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 SuccessWare 21
SuccessWare21 was built specifically for the residential home services companies.
Their industry leading mobile field service solution, SWRemote, allows techs to fully run their jobs from the field including time stamping, invoicing and payment processing all of which is synchronized into SuccessWare21 in real time.
Full operational and accounting reports will allow their users to analyze and manage complete business, allowing them to achieve higher profits.
Features
API
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
Features
API
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
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.
Resource Management: Inventory Tracking; Mobile Device 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.
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?
This is management software mainly for Plumbes, Electricians & HVAC contractors.
What is this service generally used for?
SuccessWare 21is used as a complete business management solution for residential service companies.
What platforms does this service support?
SuccessWare 21 can be run in the traditional server/client configuration or using a web-based hosting option.
Does this service offer guides, tutorials and or customer support?
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