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HVAC Software for Service Contractors

#1 Field Service Software Capterra

The #1 Best Selling HVAC Software for All-in-One Business Management

Whether your HVAC company services single family homes, healthcare and institutional buildings, educational buildings, manufacturing and industrial buildings, apartment buildings, retail stores or other facilities, the Wintac software is right for you.

Key Features for HVAC Companies

  • Scheduling and Dispatch
  • Service Agreements
  • Equipment Tracking
  • Remote Access for Techs
  • Inventory Management
  • Proposals and Task Building
  • CRM and Marketing Suite
  • Full Accounting

Why Choose the Wintac Software?

True All-in-One Solution

Manage your entire business with just one software

The Industry’s Best Service

Live unlimited support standard

The Easiest Software to Use

Get your company up and running fast

A Name You Can Trust

Serving the HVAC industry for over 25 years

Common HVAC Business Problems and How Wintac Helps

Billing
Sales
Service
Records
Scheduling
Paperwork

"It takes too long to receive payment from my customers."

The Wintac Software Solution:
When a job is completed, you can turn the work order right into an invoice, make any necessary changes, and mail it out immediately. You also never forget to invoice for a job that was completed because it can stay on your work order dispatch board until invoiced. With the Wintac Web Portal, your techs can invoice and collect payment right in the field. Eliminate the headache of trying to collect on your outstanding receivables!

"I don't know how much profit (if any) I am making on each job."

The Wintac Software Solution:
With detailed job cost information, you know exactly how much money you make on each and every job. You can job cost inventory items, purchase orders, payroll hours, and other miscellaneous items. Wintac even allows you to run job cost and profit analysis reports based on different criteria. For example, you could run a job cost report by technician or compare how much money you are making on residential vs commercial. There are countless possibilities.

"I want to increase revenue by selling service contracts, but have no way to track the service that is due."

The Wintac Software Solution:
Wintac tracks all the information you need for service contracts including when all of the contract service is due, which equipment is covered under a service agreement, and when the contract expires. You can create mass mailings and even mass emailings based on when contracts expire. You can also report on the profits you earn on your service contracts.

"All of my pertinent company information is in five different places so I have no easy way to review my company's performance."

The Wintac Software Solution:
Wintac is a true all in one solution. You can manage all of your company information in one program including CRM, scheduling and dispatching, inventory, Accounts receivables, accounts payable, payroll, financial reporting, and more.

"Sometimes my techs don't show up to jobs that they are scheduled for because we don't have a dispatch board to track them on. We lose a lot of customers this way."

The Wintac Software Solution:
Wintac has a drag and drop, color coded dispatch board. Your dispatchers can easily see what your company schedule looks like for today,tomorrow, and as far into the future as you want to schedule. An unassigned column lets them see which jobs still need to be assigned to a tech. With a simple drag and drop, your dispatchers can move calls from unassigned to an open time slot for a tech or from one tech to another. With the Wintac Web Portal, your techs can easily see their schedule while in the field instead of wasting time and money by needing to call the office to get job information throughout the day.

"I don't track my customer's equipment, so when they call in for service on their equipment, the office staff has to go through a lot of paperwork to see what equipment the customer has and what service has been done on it."

The Wintac Software Solution:
Wintac tracks an unlimited number of equipment at each customer location including model number, serial number, install date, warranty information, and more. Right from the customer screen, you can quickly drill down to see all of the service work that was performed on a particular piece of equipment. You can access this vital information while on the phone with the customer. With the wintac web portal, your techs even have access to this information while in the field. Think of how valuable it will be for your techs to instantly see all of the work that has previously been performed on a piece of equipment.

What our customers are saying...

“No other HVAC software can compare to Wintac and it's service staff. We are able to get exactly what we need from the program and more. ”
Cody Air Conditioning & Heating – HVAC
“Wintac HVAC software is easy to use and incorporates everything a service company needs in one package!”
Scotty's Heating & Air Conditioning – HVAC
“Wintac service dispatch software has simplified and improved our day to day business operations.”
J&K Burkholder, Inc. – HVAC
“For years, we have been using the Wintac software and can attest that Wintac is one of the easiest, user-friendly programs that we've ever worked with! It has allowed us to be more organized and efficient with our customer records.”
AusEm Services – HVAC
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