Home > Field Service Management Software > Jobber > Jobber vs Wintac

Jobber vs Wintac

Last Updated: November 18th, 2024

Our analysts compared Jobber 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Jobber is a field service management (FSM) solution designed for small businesses with under 50 employees. Tools like automated follow-up texts and emails, and route optimization, help field service technicians overcome common challenges like missed follow-ups and delays caused by traffic.

It's ideal for teams that want to improve their customer communication and satisfaction with on-the-way texts, job notes, saved payment methods and flexible scheduling. Key benefits include simplifying job management by automatically converting quotes into jobs (and then generating invoices), managing project expenses, streamlining payments and tracking employee time. Plus, it’s available in Spanish.

User reviews praise how easy it is to get started on the app, even without technical knowledge and how visually simple the design is to find what you need, from timesheets to schedules. In contrast, some users have experienced app slowness and lengthy wait times for customer support.

Pricing is broken into monthly or annual plans. It varies depending on the number of users and features:

1 user: $19/mo
Up to 5 users: $89/mo
Up to 15 users: $149/mo
Individual users can be added to any package for $29/mo

There's also a free trial for 14 days that doesn't require a credit card.

Pros

User-friendly platform
Easy Scheduling
Mobile-friendly
Friendly customer support
Easy invoicing and payments
Detailed reports and client histories

Cons

Limited customization
Time tracking only available on select plans
Requires internet connection
Limited integrations
Slow customer support response time

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.

$19 Monthly, single user

Free Trial is available →

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Tailored to your specific needs

$3,145 One-Time

Free Trial is available →

Get a free price quote

Tailored to your specific needs

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Mobile

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Documentation

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Knowledge Base

24/7 Live Support

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Product Insights

Simplify Job Management: Better handle your quotes, schedules, invoices and payments. Cut out redundant entries and errors by entering information once and seamlessly converting it from quote to job to invoice automatically. Attach notes.
Improve Client Relationships: Access client, job and billing details anytime, anywhere, enabling quicker answers to common questions and seamless information retrieval. Keep previous client info handy, including past quotes, jobs, invoices and billing history. Reduce no-shows with booking alerts and customer email confirmations.
Monitor Expenses: Manage project costs remotely by uploading receipts and ensuring timely record updates for purchased materials.
Streamline Payments: Streamline recurring work payments by automatically generating and charging invoices for completed jobs and using your client's saved credit card information.
Integrations:Handle payments and card details directly through Jobber Payments, or use available integrations with Square, Paypal Express and Stripe.
Track Time: Clock in and out on the go, leading to more accurate timesheets and payroll. You can also opt to track your employees' time with location timers automatically. GPS tracking additionally helps assign any last-minute jobs to the closest available technician.
Work On-the-Go: Coordinate with field staff, facilitate job updates, invoice creation and collecting payments in the field with iOS and Android apps.
Foster Improvements: Strengthen customer relationships and enhance performance by following each job with a thank-you and feedback survey to identify top team members and discover key insights for improving future jobs.

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.

Scheduling: Jobber automatically schedules jobs based on your preferences, including service descriptions, estimated prices and time durations. Save time by empowering customers to book appointments online. Facilitate better employee schedule management by specifying the earliest availability and buffer times.
Dispatching and Route Planning: Assign last-minute jobs to the nearest team member, reducing wait times and increasing fuel efficiency. After selecting your starting point, Jobber maps out the most efficient routes with GPS tracking. Stay in the loop with instant notifications and turn-by-turn directions for new jobs or cancellations.
Centralized Information: View on-site instructions, required job forms and checklists to avoid missed steps and ensure effective job completions. Add notes, photos and files to client profiles for future reference and to help build better customer support. Access salary guides to stay on top of current data by state, experience level and job title.
Calendar: Reschedule or reassign jobs with the handy drag-and-drop feature. Choose from five views and use color coding to organize and personalize your tasks.
Invoicing: Compile multiple jobs, then generate and send invoices with a few simple clicks via batch invoicing. Digital invoices are available to send via text or email. Personalize invoices with your branding, contact info and disclaimer. Reduce late or missed invoices with prompts for when it's time to send invoices, either after a visit, completed job or monthly. Send customers email or text follow-ups automatically to remind them of any outstanding invoices.
Payments: Enable online invoice payments that deposit into bank accounts within minutes, including on weekends and holidays, to help your employees get paid faster than with traditional checks. Manage customer relationships with access to previous quotes, job details and billing history.
QuickBooks Integration: Reduce double-entrees and streamline accounting with QuickBooks. Keep all data related to customers, timesheets, invoices and payments up to date.
Time Tracking: Track your time with the flexibility to clock in and out from anywhere. Ensure accurate invoicing and timesheets with automatic time tracking via location timers. Enable time-tracking reminders when workers approach job sites or client homes by setting location timers to reminder mode and start or stop timers with a simple tap.
Expense Tracking: Record expense dates, amounts and employee info. Use pre-built expense reports to simplify filtering, view payroll expenses and categorize them to identify spending patterns for planning future jobs. Capture and add receipt photos to your expense log on the mobile app. Reduce errors by automating reimbursable expenses and marking them as paid.
Team Permissions: Add, deactivate and edit users. Set up permission levels based on roles, including limited worker, worker, dispatcher, manager and admin to control data access. Customize user permissions settings to fit your needs.
Client Manager: Ensure your customer's info is always up-to-date with customizable client profiles. Access key details from the office or on the road, including job histories and communication histories like previous texts and emails.
Online Booking: Empower customers to book appointments online, including through social media. They can fill out a form for services they need, preferred time and date, and from there, jobs show up on your schedule. Set limits on service areas near you, your availability and the maximum distance you'll cover between appointments. Managers can also assign jobs to specific team members.
Job Forms: Streamline your work by completing job forms and uploading on-site photos for record-keeping. The app also guides you through every step of your workflow, including job instructions, checklists and customer follow-ups.
Client Hub: Provide clients with a self-serve portal for sending online work requests and checking, changing and approving quotes. Clients can track appointment details, pay invoices, add tips and share feedback via surveys.
Automated Communication: Reduce no-shows and frustration from miscommunication with customizable on-my-way texts and automated reminders and follow-ups. Templates are available to ensure your customer emails and texts are always prompt and professional.
Quote Management: Create professional, branded, customizable quotes right from your mobile device. Send quotes by email and text message. Clients can remotely view and approve quotes. Get notified when customers view quotes and automate follow-up emails or texts for unanswered quotes.
Credit Card Processing: Facilitate payments in-person or online for one-off jobs and automatically charge customers' saved cards for recurring jobs. For U.S. clients, there's also a Jobber card reader for in-person credit and debit card payments. The processing fee starts at 2.9% (and 30¢ per transaction).
Task Automation: Integrate with Zapier to automate routine tasks and foster a more seamless workflow with 1500+ web apps, including welcome emails via Gmail and getting feedback with SurveyMonkey.
Email and Postcard Marketing: Connect your client list with your Mailchimp account and streamline sending everyone emails and postcards (also helping reduce duplicate or missed messages from manually reaching out). Get assistance with marketing your services and reach new customer prospects via Facebook and Instagram ads.
Booking Assistance: With Google's Local Services Ads, new and potential customers can schedule appointments in your calendar through a Google search.
Reporting: Get over 20 built-in reports, including financial reports with projected incomes, transaction histories, invoice details, payroll and expenses. Export reports and automatically get them sent to your employees' inboxes.
Mobile App: Schedule jobs, create invoices and stay in the loop on schedule changes, client messages and booking requests with push notifications. Use the quick create menu to add new items and build client profiles, track expenses, and generate work requests, tasks and quotes, accessible from nearly every screen in the app to save time.
Chemical Tracking: Select your service address, specific job and the date and time to track chemicals. Add current weather conditions and additional relevant info as needed. Access a chemicals list to view all tracked chemicals and sort through your list by client, date or employee. Download reports via CSV. There's additionally a section for quick facts about chemicals. (Note: This feature is currently not available in the mobile app and is only available on select plans).
Business and Consumer Financing: Provide customers with financing options like monthly installment payments through Wisetack. Additionally, leverage Stripe to streamline secure quick payments at job sites or online.

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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Analyst Rating Summary

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User Sentiment Summary

91%

of users recommend this product

Jobber has a 'excellent' User Satisfaction Rating of 91% when considering 617 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)

4.53 (600)

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4.2 (690)

4.75 (17)

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Awards

Synopsis of User Ratings and Reviews

Getting Started: Generally, users found Jobber easy to set up and user-friendly.

Reduces Unpaid Invoices: Users found payment reminders helpful.

Customer Communication: Users enjoyed automated follow-ups for clients, reducing late responses and incomplete jobs.

Scheduling Flexibility: Users could easily add jobs and move schedules as needed, also enjoying the notes function for added transparency.

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.

Scheduling Limitations: The scheduling function left some users wanting more types to choose from, like bi-weekly or monthly.

Navigating the App: Some users experienced a learning curve when setting up payments.

Mobile App Issues: Some users experienced duplicate invoices when using the mobile app.

Customer Support Responsiveness: Some customers reported waiting days to weeks for resolution from customer support.

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.

Jobber, a popular field service management software, caters to businesses operating on the go. It’s suitable for small or medium sized teams and larger companies with dispersed technicians, though the pricing structure may be less ideal for smaller start-ups. Its standout features include online booking, automated reminders and follow-ups, scheduling, dispatching and route optimization. The software also facilitates email marketing through Mailchimp, enabling users to reach their client base effectively and even assisting in customer prospecting via Facebook and Instagram ads. Additionally, Jobber offers booking assistance through Google's Local Services Ads, allowing customers to schedule appointments directly through a Google search.The mobile app enhances flexibility by allowing users to schedule jobs, create invoices and stay updated on schedule changes, client messages and booking requests with push notifications.Users commend Jobber for its user-friendly interface, effective payment reminders and scheduling flexibility. However, some users report drawbacks, including limitations in the scheduling function, a learning curve, duplicate invoices and delays in customer support responsiveness. Additionally, Jobber is more expensive than some of its competitors.Overall, Jobber is a comprehensive FSM solution providing a range of features for efficiency and better customer communication.

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.

Screenshots

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FAQ

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