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The #1 best-selling all-in-one

 business management software

 for service contractors

Business management and service software that gives you instant access to all your company data.Office management and field service software for every size company.Office management and field service software designed to make every member of your team more productive.Mobile computing software for dispatch and field service management.Dispatch and field Service software to automate your mobile work force.

~ Automating thousands upon thousands of service companies spanning every state and dozens of countries ~

FAQs                   Overview & Demo                   Advantages                   Pricing                   Contact Us                   User News

Overview and Demo

The all-in-one business management software of choice for plumbing, heating, air conditioning, refrigeration, electrical, roofing, computer repair, overhead door, pool & spa, fuel oil delivery, and other service & installation contractors and service trades seeking the most advanced software solution ever designed for their industry.

The all-in-one business management software of choice for pest control, lawn care, landscaping, carpet cleaning, window cleaning, janitorial service, maid service, and other service professionals seeking the most advanced software solution ever designed for their industry.

 

Wintac's all-inclusive design combines the features of several programs into one seamlessly integrated, simple-to-use system.

Click here to start your online demo

(or click any Show Me button below to jump in at a specific component)

All-inclusive integrated components:

Customer Relationship Management  Show Me

Unlimited customers and job sites per customer with instant installed equipment and service history lookup, unlimited notes, custom user-definable fields and browse view, critical information warnings, automatic phone dialer, letter-writing with automatic mail-merge, and instant searching and sorting. Attach unlimited pictures, documents, and spreadsheets to any customer record. Automatically detect duplicate customer records. The full-featured customer relationship manager is designed to handle huge volumes of data for superior performance as your business grows. And, with our optional Wintac Web Portal, you can even give your customers online access to their account history via the internet!

Scheduling/Dispatching  Show Me

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. Instantly update, sort and reschedule jobs. Supports Caller ID with automatic customer locator. Two-way wireless messaging of job data. Electronically capture and print signatures on work orders using tablet computers in the field. Print job and routing schedules, site directions. Built-in links to GPS and street mapping software (purchased separately).  More..

Work History Tracking  Show Me

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*  Show Me

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 location. 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. 

Inventory Management  Show Me

Manage and track unlimited 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.* Attach unlimited pictures, documents, and spreadsheets to any item. Automatically generate vendor purchase orders based on minimum and optimal stock levels or individual vehicle usage history. Import inventory and pricing data from Excel® and other standard formats.

Item Lookup and Retrieval  Show Me

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  Show Me

Prepare customizable proposals, quotes, and estimates. Instantly lookup and insert items without typing. Itemize any and all material, labor, and other charges. Automatically derive price based on percent markup over cost. Attach pictures, documents, and spreadsheets. Instantly convert proposals, quotes, and estimates to work orders and invoices.

Visual Job Costing  Show Me

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.

Invoicing & Accounts Receivable  Show Me

Customizable 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 intervals. Automatic conversion of work orders to invoices. On-line credit/debit card processing. Point-of-sale (POS) processing and barcode scanning. Full-featured accounts receivable tracking with 30-60-90 day aging and receipt history. 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. More..

Flat Rate Pricing & Task Building  Show Me

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 custom headings and column titles.

Bill-paying & Accounts Payable  Show Me

Integrated 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 to IRS 1099 Misc. Forms. Manage unlimited bank accounts with detailed activity reporting and bank reconciliation. Print bank deposit slips. Instantly transfer funds between bank accounts. Credit card expense tracking. Download credit card transactions from most American Express, Visa, and MasterCard merchant services. Completely automate the bill paying and banking process!

Financial Reporting & Graphing  Show Me

Generate general ledger reports, income statements, balance sheets, trial balance, 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. Automatic report builder allows you to select sorting/grouping options and include or exclude records based on user-defined criteria. Built-in accountant’s export to QuickBooks®-compatible format.

Employee & Payroll Management  Show Me

Track earnings, withholding, hours and rate categories for an unlimited number of employees. Print payroll checks with year-to-date totals, time sheets, payroll journals, certified payroll reports,* tax liability reports, W-2 & 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.

Mobile Computing  Show Me

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 computers and alphanumeric pagers. Built-in support for electronic signature capturing using tablet computers.

Vehicle Management  Show Me

Manage your entire fleet of vehicles. Log identification and registration data. Schedule periodic maintenance, inspections, etc. Log and track service records and service history for each vehicle.

Contact Management  Show Me

Unlimited contacts and prospects. Track sales leads, log calls and sales progression with an unlimited capacity for 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.

Dashboard View: To-Do List Management  Show Me

Instant dashboard view of notifications and pending issues. Popup reminder list accessible throughout Wintac. Track appointments, meetings, important dates, etc. Interfaces with MS Outlook/Exchange Server for intra-office messaging.

*Feature not available in Wintac Green.

Be sure to check your email for notice of your free in-depth Wintac Demo within two business days!

Next: Check out the Advantages that make Wintac so different from conventional service management programs.

Before you buy any software, check out the top 3 reasons why more service professionals choose Wintac.

Then call 1.800.724.7899 for your Free No-Obligation Business Review.

Wintac All-in-One Software

Business Management Software, Service Management Software, Service Dispatch Software, Service Automation Software, Field Service Software, Customer Relationship Management Software, Accounting Software, Sales & Marketing Software, Contact Management Software

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Ready to purchase Wintac?

©  2008 Intac International Inc. All rights reserved.

Look at what service professionals everywhere are saying about their Wintac software

Simply put, Wintac is the most powerful, flexible, and easiest-to-use business management software ever designed for the service industry. But don't just take our word for it. Check out these reviews, opinions, and testimonials of Wintac users in service industries everywhere.

"I LOVE Wintac. It is so easy to use! All the information I need regarding our customers is always at my fingertips. The dispatch board makes it easy for me to schedule our jobs and page our techs with the information. The checking manager feature is such a lifesaver. I can keep track of all our expenses and it totals them in so many ways. I can create all kinds of expense reports for monthly, yearly, or any other time period - I always know what we're spending. I wouldn't use anything else!"

Champion Plumbing & Heating, Inc.

"Just wanted to let you know that we love Wintac and the entire support staff. Yes, we tried another HVAC program for the past year and learned our lesson. No other HVAC software can compare to Wintac and it's service staff. All the new upgrades you've done have made everything so user friendly. We are able to get exactly what we need from the program and more. Thank you for a product and staff that not only strives to be the best but is the best."

Cody Air Conditioning & Heating

"The Wintac program has been the best investment we have ever made in our office. The idea of combining our scheduling, ordering and customer management programs into one was the best for me.  I don’t have to do double entry. Thank you for helping me to decide to purchase your product. I only had to look through the book one time and I could use the software with no problems."

Steve's Roofing & Sheet Metal

"We absolutely love the Wintac service software. Payroll is very easy and you can view the status of accounts receivable and accounts payable in seconds. The dispatch board is a timesaver and it alone has saved us well over enough to offset the costs which seem very reasonable for all this program does!"

All Star Electric, Inc.

"It is amazing how much time we have saved with our Wintac program. We are impressed with all of the information we are able to retrieve within the software, from scheduling to customer history and accounting. This is a fantastic all in one program and the customer service is top notch. They take suggestions very seriously and constantly update the software to make it even better. Purchasing Wintac was the best move our company has made this year!"

Evercore Pest Control, Inc.

"I've been using Wintac since 1996 and cannot imagine using any other software for my service business. The following is a list of some of the reasons why I am so satisfied with the Wintac program:

1) All in one design with no additional modules to buy

2) Very user friendly

3) Easy to navigate

4) Easy to learn

5) They listen to user suggestions and incorporate many into future upgrades

6) Their support staff is unsurpassed. There are no long waits to hear a real person's voice. Questions are answered on the spot. If a question is emailed to them, the answer is returned within a few hours that same day. No other software can make that claim. And the support staff is kind and courteous.

The list goes on and on. I highly recommend Wintac service software to anyone looking for a great system with outstanding support."

UP 'N ADAM Service & Supply, Inc.

"We have been using Wintac service software since it was first developed. We are possibly one of the longest users of the software. Throughout the years, Wintac has enabled us to keep the office running smoothly and efficiently. The areas of the program that we use allow us to write proposals, print invoices and statements, dispatch jobs, write checks and prepare reports in a timely, professional manner. The few times over the years that we could not independently resolve a problem, our calls to Wintac customer support have been handled quickly and professionally."

Middlesex Overhead Doors, International Door Association member

"I have been using Wintac service software for several years and wouldn't use anything else for my dispatch. Having Wintac helped me to be sure that my technicians bill their time for jobs and that I have dispatched everything for the day. It has increased our productivity and accounts receivable tremendously. I have found nothing else that is as reasonably priced or as easy to use as our Wintac program."

Nations Services, Inc.

"Wintac service software has everything I need to run my business - from scheduling service and billing my customers to paying my own bills on time. I looked at several other programs before Wintac and none were as complete or as easy to use."

C&S Landscaping

"Wintac is extremely easy to learn and use. The Wintac service program most benefits our company with its easy to use customer database. We are able to make all of our own HVAC/R flat rate price books from the inventory option. Wintac has been very helpful in making our business successful."

L&C Refrigeration & Heating, Inc.

"Wintac is the best HVAC software I have ever used, and the support is great. We couldn't run our business without Wintac."

DML&S Air Conditioning & Heating

"Dowdy Electric, Co. has been in business 25 years, we specialize in service and repair. We had a need for software that allows time stamping on work orders as we may run 25-30 service calls per day. Wintac not only has time stamping, but we also dispatch new work orders right from the work order screen, via e-mailing to our service technicians' Nextel phones. The Wintac service program was very easy to learn, and runs circles around our old Unix based Open Systems Accounting Software. Wintac benefits our company in every aspect, not just one area. The upgrades have worked without a hitch and their support team is the best."

Electrical Construction, Inc. dba Dowdy Electric, Co. Inc.

"Wintac HVAC software is user friendly. With it's logical tutorial, it is easy to train our staff. Within a very short period of time, they can actually understand the concept of the program connecting all areas as a packaged HVAC business communication source. We have received UNBELIEVABLY AWESOME support!!! No other software that we have utilized or researched can compare! This program provides us with what we need to achieve operational excellence. We wouldn't be one of the top 50 nationally recognized HVAC companies without Wintac. WE LOVE IT."

NORTHSTAR Heating & Cooling, Inc.

"Wintac service software has simplified and improved our day to day business operations."

J&K Burkholder, Inc.

"Wintac is a very professional way to organize your customer database. I highly recommend the Wintac service software to any HVAC contractor. Thank you Wintac for helping our company stay ahead of and much more organized than the competition."

T.E. Young Heating & Cooling, Inc.

"Frankly, I hesitate to give my competitors such valuable information. Some months ago, I was installing an upgraded thermostat for a customer and could overhear the owner of the business interviewing for a receptionist/office manager position. The applicant's current position was with a large local plumbing/HVAC company. She just could not stand going to work any longer because the computer system crashed or was simply down so often that the company was in chaos. We appreciate the Wintac service software because it was easy to get familiar with and was immediately productive. It is the most consistently dependable program I have ever used. You can move into the system at your own pace without negative consequence. We've only used the tech support a couple of times the first year. It is nice to know it is there if we need it and, perhaps even more importantly, we really have not needed it."

EMMCo. Inc.

"We have been using Wintac HVAC software since January of 1999 and we are very pleased with the program. We use the service call dispatching, job costing, equipment tracking and customer history tracking on a daily basis."

Alltemp Enterprise, Inc.

"We're very satisfied with our Wintac service software and the technical support folks are always friendly and very helpful. This is a company that stands behind their product."

White Electric

"We have had excellent service and support from Wintac since we started using this HVAC software in 1997. They have even sent us minor modifications that we requested."

Griffin Heating and Air Conditioning, Inc.

"We have been using Wintac service software since 2000 and it has helped us immensely in billing and tracking customers and equipment installation. Wintac is a very easy software program to learn and maintain. Although we haven't needed the support staff a great deal, they have been great when we did need questions answered."

Brandenburg Plumbing & Heating, Inc.

"We have been Wintac users for many years. In fact, we were among the very first to use this program. It is very easy to use and it functions well for our accounting needs. The reports are very useful. The software is easy to install. We are very satisfied with our Wintac software. The support staff is knowledgeable and can help with any problems. We strongly recommend Wintac HVAC software for either small or large companies."

Trent's Air Conditioning & Heating, Inc.

"I enjoy using Wintac plumbing software to look up my customers' service history. But what I really like is the bookkeeping feature. It makes balancing my checkbook a breeze."

Stulga Plumbing

"Wintac service software makes scheduling service calls simple and accurate. We also use it for our sales and marketing and accounting. Our profits have increased since switching to the Wintac program and for that reason alone we recommend it to anyone in our industry."

A-1 Pest Control

"My son and I run a small refrigeration business and don't have a lot of time to devote to paperwork. After test driving several software suppliers, we settled on what was at that time a program called Intac. It was a rock solid (no crashes) program then and still is today as Wintac. I have used the Wintac program on everything from desktops to laptops to networks and have never experienced a bug or loss of data. It is easy to use and an indispensable tool for our business."

DeWitt Refrigeration

"Wintac has truly allowed us to serve our customers as we want to serve them - not merely as our HVAC software would allow us to!  The Wintac service staff worked closely with us, came to our site to give us first hand knowledge of the product and have been there year after year and we have grown together."

AirTight,  24 Hour HVAC Service & Facilities Automation

"Our Wintac HVAC program is user friendly and easy to learn. The tutorials are great. My experience with the tech support staff has been great - they are quick and always right on."

Pacific Breeze Heating & Cooling, Inc.

"Wintac HVAC software is a great tool and easy to use. The picture capturing feature is a tool I use for my commercial clients interested in the equipment layouts on their roofs. Residential customers are impressed by the tracking of equipment installation, replacements, service records, etc. We do onsite billing with Wintac from a laptop and printer on our service trucks and upload to the main server at the end of the day. We don't have to spend so much time on paperwork. The proposal feature is a great tool. For bookkeeping, the accounts payable feature is a great tool for tracking bills and purchase orders."

Mac's Air Conditioning & Heating, Inc.

"Wintac HVAC software has been our primary service dispatch software for nearly 4 years. It is a very user friendly program and has simplified our customer billings. Technical support has always been courteous and knowledgeable."

Slayton Mechanical Contractors

"Wintac is a user friendly, easy to learn, easy to use program. The support staff is very prompt, professional, and knowledgeable about the software."

Greater Bay Roofing, Inc.

"The Wintac service software is definitely made for service contractors. It has been very easy to learn for our staff - we got up to speed very fast. We would definitely recommend Wintac to others."

H. Giudici & Son, Inc. Electrical Contractors

"We began using Intac HVAC software in 1994 to manage our customer base and accounts receivable. Over the past 8-10 years, our company more than doubled in size and, by using the Wintac program, all the information is at our fingertips for all users on our network. There is absolutely no way we could have grown without the Wintac software to manage our database. We would have gone crazy attempting that kind of growth. As far as support, the Wintac staff has been there through thick and thin. No computer program is perfect, but if you are willing to take the time to learn what it will do and enter the data you need to get rolling, I am convinced there is no better value in the HVAC marketplace than Wintac. Wintac manages your database and allows you to go out and do what you need to do as a business owner to make money."

Richardson Heating & Air Conditioning, Inc.

"Wintac plumbing software is the best, most user-friendly software we have ever used. The support is also the best!!!!"

GNG Plumbing

Wintac users are incredibly loyal to their software. This is, perhaps, because of how loyal and dedicated we are to them. After nearly two decades, we still prove it every day by providing the absolute best software, support services, and value in the industry.

Ready to purchase Wintac?

The First Name in Service Software