Wintac 2009 - New Features and Enhancements
Job Scheduling and Dispatching
Wintac’s dispatch board has been significantly enhanced! The board layouts now consist of an OverView, Daily View, Weekly View, and Monthly Calendar View. Get a bird’s eye view of the month’s or week’s schedule and drill down to the daily view details with the click of a mouse. You can even tab from any view to any other with a single mouse click! One of the year's most requested enhancements!
The Daily View (formerly TechView) has a toggle to plot jobs on a time grid display based on 15 minute intervals over a 24 hour time period. You can even drag and drop jobs from one time block and/or technician to another and Wintac will automatically update the technician field as well as the start and end time. This new functionality of the Daily View replaces the limited TimeSlots view from previous versions. Wintac’s dispatch board is now more powerful and flexible than ever!
When using the Add New job option from the dispatch board, you can now search through your job sites in addition to your customers.
From the Daily View (formerly TechView), the total dollar price for all of a technician’s jobs now appears under the number of jobs for each technician.
You can now link technicians together as crews to make job scheduling easier than ever!
There is now a Start and End time for each tech assistant on a job.
When assigning technicians to a jobs, you can now view how far each of your techs’ home zip codes are from the job site. Instantly see which technician is closest to a job site! This is great for companies that dispatch technicians directly from their home addresses.
Columns for the following fields have been added to the dispatch board’s Overview screen (formerly JobView): Division, Salesperson (SP), Project Manager, Tech Assistant Start Time, Tech Assistant End Time.
On the Dispatch Board’s OverView screen (formerly JobView), you can now choose to display work orders only, invoices only, or both work orders and invoices.
You can now set a default for which view of the dispatch board opens first when you click on the Dispatch button.
You can now globally set a default layout of the OverView screen for all employees and also choose to not display certain columns.
You can now set a default option to show jobs for only the current day when opening the dispatch board’s OverView screen.
You can now change the Status of a job right from the Daily View (formerly TechView) screen.
You can now click to insert the current time into the Start Time and/or End Time of jobs directly from the Daily View screen.
The Daily View (formerly TechView) gives you the option of including the Division field in each job block.
You can now custom select the information to appear in all five lines of the Daily View’s job blocks.
For jobs that have not been paged by the specified end times, you can select to have the status of each job automatically change to a user-defined “Not Paged” status.
Wintac support for Comet Tracker has been enhanced to include the Summary field of jobs in the exported data.
You can now export your dispatch board data directly to an Excel spreadsheet.
Mobile Computing
When downloading data to a laptop, notebook, or tablet computer, you can now specify a subset of data to download. You can select all or some of the following: customer history, inventory, A/P and checking data, contacts, vehicle data, and employee/payroll data.
When sending job data to a PDA, you can now include the Job Date.
Customer and Job Site Manager
You can now store an unlimited number of contact names, contact telephone numbers, and contact email addresses for each customer.
You can now create a WIP directly from the Job Sites window. Wintac automatically populates the job site information on the new WIP.
The Account Manager field now has a drop down list to select from that is automatically populated from the Employee/Payroll Manager data.
Each customer record now has a Date field for entering the date they first became a customer. You can search/sort based on the new Date field and also limit and sort customer reports based on the Date field. Bonus: When you upgrade to Wintac 2009, the new Date field will automatically be filled in with the date of the oldest WIP for each customer – so you won’t have to manually update this field for all your existing customers! One of the year's most requested enhancements!
Each of a customer’s user-defined fields now has a drop-down list to allow point & click data entry. In addition, each of these fields can now have its own user-defined title.
The first user-defined field for each customer now appears on the main customer screen. You can even search and sort your customer list based on this field.
There is now an option to toggle a job site as active or inactive. Job sites marked inactive will not appear in the job locations list when selecting a job site in the WIP writer.
You can now select to globally edit a job site name and have Wintac automatically update the job name on all WIPs assigned to that job site!
You can now assign your own titles to appear on each of the phone number fields (e.g. Home, Office, Cell, etc.).
The Misc fields of each customer and job site record have been extended to hold up to 255 characters each. This gives you much more room for entering driving directions and other information.
When printing a work history report for a customer, the work description and WIP notebook information now print across the full page - minimizing unused paper space and presenting a more professional appearance.
Customer & Job Site Equipment Manager (Wintac Pro Only)
You can now sort & group the Equipment & Warranty Tracking report by customer name so that all of a customer’s equipment appears together. You can also select to include the customer phone number on the report.
The Equipment List report for customers is now sorted by job name.
You can now specify your own user-defined titles for the Equipment Warranty Expires and Labor Warranty Expires fields.
When viewing the equipment installed at a customer’s job site, you can select to have Wintac display the last service date, rather than the original installation date, for that piece of equipment in the Install Date column.
You can now designate which equipment information should appear on printed WIPs. You can select to include Model Number, Serial Number and/or Warranty Expiration Dates.
Do you currently tell Wintac to include equipment service history on printed work orders? Well now you can specify a starting date for the history. So, for instance, you might choose to include service history from only the past year.
The WIP Writer - Work Orders, Invoices, Proposals, Purchase Orders
A new Job Evaluation feature allows you to enter a Customer Rating and Customer Comments for each WIP when your customers provide feedback on your service. The Customer Rating has a drop down list where you can choose from Excellent, Very Good, Satisfactory, or Poor. The Customer Comments section holds up to 255 characters of free-form text. You can now generate a Job Evaluation Report to analyze the cumulative data from these fields. The report can be limited to specific customers based on job date, reference code, business, salesperson, summary, tech, job name, WIP user-defined fields, and customer rating. An invaluable new tool for tracking your customer satisfaction!
Once an invoice has been paid in full, a PAID stamp now appears in the center of the WIP screen.
Printed work orders can now include both the job’s End Time and a PO Number (prior to this release, the two fields were mutually exclusive).
From the Items & Amounts Browse window, you can now quickly point & click to select line items that you do not want to appear on the printed form.
The Find Job search window allows you to search based on PO Number as well as Job Number.
You can now separately specify whether or not to include customer phone numbers and/or job site phone numbers on printed proposals, work orders, invoices, and purchase orders (in previous versions, there was a single setting that affected all WIP types).
You can now instantly generate multiple purchase orders from a single job. From any proposal, work order, or invoice, Wintac can automatically build purchase orders for each of the vendors associated with the job’s line items. For example, if you have 30 items listed on a WIP that need to be purchased from four different vendors, Wintac will create purchase orders for each of the four vendors – with a single mouse click! One of the year's most requested enhancements!
When you post items from a purchase order to a job, the purchase order number now displays in the job’s Items & Amounts window for that specific line item. So, when viewing any of a job’s items, you can easily tell from which purchase order it was posted. You can also limit the Items Usage Report to include only items that were posted to jobs from a specific purchase order.
Purchase orders can now have their own numbering system separate from other WIP types. Enter a purchase order starting number in Wintac, and every time you add a new purchase order, Wintac will automatically assign the next sequential number. In addition, “PO” no longer has to be entered in the Summary field to process a purchase order. You now simply select the Purchase Order option when processing a WIP from any vendor record. One of the year's most requested enhancements!
Printed purchase orders can now include the UPC code of each line item on the printed form.
The WIP Listing reports now have several new sorting and grouping options for more flexible reporting. You can sort/group by Date, Customer Number, Job Number, Business, Job Name, Job Site City, Technician, Salesperson, WIP Summary, Division, and Reference Code. You can even sort, group and subtotal by Customer Name and, within that, sort, group and sub-subtotal by Job Site!
Do you currently tell Wintac to include equipment service history on printed work orders? Well now you can specify a starting date for the history. So, for instance, you might choose to include service history from only the past year. (Wintac Pro only)
When looking up items to insert onto a WIP, you can now toggle the Items Lookup display to expand the Item Description column. This allows you to see more of the text for items with lengthy descriptions.
You can now select to have any line item of a WIP appear in bold text on the printed form. So, for example, you might wish to have promotional discounts, warranty information, disclaimers or any other information appear prominently in bold.
The Items and Amounts window now includes two user-definable fields with dropdown lists that you set up for any purpose. You can then limit your Items Usage & Analysis reports based on the contents of these custom fields.
You can now include your own custom disclaimer text on any Wintac form that prints disclaimer information.
Enhanced batch WIP printing! You can now limit batch WIP printing based on a customer number range as well as a date range.
Enhanced custom Word® WIPs! You can now create individual layouts of Word® Proposals, Work Orders, and Invoices for each of your customers. You can also create a custom Word® Purchase Order for each individual vendor! You can now even have Wintac include payments made to a WIP when designing custom Word® forms.
Enhanced statement printing. You can now customize your own finance charge label. So, for example, instead of saying “Finance Charge” on your statements, you might say “Interest Due” or any other alternate title that works best for your business.
When selecting to copy the customer information to the job name information on a WIP, there is now an option to have Wintac fill in the job name field with customer name as “Last Name, First Name” rather than “First Name Last Name”. For example, instead of the job name saying “John Doe”, it can now be automatically copied as “Doe, John”. This gives you the ability to more easily search and sort the Job Site file by name. Note that commercial accounts with a company name rather than a person’s name specified at the customer screen are not affected.
Sales tax can now optionally be displayed as one total sum on printed WIPs, rather than as three individual tax amounts.
Wintac’s alternate invoice forms have been enhanced to display payment information when printed.
Enhanced Batch WIP printing. You can now choose to sort batch WIPs by either Customer Name, Customer Number, Job Name, Tech, or Summary.
Printed proposals can now include either the salesperson or technician names.
When creating a single invoice based on multiple work orders, the job name for each work order now prints on the invoice. This allows your customers to clearly see what work was done at each specific job site by simply viewing the one invoice.
You can now individually select, on-the-fly, whether a WIP prints in Wintac’s economy format or in the new, more professional format.
The WIP user-defined fields now all have associated user-definable dropdown lists. You can now create your own selection lists that users must choose from when filling in the user defined-fields.
When generating a Progress Invoice, Wintac can now print the remaining amount to be billed for each scheduled value, as well as the remaining amount to be billed for the entire job. (Wintac Pro Only)
The Inventory Group field has been added to the Items & Amounts window. This allows you to quickly see the inventory group to which each line item on a WIP belongs.
Job Cost WIPs can now include the job’s Work Description on the printed form.
You can now designate which equipment information should appear on printed WIPs. You can select to include Model Number, Serial Number and/or Warranty Expiration Dates. (Wintac Pro only)
When entering line items on a WIP with a quantity of zero, you can now choose whether or not to apply the cost of the item to the job. This gives you the ability to add line items to a job that do not affect the cost of the job.
When printing invoices, you can now choose to have the billing name and address appear beneath the job site name proceeded by “c/o” (care of). This is useful when the customer is a management company and you need to reference the job site in the “Bill To” section of the invoice. This option can be selected on-the-fly when printing each invoice.
Enhanced maintenance scheduling. You can now schedule recurring WIPs based on a specific date. So, in addition to being able to schedule recurring WIPs based on a specific day of the month or a set number of days interval, you can now enter a specific date for a WIP to recur on.
You can now choose to have Wintac automatically pop up the Recurring WIP window when processing a work order into an invoice. This is handy if your recurring work orders are not scheduled until after the original work order is invoiced. As with all recurring WIPs, the schedule can be based on a day of the month, a set number of days interval, or on a specific date.
You can now instantly copy any WIP to another existing customer or automatically create a new customer to which the WIP will be copied. This new feature makes it easy to transfer work history for a specific job from one customer to another!
Wintac’s standard invoice format with a tear-off remittance section can now be set to utilize more page space on invoices that continue to multiple pages.
Do you use Task Groups to fill in WIP information? You can now have the amount of the customer's price savings show on printed WIPs. If you offer discount or service plan pricing to customers, you can have Wintac enter the standard price, the discounted customer price, and the amount of savings that the customer will realize into the work description section of the WIP. Let your customers clearly see how much money they are saving!
Sales and Accounts Receivable Reporting
The Invoice History report can now optionally include all receipts that have been applied to the invoices. Receipts and receipt information will appear on the report under the invoice to which they have been applied. The report can also be optionally limited to Paid-in-Full invoices (i.e. include only those invoices that do not have a balance). One of the year's most requested enhancements!
The Receipt History report can now be limited to show only those receipts that have been applied to work orders. This enables you to report on all deposits that have been received on jobs.
The WIP Listing reports now include the receipt amount applied to the job as well as the job balance. View on one report the total amount, the amount paid, and the balance of your work orders and invoices!
You can now optionally generate a Receipt History report limited to only those receipts that have not been deposited to a register (i.e. your undeposited funds).
The Sales Journal reports can now be limited based on the contents of the custom user-defined field located at the customer screen.
The Items Usage & Analysis reports now have even more flexible reporting options. You can limit the report based on the contents of two new user-defined fields from the Items & Amounts window. You can also limit the report based on the contents of an item's Group field. You can even limit the report to only items posted to jobs from a specific purchase order.
The Invoice History and Receipt History reports can now be sorted by dollar amount. This gives you the option to view invoice history sorted by the total amount of invoices and view receipt history sorted by the total amount received.
Enhanced statement printing! Invoices at a specific job site can now be grouped together on the statement.
New WIP Count report that details the total number of WIPs generated per customer. The new report gives you the total number of proposals, work orders, or invoices for each customer. You can also report on the total number of both work orders and invoices as well as on the total number of unprocessed WIPs.
Inventory Manager and Task Groups
For each item in inventory, you can now track an unlimited number of vendors and the cost of items per vendor! You can set a default vendor for each item that can be changed at any time. When you change the default vendor for an item, the cost of that item will be updated to reflect the change (the average cost will remain the same). Wintac will even automatically insert the appropriate vendor’s costs when you itemize a purchase order! For items that have multiple vendors, you can include each vendor’s cost when generating a detailed inventory report. One of the year's most requested enhancements!
A second set of Min and Max fields have been added to inventory. The new fields are associated specifically with Location 0. The existing Min and Max fields are associated with the remaining locations. This gives you the ability to track Min and Max values for your warehouse separately from your trucks! One of the year's most requested enhancements!
Items can now be classified as either inventory or non-inventory. Wintac’s inventory reports have been updated to allow limiting to only inventory items, only non-inventory items, or both inventory and non-inventory items. You can even set Wintac to, by default, automatically classify newly added items as either inventory or non-inventory.
When globally deleting inventory items, you can now limit the deletions to items associated with a specific Vendor and/or Group.
You can now toggle the Inventory Browse display to expand the Item Description column. This allows you to see more of the text for items with lengthy descriptions.
When resetting inventory counts to zero, you can now limit to a specific inventory location. This gives you the ability to reset on-hand counts for a particular truck or other inventory location.
The Items List Report for your field service staff can now be generated with or without the price of items.
A new Items Inventory Count report has been added that shows the Item Code, Description, and On Hand Count of each item. There is also a space to manually enter the on-hand count of each item for physical inventories.
Labor codes no longer utilize the Average Cost field. Wintac will automatically use the most recent cost entered for each labor code.
The Item Price Per Customer feature has been enhanced to allow viewing of all custom item prices for a specific customer. You can also optionally have Wintac update all future work orders that have custom customer pricing to reflect price changes.
The Items Inventory Report can now include each item’s Extended Description.
Enhanced Task Groups. You can now have the price savings show for the customer on printed WIPs. If you offer discount pricing to customers, you can have Wintac enter the standard price, the discounted customer price, and the amount of savings that the customer will realize into the work description section of the WIP. Let your customers easily see how much money they are saving!
When building or editing Task Groups, you can now directly access the complete inventory manager!
The Task Group window now has a user-definable dropdown list for the Group field. You no longer have to manually fill in the Group field – simply select the Group from your own customized dropdown list! In addition, Wintac can now automatically memorize the current Task Group sort order for convenience when repeatedly accessing Task Groups.
Vendor, A/P & Checking Manager
Enhanced account reconciliation. There is now an option to include the detail of cleared and uncleared deposits and payments when printing reconciliation reports.
The Accounts Payable Activity report can now include payments applied to A/P bills. In addition, the report can now be limited to a specific Reference Code.
The Accounts Payable Viewer can now sort transactions by simply clicking on the desired column. Now, instantly toggle between the following sort orders: Invoice Number, Invoice Date, Due Date, Payee, Amount, Amount Owed, Discount Applied. Plus, the columns can now be sorted in either ascending or descending order.
When job costing an A/P or checking transaction, you can now identify the job cost as material, labor, or other cost. In Wintac Pro, you also have the option to identify the job cost as equipment cost.
If you print deposit slips when you post receipts to a register, Wintac will now conveniently memorize the setting of the “Print Deposit Slip When Posting” checkbox to save you work the next time you post receipts. If you do not print deposit slips, you can still print a Deposit History report that details the receipt information being posted to the register.
When viewing a deposit, you can now view the receipts that make up that deposit. You can pop up the Show Receipts window from any deposit transaction to display the Receipt Date, Customer Name, Reference Number, Payment Reference, and the Receipt Amount for each receipt that makes up that deposit.
General Accounting Enhancements
Wintac's integrated accounting features have been significantly enhanced resulting in a more robust, comprehensive built-in accounting system. Check out the list below to see all that is new and improved. You will be simply amazed!
A new General Journal register with debit and credit columns has been added to Wintac to enforce GAAP and ensure balance sheet accuracy. One of the year's most requested enhancements!
Wintac now has a Generate Retained Earnings option to automatically calculate and add a transaction for a year’s retained earnings. One of the year's most requested enhancements!
There is now a Cash Flow Forecast report projecting how much cash you will have available on a weekly basis.
The Income Statement (P&L Summary) report now has an additional column that shows what percent of the total account type each line item represents. For example, if your total expenses add up to $500,000 and your advertising expense is $100,000, the advertising expense line will show 20%.
You can now optionally close periods in Wintac! The new financial closing date allows you to require users to have administrator-level security access in order to modify any transactions prior to the specified closing date. One of the year's most requested enhancements!
You can now choose whether to include account numbers or account descriptions on the Trial Balance report.
Setting a limit by Division on financial reports now considers all divisions specified on a transaction, rather than only the first one listed.
Enhanced G/L Activity Report. New sections have been added to the G/L Activity Report to reflect much more detailed account information. All transactions affecting the accounts receivable balance for the specified time period will show on the report. All transactions affecting the accounts payable balance for that time period will show on the report. An undeposited funds section shows any transaction affecting the undeposited funds balance during the specified time period. In addition, all transactions affecting user-defined register balances during the specified time period are included on the report.
Both the G/L Activity Report and Profit & Loss Report can now sort transactions by either Date or Name.
For companies not tracking inventory valuation, you can now post purchase orders to a specified G/L account.
Employee and Payroll Manager
Wintac can now print employee payroll data on quarterly 941 forms and annual 940 forms. One of the year's most requested enhancements!
Enhanced W-2 forms printing. You now select to print W-2 forms individually on an employee-by-employee basis as well as print globally for all employees. In addition, the Employer ID field has been expanded to hold up to 21 characters to fully accommodate the W-2 form.
Employees can now be assigned multiple designations within the company. You can now classify each employee as one or more of the following: Technician, Salesperson, Project Manager, Account Manager, Administrative, Executive, and Other. So, for example, you could classify a single employee as both a technician and a salesperson.
You now have the option of posting each of your payroll deduction fields to separate general ledger accounts. In addition, the deduction fields now support dollar amounts extending out to five decimal places (prior versions supported only two decimal places). One of the year's most requested enhancements!
You can now separately specify the number of exemptions for federal withholding and state withholding for each employee.
You can now use any of the WIP Writer’s five user-defined fields as limits when calculating employee commissions.
You can now globally delete a range of payroll checks from the Payroll Journal. The checks to delete can be based on either a range of check dates or a range of check numbers.
An employer percentage rate can now be specified when generating FUTA and SUTA reports. Wintac will calculate your employer’s liability amount and include it on the FUTA and SUTA reports.
Employees flagged as inactive can now be excluded from the Employee Information Report and the Employee Notebook Report.
You now have the option of resetting the employees’ prepaid and reimbursed fields to zero after processing payroll.
Contact Manager
The Contact Manager window has been expanded into a full screen layout similar to the layout of the Customer Manager. This allows for easier viewing and editing.
Vehicle Manager
The Vehicle Manager window has been expanded into a full screen layout similar to the layout of the Customer Manager. This allows for easier viewing and editing.
QuickBooks Link
When posting receipt data to QuickBooks, Wintac now populates the QuickBooks' Receipt Memo field with the data from Wintac’s Payment Reference field.
System Security
Wintac's password security system has been enhanced to provide Administrator-level (formerly "level 1") and User-Level (formerly "level 2") access. In addition to the many current user-access options, you can now require an administrator-level password to access journal entries, run housekeeping, back up data, and/or restore data.
You can now select to back-up your company data to any folder on your computer or network.
Additional
All of Wintac's user-definable fields have been expanded to hold up to 20 characters of text.
A fifth line of text has been added to your Company ID that can be used for email address and/or company website. All five lines of the company ID can appear on your printed forms and letters.
Your company name now displays on all window caption bars. This makes it easier for users managing multiple company databases to clearly see which company data they are currently working with.
You can now set Wintac to automatically open the Daily Outlook Dashboard whenever the program is started. Instantly get a snapshot of your daily activities at a glance. This option can be set on a computer by computer basis.
See previous enhancements from 2008