Does anyone have any experience with Service Titan or Wintac for their operating system?
We need to make a change and it has been over a year of trying to decide what is best. We need to be able to track the techs in the field and help control payroll hours, job cost, mobile service management, service contracts, marketing, sales, invoicing and on & on...
What does your company use? Is it a full package with accounting or do you have multiple programs that sync allowing you the best of everything?
Thank you for your time!
Key Heating & Air Conditioning, Inc.
8E Continental Drive
Exeter, NH 03833
603-436-8811 Office & 24/7 Emergency Line
We use Acowin from Team Management company. We've been using iPads for 5 years for our techs. Their software is well laid out, dispatch board very flexible, calls are sent to the technician's ipad, he gets a text message on his phone advising of a call and customer information, they access inventory, flat rates, equipment data, service history up to last 10 calls, warranty information, can add photos from the field, start their dispatch, arrival and complete time which updates the backoffice dispatch board each step. Call when complete can be synced back to the office which can be reviewed, updated, or rescheduled immediately. Truck tracking report confirms times and payroll is created from Acowin and sent to Quickbooks. Payments collected at the job site are marked on the technician's ipad and sent over to quickbooks along with the invoice, and ready for deposit.
Reporting is strong, including KPI, sales goals for technicians, inventory, call slip summary (open, closed, dispatched, incomplete, job costing, contract performance, and more)
Their updates are solid and meaty and usually once a year. It's worth a look. I've used integrated dispatching software since 1994, went through 3 others before this one and have used it since 2007. It's worth a demonstration, all our employees (office & technicians) like it.
Christine E. Thomason
857 E. Main St., Lewisville, Tx. 75057
Phone 972-245-1158 Fax 972-242-1511
Tacl A3139C Serving North Texas since 1989
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We had use Accowin for several years. Generally we were pleased with it but the big issue was that because of the size of our company it did not integrate with Quickbooks. After several attempts including a Accowin rep coming to NY for onsite help, we decided to switch to ESC by Dasco.
We found out that Accowin was started by a group that formally worked at Dasco, we have found the ESC has been much better with its own accounting package and has worked very well in the day to day aspect of the business
Yost & Campbell
Direct Phone 914 459-1818 Fax 914 668-2955
"Keeping you Comfortable Generation after Generation"
Celebrating 76 years in business
Awarded by Con Edison "2014 Top performing Contractor 6 Years in a row!"
Proud Recipient of the Angies List Super Service Award 2013, 2014
We had wintac for a number of years. We could not use the accounting part because the security controls were not there. We recently switched to Smart Service. It works well with Quick books. Our techs use Ipads and the invoices are sent back to our system in the office. Working well so far.
We are also interested in service Titan. Do you mind telling us what they charge monthly? Thanks in advance.
We use Wintac but I have mixed feelings about it. I don't use it on the level that the tech's and dispatchers do. The feedback I have heard is that from a dispatching standpoint it is great. I have tried to run reports to capture marketing data from our CSR and have not been impressed with the information I am getting out of it although I feel like we are entering everything properly. Also it does not sync with our accounting software (MAS) so our job costing information does not come through Wintac.
I am going to look into Titan.
Is anyone using Shafer's w/ flat-rate and mobile office?
Mark A. Hansberger
Hansberger Refrigeration & Electric
660 E. 18th Place Suite A
Yuma, AZ. 85365
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Hi, Marie:It doesn't surprise me this is something you've been working on for a year - it's a big decision. I think most people spend too little time on this question. In our 20 years in business, we've been on Wintac, SAWIN, and ServiceTitan. But frankly, our selection isn't necessarily relevant for you. To explain, I've attached a compilation of comments from previous posts I've made about software selection. I hope you find it helpful.Good luck,Linda***********************************************************************The question about software to support our services businesses is on a lot of people's minds, and replacing an enterprise application is no small endeavor. It requires a lot of time to develop requirements, evaluate the products, train the employees, and implement. You also have to consider whether you are going to import your existing data. Importing existing data will be a longer, even more expensive endeavor, but perhaps very well worth it - your data is a gold mine.
Prior to coming to Parrish, I spent 20+ years in the IT industry and helped companies both large and small make IT infrastructure and application decisions. Based on my experience, I would offer we in this industry are usually skipping to what should be at the end of the decision process; i.e., asking for references from others. When choosing new software, we should start instead with defining needs for our business and developing associated requirements.
Requirements should be gathered from every stakeholder in the organization and must be narrow enough to be useful but broad enough to be such that you're describing outcomes rather than defining the solution. For example, I've seen people talk about how something integrates with QuickBooks, and someone might list, "Integrates with QuickBooks" as the requirement. But that really is "solutioning," not defining a requirement. Unless you have a specific need to stick with QuickBooks, your requirement might be, "Enables our business to capture without manual intervention the service call revenue and cost in an accounting system." You might go on to be more specific, "The accounting system must be capable of both cash and accrual basis accounting." You could meet these requirements by finding an application that interfaces with QuickBooks, but you could also meet them by purchasing an application that has the accounting built in.
So once we have requirements defined (and there are many types – see the attached document), we have to evaluate the proposed system(s) against our requirements. This is why asking for references is not an ideal solution to our problem - the other company's recommendation is based on their own context. Let me go back to my QuickBooks example. Years ago an accountant of mine (one of my stakeholders) told me why he didn't want me to use QuickBooks, and I agreed. Not using QuickBooks became a standing requirement for me. Now if someone recommended an application because it integrates with QuickBooks, that's not a problem. However, if someone recommended an application because it integrated with QuickBooks, but it happened to integrate only with QuickBooks and I didn't catch that, it would be devastating for me.
Soliciting feedback up front can be helpful even in gathering requirements, so I wouldn't go so far as to say it is a waste of time. But I would suggest defining your own requirements and evaluation criteria is more important. You may even want to ask others if they developed a set of requirements when they purchased their own system.
Once you've narrowed your software selection to applications that meet your individual requirements, I would then ask for in-depth responses from current users. Attached is another document that outlines a process for evaluating commercial off-the-shelf (COTS) software. It is probably a bit of overkill, but I think even skimming it might give you some helpful insights.
Listed below are a few blog posts that might stimulate your thinking on this subject. If you read only one of these, make it the one about, "How to Create a Business Requirements Document for your Software Purchase."
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