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.
• 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.
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.
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)
• 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.
• Print tax information to IRS 1099 Misc. Forms.
• Manage unlimited bank accounts with detailed activity reporting and automated bank reconciliation.
• Instantly transfer funds between bank accounts.
• Automatically generate and print bank deposit slips.
• Track the details of all credit card expenses.
• Download credit card transactions from most American Express, Visa, and MasterCard merchant services.
• Wintac gives you the power to completely automate the bill-paying and banking process!
•
Financial Reporting and Graphing
• Prepare general ledger reports, income statements, balance sheets, trial balance, and cash flow forecasts.
• Generate comparative and departmentalized Profit & Loss reports.
• View and print any report, as well as output to standard PDF format.
• Analyze sales, expenses, and profits graphically with pie charts and line/bar graphs.
• Track company data by division and department, and optionally close periods.
• Sort, group, and filter your financial data with Wintac's state-of-the-art report builder.
• Use the built-in Accountants Export to compile financial data in a QuickBooks®-compatible format.
• Unlike most service management software, Wintac includes full accounting and financial reporting!
Employee and Payroll Management
• Manage all employee data including job categories, time sheets, payroll data, and unlimited notes.
• Track earnings, withholdings, time disbursement, and multiple rate categories for all your employees.
• Calculate and print payroll checks with year-to-date voucher data.
• Print payroll journals, tax liability reports, 940 and 941 forms, W-2 and W-3 forms.
• Print certified payroll reports. (not available in Wintac Green)
• Define your own custom deductions to track 401(k), insurance contributions, union dues, etc.
• Track employee productivity and profitability, as well as reimbursements for tools and other expenses.
• Automatically generate employee commissions based on user-defined criteria such as job sales or job profit.
• Built-in support for direct deposit to employee bank accounts and electronic filing of employee W-2 forms.
• Post time/labor to jobs from employee payroll, or to employee payroll from jobs.
• Note that Wintac currently supports withholding calculations based on U.S. payroll only.
• Unlike most service management software, Wintac includes payroll processing and employee management!
Remote Access and Mobile Computing
• Send job data to and from email-enabled PDAs, smartphones, tablets, netbooks, and laptops for online access.
• Transfer and synchronize customer and job data between field and office computers for offline access.
• Support for electronic signature capturing using tablet computers.
• Add the optional Wintac Web Portal for much more mobile computing power!
Vehicle Service and Maintenance Management
• Manage your entire fleet of vehicles.
• Log identification and registration data for each vehicle. Schedule periodic maintenance, inspections, etc.
• Log and track service records and service history for each vehicle.
• Schedule periodic maintenance, inspections, etc. for each vehicle.
• Unlike most service management software, Wintac includes built-in vehicle management!
Contact and Prospect 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.
• Use the built-in Letter Writer with automatic mail-merge to email and print from any contact record.
• Use the Letter Writer to automatically generate targeted sales correspondence and prepare bulk mailings.
• Attach and view an unlimited number of pictures, documents, and spreadsheets to any contact record.
• Instantly switch between full-record page view and multi-record browse view of your contact data.
• Instantly sort and search your entire contact database. Locate contact data based on any criteria.
• Create a marketing profile for each prospect based on a series of user-definable questions.
• Use the marketing profile to formulate targeted sales plans for converting prospects to customers.
• Automatically detect possible duplicate contact records on-the-fly as you enter new prospects.
• Automatic report builder generates contact management reports based on your exact criteria.
• Print mailing labels and personalized envelopes addressed to your contacts and prospects.
• Designed to handle large volumes of data for superior performance as your business grows.
• Once a prospect becomes a customer, instantly transfer all their data to the Customer Relationship Manager.
• With Wintac, you can separately track your customers and prospects for easier management.
Fuel Delivery Management (available only in Wintac Fuel edition)
• Manage and automate your oil delivery, propane delivery, and kerosene delivery service.
• Schedule fuel deliveries based on degree days, K-Factor, or Julian Calendar intervals.
• Generate pricing per property based on fuel cost and a set profit margin, fixed amount over cost, or daily price.
• Set up automatic billing schedules per customer for payment plans, service contract premiums, etc.
• Print professional multi-part fuel delivery tickets automatically in batches or individually on demand
• Generate fuel delivery tickets based on user-definable routes and stops to maximize driver efficiency.
• Print management reports including fuel delivery statistics, profitability, and service history.
• Manage the fuel delivery side of your business with the industry's most affordable solution!
Dashboard View: To-Do List Management
• Pop up a quick dashboard view of daily notifications and pending issues.
• View a summary of service calls, 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, deadlines, etc.
• Wintac's Dashboard view keeps you apprised of the day's activities.
Microsoft Office Integration
• Easily share data and communicate with Microsoft Word®, Microsoft Excel®, and Microsoft Outlook®.
• Design and create your own Wintac work order, invoice, estimate, and purchase order forms in Word.
• Attach Word documents and Excel spreadsheets to virtually any data in Wintac.
• Export job schedule data from Wintac to the calendar in Microsoft Outlook®.
• Wintac makes it easy to integrate your data with your existing office applications.
Multi-Level Security Access System
• Customizable, multi-level password system with individual configurations for each computer.
• Hide financial information from restricted users.
• Restrict access or prohibit changes to specific areas and tasks within Wintac.
• Require mandatory fields be filled in by users.
• Audit trail feature to automatically monitor, log, and report on user session activity.
• Data encryption option for your company database to prevent back door access to proprietary information.
• Automatic company data backup and restore directly from inside Wintac.
• Wintac provides the reliability and security protection features to keep your data safe.
Additional Options, Custom Solutions, and Data Conversion
If all of the above isn't enough to convince you that no other software for the service industry compares to Wintac, check out these additional options and services available to you.
For specialized business needs, Wintac is the #1 solution!
• 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.
• 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.
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.
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)
• 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.
• Print tax information to IRS 1099 Misc. Forms.
• Manage unlimited bank accounts with detailed activity reporting and automated bank reconciliation.
• Instantly transfer funds between bank accounts.
• Automatically generate and print bank deposit slips.
• Track the details of all credit card expenses.
• Download credit card transactions from most American Express, Visa, and MasterCard merchant services.
• Wintac gives you the power to completely automate the bill-paying and banking process!
•
Financial Reporting and Graphing
• Prepare general ledger reports, income statements, balance sheets, trial balance, and cash flow forecasts.
• Generate comparative and departmentalized Profit & Loss reports.
• View and print any report, as well as output to standard PDF format.
• Analyze sales, expenses, and profits graphically with pie charts and line/bar graphs.
• Track company data by division and department, and optionally close periods.
• Sort, group, and filter your financial data with Wintac's state-of-the-art report builder.
• Use the built-in Accountants Export to compile financial data in a QuickBooks®-compatible format.
• Unlike most service management software, Wintac includes full accounting and financial reporting!
Employee and Payroll Management
• Manage all employee data including job categories, time sheets, payroll data, and unlimited notes.
• Track earnings, withholdings, time disbursement, and multiple rate categories for all your employees.
• Calculate and print payroll checks with year-to-date voucher data.
• Print payroll journals, tax liability reports, 940 and 941 forms, W-2 and W-3 forms.
• Print certified payroll reports. (not available in Wintac Green)
• Define your own custom deductions to track 401(k), insurance contributions, union dues, etc.
• Track employee productivity and profitability, as well as reimbursements for tools and other expenses.
• Automatically generate employee commissions based on user-defined criteria such as job sales or job profit.
• Built-in support for direct deposit to employee bank accounts and electronic filing of employee W-2 forms.
• Post time/labor to jobs from employee payroll, or to employee payroll from jobs.
• Note that Wintac currently supports withholding calculations based on U.S. payroll only.
• Unlike most service management software, Wintac includes payroll processing and employee management!
Remote Access and Mobile Computing
• Send job data to and from email-enabled PDAs, smartphones, tablets, netbooks, and laptops for online access.
• Transfer and synchronize customer and job data between field and office computers for offline access.
• Support for electronic signature capturing using tablet computers.
• Add the optional Wintac Web Portal for much more mobile computing power!
Vehicle Service and Maintenance Management
• Manage your entire fleet of vehicles.
• Log identification and registration data for each vehicle. Schedule periodic maintenance, inspections, etc.
• Log and track service records and service history for each vehicle.
• Schedule periodic maintenance, inspections, etc. for each vehicle.
• Unlike most service management software, Wintac includes built-in vehicle management!
Contact and Prospect 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.
• Use the built-in Letter Writer with automatic mail-merge to email and print from any contact record.
• Use the Letter Writer to automatically generate targeted sales correspondence and prepare bulk mailings.
• Attach and view an unlimited number of pictures, documents, and spreadsheets to any contact record.
• Instantly switch between full-record page view and multi-record browse view of your contact data.
• Instantly sort and search your entire contact database. Locate contact data based on any criteria.
• Create a marketing profile for each prospect based on a series of user-definable questions.
• Use the marketing profile to formulate targeted sales plans for converting prospects to customers.
• Automatically detect possible duplicate contact records on-the-fly as you enter new prospects.
• Automatic report builder generates contact management reports based on your exact criteria.
• Print mailing labels and personalized envelopes addressed to your contacts and prospects.
• Designed to handle large volumes of data for superior performance as your business grows.
• Once a prospect becomes a customer, instantly transfer all their data to the Customer Relationship Manager.
• With Wintac, you can separately track your customers and prospects for easier management.
Fuel Delivery Management (available only in Wintac Fuel edition)
• Manage and automate your oil delivery, propane delivery, and kerosene delivery service.
• Schedule fuel deliveries based on degree days, K-Factor, or Julian Calendar intervals.
• Generate pricing per property based on fuel cost and a set profit margin, fixed amount over cost, or daily price.
• Set up automatic billing schedules per customer for payment plans, service contract premiums, etc.
• Print professional multi-part fuel delivery tickets automatically in batches or individually on demand
• Generate fuel delivery tickets based on user-definable routes and stops to maximize driver efficiency.
• Print management reports including fuel delivery statistics, profitability, and service history.
• Manage the fuel delivery side of your business with the industry's most affordable solution!
Dashboard View: To-Do List Management
• Pop up a quick dashboard view of daily notifications and pending issues.
• View a summary of service calls, 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, deadlines, etc.
• Wintac's Dashboard view keeps you apprised of the day's activities.
Microsoft Office Integration
• Easily share data and communicate with Microsoft Word®, Microsoft Excel®, and Microsoft Outlook®.
• Design and create your own Wintac work order, invoice, estimate, and purchase order forms in Word.
• Attach Word documents and Excel spreadsheets to virtually any data in Wintac.
• Export job schedule data from Wintac to the calendar in Microsoft Outlook®.
• Wintac makes it easy to integrate your data with your existing office applications.
Multi-Level Security Access System
• Customizable, multi-level password system with individual configurations for each computer.
• Hide financial information from restricted users.
• Restrict access or prohibit changes to specific areas and tasks within Wintac.
• Require mandatory fields be filled in by users.
• Audit trail feature to automatically monitor, log, and report on user session activity.
• Data encryption option for your company database to prevent back door access to proprietary information.
• Automatic company data backup and restore directly from inside Wintac.
• Wintac provides the reliability and security protection features to keep your data safe.
Additional Options, Custom Solutions, and Data Conversion
If all of the above isn't enough to convince you that no other software for the service industry compares to Wintac, check out these additional options and services available to you.
For specialized business needs, Wintac is the #1 solution!
Questions? Call 1.800.724.7899
The All-in-One Software for Service Contractors
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What Can Wintac Do? (short answer: pretty much everything)
Wintac's revolutionary all-inclusive design incorporates all the features listed below in one simple-to-use program. To confirm that Wintac supports a feature not listed below, simply call us at 1.800.724.7899. Remember: If you need it, chances are, Wintac does it! |
Got Questions? Call 1.800.724.7899 Now to Speak to a Wintac Advisor.
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