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 Kickserv
KickServ is developed for small businesses in any industry that provides client services in the field.
Thanks to Kickserv’s mobile capabilities, the solution can be used equally by both onsite and offsite employees. Technicians who work in the field can take advantage of advanced features like GPS tracking and automated team status updates.
It helps manage bids and estimates, jobs, scheduling, dispatch, invoicing, and tasks with a shared online calendar where users can complete jobs.
About Toolyt
Toolyt SFA is intended to fit the necessities of numerous administration ventures. It is adaptable and simple to utilize. Field Force Tracker conveys a conclusion-to-end arrangement that addresses all features of Service Lifecycle Management. We field benefit organizations deal with their arrangements, dispatch portable representatives, and receipt for the administrations.
Toolyt SFA's answers are created with industry specialists to convey the usefulness you have to address the particular difficulties and novel business needs in your particular industry. Our demonstrated arrangement refreshments you're existing foundation and can convey quick advantages appropriate out of the crate. With unmatched broadness and profundity to upgrade your administration lifecycle, Toolyt FSA is the arrangement of the decision to enhance consumer loyalty, streamline and synchronize forms, and convey positive monetary effect to your association. Select your industry to take in more about how our industry driving programming can help your association.
Toolyt SFA offers field benefit administration arrangements fit for a scope of big business organizations. Whatever your industry, run it insightfully with Toolyt SFA.
Also, you can integrate with your:
Existing CRM & Lead Management Tools
HR & Team Management Software
Billing or order management Tools
Attendance or Leave Management Tools
Customer Support or Ticket Managment Tool
Existing website
Solutions:
Instant Notifications to Managers
Improved Operational Efficiency
Customizable forms for Data Collection
Improve efficiency by Enabling Offline Mode
Instant Approval for Expenses via Manager's App
Add Expenses & Monitor Claims
Schedule Visits and Get Approval
Report shows Visits Accuracy
Enable Document or Photo collection
Assign tasks or visits and Monitor
Automatic Daily, Weekly & Monthly Reports
Benefits:
Ensure Optimal Allocation of Leads & Jobs
Add Expenses and Bill on the go
Structures Work Flows as Per your Company
More Efficient Reporting
Daily Remainders & Morning Report
Gain Instant Visibility of Lead, Conversion etc.
Improve allocation of resources using field intelligence.
Realtime Monitoring field Officers
Custom Reports for CEO's or Top Level Managers
Instant Capture Customer Feedback
Access to product Information & Documents
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
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
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
Invoicing & Online Payments: It is possible to send invoices and collect payments online instantly.
Detailed Reporting: Using predefined reports, or making own custom reports.
Dynamic Calendar: It can help teams plan for even the most complex schedules.
Self-service Portal: Enables user's customers to track their jobs and make requests with the self service portal.
Customer Tracking: From contact information to sales, job, and invoice history.
Sales & Estimates: Tracks all user's prospects and estimates easily.
Summary
Increase Field Force Productivity by 40% by Automating Workflow
Track your field team Live (Optional)
Expense approval & Reimbursement
Schedule Visits (meetings), Remainders and Tracking
Realtime Task Management
Daily, Weekly & Monthly Performance Reports
Product Catalogues - Share with clients over SMS & Email
Jobs/Service Management
Attendance for Field / Sales Officers
Claim Management
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
Credit card required: No
Lite: $26 /month up to 2 users
Basic: $44 /month up to 5 users
Standard: $89 /month up to 10 users
Pro: $134 /month up to 20 users
QuickBooks® 2-way Sync: Online or Desktop $10/month
14 day free trial
Pricing
Premium
$9.00
1 user(s) / month
Included in plan:
Attendance
CRM
Jobs/Services
Delivery Tracker
Task Manager
Expense Manager
Visits Manager
Order and Payment
Unlimited Hosting
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
Who are the main user groups of this service?
Kickserv is most frequently used by professionals in the plumbing, landscaping, computer repair, HVAC, and carpet cleaning industries. The majority of these companies have fewer than 50 employees.
What is this service generally used for?
It is used for field service management.
What platforms does this service support?
Platforms: Web-based on Windows and Mac, iPhone-iPad, Windows Phone, Mobile Web App.
What are some applications this service is commonly used in tandem with?
It is most commonly used with QuickBooks.
Does this service integrate with any other apps?
They have a seamless 2-way Quickbooks integration with no double entry.
Does this service offer an API?
Yes, they offer an API.
Does this service offer guides, tutorials and or customer support?
Does this service offer guides, tutorials and or customer support?
Yes we provide 24x7 support via email,ticket and call.
Does this service integrate with any other apps?
You can integrate with any tool which has API exposed or hosted online. If you need support in integrating with existing tool such as Zoho, Salesforce etc. we can help you integrated
What platforms does this service support?
Android, Web and iOS
What is this service generally used for?
Toolyt is generally used for companies with sales guys or field officers on the road. You create or customise your field workflow and start using Toolyt in 20 minutes.
Does this service offer multi-user capability (e.g. teams)?
Yeah, you can customise the whole hierarchy as per your companies structure
We have a small team of dedicated Field Service Management (FSM) software enthusiasts. Tell us your requirements and we'll match you with the right expert who can help.
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