ServiceTitan vs Wintac

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Our analysts compared ServiceTitan vs Wintac based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Wintac Software Tool

Product Basics

ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications.

It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
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Wintac is an on-premise business management tool that organizes, automates and tracks all aspects of the service industry. Combining key pieces of relevant and popular offerings in the industry, it manages everything from scheduling and dispatching, inventory management, customer information management, work order management to invoicing and accounting.

It eliminates paperwork and saves time while optimizing information and business processes for maximum productivity and optimized efficiency. Its one-time license fee makes it one of the most affordable options on the market.
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$398 Monthly
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$3,145 One-Time
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Product Assistance

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24/7 Live Support
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Product Insights

  • Increased Efficiency: ServiceTitan automates scheduling, dispatching, and routing, reducing manual efforts and freeing up time for more strategic tasks.
  • Enhanced Customer Experience: With real-time updates and easy booking options, ServiceTitan helps businesses provide a seamless and responsive service experience to their customers.
  • Improved Financial Management: The software offers robust invoicing, billing, and financial tracking tools that simplify financial operations and improve cash flow management.
  • Better Decision Making: ServiceTitan's comprehensive reporting and analytics features enable businesses to make informed decisions based on accurate data and insights.
  • Streamlined Inventory Management: The platform provides tools for tracking inventory in real-time, ensuring that businesses have the right parts and supplies when they need them.
  • Increased Sales Opportunities: ServiceTitan includes features for upselling and cross-selling, helping businesses identify and capitalize on additional revenue opportunities.
  • Enhanced Team Communication: With built-in messaging and notification systems, ServiceTitan keeps teams connected and informed, improving coordination and reducing errors.
  • Compliance and Safety: The software helps businesses stay compliant with industry regulations and maintain high safety standards through systematic record-keeping and reminders.
  • Mobile Accessibility: ServiceTitan's mobile app enables technicians to access job details, customer information, and work orders from anywhere, enhancing flexibility and responsiveness.
  • Customer Retention: By providing personalized service histories and follow-up tools, ServiceTitan helps businesses build lasting relationships with their customers, encouraging loyalty and repeat business.
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  • Organized Information and Processes:  Organize contacts, work orders, service history, accounting and operations seamlessly on a central platform. 
  • Accessibility:  Get remote and offline access with iOS and Android apps to manage work on-the-go. 
  • Automation:  Automate multiple business aspects such as marketing, sales, communication and accounting to save time and boost revenue. 
  • User Friendliness:  Access easy-to-use tools to manage business operations efficiently. 
  • Integrations:  Integrate with leading business software to synchronize data and expedite work. 
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  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
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  • Job Scheduling:  Track & schedule service jobs. Assign jobs to most suitable and nearest available field staff for efficient scheduling and quick service delivery. Create flexible schedules for all available services, work orders and field staff members. 
  • Dispatch Management: Dispatch Management: Get live locations of field staff for real-time dispatch. Send optimized routes, track arrival and send live updates and notifications to customers for a better customer experience. 
  • Work Order Management:  Create, update and manage work orders for one-time and recurring jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists and more. 
  • Contact Management:  Manage, organize, segment and communicate with all contacts, including leads, prospects, clients, vendors, field staff and back-office employees, from a central location. 
  • Sales Management:  Track and manage leads. Ensure targeted communication and quick response rates for conversion. Send estimates and proposals using readymade customizable templates. 
  • Inventory Management:  Track, update and manage inventory items for multiple locations and vendors. Get built-in support for inventory barcode scanning and label printing. 
  • Accounting:  Manage unlimited accounts receivable and accounts payable through seamless integration with accounting tools such as QuickBooks, Peachtree, Timberline and more. 
  • Billing:  Manage over the counter sales along with an integrated billing system. Generate automated invoices based on service agreement terms. Track partial payments, dues and overpayments to manage finances efficiently. 
  • Equipment and Agreement Tracking:  Track equipment location, details and history through electronic serialization. Manage warranties and agreements with reminders for renewal. 
  • Dashboard:  Get a visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. 
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Product Ranking

#2

among all
Field Service Management Software

#7

among all
Field Service Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 98 100 73 93 86 92 92 65 86 82 83 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 208 reviews
Great User Sentiment 701 reviews
90%
of users recommend this product

ServiceTitan has a 'excellent' User Satisfaction Rating of 90% when considering 208 user reviews from 4 recognized software review sites.

84%
of users recommend this product

Wintac has a 'great' User Satisfaction Rating of 84% when considering 701 user reviews from 2 recognized software review sites.

1.0 (1)
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4.2 (45)
2.7 (11)
4.6 (154)
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4.2 (690)
4.1 (8)
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Awards

SelectHub research analysts have evaluated ServiceTitan and concluded it earns best-in-class honors for Customer Management. ServiceTitan stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Management Award

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Synopsis of User Ratings and Reviews

Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
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Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.
Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.
Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.
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Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.
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Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.
CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.
Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.
Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.
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ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable. Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart. ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

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Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

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Screenshots

Top Alternatives in Field Service Management Software


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