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  • Frequently Asked Questions

    Click on a Wintac question below for answers:

    Wintac is the revolutionary, #1 best-selling all-in-one business management software for field service, installation, and service contracting companies. Benefiting from 25 years of continuous development by our own team of world-class engineers, Wintac is the industry standard against which all others are compared. Far more advanced than typical service management software and much more useful than generic accounting software, Wintac has no equal in the industry.

    Wintac will allow you and your staff to get more done in less time. Much less time. Your office will be more organized. Daily tasks will be completed more accurately. Employees will be more productive. And as productivity and efficiency increase, so do your profits. Best of all, because Wintac is a true all-in-one program (see next question below), you have quick and easy access to all your vital business information. Instantly answer any management question.
    25 years - Intac was founded in 1988 and With over 25 years experience developing and supporting the world's most widely-used all-in-one business management software for service contractors, Intac International has a proven track record that you can feel safe with. Over 8,000 companies and more than 60,000 service and installation professionals spanning every state and many countries have used the Wintac Software to run their business.

    Yes - Wintac integrates with XCharge. XCharge allows you to process credit card payments right from your Wintac receipts window. This significantly reduces manual and routine paperwork, so employees will be able to work more efficiently and effectively.

    Integrating XCharge with your Wintac software allows you to:

    • Secure all your Credit Card transactions. XCharge is PCI compliant—ensuring safe, secure processing
    • Support all Major Credit Cards
    • Authorize payments in under 5 seconds
    • Improve efficiency of office staff with one-step payment processing
    • Cancel your contract at any time with no termination fees
    • Streamline your daily and monthly reconciliation process
    • Reduce errors and fraud by eliminating double entries
    • Get competitive rates
    • Store customer card numbers for recurring payments
    • Limit costly dedicated telephone lines by using any networked computer as a payment processing station for your business
    Yes - The Winac Web Portal allows you to invoice, collect payment and capture signatures in the field.

    Yes - With the Wintac Web Portal you can give your techs Real time access to important information in the field. This allows them to access worksite and customer records on their mobile phone, tablets or any internet capable device.

    Wintac runs great in most typical Windows-based PC configurations and local area networks. The specific requirements are:

    • Pentium IV or better grade computer – 1 GHz or faster 32-bit (x86) or 64-bit (x64) processor.
    • 1GB MB or more RAM
    • 300 MB or more hard disk space
    • Screen resolution of 1024 by 768 pixels or higher
    • Versions of Windows supported: 10, 8, 7, Windows Server 2012, Small Business Server 2011, Server 2008 (32 bit or 64 bit)
    Wintac can handle 1-20 office users in the system simultaneously and up to 40 trucks in the field
    Yes - Owners of QuickBooks can use Wintac's built-in tools to easily convert their vital QuickBooks data to Wintac themselves. Just point and click to read your current customers (including outstanding balances), job locations, contacts, inventory, vendors, and even work history from QuickBooks directly into Wintac. Although Wintac has its own accounting features so that it can be used as an all-in-one solution, there is a built-in link to QuickBooks for people that would like to continue using QuickBooks as their accounting package.
    Owners of QuickBooks (call for versions supported) can use Wintac's built-in tools to easily convert their vital QuickBooks data to Wintac themselves. Just point and click to read your current customers (including outstanding balances), job locations, contacts, inventory, vendors, and even work history from QuickBooks directly into Wintac. In addition, our in-house team of data conversion experts can cost-effectively convert data from virtually any business management, service management, contact management, or accounting software. We make switching to the power of Wintac easy!
    To determine how many user licenses you will need, simply count the number of employees in your office that may be using Wintac at the same time. The optional Wintac Web Portal does not require that you purchase additional user licenses for your service people in the field.
    Yes! Whether online, via phone, or email, our in-house staff of Wintac experts is dedicated to providing you with the absolute best service possible.

    Pricing for Wintac is available on the Pricing page.

    Are you a service company?
    Do you have technicians/employees?
    Do you have between one and forty services trucks/vehicles in the field?
    Do you have between one and twenty office personnel that would use the software at the same time?

    If the answer is yes to all of these questions then Wintac is the right software for you.

    Although our roots are in HVAC, other sectors of the contracting industry we serve include: Plumbing, Air Conditioning, Electrical, Alarm & Security, Appliance Repair, Cabling Installation, Drain Cleaning, Electrical, Furnace Service, General Repair, Handyman Services, Heating, HVAC, Locksmith Service, Overhead Door Install and Repair, Plumbing, Refrigeration and Roofing.

    Yes: Know that training is absolutely not required to get started with Wintac. But Because we realize that some people feel most comfortable with formal training or want to get their system up and running ASAP Wintac offers private remote training with one of our own Wintac experts. These training sessions take place via web teleconferencing technology (GoToMeeting). 25 years of product design has made Wintac the easiest and most intuitive service industry software to use. Between the systems ease of use and the Wintac onboarding you will be able to get your business up and running fast.
    Wintac is a powerful and robust software that will allow you to run a more transparent, efficient and profitable business. Simply follow the 4 week Wintac onboarding process and at the end of one month you will have your entire business running smoothly with Wintac. Curious what this looks like? Just ask us, we will tell you exactly what to expect when you purchase the Wintac Software.

    Capterra, the leading online destination for business software buyers, ranked Wintac the #1 most popular field service provider. Below is their research on number of customers. As you can see Wintac has the largest customer base making us the #1 best selling field service software. Please note Wintac has over 8,000 customers now. See the results here

    "All-in-one" refers to the fact that Wintac is a single, all-inclusive program for managing your entire business. While other service management programs may claim to be all-inclusive, none that we are aware of integrate all of the following components in one program:

    • Field Service Management
    • Field Installation Management
    • Customer Relationship Management
    • Contact Management
    • Property Management
    • Vendor Management
    • Employee Management
    • Office Management
    • Sales/Marketing Management
    • Purchase Management
    • Inventory Management
    • Payroll Management
    • Financial/Accounting Management
    • Vehicle Management

    Moreover, all of Wintac's components are seamlessly integrated with the same intuitive look and feel. While many programs are built around a jumble of separate, poorly-integrated modules, Wintac was designed from the ground up as a single all-inclusive system. The result is a faster, more stable program that is far easier to learn and use than products with comparable features.

    What are you waiting for?

    Wintac software can help streamline your field service business and save you time and money. Take the product tour today to get started!

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