Compare Wintac vs ServiceTrade

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Crozscore:

67%
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60%
34%
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Crozscore:

81%
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32%
interest rising
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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:

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.

Features:

  • Scheduling
  • Billing/Invoicing

Features:

  • API
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Project Management
  • Multi-User
  • Notifications
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard

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.

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.

Pricing:

  • Starting from: $59.00/month
  • Credit card required: No
  • Other purchasing options:

    • Self Starter: FREE. Unlimited quoting and 20 jobs per month
    • Premium: $89/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
    • Enterprise: $119/mo/tech. Advanced integrations library, website hosting, Wordpress technical support, ServiceTrade Certification Courses, premium 24x7 support.

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.

Publisher:

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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses ServiceTrade
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
North America
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