Wintac 2011 - New Features and Enhancements
~ Our Pledge to all Wintac Owners ~
Regardless of whether you are upgrading from last year's version or a release from several years ago, when you purchase Wintac 2011, you get the complete program including all of the features added and enhancements made since your version! You do not have to purchase or install any "missing" versions between your current version of Wintac and Wintac 2011. And remember: All upgrades include another full year of unlimited technical support services at no additional cost!
Check the list below to see what has been added and enhanced just in the past year...
Job Control Center
Wintac's Overview Board has evolved into an all-purpose control center for managing the entire life cycle of your jobs from estimating to scheduling to dispatching to purchasing to billing!
A new Job Control Center hyperlink gives you instant access to your jobs throughout their life cycle in a user-modifiable spreadsheet-style screen. A tremendously powerful new feature for centralized, more efficient job management and tracking!
View and drill down to proposals, work orders, purchase orders, and invoices from one central screen.
View open invoices for your customers in a spreadsheet-style view that includes the subtotal, payments/credits, and outstanding balance of each one.
A new Notify hyperlink in the Job Control Center and the Dispatch Boards gives you the ability to automatically email a reminder to your customers of an upcoming job or service call on a specified day. A great automation tool that helps you provide first-class service to your customers!
Directly from the Job Control Center, you can calculate and post labor costs on a job by job basis to each employee's payroll record.
The Job Control Center provides a one-click Send hyperlink to transmit all of a tech's work orders for the entire day to the tech's laptop, netbook, or tablet computer in the field.
Wintac's built-in mobile computing has been enhanced with an option to include the job site's service and billing history whenever a job is transmitted to the tech's laptop, netbook, or tablet computer.
A new TechZoom window gives you a quick summary display of a technician's work schedule over a seven day period. One of the year's most requested enhancements!
You can now add to and edit a field's dropdown list of entries directly from the Job Control Center and the Dispatch Boards. This gives you the ability to easily add to and change the list entries used for filtering the data that appears on the screen.
Scheduling and Dispatching
Wintac's unmatched scheduling and dispatching features just keep getting better and better.
A new Visual Placement scheduling mode has been added to the DailyView dispatch board. This alternate method of scheduling gives you the ability to visually schedule jobs without specifying either a start or end time. To create a primary tech's schedule you simply drag and drop jobs into the desired order. This a a great scheduling tool for companies that want to prioritize their jobs and service calls but would rather not assign discrete times.
Wintac's innovative Applications tool has been dramatically enhanced with powerful scheduling and work order creation capabilities. You can now build a single Application consisting of multiple Task Groups - each one of which is used to automatically create a work order for a specified job date. Furthermore, you can apply the Application globally to multiple customers at one time. So, for example, let's say you have a lawn care business and you want to schedule a four-stage fertilizer plan for a group of customers. You can now create a reusable application consisting of a Task Group and associated Job Date for each stage. Then, with just a few mouse clicks, you can have Wintac automatically schedule and generate work orders for each stage of the fertilizer plan for each of the customers. Now that's automation!
Wintac's built-in mobile computing now enables your techs with PDAs to assign or change the job number of a work order when transmitting a job completion reply.
Wintac's built-in mobile computing has been enhanced with an option to include the job site's service and billing history whenever a job is transmitted to the tech's laptop, netbook, or tablet computer.
The Job Control Center provides a one-click Send hyperlink to transmit all of a tech's work orders for the entire day to the tech's laptop, netbook, or tablet computer in the field.
The color-coded DailyView dispatch board now allows you to assign up to 36 color codes for your job statuses (this has been increased from a previous max of 20).
A new TechZoom window gives you a quick summary display of a technician's work schedule over a seven day period. One of the year's most requested enhancements!
A new Generate Purchase Order feature has been added to the dispatch board's DailyView screen to create a vendor purchase order for the selected job. This is a great time-saving shortcut for creating purchase orders for individual jobs.
You can now select to include the Route and Stop fields in the job blocks on the DailyView Dispatch Board.
A new Notify hyperlink in the Job Control Center and the Dispatch Boards gives you the ability to automatically email a reminder to your customers of an upcoming job or service call on a specified day. A great automation tool that helps you provide first-class service to your customers!
A new option for creating Recurring Service work orders allows you to specify a set number of occurrences, rather than an ending date, when scheduling a discrete number of service or maintenance calls.
Wintac's built-in support for Comet Tracker now sends the following additional job data to the GPS: Customer Number, Reference Number, and Work Description.
You can now add to and edit a field's dropdown list of entries directly from the Job Control Center and the Dispatch Boards. This gives you the ability to easily add to and change the list entries used for filtering the data that appears on the screen.
Proposals
Enhancements make creating, sending, and tracking proposals, estimates, and quotes easier than ever.
The layout of the WIP Writer has been enhanced to display all the WIP user-definable fields directly on the main WIP Writer screen. The fields can also be edited directly from the main WIP Writer screen.
The WIP Browse window now displays all the WIP user-definable fields.
New Search options have been added to the WIP Writer to instantly search and sort by Job Date, Job Name, or the WIP number.
You can now quickly and easily change the order in which line items are listed on a proposal. Simply click up and down arrows to move lines. One of the year's most requested enhancements!
You can now select any and all of a customer's contacts to include when emailing a proposal.
You can now make it mandatory for users to enter a job site name before processing a proposal.
You can now suppress Wintac's automatic updating of the job site's permanent job site record when processing a WIP.
A new Create WIP hyperlink at the customer screen provides a shortcut to adding a new proposal for the customer at a selected job site.
You can now set password security to hide price information from users who do not have administrator level access.
When emailing a proposal to a customer, you can now enter your own text to be included in the body of the email. Additionally, you can now tell Wintac whether or not to memorize and re-use the subject line that you previously entered. One of the year's most requested enhancements!
The Work Description window can now be set at a fixed width independent of screen resolution to ensure that text appears on printed forms exactly as displayed on the screen.
Each line item description in Items & Amounts has been expanded to hold up to 255 characters (previously, the max was 78 characters).
You can now set individual default values for whether or not sales tax 1, sales tax 2, and/or sales tax 3 apply to line items.
You can now globally change the three taxable settings for every line item on a proposal.
You can now select to have the Print window not automatically pop up when processing a WIP.
You can now import line items into a proposal from a text file created with your bar code scanner. Note that the scanner must be capable of formatting the file in Wintac's specified layout.
You can now use the right-mouse button to access the Copy and Paste functions within the work description and WIP notebook.
Wintac's Create a New WIP Based on Current feature now has an option to also copy the same job number from the original WIP to the new WIP.
Wintac's feature for globally changing the job site name on all the WIPs belonging to a job site has been enhanced with an option to also change the job site's address, phone numbers, and map code on each of the WIPs.
A new Fillable Forms feature allows you to create a library of reusable templates from MS Word documents that can be attached to individual WIPs and used to enter free-form text associated with that WIP. This is an innovative new tool that expands the functionality and custom data capacity of the WIP Writer.
A new Notebook Print button inside the WIP notebook gives you the ability to instantly generate a report containing the contents of the notebook.
Work Orders
Wintac's work order management features are the most versatile in the industry. Look what's new:
You can now optionally include the price and amount of line items on work orders.
A new print option allows you to include a list of all overdue invoices, including the dates and amounts, on work orders for that customer. This is vital if you would like your service people to be aware of any outstanding balances before servicing a customer.
A new option for creating Recurring Service work orders allows you to specify a set number of occurrences, rather than an ending date, when scheduling a discrete number of service or maintenance calls.
The Create a Single Invoice from Multiple Work Orders feature has been enhanced to group each work order's work description and line items together on the invoice. Previously, all the work descriptions were listed followed by all the line items.
You can now make it mandatory for users to enter a job site name before processing a work order. This ensures more consistent and detailed work history reporting.
The layout of the WIP Writer has been enhanced to display all the WIP user-definable fields directly on the main WIP Writer screen. The fields can also be edited directly from the main WIP Writer screen.
The user-defined labels for each of the four time fields in the WIP Writer have been expanded to hold up to 15 characters.
You can now quickly enter the current system time into any of the four time fields by simply right-mouse clicking in the desired field.
The layout of the WIP Writer has been enhanced to display all the Tech Assistant fields directly on the main WIP Writer screen. The fields can also be edited directly from the main WIP Writer screen.
A new Create WIP hyperlink at the customer screen provides a shortcut to adding a new work order for the customer at a selected job site.
New Search options have been added to the WIP Writer to instantly search and sort by Job Date, Job Name, or the WIP number.
You can now quickly and easily change the order in which line items are listed on a work order. Simply click up and down arrows to move lines. One of the year's most requested enhancements!
The WIP Browse window now displays all the WIP user-definable fields.
You can now select any and all of a customer's contacts to include when emailing a work order.
Each line item description in Items & Amounts has been expanded to hold up to 255 characters (previously, the max was 78 characters).
You can now set password security to hide price information from users who do not have administrator level access.
You can now set individual default values for whether or not sales tax 1, sales tax 2, and/or sales tax 3 apply to line items.
You can now globally change the three taxable settings for every line item on a work order.
You can now select to have the Print window not automatically pop up when processing a WIP.
You can now suppress Wintac's automatic updating of the job site's permanent job site record when processing a WIP.
When emailing a work order to a customer, you can now enter your own text to be included in the body of the email. Additionally, you can now tell Wintac whether or not to memorize and re-use the subject line that you previously entered. One of the year's most requested enhancements!
The Work Description window can now be set at a fixed width independent of screen resolution to ensure that text appears on printed forms exactly as displayed on the screen.
You can now import line items into a work order from a text file created with your bar code scanner. Note that the scanner must be capable of formatting the file in Wintac's specified layout.
You can now use the right-mouse button to access the Copy and Paste functions within the work description and WIP notebook.
Wintac's feature for globally changing the job site name on all the WIPs belonging to a job site has been enhanced with an option to also change the job site's address, phone numbers, and map code on each of the WIPs.
Wintac's Create a New WIP Based on Current feature now has an option to also copy the same job number from the original WIP to the new WIP.
Wintac's innovative Applications tool has been dramatically enhanced with powerful scheduling and work order creation capabilities. You can now build a single Application consisting of multiple Task Groups - each one of which is used to automatically create a work order for a specified job date. Furthermore, you can apply the Application globally to multiple customers at one time. So, for example, let's say you have a lawn care business and you want to schedule a four-stage fertilizer plan for a group of customers. You can now create a reusable application consisting of a Task Group and associated Job Date for each stage. Then, with just a few mouse clicks, you can have Wintac automatically schedule and generate work orders for each stage of the fertilizer plan for each of the customers. Now that's automation!
A new Fillable Forms feature allows you to create a library of reusable templates from MS Word documents that can be attached to individual WIPs and used to enter free-form text associated with that WIP. This is an innovative new tool that expands the functionality and custom data capacity of the WIP Writer.
A new Notebook Print button inside the WIP notebook gives you the ability to instantly generate a report containing the contents of the notebook.
Invoices
Wintac's unparalleled invoicing features now offer even more options and capabilities.
The layout of the WIP Writer has been enhanced to display all the WIP user-definable fields directly on the main WIP Writer screen. The fields can also be edited directly from the main WIP Writer screen.
You can now quickly and easily change the order in which line items are listed on an invoice. Simply click up and down arrows to move lines. One of the year's most requested enhancements!
The Create a Single Invoice from Multiple Work Orders feature has been enhanced to group each work order's work description and line items together on the invoice. Previously, all the work descriptions were listed followed by all the line items.
Wintac's Create a New WIP Based on Current feature now has an option to also copy the same job number from the original WIP to the new WIP.
The WIP Browse window now displays all the WIP user-definable fields.
The WIP Browse window now has an option to exclude paid-in-full invoices from appearing in the list.
A new Create WIP hyperlink at the customer screen provides a shortcut to adding a new invoice for the customer at a selected job site.
New Search options have been added to the WIP Writer to instantly search and sort by Job Date, Job Name, or the WIP number.
You can now make it mandatory for users to enter a job site name before processing an invoice. This ensures more consistent and detailed work history reporting.
You can now select any and all of a customer's contacts to include when emailing an invoice.
Each line item description in Items & Amounts has been expanded to hold up to 255 characters (previously, the max was 78 characters).
You can now set individual default values for whether or not sales tax 1, sales tax 2, and/or sales tax 3 apply to line items.
You can now globally change the three taxable settings for every line item on an invoice.
You can now use the right-mouse button to access the Copy and Paste functions within the work description and WIP notebook.
You can now select to have the Print window not automatically pop up when processing a WIP.
You can now suppress Wintac's automatic updating of the job site's permanent job site record when processing a WIP.
The Work Description window can now be set at a fixed width independent of screen resolution to ensure that text appears on printed forms exactly as displayed on the screen.
When emailing an invoice to a customer, you can now enter your own text to be included in the body of the email. Additionally, you can now tell Wintac whether or not to memorize and re-use the subject line that you previously entered. One of the year's most requested enhancements!
You can now import line items into an invoice from a text file created with your bar code scanner. Note that the scanner must be capable of formatting the file in Wintac's specified layout.
You can now set password security to hide price information from users who do not have administrator level access.
Wintac's feature for globally changing the job site name on all the WIPs belonging to a job site has been enhanced with an option to also change the job site's address, phone numbers, and map code on each of the WIPs.
The WIP Listing reports now include the PO number field entered on the invoice.
Wintac's Automatic Billing feature has been enhanced with an option to email the automatically generated invoices. One of the year's most requested enhancements!
A new Fillable Forms feature allows you to create a library of reusable templates from MS Word documents that can be attached to individual WIPs and used to enter free-form text associated with that WIP. This is an innovative new tool that expands the functionality and custom data capacity of the WIP Writer.
A new Notebook Print button inside the WIP notebook gives you the ability to instantly generate a report containing the contents of the notebook.
Point-of-Sale Processing
Wintac's POS capabilities have been significantly enhanced to better support your over-the-counter sales transactions.
Point-of-sale processing now supports payments by credit and debit cards via the X-Charge card processing service.
You can now specify the number of copies of a receipt to print on point-of-sale transactions.
You can now cancel out of the point-of-sale receipt window.
Equipment Service Tracking (Wintac Pro edition only)
Wintac's equipment tracking features have always been outstanding. With new reporting options, it gets even better.
The Equipment Service History Report now has an option to print a summary of each service call by excluding the work description.
The Equipment Warranty Tracking Report now has an option to group the report by customer and, within customer, subgroup by job site and, within job site, sort the equipment list by installation date.
The installed equipment pop-up window at the customer screen now includes the equipment manufacturer field.
Inventory Management
Check out these time-saving enhancements to managing both your inventory and non-inventory items.
The Inventory window now has five user-definable fields available for each item.
The Inventory window's Adjust Item tool has been enhanced with an option to globally change the item type (e.g. material, labor, equipment, etc.) specified for a filtered range of items.
You can now set a default item type for Wintac to automatically assign whenever you add a new item to inventory.
The feature for tracking costs from multiple vendors on a single item is now accessible even if you do not have the Track Inventory Value option activated.
The feature for setting customer-specific pricing on your inventory items has been enhanced to allow you to also set customer-specific costs.
Inventory label printing has been enhanced with an option to print the item's UPC code, rather than the price, on the label.
You can now use the right-mouse button to access the Copy and Paste functions within the items' extended description notebook.
A new Print button inside the items' extended description gives you the ability to instantly generate a report containing the contents of the extended description.
Purchase Orders
New features give you more flexibility in creating vendor purchase orders.
The layout of the WIP Writer has been enhanced to display all the WIP user-definable fields directly on the main WIP Writer screen. The fields can also be edited directly from the main WIP Writer screen.
You can now quickly and easily change the order in which line items are listed on a purchase order. Simply click up and down arrows to move lines. One of the year's most requested enhancements!
The WIP Browse window now displays all the WIP user-definable fields.
A new Generate Purchase Order feature has been added to the dispatch board's DailyView screen to create a vendor purchase order for the selected job. This is a great time-saving shortcut for creating purchase orders for individual jobs.
You can now set password security to hide price information from users who do not have administrator level access.
The Work Description window can now be set at a fixed width independent of screen resolution to ensure that text appears on printed forms exactly as displayed on the screen.
When emailing a purchase order to a vendor, you can now enter your own text to be included in the body of the email. Additionally, you can now tell Wintac whether or not to memorize and re-use the subject line that you previously entered. One of the year's most requested enhancements!
New Search options have been added to the WIP Writer to instantly search and sort by Job Date, Job Name, or the WIP number.
Each line item description in Items & Amounts has been expanded to hold up to 255 characters (previously, the max was 78 characters).
You can now set individual default values for whether or not sales tax 1, sales tax 2, and/or sales tax 3 apply to line items.
You can now globally change the three taxable settings for every line item on a purchase order.
You can now select to have the Print window not automatically pop up when processing a WIP.
You can now import line items into a purchase order from a text file created with your bar code scanner. Note that the scanner must be capable of formatting the file in Wintac's specified layout.
You can now use the right-mouse button to access the Copy and Paste functions within the work description and WIP notebook.
Wintac's Create a New WIP Based on Current feature now has an option to also copy the same job number from the original WIP to the new WIP.
A new Notebook Print button inside the WIP notebook gives you the ability to instantly generate a report containing the contents of the notebook.
Job Costing and Budgeting Analysis
New productivity tools and options give you more control over your job costing and analysis.
You can now calculate and post labor costs on a job by job basis to each employee's payroll record directly from the new Job Control Center.
The Job Cost & Profit Analysis report has been enhanced with an option to include each job's total sales tax amount on the report.
The Budget Analysis report has been enhanced with an option to include additional detail on each line. Specifically, the complete customer and job site addresses appear, along with the total cost, total price, profit (or loss), and profit (or loss) margin of each job.
Customer & Job Site Manager
Track your customer and job site information even more effectively with Wintac 2011.
A new Balance hyperlink on the main customer screen pops up a window showing the customer's invoice aging summary on balances that are current, 1-30 days overdue, 31-60 days overdue, 61-90 days overdue, and over 90 days overdue.
The Contacts hyperlink on the main customer screen now displays in red if any contact records currently exist for that customer. One of the year's most requested enhancements!
You can now email letters to anyone in a customer's contacts list that has an email address entered.
You can now activate an option that tells Wintac to automatically fill in the customer notification fields on the main customer screen whenever you add a new customer. Specifically, Wintac will enter the number of days between notifications based on a user-defined value, and then calculate the Next Notify Date based on that value.
The Customer Notification Schedule report has been enhanced with an option to include the contents of the customer notebook. In addition, you can now filter the schedule by limiting to any or all of the customer user-defined fields.
The Edit All Customers window for globally modifying aspects of your customer data now has the ability to filter the changes by limiting to a County.
You can now globally modify or reset the customer Sales Stream field.
The customer Browse screen now includes columns for each of the customer user-definable fields.
A Customer Email Directory and a Job Site Email Directory have been added to provide hard copy reports of email addresses.
The Customer Telephone Directory has been enhanced with an option to include the phone number of each entry in the customer's contacts list.
A new option for the customer Sales Tax Analysis report allows you to sort, group, and subtotal the report based on the job site County field. Additionally, you can now sort the report by Job Number.
Wintac's feature for globally changing the job site name on all the WIPs belonging to a job site has been enhanced with an option to also change the job site's address, phone numbers, and map code on each of the WIPs.
The Letter Writer's MS Word mail-merge feature for job sites now supports merging of the user-defined fields of the parent customer record.
The feature for printing MS Word form-letters based on Items & Amounts Service Dates and Expiration Dates can now incorporate the following merge fields from the customer's WIPs: Job Name, Job Address 1, Job Address 2, the 5 WIP User-Definable fields, Item Description, Item Model Number, Item Serial Number, the 2 Item User-Definable fields, Item Price, Item Amount, and Item Warranty Expiration Dates.
You can now use the right-mouse button to access the Copy and Paste functions within the customer and job site notebooks.
A new Fillable Forms feature allows you to create a library of reusable templates from MS Word documents that can be attached to individual customers and job sites and be used to enter free-form text associated with that WIP. This is an innovative new tool that expands the functionality and custom data capacity of both the customer and job site records.
A new Notebook Print button inside the customer and job site notebooks gives you the ability to instantly generate a report containing the contents of the notebook.
Contact Manager
Track your leads, prospects, and contacts even more effectively with Wintac 2011.
A new Edit All Contacts window allows you to globally modify the contents of the Reference Code, Tag Code, and Sales Stream fields of contacts.
A Contact Email Directory has been added to provide a hard copy report of email addresses.
You can now use the right-mouse button to access the Copy and Paste functions within the contact notebooks.
Each contact record now includes a County field along with the other address fields.
A new Notebook Print button inside the contact notebook gives you the ability to instantly generate a report containing the contents of the notebook.
A/P & Checking Manager
More flexibility and options for managing Accounts Payable, Vendors, and your user-defined Account Registers.
You can now designate a specific non-default printer for check printing. This means that you can now have Wintac print checks on one printer and reports, forms, and letters on another printer. One of the year's most requested enhancements!
Printing deposit slips has been significantly improved. Multiple receipts paid by a single check are now automatically combined into one deposit entry on the slip. Also, separate cash receipts are totaled and combined into one deposit entry on the slip.
A new password security option allows you to specify, on an individual basis, which of your user-defined registers require an administrator-level password to gain access. Additionally, you can limit access based on the account type of the register - either asset or liability.
A new password security option allows you to require an administrator-level password to see dollar amounts of transactions in the A/P & Checking Manager registers.
You can now transfer transactions from one register to another by selecting a menu option from the screen's File menu.
You can now create a duplicate of an existing transaction by selecting a menu option from the screen's File menu.
A Vendor Email Directory has been added to provide a hard copy report of email addresses.
You can now use the right-mouse button to access the Copy and Paste functions within the vendor notebooks.
Each vendor record now includes a County field along with the other address fields.
A new Notebook Print button inside the vendor notebook gives you the ability to instantly generate a report containing the contents of the notebook.
Employee & Payroll Manager
Track your employee information even more effectively with Wintac 2011.
A new Tech Time Analysis Report has been created to calculate the hours worked by technicians based on the start and end times of jobs over a specified period.
Any report that can be filtered by limiting to a technician can now also include those jobs where the technician is listed as an assistant.
A new TechZoom window gives you a quick summary display of a technician's work schedule over a seven day period. One of the year's most requested enhancements!
You can now calculate and post labor costs on a job by job basis to each employee's payroll record directly from the new Job Control Center.
You can now use the right-mouse button to access the Copy and Paste functions within the employee notebooks.
Each employee record now includes a County field along with the other address fields.
A new Notebook Print button inside the employee notebook gives you the ability to instantly generate a report containing the contents of the notebook.
For each payroll deduction field, you can now set a maximum cap for each employee - after which, the deduction will no longer be automatically taken out.
The Local Tax withholding field in the Payroll Manager is now user-definable. So, if the employee is not subject to local tax, you can use this field for any alternate withholding from the employee's wages.
Additional Enhancements and a Bonus Gift
Even more enhancements plus a special bonus gift...
You can now set a System Option to prompt users for confirmation that they want to exit Wintac when they click the red X at the top right corner of screens.
Wintac's built-in Backup and Restore functions for your company database now include attached pictures, documents, and spreadsheets.
A new password security option allows you to specify whether or not access to Business Options requires an administrator-level password.
You can now create a new company database based on the contents of an existing one. The new database will include your customers, contacts, vendors, employees, and work history, while excluding all financial data.
Wintac's internal data storage and retrieval system has been re-engineered to provide faster performance with large volumes of data.
A new data export utility program is included with Wintac 2011 for exporting work history data to Microsoft Excel.
Free Bonus Gift: Included with your upgrade order is a free copy of Intac Chat - the intra-office messaging app for your office network that requires no internet access. Instantly chat with other users on your LAN. Send both private and group messages. A $299 value! Intac Chat is a great office productivity tool for companies with several users on their office network.
Wintac 2011 System Requirements
Pentium IV or better grade computer, 512 MB or more RAM, 300 MB or more hard disk space, Screen resolution of 1024 by 768 pixels or higher, One of the following versions of Windows: 7, Vista, XP, 2000, Server 2008, Server 2003
Need an upgrade order form or have questions? Call 1.800.724.7899 to speak with a Wintac Advisor.