simPRO vs Wintac

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Our analysts compared simPRO 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

simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.

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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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$30/User, Monthly
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$3,145 One-Time
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Product Assistance

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Product Insights

  • Boost Revenue: Gain customers with quoting and estimating capabilities that offer smarter estimations and facilitate real-time quote sharing. 
  • Increase Profit Margins: Boost profit margins for individual jobs using a digital labor calculator that utilizes predefined labor rates for labor efficiency calculations. Ensures profitability by accounting for estimated labor, job difficulty ratings and time allowances. 
  • Streamline Asset Maintenance: Accurately forecast labor requirements for asset servicing up to a year in advance using the maintenance planner. Improves asset life through effective capture, saving and sharing asset test readings and quote defects. 
  • Save Time: Reduce manual work and focus on core business areas with automated data processing. Monitor from multiple sources such as website forms and emails. Collect important business information using customizable forms without manual intervention. 
  • Make Informed Decisions: Promote strategic decisions based on in-depth insights, data visualization and trends from actionable standards and comprehensive reporting. 
  • Improve Business Transparency: Leverage GPS-powered fleet tracking capabilities to monitor vehicle movement, location and driver activity. Ensures asset safety and discourages vehicle idling using geofencing that alerts admin whenever vehicles cross defined parameters. 
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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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  • Estimates and Quotes: Integrates quotes with job management and allows online quote sharing and acceptance. Run quote status reports to review real-time quote status while applying data range filters. Automatically estimates using pre-set labor costs, synchronized vendor catalogs, auto-populated customer details and pre-build assemblies. 
  • Schedules and Dispatches: Leverage smart scheduling to schedule and dispatch staff for specific assets, job types and customers. Schedule service based on zones, maps and routing insights. 
  • Invoice and Payments: Automate invoicing for recurring tasks and payment processing using Square. Data feed tools help extract cost data from the document and automatically populate the invoices. 
  • Accounting Integrations: Provides seamless integration with accounting solutions such as Xero, QuickBooks Online and Netsuite. Streamlines data processing and end-to-end workflows. Directly import vendor, customer and employee information, including payment terms, from the accounting system through an import link. 
  • Mobile Support: Use a cloud-based mobile app to edit or create new jobs, track time, generate quotes, record job data, process payments and capture images and e-signatures. Field service technicians can record notes and access compliance and safety audits. 
  • Fleet Tracking: Monitor vehicle movement through driver activity reports and advance scheduling capabilities. Includes live GPS tracking, travel replays, perimeter definition and schedule alerts with geofencing. 
  • IoT: Track environmental changes and asset failures with managed assets via connected hardware support. Remote asset and environment monitoring helps sustain correct temperatures, prevent flooding risks, ensure building wellness and track equipment current flow. 
  • Inventory Management: Includes real-time warehouse management and inventory control. Monitor and manage material, run digital inventory counts, assign items to individual jobs and manage storage and warehousing locations. 
  • Portals: Request, view and share information with contractors, employees and customers. Offers dedicated portals for customers, employees and contractors to log in and access their information, schedules, labor hours and pending jobs. 
  • Data Automation: Replace manual data entry with automation capabilities through Zapier integration. Offers integration with third-party and accounting applications. Customize essential workflow documents with invoicing, lead capture, testing and quoting templates. 
  • Take-Offs: Upload, sketch and change electronic plans and estimates. Utilize take-offs and update projects, jobs and quotes from any site. 
  • Third-Party Integrations: Integrates with Xero, TSheets, Taxify, SyncEzy, Square, Podium, Dokkit and Gmail. 
  • Add-Ons: Offers several add-ons, including data feed, eForms, SMS, VoIP, maintenance planner, IoT and take-offs. 
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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

#71

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 100 83 87 80 74 100 100 62 71 95 91 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 233 reviews
Great User Sentiment 701 reviews
84%
of users recommend this product

simPRO has a 'great' User Satisfaction Rating of 84% when considering 233 user reviews from 2 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.

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2.7 (11)
4.2 (115)
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4.2 (118)
4.2 (690)

Awards

SelectHub research analysts have evaluated simPRO and concluded it earns best-in-class honors for Billing and Invoicing, Mobile Capabilities and Reporting and Dashboards.

Billing and Invoicing Award
Mobile Capabilities Award
Reporting and Dashboards Award

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Synopsis of User Ratings and Reviews

Streamlined Workflows: simPRO can automate routine tasks like scheduling jobs, dispatching technicians, and generating invoices, which helps businesses save time and improve efficiency.
Improved Communication: The platform offers features such as real-time messaging and customer portals, which can help businesses improve communication with both their employees and customers.
Enhanced Visibility: simPRO provides businesses with real-time data and insights into their operations, which can help them make better decisions and improve their overall performance.
Mobile Access: With simPRO Mobile, technicians can access job information, update job status, and communicate with the office from their smartphones or tablets, even in remote locations.
Integrations: simPRO integrates with a variety of other business software, such as accounting and CRM systems, which can help businesses streamline their operations and improve data accuracy.
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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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Steep Learning Curve: The extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While simPRO offers customization options, they can be complex and may necessitate assistance from the support team or additional development work, potentially incurring extra costs.
Mobile App Limitations: The mobile app's functionality may not fully mirror the desktop version, leading to potential inconveniences for field technicians who rely on mobile access.
Cost Considerations: simPRO's pricing structure, particularly for larger teams or businesses with extensive needs, can be a significant investment, potentially exceeding budgets for smaller operations.
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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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simPRO has garnered positive feedback for its comprehensive features and user-friendly interface. Users appreciate its ability to streamline field service operations, from scheduling and dispatching to inventory management and reporting. The software's flexibility allows it to adapt to various business needs, making it suitable for industries such as construction, manufacturing, and healthcare. simPRO's reporting capabilities have been particularly praised, enabling businesses to gain valuable insights into their operations and make data-driven decisions. Compared to competitors, simPRO is often seen as a more affordable option without compromising on functionality. Users have noted that it offers a comparable feature set to more expensive software, making it a cost-effective solution for businesses of all sizes. The software's ease of use is another advantage, as it reduces the learning curve for new users and allows teams to quickly adopt the platform. However, some users have mentioned that simPRO's mobile app could benefit from further improvements to enhance its functionality and user experience. simPRO is well-suited for businesses seeking a comprehensive and affordable field service management solution. Its user-friendly interface, robust features, and reporting capabilities make it an ideal choice for organizations looking to optimize their field service operations and improve overall efficiency. The software's flexibility and scalability also make it suitable for businesses of all sizes and across various industries.

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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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