Wintac
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Daily, weekly & monthly dispatch views
- Drag & drop, color coded dispatching
- Tracking of work history
- Tracking of service & installation of equipment
- Visual job costing
- Customer relationship management
- Job site management
- Contact & prospect management
- Dashboard view
- Remote access & mobile computing
- Multi-level security access sstem
- Building of tasks
- Pricing at flat rates
- Writing of proposals & estimates
- Invoicing & automatic billing
- Purchasing, bill payment & accounts payable
- Bank account management & check writing
- Financial reports & graphs
- Payroll & employee management
- QuickBooks & Microsoft Office integration
- Multi-location inventory management
- Item lookup & retrieval
- Purchase orders
- Management & maintenance of service vehicle
- Add-on options
- Integrated credit card processing
- Custom solutions & data conversion
Pricing Info
Pricing Info
Wintact offers six pricing packages for service contractors from various fields and with different needs. Each plan can be customised to varying requirements and preferences.
Wintac Green – $1,995
Ideal for:
- Carpet Cleaning
- Window Cleaning
- Maid Services
- Janitorial Services
- Lawn Care
- Landscaping
- Pest Control
- Other field service trades
Wintac Pro – $2,495
Ideal for:
- HVAC
- Plumbing
- Heating
- Air Conditioning
- Refrigeration
- Electrical
- Roofing
- Computer Repair
- Other service and installation contractors
Wintac Fuel – $2,995
- Developed for service contractors who also provide fuel oil delivery, propane delivery, or kerosene delivery services.
Each Wintac product plan comes with the following:
- The complete Wintac software package
- A Step by step on-boarding program
- One year of unlimited live technical support
For larger companies, it is possible to can opt for premium versions of each package.
- Wintac Green Premium – $9,495
- Wintac Pro Premium – $9,995
- Wintac Fuel Premium – $10,495
All premium packages come with the following features:
- The complete Wintac software package for unlimited users
- The Wintac Web Portal
- One year of unlimited live technical support
- The Wintac On boarding program gives you step by step instructions to get up and running fast
- Eight hours of live online training with a Wintac expert from the comfort of your office
Integrations
Integrations
Wintac offers integration with the following business systems and applications:
- Microsoft Office
- QuickBooks
- TomTom Webfleet
- Xcharge Integrated Payments
- Training
- Data Conversion
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Sam Wexler Plumbing, Cody Air Conditioning & Heating, CEMCO Electric
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Wintac is an all-in-one field service management solution developed and built solely for service contractors.
Company Email
Contact No.
Company's Address
170 Cambridge St, Burlington,
MA 01803, United States
Wintac Comparisons
Popular Wintac Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
The software analyzed on this page are merely a small sample of our complete Project Management Software category and you should keep in mind that there might be better alternatives available. If you want to guarantee you make the wisest choice for your team we definitely suggest that you test more software first. It may also be a good idea to check out our top 10 Project Management Software ranking to learn which products are now the best ones and dominate the market.
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