WinTeam Reviews

Pros

Full integration of field operations and back office accounting, HR, etc. Everything we need is in this one software engine. Integration to EHub allows our field manager and employees to have data and documents at their fingertips and all in one application.

Cons

That it’s still Citrix-based but they are working on moving it.

Pros

The best thing about WinTeam is that it was designed with facility services companies like ours in mind. We've used the TeamTime component for well over a decade and decided to implement the accounting, job costing, and other related features in January 2019. It makes invoicing for recurring services so easy! And our job costing and financial reporting is now both timely and accurate - not something we could always say before we switched. The software is forgiving of user error, and if you need help, customer support is easy to reach and will stay with you until you gotten all the help you need. I can't imagine a facility services company could be happier with any other software out there.

Cons

The only real complaint I have about WinTeam is that it doesn't allow you to change the format of the AR invoices. All invoices have columns for "Description," "Quantity," "Unit of Measure," "Price," and "Amount." Because the overwhelming majority of our invoices are just on monthly charge for janitorial services, it would be nice if they had an invoice format that didn't have the "Quantity," "Unit of Measure," and "Price" columns. Also, the software is not "intuitive." You're probably not going to be able to log in and just figure out how to use it on your own; however, it is very easy to learn and TEAM will provide as much training as you need to master it. I also highly recommend sending at least one user to the TEAM conference. It's a fun time, and you learn so much while attending!

Pros

It is an industry leader and and integrated solution where in theory, it can be the only software a cleaning company needs.

Cons

The software is very cumbersome to set up, not efficient to use, and it is very difficult to get the simple data reports out of it. There are some good service representatives, but it seems the help from different people often contradicts each other. Upon leaving they try to hold your data hostage and charge an exorbitant about just to see historic information.

Pros

I enjoy the simplicity when it comes to navigating certain aspects of the system. I also enjoy finding out new ways to complete tasks more efficiently and sharing with the rest of my team. This software has helped save hundreds of hours when analyzing and entering data.

Cons

There were a few things that felt like they were finished half way before the software was released. For example, the PO and AP Invoice sections need to be linked better to let you know when a PO already has an invoice and when the PO has been fulfilled to avoid going over the PO amount. Similar to the AR Invoice Review tab, there should be a way to review what invoices are under that PO and the amount remaining, invoiced and over/under when the PO has reached its expiration date.

Pros

Love the reporting and tracking capabilities. The most useful reports in my job are the job costing and hours variance reports.

Cons

Cumbersome and often unintuitive to navigate. I know t has the capacity to deliver many useful metrics, but I feel I'm missing out due to an inability to run them or even know that they exist. (Customer support is awesome in helping overcome this though).

Alternatives Considered

Reasons for Switching to WinTeam

Pros

We really enjoy the platform especially the personnel scheduling- it allows us to get a grasp on our profit and loss for each facility we service. It allows us to compare our actual dollar per hour we charge out with what we pay our employees. Secondly, we are strong users of the work scheduler. The ability to ticket our work orders and to close them after has definitely helped our company to become more deficient and effective at servicing our clients.

Cons

I can really only think of 3 cons- the inability for our work tickets to print in Alpha order. The second con would that there are not as many keyboard shortcuts as I would like. When I call into customer service for software support- it always feels like they are in a rush and not always happy to hear from their client.

Pros

All modules in one place is very important to us. We love having the ability to drill down from the general ledger to the source whether it be fixed assets, payroll or invoices. The software itself is very easy to use and learn quickly.

Cons

Employee module could have additional features added. PTO requests and once approved that it populates the timesheets. Expense reporting by the employee that populates their "other comp" for that payroll check. Change of status form that allows management to update an employee file and notifies HR and Payroll once done - items like status change, rate change and job change.

Pros

The integration it gives us. Having Finance, HR, Operations & Payroll reduces error significantly and increases efficiency dramatically. It has allowed our company to scale fast for our clients year over year.

Cons

New features take a while to make it into production and there is a learning curve in terms of usability so training new team members can take some time.

Pros

This software has solutions for anyone in the building service contractor or security contractor software space. The software is built on an older framework but is extremely powerful. It is invaluable for running our building service business. Their employees are a true joy with which to work.

Cons

The software is built on an older framework that can be a challenge to get new ideas pushed into.

Pros

The software is mostly intuitive and straightforward. Plus TEAm Software is constantly driving to improve and add value to the system.

Cons

It can be tedious to set up the background functions, but once they're 7there you're set.

Pros

I love being able to pull P&L's per job / customer with just a couple clicks! Having all information in one software makes it very nice.

Cons

For some of the tasks, there are a lot of clicks to get to the answer... There are also some inconsistencies in report criteria (some I can pull by Region / Tier, others I can't and have to use Supervisor which is very inaccurate).

Pros

The job costing capabilities of WinTeam are very robust. Sorting and filtering for reports is only limited by your imagination. The employees at WinTeam are actively working to make their product better and the customer is uppermost in their mind.

Cons

While there are product enhancements that would be helpful, there is no need to pick apart each module and give a wish list of changes here. I have used the software for 11 years and every year sees new innovation and product improvement.

Pros

You can run almost every facet of your business in this program. They allow for one system to track business payroll, payables, receivables, and if you use it budgets, overhead, accounting reports, etc.

Cons

Some of the features have a cost associated that we are not able to work into our budget. Some things you would think should be easy to do, like print invoices with payments received on them automatically is not an option.

Pros

My #1 pro for Winteam is the outstanding customer service our company receives. No matter what the problem, if I've ever had an issue, it has been solved or addressed the same day. I also learn tips and tricks from the customer service folks every time I call in. I've come to realize, if you think there is a better way to do something, just call in and ask because it probably already exists.

Cons

My only con is the OT calculations are limited to 15 day periods for reporting.

Pros

Love the support from Team Software. Whenever there is something I need to understand further, the team is prompt to assist and I typically learn something new with each call. There are regular updates and great communication.

Cons

There are so many features and I feel we would benefit from requesting regular training or review periods, the issue is on our end not WinTeam. I am sure we are not even close to using WinTeam to the full capacity and are missing out on amazing short-cuts and tools.

Pros

At the Corporate Office we utilize this program daily. Our Admins in all regions utilize this daily, as well.
WinTeam is used in almost all aspects of operations.

Cons

Citrix printing take more time out our work than it should and wish this feature could be fixed. Equipment tracker needs to be improved and I have sent recommendations on how this could be better.

Pros

It has a lot of features that work specifically with our industry and the customer support has been good.

Cons

I feel like I am limited on certain things I can do in our sales and work tickets processes. I also don’t like how you can’t use the CRM side of it offline because we don’t always have good cell service.

Pros

Ongoing enhancements keep the product up to date with current industry trends as well as labor trends. Full service makes integrating solutions easier

Cons

Can be somewhat cumbersome to use and after long term use, transitioning our original set up to be able to work withing the newer modules and features is prohibitive.

Pros

It does everything my company needs it to do and then some. The support team is prompt, kind and very fast to get you the help/answers you need.

Cons

Having the ability to track changes and who made the changes could be better

Pros

There is a lot of native functionality that is specific to the janitorial and security services industries. The application is very robust.

Cons

The system can be difficult to navigate. There is a lot of functionality and it takes some training and investment to figure it out.

Pros

It is a very comprehensive software, with everything included, from financial control, payroll, to front line information.

Cons

Needs a lot more flexibility ehen usisng the sales tracking module.

Pros

Searching relevant datas to the jobs that we are currently providing our clienst and giving to employees

Cons

upgrade the look of the system to be more engaging

Pros

I like how you can double click on blue fields and drill down.

Cons

I don't like that pictures cannot be added to work tickets and flow through to invoices.

Pros

Winteam is very easy to use and new employees can learn it quickly

Cons

The software is a little outdated - it should be updated to a more modern look and feel

Pros

It is the best BSC software package out there. To have all of the software needs under one roof and not have several systems to accomplish the task is quite helpful.

Cons

Large learning curve for employees.
Needs improved Customer Support
Expensive