Contractor Forum

Topic: Service Titan/ Wintac 

1.  Service Titan/ Wintac

Posted 08-16-2016 12:45 PM

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!

 

Marie Mango

General Manager

Key Heating & Air Conditioning, Inc.

8E Continental Drive

Exeter, NH 03833

www.keyhvac.com

603-658-0431 Direct

603-436-8811 Office & 24/7 Emergency Line

 

 



2.  RE: Service Titan/ Wintac

Posted 08-17-2016 10:59 AM

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

President

 

Metro Logo - Small

 

857 E. Main St., Lewisville, Tx. 75057

Phone 972-245-1158  Fax 972-242-1511

www.MetroEnv.com

Tacl A3139C  Serving North Texas since 1989

 

We Support Habitat for Humanity, building hope one home and at time. What will you build?

We support Carter Blood Care, 45 minutes of your time can save a life

 






3.  RE: Service Titan/ Wintac

Posted 08-18-2016 02:31 PM

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

 

Tom Monahan

President

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

 

 Tell us how we did!

 






4.  RE: Service Titan/ Wintac

Posted 08-17-2016 02:47 PM

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. 

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Ralph C Furr
Owner
All Temp Co.
Harrisburg NC
(704) 455-5742



5.  RE: Service Titan/ Wintac

Posted 11-08-2017 07:27 AM
Hi, I see it's been about a year now since you've been using Smart Service. Are there any issues with the program and with their customer support? Do you feel it was worth how much you paid for it?

We are looking into purchasing a service software but there aren't much discussions on Smart Service.

Any feedback would be great.

Thanks!

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Keith Iglesias
Zephyr Cooling Technologies
Barrigada
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6.  RE: Service Titan/ Wintac

Posted 11-09-2017 09:19 AM
We used smart service scheduling before we switched to Davisware for the paperless billing and techs using tablets. Smart Service was real easy to use in my opinion. The dashboard was built with blocks of time that made it very easy to view for time management, it worked well with Quikbooks. I do not recall any issues with their tech support.

As for the switch to Davisware with the remote field service, like all things it took time to adjust. We have had some "glitches" with RFS at times, but seems more tablet related than the program. Paperless billing is said to be the future, but not all clients care for it.

Randy Taylor
Bryan's Heating and Air Conditioning





7.  RE: Service Titan/ Wintac

Posted 11-10-2017 10:22 AM
​Keith,
We started using Service Titan about a year ago.  It was more cost effective for our size company than Service Titan.   Our service tech's
actually use a Smart phone for adding pictures, billing, looking up information.  We  researched  several systems before purchasing.
We have had some glitches, but that would be expected with a whole new system. It does interface with Quick Books and give us an
ability to look at past history of the client.  Billing is very easy and is paperless.  That being said, we have found that following up with
a paper invoice in the mail is the best way to avoid the "I did not get your E-mail", which actually happens a lot.

------------------------------
Curt Yaeger
President
Yaeger Services, Inc.
Orange CA
(714) 289-8337
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8.  RE: Service Titan/ Wintac

Posted 11-11-2017 05:25 PM
​Randy,
The software that I was referring to is Service Fusion  in my reply to the Service Titan discussion.

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Curt Yaeger
President
Yaeger Services, Inc.
Orange CA
(714) 289-8337
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9.  RE: Service Titan/ Wintac

Posted 08-17-2016 03:08 PM
We are Service Titan fans! We started with them earlier this year. They provide most everything we have wanted. They are  our second attempt to go paperless with mobile software. Techs use iPads in the field with instant updating in the office. System is updating at a rapid pace and most updates are optional. Feel free to contact me directly with any particular questions.


Thank You,

Josh Gerber
Echols Heating & A/C Inc.
85 Hanna Parkway, Akron, Ohio 44319
330.773.3500






10.  RE: Service Titan/ Wintac

Posted 08-20-2016 11:34 AM

We are also interested in service Titan.  Do you mind telling us what they charge monthly?  Thanks in advance. 

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Jeffrey GGne
President
Gagne Heating & AC, LLC
Alpharetta



11.  RE: Service Titan/ Wintac

Posted 08-22-2016 08:18 AM
They charge only for the field personnel making money for your company. We currently pay for 5 service techs in the field. All of our office users (dispatch, management, accounting) are no charge. I will not quote the price on here due to forum rules, but will say we feel it is a good value. It is higher than our last software, but Service Titan actually provides what we need and is constantly evolving into a better product. They are consistently exceeding our expectations!



Thank You,

Josh Gerber
Echols Heating & A/C Inc.
85 Hanna Parkway, Akron, Ohio 44319
330.773.3500






12.  RE: Service Titan/ Wintac

Posted 11-09-2017 09:19 AM
We have been on Service Titan for about 2 years and I would be happy to discuss our experience.

I believe there is a size of company where Service Titan is logical and the KPI's you will be looking at are worth the energy it takes to implement the program (and handle the cost).

If I can help anyone in this thread out I am more than happy to chat.

------------------------------
Josh Campbell
Owner
Rescue Air, LLC dba Rescue Air Heating and Cooling
Richardson TX
(972) 964-2665
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13.  RE: Service Titan/ Wintac

Posted 08-17-2016 03:08 PM

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.

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Jill Moreland
United Mechanical Inc
Ft. Myers FL



14.  RE: Service Titan/ Wintac

Posted 08-18-2016 10:59 AM

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

928-783-3331

928-783-1729 fax

Pray For Our Country

www.hansbergerrefrig.com

 

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15.  RE: Service Titan/ Wintac

Posted 08-19-2016 08:30 AM
We are also with Acowin. Ipads in the field and synced with QB. Implementation was more than I anticipated and could be our mature office staff had a lot to do with that. We are three years in and paperless. It's pretty great our technicians can collect and process credit cards on the spot and see service history in the field, job and call costing is real time. 

We are pleased with the product and tech support.

--
Martin Hoover
Empire Heating and Air Conditioning
783 DeKalb Industrial Way
Decatur GA 30033
office: 404-294-0900
www.empirehvac.com





16.  RE: Service Titan/ Wintac

Posted 11-08-2017 09:27 AM
We use ESC from Desco. I'm not great on computers so implementation has been a struggle, but that is on my end.  Support has been fantastic. They have since switched to Fieldedge. I would definitely go through their Demo.


------------------------------
James Warner
Owner
Warner Ventures LLC t/a J.C. Warner
Queenstown MD
(410) 758-2278
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17.  RE: Service Titan/ Wintac

Posted 12-08-2017 06:17 PM
We were on Wintac for 12 years.  Since we went away from them, they rebuilt their platform on SQL.  I do not know how well it is working these days...I believe it has been on SQL for ~1 year now.  You may also want to see if their field App retains data input by the technician if cell signal is lost.  I would also ask them about the reporting capabilities.

For Service Titan, I only did a demo with them.  What I can say is the program does a fantastic job with technician selling.  Although, I thought it was pricey unless you are only a couple folks and not looking to grow.  The annual recurring cost would have significant for us...plus you need to factor in the cost of QB and don'ft forget you will need to add on the inventory section of QB which is another fee.

If you are a company that is planning to grow and want to really track revenue and performance of the company as a whole, you may want to consider a larger enterprise software...which will be a very large upfront cost, but in the long run, it is worth it.

------------------------------
Richard Jones
President
Comfort Solutions, Inc.
Springfield VA
(703) 266-3678
Rich.Jones@ComfortSolutionsinc.net
------------------------------



18.  RE: Service Titan/ Wintac

Posted 12-09-2017 08:46 PM
I am beginning the integration process of Service Titan currently. To start, I must admit that I did everything I could to not like ST.  I thought that it was too expensive of a monthly cost, and that I may be better going with a large enterprise software.  What I learned after weeks of research is that nothing else compares and that an enterprise software will be outdated before it's broken in compared to the ever-changing platform of ST.  After changing my mind-set of the traditional software payment structures, I felt at ease going with ST.

They have some tools that are very special compared to the competition, and if these tools generate 1 more installation for me per month it covers the entire cost of the software.  This then allows the dozens of other ways that it is excellent to be simply bonus, even though I am confident they pay for themselves as well.

The most important thing I see when considering ST is the person that you are dealing with. They have a large sales team and each company I speak to gets different rates for integration and monthly fees, which is quite frustrating to be frank.  I worked with Ana Leyva, and she was a pleasure to work with. I know of other guys that worked with terrible "used car salesman" types.

Feel free to reach out with any more questions, and do not hesitate to call me on my cell -- 225-436-1912

------------------------------
Joshua Davis
Owner
AccuTemp Services, LLC
Baton Rouge LA
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19.  RE: Service Titan/ Wintac

Posted 12-09-2017 10:58 AM

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."

http://blog.sentrien.com/accounting-technology/how-to-create-a-business-requirements-document-for-your-software-purchase

http://blog.sentrien.com/accounting-technology/how-to-choose-a-vendor-to-implement-your-software

http://blog.sentrien.com/accounting-technology/what-is-the-difference-between-hosted-software-and-true-cloud-software

http://blog.sentrien.com/accounting-technology/how-to-calculate-return-on-investment-for-field-service-software

http://blog.sentrien.com/accounting-technology/how-to-calculate-total-cost-of-ownership-tco-for-your-software-investment



------------------------------
Linda Couch
Chief Operating Officer
Parrish Services
Manassas VA
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20.  RE: Service Titan/ Wintac

Posted 12-09-2017 01:11 PM
Marie,

Linda brings a lot of great points and I cannot agree more that selecting a software should not be driven by QB.

If selecting a software that "integrates" with QB, I would make sure that the information flows both ways.  The software we are currently using (and switching from) "integrates" with QB, however you can only track balances in QB...it does not update balances in the dispatching software...it is an absolute nightmare tracking revenue/balances for deposits and for our construction department that bills in phases.

In order for our service department to see outstanding balances, the software we are currently on would require us to pay for additional QB licenses for folks in the service department and give them access to QB.  Not only does this add additional license cost, you then have multiple people in your accounting software.  While I am sure there are parameter that can be set in QB, I prefer the dispatching software to just flag balances and keep everyone else out of the accounting section.

Other items to keep in mind is if you select a software that integrates with QB, check which program will be managing inventory (if you track inventory) and which one will run credit cards.  If you have to do inventory through QB, don't forget to factor in the additional monthly cost QB will add for the inventory module.  Credit cards processing is another overlooked point when selecting a software.  Some software programs will only work with the "boutique" processors.  These processors such as Intuit and Square make it super easy to take payments but they clobber you on fees.  If you are running install charges on credit cards, I would suggest making sure that the software will work with a processor that charges based on interchange rate....this alone can save you thousands a year.

------------------------------
Richard Jones
President
Comfort Solutions, Inc.
Springfield VA
(703) 266-3678
Rich.Jones@ComfortSolutionsinc.net
------------------------------