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All-inclusive integrated components:
If you can dream it, Wintac can probably do
it.
 Customer Relationship Management
Manage unlimited customers and
job sites per customer with instant service history lookup, unlimited
contact information, unlimited notes, and custom fields. Full-record page
view and multi-record browse view of your
customer data. Set critical information pop-up notices for
each customer. One-click automatic phone dialing.
Letter-writing with
automatic mail-merge. Instantly
locate and sort customer data based on a wide array of search options.
Attach
unlimited pictures, documents,
and spreadsheets to any customer record. Automatically detect and be
notified of possible duplicate customer records. Track and
analyze customer satisfaction with the built-in Job Evaluation tool. The
full-featured customer relationship
manager is designed to handle huge volumes of data for superior performance
as your business grows.
No need to use any other
software for
customer relationship management! And, with our
optional
Wintac Web Portal, you
can even give your customers online access to their
account history via the internet!
Scheduling, Dispatching, and Work Order
Management
Multi-view dispatch board with color-coded drag & drop
scheduling and on-the-fly call entry. Customizable layout. Schedule and
dispatch service calls and jobs. Schedule jobs spanning multiple days with a
single work order. Automatically schedule recurring service. Automatically
time-stamp job arrival and completion times. Instantly toggle between
monthly, weekly, daily, and all-inclusive views of your jobs. Optionally
schedule and view jobs on a grid with 15-minute interval time slots. Instantly
update, sort and reschedule jobs. Simply click a tech's open slot to create
a work order. Supports Caller ID with automatic customer
locator and two-way wireless messaging of job data. Electronically capture and
print signatures on work orders using tablet computers in the field. Print
work orders, job schedules, site directions, routing sheets. Email work
orders in standard PDF format. Export schedules to MS Outlook®. Built-in links to GPS
systems and street
mapping software.
The most powerful, most flexible, and easiest-to-use
dispatch board ever designed!
Work History Tracking
Track detailed history of all work and service for an
unlimited number of customers and properties. One-click drill down to the
original work order or invoice. Information entered in work orders and
invoices is automatically compiled for display and reporting - with no
redundant data entry.
Equipment
Installation/Service Tracking *
Manage and track installed equipment by
model number, serial number, job site, description, manufacturer, vendor,
department, technician, install dates, service dates, parts warranty
expiration dates, and labor warranty expiration dates.
Track unlimited pieces of equipment per customer and property. Instantly view
installation and service
history at any location. Print equipment history reports and work orders
showing installations and service at that job site. One-click drill down to the original work order or
invoice. Automatically schedule preventive maintenance and track service
contracts. The
most complete equipment installation and service tracking features available
in any software, at any price!
Inventory
Management
Manage and track an unlimited number of inventory and non-inventory items with three-column
pricing and customer-specific price setting, serial number tracking,*
barcode scanning and printing, reorder reports, field price lists, parts labels, custom
markups and discounts, global price adjustments, and average inventory cost
valuation. Track stock levels in multiple warehouses and vehicles.*
Track unlimited vendor prices per item.
Automatically generate multiple vendor purchase orders
for job fulfillment. Automatically generate
vendor purchase orders based on minimum and optimal stock levels or
individual vehicle usage history. Attach unlimited pictures, documents, and
spreadsheets to any item. Import inventory and pricing data from
Excel ®
and other standard formats.
Instantaneous 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.
Estimating and Proposal Writing
Prepare customizable proposals, quotes, and estimates.
Instantly lookup and insert items without typing. Itemize any and all
material, labor, and other charg es.
Automatically derive price based on percent markup over cost. Print
professional proposals in several formats - even design your own forms in
MS Word®. Add your own reusable
detailed custom disclaimer text. Email proposals in standard
PDF format.
Attach pictures, documents, and spreadsheets. Instantly convert
proposals, quotes, and estimates to work orders and invoices.
Visual Job Costing
Full integration between each area of Wintac allows
you to quickly and easily post costing data with the flexibility to do it
your way. Post job costs to work orders and invoices. Post labor from payroll to jobs or from jobs to
employee records. Account for material and parts costs, overhead expenses,
employee labor expense and additional labor burden. Print job
profitability and budget vs. actual cost reports.
Billing, Invoicing, & Accounts
Receivable
Customizable billing and invoicing for every business scenario.
T&M billing with material, labor, and sales tax tracking. Flat rate billing
with one-click processing. One-step automatic billing based on user-defined
billing intervals. Automatic conversion of work orders to invoices - even convert
multiple work orders to a single invoice. Point-of-sale (POS) processing and barcode
scanning for quick cashier sales. Full-featured
accounts receivable tracking with 30-60-90 day aging and receipt history.
Built-in link to secure credit card processing. Print/email customizable invoices and change orders. Print statements with accrued interest and finance charges.
Print detailed sales history reports. Comprehensive progress billing for
ongoing install/construction jobs based on percent completion.*
Print professional AIA G702/G703 Application
for Payment forms on plain paper.*
Completely automate the customer billing process!
Task
Building and Flat Rate Pricing
Build your own dynamic, reusable tasks, assemblies,
and applications. Eliminate redundant typing. Generate complete proposals,
work orders, and invoices with a single mouse click! Automatically create
and print professional-quality flat rate books with multi-column pricing and custom headings and
column titles.
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. Full-featured accounts
payable tracking with 30-60-90 day aging and automatic multiple, partial,
and recurring
scheduled bill-paying. Visual check writing with instant lookup for unlimited vendors
and payables due. Print tax information to IRS 1099 Misc. Forms. Manage unlimited bank
accounts with detailed activity reporting and automated bank reconciliation. Print
bank deposit slips. Instantly transfer funds between bank accounts. Track
the details of all credit
card expenses. Download credit card transactions from most
American Express, Visa, and MasterCard merchant services.
Completely automate the bill-paying and banking process!
Financial
Reporting & Graphing
Generate general ledger reports, income statements, balance
sheets, trial balance, cash flow forecasts, comparative and departmentalized Profit & Loss reports.
Output any report to standard PDF format. Analyze sales,
expenses, and profits graphically with pie charts and line/bar graphs.
Track company data by division and department. Optionally close periods. Automatic report builder
allows you to select sorting/grouping options and include or exclude records
based on your own user-defined criteria. Built-in accountant’s export of data to QuickBooks®-compatible format.
Unlike most service management software, Wintac includes full accounting and financial
reporting!
Employee
& Payroll Management
Manage all employee data including job
responsibilities, contact information, time sheets, and unlimited notes. Track earnings, withholdings,
time disbursement, and multiple rate categories for an unlimited number of employees.
Calculate and print payroll checks with year-to-date
voucher data. Print payroll journals, certified payroll reports,*
tax liability reports, 940 and 941 forms, W-2 and W-3 forms. Define custom deductions to track
401(k), insurance contributions, union dues, etc. Track reimbursements for
tools and other expenses. Track worker productivity and profitability. Automatically generate
employee commissions based on job sales or profit. Supports direct deposit to
employee bank accounts and electronic filing of employee W-2 forms.
Unlike most service management software, Wintac includes full-featured
payroll processing and employee management!
Mobile Computing
Transfer and synchronize customer/job data between field and office
computers. Transmit job data wirelessly to and from email-enabled PDA
devices, cell phones, tablet PCs, notebook and laptop computers. Built-in support for electronic signature capturing using tablet
computers. Wintac's built-in mobile computing features require no
proprietary hardware and do not require you to purchase additional
user licenses!
Vehicle Management
Manage your entire fleet of vehicles.
Log identification and registration data. Schedule periodic maintenance,
inspections, etc. Log and track unlimited service records and service history for each
vehicle.
Unlike most service management software, Wintac includes
built-in vehicle management!
Contact Management
Manage all contact information for an unlimited number
of prospects. Track sales leads,
log calls and sales progression with an unlimited storage capacity for
free-form notes. Attach
unlimited pictures, documents, and spreadsheets to any contact record. Use
the built-in Letter Writer to automatically generate targeted sales
correspondence and prepare bulk mailings. Print mailing labels and
personalize envelopes. Create a marketing profile for each prospect based on
a series of user-definable questions. Using the profile, you can formulate
specific sales plans to increase the ratio of prospects that become
customers and sell additional services and products to existing customers.
Instantly transfer or copy data between the contact manager and customer
relationship manager.
Dashboard View: To-Do List Management
Instant dashboard view of daily notifications and pending
issues. View a quick summary of service calls scheduled, contract
expirations, overdue accounts, and scheduled vehicle maintenance. Instantly
pop up, view, and edit the reminder to-do list from virtually anywhere in Wintac. Track
appointments, meetings, important dates, etc. Interfaces with MS
Outlook/Exchange Server for intra-office messaging.
Microsoft Office
Integration
Wintac gives you the flexibility to easily share data
and communicate with MS Word®, MS Excel®, and MS Outlook®.
Multi-Level Security Access System
To keep your data secure from unauthorized access,
Wintac incorporates a sophisticated, customizable, multi-level password
system for locking out specific features of the program at each individual
computer. You can optionally hide financial information, restrict
access to specific areas or tasks, prohibit changes to specific areas,
require mandatory fields be filled in, and transparently monitor and log
user session activity. You can even encrypt your company data files to
prevent back door access to sensitive information. In addition, Wintac
includes a built-in automated backup and restore tool for further
safeguarding your data.
Additional Benefits
If all of the above isn't enough to
convince you that no other software for the service industry compares to
Wintac, check out the Advantages page for a
detailed list of additional benefits that Wintac users enjoy.
Only Wintac Does It All.
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Show
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