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User Interface
Wintac's new cutting-edge
interface makes it faster and easier than ever to get the job done.
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New system-wide tabs allow you to
jump from one area of Wintac to another with a single mouse click.
We've
made navigating between major areas of Wintac as simple and familiar as a
typical website!
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Every major screen in Wintac has
been redesigned to provide a more intuitive user experience resulting in
greater productivity. Yet, we were painstakingly careful to retain the
relative layout of each screen's fields so that Wintac 2010 is immediately
familiar with virtually nothing new to learn!
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We've built an all-new Help
Central assistance system into Wintac that totally eliminates the need for a
complex reference manual.
Becoming a Wintac expert is now easier than
you've ever imagined!
Job Scheduling and Service Dispatching
Wintac's unmatched scheduling and
dispatching features just keep getting better and better.
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The dispatch board's
TimeSlots view now has grid lines
for easier dragging and dropping and clearer viewing.
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In addition to the many other
dispatch board views that you can toggle between, Wintac now has a new
color-coded SnapShot view that
gives a condensed look at each serviceperson's schedule for the day.
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The dispatch OverView
board now has a reset option to instantly reset the layout of the
board to the default layout defined in Business Options. This gives you the
ability to quickly change the layout back to a predefined format.
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The Overview board has
been significantly enhanced with a menu that enables you to select any
form type to include on the board. Specifically, you can select from these six
options: work orders, invoices, proposals, purchase orders, new (undefined)
WIPs, and all WIP types. This new feature extends the usefulness of the
OverView board to much more than just job scheduling and dispatching. You can
now view any form type in a spreadsheet-style format from a single screen!
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The Overview board has
been enhanced with an option to limit the contents of the board to only jobs
containing a specific Summary. So, for example, you might limit the
board to only those jobs that have EMERGENCY in the Summary field.
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The short format of the Job Schedule report
has been enhanced to include the zip code of each job
location.
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Wintac’s powerful recurring
service scheduling feature has been enhanced to provide even more options!
You can now select the exact months of the year that a service is to be
scheduled over a specified period of years. So, for instance, you could
schedule a customer's service for April, May, September, and December on the
first Tuesday of each of those months for a period of 5 years.
Now that's scheduling flexibility!
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You can now click on a hyperlink
in the WIP Writer to instantly view all equipment service currently scheduled
at the current job site. For convenience, the hyperlink automatically turns
red if service has been scheduled for the site. Quickly review services
coming due at a property!*
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You can now click on a hyperlink
from Items & Amounts to view all equipment service currently scheduled for a
specific piece of equipment. You can even click a button to change the "Next
Service On" date to the current job date.*
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A new
 icon next to the Tech field in the WIP
Writer instantly pops up the serviceperson's details including name, address,
phone, cell phone, email, notes, and (optionally) regular hourly rate. This
gives you the ability to review serviceperson information directly from the
work order screen with a single mouse click.
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From the WIP
Writer, you can now instantly email a notification of work order status
changes to any of the contacts associated with the current job.
Easily
keep the key people at customer sites updated of late arrivals, schedule
changes, etc.
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Along with
emailing any WIP type to your customers, you can now also email WIPs to any of
the techs assigned to the work order or servicepersons associated with a
proposal, invoice, or purchase order. So, for example, you could tell Wintac
to email a proposal, work order, or invoice to a customer and also email a
copy to the techs assigned to the job. Likewise, you could tell Wintac to
email a purchase order to both your serviceperson in the field and your
supplier.
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The two-way
PDA messaging feature has been enhanced with an option to include a PDF of
the job's work order when the email is sent to the serviceperson. This gives
the serviceperson additional details not included in the PDA message, such as
the installed equipment list at that location.
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The
NoteBook Email mode of sending job data to the field has been enhanced
with an option to send a copy to all your field personnel whenever you
send job data to one of them. This gives you the ability to easily keep all
job data up to date on all notebook computers in the field.
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The dispatch board's OverView
screen now includes a checkbox for selecting work orders from which Wintac
will automatically calculate and post employee labor time based on assigned
start and end times. When you select the jobs, Wintac calculates the hours,
price, and cost for each associated tech and tech assistant and creates the
respective labor line items for each job. This is a huge timesaving tool
for calculating and posting your servicepersons' time and expense.
Proposals
Enhancements make creating,
sending, and tracking proposals, estimates, and quotes easier than ever.
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If you preview a proposal and
then print it from the preview screen, Wintac now stamps the proposal with the
"Printed on" tag just as if you had printed it directly from the WIP Writer.
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The "Printed on" tag now includes
the alternate title that appears on the printed proposal (if you used
one) for easy reference.
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You can now specify your own
custom subject line when emailing proposals.
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You can now tell Wintac to not
automatically populate the date fields when you click to add a new WIP.
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You can now set Wintac to
automatically recalculate proposals on-the-fly as you add line items - without
having to click the process button.
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You can now define the type
of each proposal line item (e.g. material, labor, equipment, other) so
that prefixes (such as M-, L-, E-, etc.) on Item Codes are no longer
required.
One of the year's most
requested enhancements!
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You can now require that only
administrator-level password holders are able to modify the Job Number
previously entered for a proposal.
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You can now select to display
proposals on the dispatch OverView board.
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You can now double-click,
as well as press the Enter key, in both the Item Code and Description fields
to pop up the Items Look-Up window to add line items.
Work Orders
Wintac's work order management
features are the most versatile in the industry. Look what's new:
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A new
icon next to the Tech field in the WIP
Writer instantly pops up the serviceperson's details including name, address,
phone, cell phone, email, notes, and (optionally) regular hourly rate. This
gives you the ability to review serviceperson information directly from the
work order screen with a single mouse click.
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In the WIP
Writer, you can now select from the unlimited list of customer contacts
specific ones to be emailed a notification of any status changes in their
scheduled work. Easily keep the key people at customer sites updated of
late arrivals, schedule changes, etc.
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Along with
emailing any WIP type to your customers, you can now also email WIPs to any of
the techs assigned to the work order. So, for example, you could tell Wintac
to email a work order to a customer and also email a copy to the techs
assigned to the job.
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The two-way
PDA messaging feature has been enhanced with an option to include a PDF of
the job's work order when the email is sent to the serviceperson. This gives
the serviceperson additional details not included in the PDA message, such as
the installed equipment list at that location.
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The WIP Writer label for the
Payments/Credits field is now user-definable. So, depending on your business
needs, you might change it to say Credits, Payments, Received,
etc.
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You can now tell Wintac to
automatically calculate and post serviceperson hours, rates, and costs based
on the start and end times for each tech and assistants assigned to work
orders. When you select the jobs to calculate and post using the new
checkbox on the dispatch board's OverView screen, Wintac calculates the hours,
price, and cost for each employee and automatically creates the respective
labor line items for each job. This is a huge timesaving tool for
calculating and posting your servicepersons' time and expense.
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Change Orders that are based on
work orders are now labeled in the WIP Writer as Change Order (WO) for
easier identification.
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If you preview a work order and
then print it from the preview screen, Wintac now stamps the work order with
the "Printed on" tag just as if you had printed it directly from the WIP
Writer.
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The "Printed on" tag now includes
the alternate title that appears on the printed work orders (if you
used one) for easy reference.
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You can now click on a hyperlink
in a work order to instantly view all equipment service currently scheduled
at the current job site. For convenience, the hyperlink automatically turns
red if service has been scheduled for the site. Quickly review services
coming due at a property!*
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You can now click on a hyperlink
from the work order's Items & amounts window to view all equipment service
currently scheduled for a specific piece of equipment. You can even click a
button to change the Next Service On date to the current job date.*
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You can now specify your own
custom subject line when emailing work orders.
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You can now tell Wintac to not
automatically populate the date fields when you click to add a new WIP.
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You can now set Wintac to
automatically recalculate work orders on-the-fly as you add line items -
without having to click the process button.
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You can now define the type
of each work order line item (e.g. material, labor, equipment, other)
so that prefixes (such as M-, L-, E-, etc.) on Item Codes are no longer
required.
One of the year's most
requested enhancements!
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You can now require that only
administrator-level password holders are able to modify the Job Number
previously entered for a work order.
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You can now double-click,
as well as press the Enter key, in both the Item Code and Description fields
to pop up the Items Look-Up window to add line items.
Invoices
Wintac's unparalleled invoicing
features now offer even more options and capabilities.
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The WIP Writer label for the
Payments/Credits field is now user-definable. So, depending on your business
needs, you might change it to say Credits, Payments, Received,
etc.
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Change Orders that are based on
invoices are now labeled in the WIP Writer as Change Order (INV) for
easier identification.
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QuickBooks Users: You can
now press a hotkey from inside the WIP Writer to instantly send the current
invoice (and any associated receipts) to QuickBooks.
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If you preview an invoice and
then print it from the preview screen, Wintac now stamps the invoice with the
"Printed on" tag just as if you had printed it directly from the WIP Writer.
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The "Printed on" tag now includes
the alternate title that appears on the printed invoices (if you used
one) for easy reference.
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You can now select to have the
work description included when you print a progress invoice.*
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You can now specify your own
custom subject line when emailing invoices.
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You can now tell Wintac to not
automatically populate the date fields when you click to add a new WIP.
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You can now set Wintac to
automatically recalculate invoices on-the-fly as you add line items - without
having to click the process button.
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You can now define the type
of each invoice line item (e.g. material, labor, equipment, other) so
that prefixes (such as M-, L-, E-, etc.) on Item Codes are no longer
required.
One of the year's most
requested enhancements!
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You can now require that only
administrator-level password holders are able to modify the Job Number
previously entered for an invoice.
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You can now double-click,
as well as press the Enter key, in both the Item Code and Description fields
to pop up the Items Look-Up window to add line items.
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Searching & Sorting
Wintac's already
robust
search and sorting capabilities are now even more powerful.
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You can now change the sort order
of most of the spreadsheet-style Browse screens in Wintac by simply
clicking on the column heading. For instance, to sort the Customer Browse
screen by customer balances, simply click the Balance field.
One of the year's most
requested enhancements!
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Most
Browse screens in Wintac now have a
Locate Any
Text feature to find and highlight a specified text string. So, for
example, you can now locate any embedded text in an equipment list for a
customer.
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The
Customer Search function has been enhanced with the ability to locate the
customer records containing a specified text string embedded in a contact
name, contact phone, contact email, or any of the customer user-definable
fields.
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The Locate
Any Text feature at the main Customer Screen has been greatly enhanced. If
the text string you entered is not found, Wintac will offer to also search Job
Sites for all customers. If a match is found, Wintac will take you directly to
that customer and pop up the matching job site record! This
is a tremendous timesaver that gives you the power to quickly locate virtually
any information embedded in a customer or job site record!
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A new Serial Number Search
feature gives you the ability to locate any piece of equipment directly from
any customer record. Wintac will even bring you right to the line item of the
WIP containing the equipment with the matching serial number!*
Equipment Service Tracking*
Wintac's equipment tracking
features have always been outstanding. Now new features put them in a league all
their own.
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You can now click on a hyperlink
in the WIP Writer to instantly view all equipment service currently scheduled
at the current job site. For convenience, the hyperlink automatically turns
red if service has been scheduled for the site.
Review services scheduled
for a property at a glance!
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You can now click on a hyperlink
from Items & Amounts to view all equipment service currently scheduled for a
specific piece of equipment. You can even click a button to change the "Next
Service On" date to the current job date.
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A
powerful new Equipment History report gives you the flexibility to
print a single equipment history report grouped by customers and sub-grouped
by the job sites for each customer. The report can be optionally limited to a
specific model number, serial number, serviceperson, item code, WIP summary,
and job name.
Inventory Management
Check out these time-saving
enhancements to managing both your inventory and non-inventory items.
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You can now define the type
of each item (e.g. material, labor, equipment, other) so that prefixes
(such as M-, L-, E-, etc.) on Item Codes are no longer required.
One of the year's most
requested enhancements!
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The Adjust Item function
has been enhanced to optionally limit the selected adjustment to only
inventory items or only non-inventory items.
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A new Transfer Inventory
feature has been added to facilitate quickly transferring items from one
location to another. Just specify where to transfer from, where to transfer
to, and the quantity to transfer.*
Purchase Orders
New features
make creating vendor purchase orders easier and more accurate.
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The powerful
Build PO function in Items & Amounts has been enhanced to, upon
completion of the process, pop up a dialog box and list the vendors for whom
Wintac automatically created purchase orders.
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You can now display a quick
summary listing of purchase orders entered for the current vendor with a
single mouse click.
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Along with
emailing
purchase orders to your
vendors, you can now also email
purchase orders
to any of
the servicepersons assigned to the job associated with a
purchase order. So, for example, you could tell Wintac
to email a purchase order to both your serviceperson in the field and your
supplier.
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If you preview a purchase order
and then print it from the preview screen, Wintac now stamps the purchase
order with the "Printed on" tag just as if you had printed it directly from
the WIP Writer.
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The "Printed on" tag now includes
the alternate title that appears on the printed purchase orders (if you
used one) for easy reference.
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You can now specify your own
custom subject line when emailing purchase orders.
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You can now tell Wintac to not
automatically populate the date fields when you click to add a new WIP.
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You can now set Wintac to
automatically recalculate purchase orders on-the-fly as you add line items -
without having to click the process button.
-
You can now define the type
of each purchase order line item (e.g. material, equipment, other) so
that prefixes (such as M-, E-, etc.) on Item Codes are no longer
required.
One of the year's most
requested enhancements!
-
You can now require that only
administrator-level password holders are able to modify the Job Number
previously entered for a purchase order.
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You can now select to display purchase orders on the dispatch OverView board.
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You can now double-click,
as well as press the Enter key, in both the Item Code and Description fields
to pop up the Items Look-Up window to add line items.
Job Costing and Budgeting Analysis
New productivity tools and options
give you more control over your job costing and analysis.
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The Job Cost Analysis report can
now optionally include the line item details of each invoice with quantity,
cost, price, profit, and profit margin breakdowns for each line.
Review
detailed job costing data compiled in a single report!
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Wintac can now track the total of
proposed labor hours (from proposals) versus the total of actual labor hours
(from work orders and invoices) on jobs. The Job Cost Analysis reports and Budget Analysis reports now reflect these values.
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You can now tell Wintac to
automatically calculate and post serviceperson hours, rates, and costs based
on the start and end times for each tech and assistants assigned to work
orders. When you select the jobs to calculate and post using the new
checkbox on the dispatch board's OverView screen, Wintac calculates the hours,
price, and cost for each employee and automatically creates the respective
labor line items for each job.
This is a huge timesaving tool for
calculating and posting your servicepersons' time and expense.
Flat Rate Books
More flexibility when generating flat rate books
based on your defined tasks.
Customer Relationship Management
Track your customer and job site
information even more effectively with Wintac 2010.
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The customer screen now includes
a menu of simple report previews for the current customer. Specifically, you
can now select to view any one of four quick summary reports with a single
mouse click: invoice list, proposal list, work order list, and receipt
history. You can also print each report directly from the preview screen.
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A new numeric Sales Stream
field has been added to the customer management screen that can be set to
automatically increment to track mailing/emailing campaigns for
marketing purposes. For example, let's say you cycle through 10 sales letters
that you send to your customer base. You could tell Wintac to send the first
letter to all customers with "1" in the sales stream field. After emailing or
printing, Wintac automatically increments the sales stream value of each one
to "2". This gives you the ability to send the proper sales letter to each
customer without having to manually send and track each one. A great
time-saving marketing feature.
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A new graphing tool has
been added to the customer management screen that gives you the ability to
graphically analyze your customer data in a variety of ways. For example, you
could graphically view the assignment of customers to account managers, see
the disbursement of your customer base by city or state, see the relative
volume based on customer type, etc. You can even base the analysis on custom
user-definable fields, so the possibilities are endless.
This is a truly powerful new
data analysis tool!
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When printing form-letters or
mailing
labels for your customers, a new limit option gives you the ability to include
only customers matching a specific type of equipment service as defined by the
contents of the Type field in Items & Amounts.*
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Wintac's on-the-fly Duplicate
Record Detection feature can now be triggered by pressing the tab
key, as well as the enter key, when entering customer data.
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The Daily
Outlook window has been enhanced with two additional lines for customer
management that show total outstanding balance and total
year-to-date receipt revenue.
Specifically, the display includes the number and total dollar amount of open
customer balances, as well as the number of customers that have made payments
so far this year along with the total dollar amount received. In addition, you have the ability to drill down to the report
details for each line.
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Batch
statement
emailing.
You can now email your customer statements to all customers at one time
in a broadcast email. Generating and emailing statements of account to your
customers just got a whole lot faster and easier!
One of the year's most
requested enhancements!
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You can now generate customer statements
for a specific job. With the new Limit to Job Number parameter, you can
specify the job for which a statement should be printed.
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The Items Usage & Analysis
report has been enhanced with an option to sort and group by the Job Site
name. This makes it easy to see the material, parts, etc. used at each
property in a single report.
Leads, Prospect, and Contact
Management
Track your leads, prospects,
and contacts even more effectively with Wintac 2010.
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A new numeric Sales Stream
field has been added to the contact management screen that can be set to
automatically increment to track mailing/emailing campaigns for
marketing purposes. For example, let's say you cycle through 10 sales letters
that you send to your prospects. You could tell Wintac to send the first
letter to all prospects with "1" in the sales stream field. After emailing or
printing, Wintac automatically increments the sales stream value of each one
to "2". This gives you the ability to send the proper sales letter to each
prospect without having to manually send and track each one. A great
time-saving marketing feature.
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Wintac's on-the-fly Duplicate
Record Detection feature can now be triggered by pressing the tab
key, as well as the enter key, when entering contact and prospect data.
Employee and Payroll Management
Track your
employee information even more effectively with Wintac 2010.
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The Personal Information tab now
displays the employee's primary hourly rate for quick reference.
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The Items Usage & Analysis
report has been enhanced with an option to sort and group by the job's Tech
field. This makes it easy to see the material, parts, etc. that each tech used
in a single report.
Miscellaneous
Even more enhancements...
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Wintac now fully supports your
mouse's scroll wheel in all browse screens and lookup lists.
One of the year's most
requested enhancements!
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You can now specify your own
custom logo to use on Wintac forms in the following standard formats: JPG,
GIF, TIF, and BMP.
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You can now browse any computer,
drive, and folder to select a custom logo to insert, as well as any data to
import or export.
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You can now limit records to a
range of customer numbers when selecting to reset customer totals in the
Year-End functions.
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Wintac automatically converts
your current Wintac data to Wintac 2010. Upgrading couldn't be faster or
easier!
View
printer-friendly list of new Wintac 2010 features
See
additional
enhancements from 2009 release
* Feature not
available in Wintac Green |
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