Wintac vs Pricebook Plus

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Our analysts compared Wintac vs Pricebook Plus 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

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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Pricebook Plus is a comprehensive software solution designed to streamline Field Service Management tasks. It excels in managing scheduling, dispatching, invoicing, and customer relationship management, making it particularly well-suited for service-based businesses such as HVAC, plumbing, and electrical services. The software's robust features include real-time job tracking, inventory management, and detailed reporting, which enhance operational efficiency and customer satisfaction.

Users appreciate the intuitive interface and the ability to customize workflows to fit specific business needs. The software's integration capabilities with other business tools further amplify its utility. Pricebook Plus stands out for its user-friendly design and the significant reduction in administrative overhead it offers. Pricing typically falls within a mid-range bracket, often based on the number of users or service calls, with options for monthly or annual payments.

Compared to similar products, Pricebook Plus is praised for its reliability and comprehensive feature set, making it a preferred choice for businesses aiming to optimize their field service operations.

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$3,145 One-Time
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$169/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • 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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  • Increased Efficiency: Streamline scheduling and dispatching to reduce downtime and improve productivity.
  • Enhanced Customer Satisfaction: Provide real-time updates and accurate ETAs to keep customers informed and happy.
  • Improved Resource Allocation: Optimize the use of field technicians and equipment to ensure maximum utilization.
  • Accurate Billing: Automate invoicing and ensure precise billing based on actual work completed and materials used.
  • Better Compliance: Maintain adherence to industry regulations and standards through automated compliance checks.
  • Data-Driven Decisions: Utilize comprehensive analytics and reporting to make informed business decisions.
  • Reduced Operational Costs: Minimize travel time and fuel expenses by optimizing routes and schedules.
  • Enhanced Communication: Facilitate seamless communication between field technicians and office staff for better coordination.
  • Scalability: Easily scale operations to accommodate business growth without compromising service quality.
  • Real-Time Tracking: Monitor the status and location of field technicians in real-time for better oversight.
  • Inventory Management: Keep track of inventory levels and ensure that necessary parts and tools are always available.
  • Customizable Workflows: Tailor workflows to meet the specific needs of your business and improve operational efficiency.
  • Enhanced Accountability: Track technician performance and job completion rates to ensure accountability and continuous improvement.
  • Reduced Paperwork: Digitize forms and documentation to reduce manual paperwork and streamline administrative tasks.
  • Proactive Maintenance: Schedule regular maintenance tasks to prevent equipment failures and reduce downtime.
  • Customer Self-Service: Allow customers to book appointments and track service status through a user-friendly portal.
  • Integration Capabilities: Seamlessly integrate with other business systems for a unified and efficient workflow.
  • Mobile Access: Enable field technicians to access job details, update statuses, and capture signatures on the go.
  • Enhanced Safety: Implement safety protocols and ensure compliance with health and safety regulations.
  • Cost Transparency: Provide customers with clear and transparent pricing to build trust and avoid disputes.
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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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  • Comprehensive Pricebook Management: Easily manage and update pricing for all services and products in one centralized location.
  • Customizable Service Packages: Create tailored service packages to meet specific customer needs, enhancing service flexibility.
  • Real-Time Updates: Ensure all team members have access to the latest pricing and service information with instant updates.
  • Integration with Field Service Software: Seamlessly integrate with existing field service management tools to streamline operations.
  • Automated Pricing Rules: Set up automated rules for discounts, markups, and special pricing scenarios to maintain consistency.
  • Detailed Reporting and Analytics: Generate comprehensive reports to analyze pricing trends, service profitability, and customer preferences.
  • Mobile Access: Access and update the pricebook from any mobile device, ensuring field technicians have the information they need on the go.
  • Customer-Specific Pricing: Offer personalized pricing for different customer segments, enhancing customer satisfaction and loyalty.
  • Inventory Management Integration: Link with inventory systems to ensure accurate pricing based on current stock levels and availability.
  • Secure Data Management: Protect sensitive pricing information with robust security measures and user access controls.
  • Multi-Currency Support: Handle pricing in various currencies to accommodate international customers and operations.
  • Historical Data Tracking: Keep track of historical pricing changes and service adjustments for audit and analysis purposes.
  • User-Friendly Interface: Navigate and manage the pricebook with an intuitive and easy-to-use interface designed for efficiency.
  • Customer Feedback Integration: Incorporate customer feedback directly into the pricebook to refine and improve service offerings.
  • Training and Support: Access comprehensive training resources and support to ensure effective use of the software.
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Product Ranking

#7

among all
Field Service Management Software

#89

among all
Field Service Management Software

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User Sentiment Summary

Great User Sentiment 701 reviews
Excellent User Sentiment 4 reviews
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.

100%
of users recommend this product

Pricebook Plus has a 'excellent' User Satisfaction Rating of 100% when considering 4 user reviews from 1 recognized software review sites.

2.7 (11)
n/a
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5.0 (4)
4.2 (690)
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Awards

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Pricebook Plus stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

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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Easy to Use: Users find the interface intuitive and easy to navigate, even for those new to field service management software. They appreciate the straightforward setup and the ability to quickly find the information they need.
Streamlined Scheduling: Pricebook Plus helps businesses optimize their scheduling by providing a clear view of technician availability, service requests, and customer locations. This allows for efficient dispatching and reduces wasted time.
Improved Communication: The platform facilitates seamless communication between technicians, dispatchers, and customers. Users appreciate the ability to send updates, track progress, and resolve issues quickly.
Mobile-Friendly: Pricebook Plus offers a mobile app that allows technicians to access important information and complete tasks on the go. This enhances productivity and reduces reliance on desktop computers.
Reporting and Analytics: The software provides valuable insights into business performance through detailed reports and analytics. Users can track key metrics, identify areas for improvement, and make data-driven decisions.
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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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Limited Customization: Pricebook Plus doesn't allow for much flexibility in setting up pricing structures, making it difficult to accommodate unique service needs or complex pricing models. For example, if you need to offer discounts based on specific customer segments or service bundles, you might find yourself limited by the available options.
Lack of Integration: Pricebook Plus can be challenging to integrate with other systems, especially if you're using a variety of software for your field service operations. This can lead to data silos and manual workarounds, which can be time-consuming and error-prone. For instance, if you need to sync pricing data with your CRM or inventory management system, you might encounter difficulties.
Steep Learning Curve: Pricebook Plus can be complex to learn and use, especially for users who are not familiar with Salesforce. This can lead to frustration and slow adoption, particularly for field technicians who need to quickly access and understand pricing information. For example, navigating the interface and understanding the various pricing options can be a challenge for new users.
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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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User reviews suggest that Pricebook Plus is a solid choice for businesses looking for a user-friendly and affordable field service management solution. Users consistently praise the software's ease of use, particularly for creating quotes and estimates. They appreciate the intuitive interface and the ability to quickly generate proposals with multiple options, which saves them time and effort. Pricebook Plus also shines in its customer support, with users highlighting the responsiveness and helpfulness of the team. They are impressed by the team's willingness to go above and beyond to resolve issues and provide personalized assistance. This level of support is crucial for businesses that rely on their software to operate efficiently. However, some users have expressed a desire for more customization options. They would like to be able to tailor certain features to their specific needs and workflows. While Pricebook Plus offers a good range of features, it may not be the perfect fit for businesses with highly specialized requirements. Despite these minor drawbacks, Pricebook Plus is a strong contender in the field service management market. It is particularly well-suited for small to medium-sized businesses that need a reliable and affordable solution to manage their operations. The software's ease of use, robust features, and exceptional customer support make it a valuable asset for any field service business looking to streamline their processes and improve their efficiency.

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