This All-in-one provider for service technicians allows users to automate and manage their businesses from one program, turning any computer into a virtual office, capable of handling a large fleet of dispatchabale units.
Wintac also allows businesses to easily track service contracts for each customer and equipment at every location. Know when service is due, contracts expire, as well as the entire service history on any piece of equipment.
Users are able view, edit and update their own daily schedules in real-time. Technicians can add customers, jobs and notes on the fly, and they can drill down to review prior service history information for individual customers.
About ServiceTrade
ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-term relationships.
Through ServiceTrade, impress customers with media-rich online quotes, after-service reports with photos from techs’ mobile devices, and an online portal with their full service history.
ServiceTrade streamlines service operations by managing work orders, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry.
ServiceTrade’s web and mobile applications convert service delivery into digital marketing impressions that are memorable and helpful to customers.
About AyaNova
AyaNova has powerful features to help manage all aspects of service. Use AyaNova service work orders to schedule individual or multiple users, enter in TO DO tasks, identify equipment that is to be serviced to maintain a service history, identify parts used in service, track service labor for each work order item, as well as travel and miscellaneous expenses.
Features and uses include:
Automatically assign labor against banked service that a client has pre-paid for.
Create preventive maintenance for a client and/or their units that auto-convert to service work orders.
Create quotes that can be auto copied to service work orders.
AyaNova includes an Outlook-style graphical Schedule screen where you can view multiple schedulable users at one time, as well as individual schedulable users.
Create new workorders, edit existing, create views to display based on skills, certificates, as well as dispatch zones and regions that schedulable users belong to.
Inventory features such as on-hand quantities, restock levels, purchase orders, auto part request and restock lists for purchase orders, receiving, and part requests via workorders will expand your service capabilities as well as allow you to watch your bottom line.
Optional interface with QuickBooks or PeachTree.
Optional web browser interfaces for remote access by your field technicians -compatible with all regardless of operating system.
Assign contracts to clients and headoffices to automatically provide specific service and travel rates, discounts on parts, and automatically apply pre-paid amounts against from service workorders to maintain an exact balance.
Add custom fields, and localize all text labels within AyaNova to reflect your service industry, needs and language.
Includes English, Deutsch (German), Español (Spanish) and Français (French) language locales.
Customize and create reports directly from within AyaNova without the need for additional software.
Features
API
Calendar Management
Contact Management
Customer Management
Data Export
Data Import
External Integrations
Lead Management
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Timesheets
Travel Management
Route Optimization
Mobile App
Fleet Management
Map Visualization
Appointment Scheduling
Features
API
Calendar Management
Contact Management
Customer Management
Data Export
Data Import
External Integrations
Lead Management
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Timesheets
Travel Management
Route Optimization
Mobile App
Fleet Management
Map Visualization
Appointment Scheduling
Features
API
Calendar Management
Chat
Contact Management
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Supplier Management
Click-to-Dial
SAP Integration
Net Promoter Score
Summary
Scheduling, Dispatching & Work Order Management: Daily, Weekly, and Monthly dispatch views; Drag and Drop, Color Coded dispatching; Work History Tracking; Equipment Installation and Service Tracking.Visual Job Costing.
Customer & Lead Management: Customer Relationship Management; Job Site Management; Contact and Prospect Management.
Accessibility: Dashboard View; Remote access and Mobile Computing; Multi-Level Security Access System.
Accounting & Payroll: Invoicing, Statements, Automatic Billing, POS and Accounts Receivable; Task building and Flat Rate Pricing; Purchasing, bill paying and accounts payable; Bank account management and check writing; Financial reporting and graphing; Employee and Payroll Management; QuickBooks Integration.
Inventory: Multi-location Inventory Management; Item Lookup and Retrieval; Purchase Orders.
Estimates & Proposals: Task Building and Flat Rate Pricing; Estimating and Proposal Writing.
Summary
Industry-leading customer engagement and field service management tools that help you grow.
Our tablet app gets customer approval with a digital signature – before leaving the job.
Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.
Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.
Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.
SaaS means that your data is available to everyone in the office and in the field from a variety of devices.
Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.
Open APIs mean that your customer service data can be shared with other open-API apps like your CRM, email platform and website.
ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.
ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.
Summary
Schedule single or multiple technicians to the same job
Automatically notify client of status of job including completed
Includes English, Deutsch (German), Español (Spanish) and Français (French) language locales
Full inventory tracking including part requests and serial tracking
Customer and their equipment service history tracking
Automatically generate service workorders based on preventive maintenance schedules
Remote access for your technicians out in the field with live access
Import and/or export
Interface with QuickBooks desktop, US Sage 50 and coming soon QuickBooks Online
track and maintain service history on equipment
Pricing
Credit card required: No
One-time Licence:
Wintac Green: $1,995, $1,150 each additional office user.
Wintac Pro: $2,495, $1,150 each additional office user.
Wintac Fuel: $2,995, $1,150 each additional office user.
Wintac Green Premium: $9,495.
Wintac Pro PRemium: $9,995.
Wintac Fuel Premium: $10,495.
Pricing
Starting from: $79.00/month
Credit card required: No
Other purchasing options:
Self Starter: FREE. Unlimited quoting and 20 jobs per month
Select: $79/mo/tech. Includes unlimited jobs. QuickBooks integration. 9-5 support.
Premium: $99/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
Schedule a single technician/engineer with access to all features
Up to 5 scheduleable resources
$695.00
5 user(s) / year
Included in plan:
Schedule up to 5 technicians/engineers with access to all features
Up tp 10 scheduleable resources
$1,190.00
10 user(s) / year
Included in plan:
Schedule up to 10 technicians/engineers with access to all features
Up to 20 scheduleable resources
$1,980.00
20 user(s) / year
Included in plan:
Schedule up to 20 technicians/engineers with access to all features
Up to 50 scheduleable resources
$3,950.00
50 user(s) / year
Included in plan:
Schedule up to 50 technicians/engineers with access to all features
FAQs
Who are the main user groups of this service?
Main users are field service, installation, and construction companies.
What is this service generally used for?
It is generally used as a business management software for service contractors.
What platforms does this service support?
Wintac is a cloud-based platform, and works in most typical Windows-based PC configurations and local area networks. Mobile version is available for Android and iPhone-iPad.
Does this service integrate with any other apps?
The Wintac Web Portal supports email integration, popular flat rate pricing programs, barcoding integration and credit card processing integration. It also integrates with Microsoft Office and QuickBooks.
Does this service offer an API?
It doesn't offer API.
Does this service offer guides, tutorials and or customer support?
They provide phone support, email support, FAQ section.
FAQs
Does this service offer guides, tutorials and or customer support?
We have a robust Help Center that we're constantly updating at support.servicetrade.com.
Does this service offer multi-user capability (e.g. teams)?
Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.
Who are the main user groups of this service?
Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.
What platforms does this service support?
Any browser for desktop users, and native iOS and Android apps
Does this service offer an API?
Yes! ServiceTrade's open API can be found on our website.
Does this service integrate with any other apps?
Intacct
QuickBooks
Salesforce
Slack
Web forms
MailChimp
...and hundreds of others through Zapier
What are some applications this service is commonly used in tandem with?
ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.
Our Service Review integration makes valuable online customer reviews part of the service visit.
What is this service generally used for?
ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.
FAQs
Does this service integrate with any other apps?
US, UK, Canadian, Austrailan QuickBooks desktop
Peachtree 2006 to 2012
US Sage 50 2013 to 2016
QuickBooks Online interface coming ETA July 2017
What platforms does this service support?
The AyaNova database can be networked on any operating system compatible with Firebird Server 2.x (i.e. Windows, Linux, etc) OR networked on operating system compatible with SQL Server or SQL Express 2008 SP2 or higher (i.e. Windows)
The AyaNova database in standalone configuration requires Windows XP and higher up to and including latest released OS.
The AyaNova desktop program requires Windows XP and higher up to and including latest released OS.
The AyaNova remote access option RI is a web browser application compatible with any sized device or operating system - i.e. mobile Android, mobile iOS, tablets Windows/Android/iOS, laptops Windows, etc etc
Does this service offer multi-user capability (e.g. teams)?
Yes!
AyaNova can be access simultaneously via multiple logged in users (LAN, data portal, remote access, mobile) when configured for network environment
Does this service offer an API?
Yes, our AyaNova API is available for developers at no charge.
We also provide the free utility AyaScript which can be used for quick add on design
Does this service offer guides, tutorials and or customer support?
Yes, via F1 or Help -> Contents opens to our online Help documentation which provides details on each feature, recommendations and suggestions on use, step by step tutorials and more.
What are some applications this service is commonly used in tandem with?
QuickBooks desktop
QuickBooks Online
Peachtree
US Sage 50
Acess
Excel
What is this service generally used for?
Service management
Equipment management
Inventory management
Loan management
Who are the main user groups of this service?
Service management
Service personnel
Service purchasing/receiving
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