WinTeam

Avantages

Kwantek has been a great tool for us, the number of candidates we receive and the easy way to import candidates has made our day easier.

Inconvénients

I would like to have more filters when pulling out reports

Avantages

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.

Inconvénients

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.

Avantages

After we figured out the payroll benefits, it is great now. We had a very rough start on it but learned a lot in the process. Completing the billing and also the ability to email invoices automatically on creation is awesome. You just have to make very sure you do things exactly or it is a mess. I finally learned an easy way to reprint invoices just last week.. Auditing is a breeze in Winteam.. Very easy to trace things all the way through.

Inconvénients

Our training 6+ years ago was abysmal. We ended up having to muddle our way through and figure things out on our own for the first year or so. Then we were offered additional training, but had most of it conquered by then. This caused us to do a lot of double work and all.. I still do not like the Other Billing portion, it requires a lot of manual work. And I don't like the limited invoice customization available. I am still having to do some invoices manually in Excel. Invoice Entry can still use some modifications also.

Avantages

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.

Inconvénients

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!

Avantages

We chose WinTeam because of the individual modules for critical company functions that flow into each other for a comprehensive overview of the entire company, or any particular department.

Inconvénients

Some functions remain clunky and time-consuming, particularly the Insurance Benefits module, to the point where we use our insurance vendor's portal for tracking and reporting. We don't use the Inventory module any more either because the benefit of the module to us did not compensate for how much data entry and maintenance was involved.

Avantages

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

Inconvénients

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.

Avantages

The Payroll, A/P, and A/R Modules are great!

Inconvénients

I feel the notifications in TeamTime could be simplified, we have had issues with this since day one and still continue to have issues. Also, on the call review log it should attach the facility to the phone instead of just showing the phone number (example: 304-253-0800 TNCC). There should also be a report that could be printed daily that shows just facilities that were not clocked into at all for the previous night . Our former timekeeping software gave us all these features and in our industry that is a very important piece to making sure our clients are taken care of on a daily basis. It's more efficient to call a client first thing in the morning if a facility hasn't been cleaned rather them calling us because we weren't aware.

Avantages

That is had both HR/Timekeeping/Accounting in one package. the one we were using did not have everything we needed, so we were using 2 softwares.

Inconvénients

Not all modules are the same. If I am able to double click on one module, I might only have to click once in another module.
Drop downs are not consistent from one module to the next.

Avantages

The software covers many aspects of our business. We use it daily, we learn something new about it often. They update and add features often. Sometimes keeping up with them all is tough.

Inconvénients

As a small company that has been with them for a long time we are not able to find room in our budget to utilize all the new features. I am working on it because they may pay for themselves if we use them fully.

Avantages

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.

Inconvénients

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.

Avantages

I like that in Team everything is down to Job level; We are able to get a detailed report of each job for the customers. Payroll is very easy to navigate as well. There is plenty of reports to choose from to get all the information needed. I like the fact that I can manage Obama Care right in the software - it is a lot of work to assure all the information is correctly captured and reported but it is all in one place at least. I like that we have all functions connected into one software; integration was a big deal for us to make this switch. Customer service is awesome as well. There are lots of functions that we are still learning about but is definetely a very powerful and promising software.

Inconvénients

I did not like that I cannot import and export like we used to do in old software. Also, one of the drawbacks for payroll department is that liabilities cannot be paid directly out of the Team. Lack of ability to attach files is frustrating as well (even though this and many other functions can be added for an extra fee). Third party add-ons can be expensive sometimes. Would be nice to have reminders of due dates for liability payments as well.

Avantages

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.

Inconvénients

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).

Avantages

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.

Inconvénients

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.

Avantages

Our company has been using WinTeam since 1989. It provides data and information to grow your business and make each job profitable.

Inconvénients

I wish BI and WinTeam were more integrated to allow for easy creations of reports and access to various information across data tables.

Avantages

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.

Inconvénients

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.

Avantages

I love that Winteam designed a software specifically for my industry. From estimates & scheduling to timekeeping, payroll and invoicing, and even benefits management tools, this software can handle every aspect of my commercial janitorial company.

Inconvénients

I would find it very helpful if all reports were able to be printed. Not only do I find it a bit difficult to design custom reports, but some things simply cannot be printed. Also, the accounting piece is not as simple as something like Quickbooks. I can really drill down into the nitty-gritty of every aspect of my company, but I need my accountant to help me do it!

Avantages

We can use one software for everything and it all talks to each other. Also, we have been able to go from paper based to electronically based- completely! No more timesheets. They clock in with the phone. The list goes on!

Inconvénients

On the accounting side- everything we need is there but it’s a lot less automated than say quickbooks as the software as a whole is not an accounting software. Just takes some time to learn.

Avantages

Flow of operations, support from Omaha,

Inconvénients

Pop up when entering invoices- cannot open multiple reports at one time

Avantages

WinTeam gives you the ability to combine Payroll, AR, AP, GL, QA, and Scheduling all in one place. It's customer support is very knowledgeable and helpful each time I have to use them. Timekeeping is made easy via eHub by TEAM.

Inconvénients

There are some features such as Work Scheduling where a large portion of their functionality still reside in the main WinTeam database which is a less "user friendly" interface for those who don't use it everyday.

Avantages

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

Inconvénients

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 envisagées 

Pourquoi passer à WinTeam

Avantages

I like that the payroll is managed all within the same system and ties directly into the jobs. Also customer service is always available and willing to help.

Inconvénients

Losing the printers connection way too often. The inventory for the distribution side of our business does not track and update as with other systems.

Avantages

WinTeam is easy to use and is a great all in one software. The various security settings are great for setting up the appropriate access for users.

Inconvénients

The Citrix login is cumbersome. It is difficult when the system is updating and in comes down for hours. We have 24 dispatch center that gets interrupted when this happens.

Avantages

integrated package with a mobile platform that ties payroll with accounting functions.

Inconvénients

Lack of HR package and the partner is not a viable solution. Platforms need to be updated with emphasis on user ease with analytical capability in all applications. BI is not a solution and requires the software provider to work with users to develop analytical reports. Of course that is also an opportunity to charge the user additional fees for something that should be part of the package. This is very yesterday in feel and use. Other software platforms are more robust and have many more features as a standard.

Avantages

I like that the company takes into consideration what the users want and need for their businesses to run smoothly and put it on the path to developing the software even more. The ability to create custom reports and meet with a trainer if you need assistance on any module or setting up a new feature it great! The eHub app is a very useful tool for employees and supervisors to use in the field.

Inconvénients

Citrix. This is an extremely "clunky" platform and can be difficult to navigate especially when trying to save reports as the server is hosted elsewhere.

Avantages

Overall Winteam is easy to use. The modules that we use are essential to our business and work for what we need. The help desk is easy to work with as well.

Inconvénients

The only thing I'm not a big fan of is exporting reports into Excel. The P&L does not come out in a usable format.

Avantages

Winteam has a lot of functionality and can handle a lot of our data. In the past year, Team has really made strides in new product development and customer service. The most note worthy enhancement for me was the new AR module with future invoice pricing.

Inconvénients

The product is not user friendly. Several processes that should be automatic take a lot of setup on the back end in order to implement. When you call customer service you can get multiple opposing answers to the same questions from different support members. When new modules or features come out there is no training. It would be great if they had a webinar to go through best practices on a new module. It often feels like we are alone in implementing features.

Avantages

It is a great help in organizing and ensuring managers and supervisors maintain appropriate and efficient staffing.

Inconvénients

Mostly minor things in setting up schedule pages to better fit the way we use them, but overall it does the job. It can just be frustrating at times , especially if you don't use a function every day/week and you have to remember how to set something up as it is not necessarily intuitive for a non tech guy

Avantages

I like that everything we do is in one program from accounting to payroll to schedules and work requests.

Inconvénients

I wish it was a little better on the data entry side where you don't have to use the mouse quiet as much. I would be easier if you could tab from field to field.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

Job Costing. all encompassing, reporting

Inconvénients

Challenging to implement and learn. Once an invoice is posted, difficult to make a change to the invoice.

Avantages

the ability to work with developers to modify the software

Inconvénients

alot of areas of the software are not tailored to my business, I feel like whoever created the software does not fully understand our industry. more effort need to be made to really understand what we need so and for it to be implemented without cost to use. I do not like the idea portal/do not have time for it.

Avantages

WinTeam is a powerful tool for managing human resources. It is so much more than a scheduling tool. I use it to track time off, absenteeism, experience, and certifications. We also use it to track revenue and generate invoices.

Inconvénients

Most tools are easy to access, but others like displaying the number of hours worked or scheduled by a specific employee can require multiple steps in order to display the data.

Avantages

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.

Inconvénients

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.

Avantages

I like the fact that you can use WinTeam software to run your whole company. Only one software for all the departments such as HR, Accounting, Schedules, Payroll etc.

Inconvénients

There not to much that I lease like but what I like and don't like make be something totally different for someone else. We all have our preferences.

Avantages

It is very dynamic software and we really like that it’s an all in one piece for our business.

Inconvénients

It can be a little overwhelming at implementation. And the screen font view is capable of being made larger for easy viewing on screen. That can be a tad frustrating.

Avantages

La fácil aplicación del sistema, muy accesible para las personas

Inconvénients

No puedo quejarme de este software, ya que es buena herramienta para mi trabajo

Avantages

I like how it links different areas of an organization in just one software.

Inconvénients

I feel that there should more options when creating a report in order to receive detailed information to suffice different user needs.

Avantages

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

Inconvénients

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.

Avantages

Scheduling of staff is optimal for our business

Inconvénients

Additional HR features would be an improvement, although Team has been improving the HR module more recently

Avantages

It gives me the ability to pull detail payroll information to respond to requests and file reports. It has enabled us to provide detailed financial reporting for multiple sites as well as running general ledger detail reports.

Inconvénients

It is a little hard to find the underlying detail for certain general ledger modules.

Avantages

Winteam is a good scheduling tool to ensure that your employees are in compliance with the requirements of a site

Inconvénients

it does not have a feature where in you can see the whole month of schedule for a single employee. YOu can only see on week to week basis and not for the whole month

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

Training, when in a training class they can log onto our system and show you the how to's on the subject/module you are using

Inconvénients

Would like to have more training sessions with no cost, also some of the reports are missing information that is needed and or to extend to have more information put in

Avantages

Export features on all reporting is easy to use. The Grid function is the best.

Inconvénients

Global bill rate update is non existent unlike the pay rate update.

Avantages

Amount of options for inputting data and pulling up reports

Inconvénients

Extremely hard to train any employees to use this software and would almost avoid it 100%. I use the example of Winteam is a computer programmers software if you were training the average person.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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