Compare Wintac vs Housecall Pro vs ServiceMax

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Crozscore:

71%
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60%
35%
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Crozscore:

92%
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96%
40%
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Crozscore:

88%
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90%
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Software Description:

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.

Software Description:

Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary Web portal and serves a wide range of industries, such as cleaning, plumbing, electrical and more.

Housecall Pro allows companies to forego paperwork in favor of digital automation. It offers features such as job scheduling, dispatching, payment processing, estimates, automated receipts and invoices, customer notifications, company chat, as well as postcard and email marketing automation.

Customers can book services via the HouseCall mobile app, communicate through a centralized messaging system and make online payments.

The mobile app can be accessed on both Android and iOS devices. There is a free version for single owner/operators, which offers many of the core features of the paid version. Premium pricing is based on the number of users, and an enterprise license is also available.

This solution is available across the U.S. and Canada.

Software Description:

By using ServiceMax technology, manufacturers and service providers are able to expand service revenues, improve service efficiency, provide better customer experience, and meet all required compliance standards.

ServiceMax is an integrated toolset of applications for employees and customers management, mainly used by SMEs and growing businesses in medical, energy, mining, and manufacturing. The platforms comes with a straightforward interface, so task assignments are completed easily and smoothly, management staff can follow the performance of field workers, and clients' needs can be effectively addressed.

Main benefits of using ServiceMax are better service productivity, less billing errors, better customer relationship, no warranty leakage, reduced part giveaways, increased service revenue, shorter service-to-cash cycles, and more.

Features:

  • Scheduling
  • Billing/Invoicing

Features:

  • Email Integration
  • Batch Permissions & Access
  • File Sharing
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Notifications
  • Multi-User
  • Marketing Automation
  • Project Management
  • Tax Management
  • External Integrations
  • Data Visualization
  • Data Import
  • Data Export
  • Accounts Receivable
  • Contact Management
  • Billing/Invoicing
  • Payment Processor
  • Google Apps Integration
  • Audience Targeting
  • Brand Management

Features:

  • Route Optimization
  • Notifications
  • Data Export
  • Data Import
  • Customer Management
  • External Integrations
  • API
  • Inventory Tracking

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:

  • The premier all-in-one service business management app

  • Dynamic job scheduling and dispatch with real time job updates across all devices

  • HouseCall Pro provides a seamless one-click QuickBooks Online integration

  • Provide your customer with a delightful experience through SMS and invoice automation

  • Create, edit, and launch customized postcard and email marketing campaigns

  • Take payments out in the field at one low flat credit card processing rate

  • Take customer signatures before and after the work is done while out in the field

  • Save at least 15 hours a week on paperwork alone with HouseCall Pro

  • Save hundreds of dollars a month on additional staff with HouseCall Pro

  • Get your business organized and your office in order with HouseCall Pro

Summary:

  • Case Management and Quoting

  • Social Collaboration

  • Customer & Partner Communities

  • Warranty and Entitlements

  • Customer Accounts and Contacts

  • Work Order Management

  • Installed Base and Contracts

  • Work Order Signature Capture

  • Scheduling and Dispatch

  • Service Parts and Inventory

Pricing:

  • Credit card required: N/A
  • 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.

SIMPLE

$39.00
/month
Included in plan:
  • Access to HouseCall Pro App and Web Portal
  • 1 User
  • Scheduling and dispatch
  • Automated invoicing and receipts
  • Estimates
  • 2.90% credit card processing (flat)
  • HouseCall customer booking app
  • Email support
  • Customer job SMS & email notifications
  • Dashboard with key business stats
  • Google Calendar Integration
  • Employee GPS tracking

MODERN

$109.00
/month
Included in plan:
  • 1-6 Users
  • Everything in the 'SIMPLE' plan
  • Live chat support
  • Unlimited email reminders
  • 86¢ postcard marketing
  • Yelp, Facebook, and website online booking
  • Company in-app chat
  • QuickBooks Online integration

ADVANCED

$199.00
/month
Included in plan:
  • Unlimited Users
  • Everything in the 'MODERN' plan
  • Live chat support
  • Customizable reports

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 multi-user capability (e.g. teams)?
  • Yes, with Housecall Pro you can create dynamic teams. You can edit your teams on a case-by-case basis and dispatch exactly which employees are needed for each job.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Housecall Pro offers unlimited customer support. The Customer Success team is available around the clock through chat and the phone. There is also an extensive Help Section with how-to articles and tutorial videos.

  • What platforms does this service support?
  • Housecall Pro is a cloud-based solution with both a web portal and native mobile apps. The web portal is accessible on any device with Internet access. The app is available for both iOS and Android.

  • Who are the main user groups of this service?
  • Service professionals in a variety of service industries, such as carpet cleaning, plumbing, HVAC, janitorial, window washing, and more use HouseCall Pro for field service management. Housecall Pro caters to any service based company across hundreds of industry verticals.

  • What is this service generally used for?
  • Housecall Pro streamlines business processes. It eases communication within organizations as well as with customers. This solution allows companies to forego paperwork in favor of digital automation. Housecall Pro allows service businesses to operate at maximum efficiency.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Housecall Pro integrates with QuickBooks Online, Google Maps, and Google Calendar.

  • Does this service offer an API?
  • It currently does not, but may in the future.

  • Does this service integrate with any other apps?
  • QuickBooks Online, Google Calendar, and Google Maps.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • ServiceMax is an ideal field scheduling solution for small and medium-sized growing companies.

  • What is this service generally used for?
  • This service is generally used as a field service management solution.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • This is a cloud-based platform, with Android and iOS native apps offered.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: ProntoForms, BOARD, Workato, FinancialForce Accounting, MessageMedia, Cloud Elements, CallidusCloud Commissions, FinancialForce HCM, Blitzz, SAP, JIRA, Oracle EBS, Salesforce, QuickBooks.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Diego
Employees:
51-200
Likes:
14.2k
Followers:
1.23k

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
201-500
Likes:
1.28k
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Housecall Pro
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada Only

Other:

Who uses ServiceMax
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, Italian, French, English, Japanese
Regional Restrictions:
No restrictions.
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