program and/or the company...pretty much just appears to be the type of comment an owner would make to "sell" their product.

user · May 2011

Owner/ Modern Refrigeration & Restaurant Service

to whom it may concern the previous posting listed under owner was made by me thinking it was asking what title in my company i held. I am an independent contractor using wintac software to conduct and facilitate my business. My contactor No. is TACLA29116C. if you have any further questions please contact Luis C. Martinez Sr. Owner of modern Refrigeration & Restaurant service at 956-399-1355. thank you.

DeanaZ · June 2011

Wintac Pro

We currently use Wintac and it has been great. We use it primarily for dispatching and it is very helpful. It is so much easier than doing it manually. The program is very user friendly and takes very little training to use. We really enjoy the program and would highly recommend it for anyone in the industry.

hvacCONTROLS · July 2011

We love Wintac!

Wintac is a very user-friendly program that has helped organize our service department. The program is very easy to use. All of our service information (customer database, contracts, service calls, etc)is now in one spot. It has everything we need to successful service our customers.

dave_g · November 2011

winttac since 1997

I have been using wintac since 1997- And like most things- the renewal fees have gone up- Other than that I 100% happy with it.

I'm not a giant company- 7 trucks- but the software does all dispatching- all my accounts receivables, I use the AIA billing on all big jobs which works great. We use the po system on big items only. I also use the a/p.

When I hear wips disappearing, I think hard ware problem, I have never lost one. When I hear slow- I have to ask how old is you hard ware- what else is running,

If its not doing what you want- ask for it. If your not alone in what your asking for- it will most likely be in next years update.

Allpros · December 2011

We enjoy it.

We have been using Wintac since the late 1990's. It is working very well for us. Most of the problems we have experienced have been on our end. We have had very good customer service with a quick turnaround. The live chat works great. We just renewed and are adding the tech. portal.

bbhvac · January 2012

Experience with Wintac Software

Our company has been using Wintac software for six years now. From the beginning, Wintac Tech Support has helped me with everything from making sure my tax tables are right to fixing little glitches (which are bound to happen from time to time with any type of industry specific computer software). Their sales reps are always very nice and informative. As far as the software itself, I couldn't be happier. Our information is always where it should be. The reports are extremely easy to understand. Our tax preparer loves how simple Wintac makes everything for them. And with the built in checks and balances system of accounting, human error is caught almost immediately. Work orders are a breeze to create and keep track of. Knowing where my technicians are on any given day is a snap using the dispatch board. I can enter invoices for preventative maintenance agreement holders in advance. The work orders pop up 10 days before their scheduled job date to remind me of whats coming up. Keeping work history, installation history, warranty expiration dates is all very simple. Any problems I have had have either been taken care of by Intac International, creators of the software, or have been of my own creation. I highly recommend giving it a try.

callkevins · March 2012

Wintac

We have been using Wintac for several years and love the ease of use for our Plumbing and HVAC business. Their customer service and online help are great!

Totally recommend using Wintac!!

do_your_homework · July 2012