Meet the Team

plumbers

Lee F. - Service
Doug F. - Service
Shawn J. - Service
Dan F. - Service
John H. - Remodel
Kody F. - Remodel

management team

George S. - Owner
Clay S. - General Mgr
Mike K. - CFO
Allie P. - CMO
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#yell4george

WINTAC ANSWERS yes - can pay invoices, see history, see sites, add a job - web based browser; login with password and username yes - can make payments if using their merchant services yes - "summary field" / "divisions" are service, remodel, water treament / can't go to profit and loss report by truck yes - progress and aia billing yes - every customer at each location yes - "business field" works as "lead source" yes NO! cannot upload vendor invoices into WINTAC; totally manual process yes - most people outsource; current with support - not alot of feedback, not updated often, very basic, each employee can only put one account only; timecard feature / job time (billable) yes - track up to 60 inventory locations; yes - inventory counts work based off location (truck), revenue and inventory report to individual locations yes - prints for all with tag codes 99 and can print to forms no - does not link directly to any banks; can download file yes - setup as item yes - "task groups" stored work tasks yes - can go to division and job talk to cc talk to cc yes - just one billing location - but can have multiple sites yes - separate program - gps is truck specific - needs to be installed in each truck no - but can send default email confirmation day before yes - if on portal, they can pull up job and review it yes yes yes yes no - can export jobs to google maps yes - customer list, job site, vendor list, item lists, NO HISTORY IMPORT - TALK TO MATT ABOUT PRICING yes - if there's a match it will pop up yes - color is status of job - automatically updates as the guys update job status in real time yes - vehicle manager w notebooks and setup reminders for the vehicle; can pull monthly report no - cannot acces the portal without internet; browser based must have live connection no - no access to our data not sure - TALK TO MATT every year major updates, software updates on monthly basis not very often - TALK TO MATT Windows based reviewed TALK TO MATT yes - simple copy paste; print out of wintac no - balance sheet; no average cost yes - we input individually - TALK TO MIKE yes yes - system will auto update yes TALK TO MATT yes yes - can search by item code or description field; descrip 250 characters - 20 for item code yes yes no - can not hide item; can hide cost and price; cant hide specific item yes - upload by part number individually see above yes - task groups no custom but lots of functionality some can go to excel; all go to formatted text where we can copy/paste yes depends on how you run the report can do profitability by tech; no average revenue by job type; can run report for each job type then do the math see above sales tax tracked by job location yes yes no yes no auto warnings; shows balance up top, can also setup auto alerts yes yes - customer cannot see notebooks on their portal no there isn't - beginning balances will need to be entered in - print trial balance - add customers open invoices and open AP then run existing trial balance yes TAL TO MATT TALK TO MATT yes TALK TO MATT continues to work normall TALK TO MATT yes TALK TO MATT TALK TO MATT QUICK - 2 TO 4 WEEKS extras: AR/AP/Existing details
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