WinTeam Erfahrungen

Great software to run my entire business

Kommentare: Overall, Winteam has helped me streamline my back office, while also controlling things in the field. It has saved me money by allowing me to in-house payroll and by preventing the timecard errors we used to have when our employees were filling out timecards by hand. The alert system allows me to know if a building is not being cleaned, so that one of my supervisors can handle the issue before the customer opens in the morning, so that we never have a client going without service, even if their regular cleaner can't get there.

Vorteile:

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.

Nachteile:

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!

RCS

Vorteile:

The modules are laid out very similar so it makes it easier for set up. The system makes it possible for many people in the organization to have important information at their fingertips. The reporting functionality is pretty good. We especially have liked the ease of payroll with timekeeping and different pay rates. The ability to do alot of customization has been both a pro and con. We have figured out many ways to customize the software for several areas of our business to have benefits.

Nachteile:

Ehub frequently has issues. Many of our end users are not tech savvy so it causes a lot of training issues. Updating to GL for all transactions can be tedious. Reporting is pretty good but paying extra for BI has made a big difference. It would be nice if that was just included in the software price. The ability to do a lot of customization has been both a pro and con. It dies often make more basic processes more difficult than they need to be.

WinTeam Review

Vorteile:

Customer Service was easy to connect with at all times.

Nachteile:

It was very difficult to use, too many problems constantly. They charged for everything including trainings constantly. WinTeam would take months to fix issues if they fix it at all. Not user friendly. Reports were bad and you are not able to pull reports of every field you enter data in.

Payroll made easier

Kommentare: I love their customer service - they have an excellent response team to help with any problems that arises. I also like the Software Academy where I can log on at anytime and teach myself how to use a module or learn how to do something I have not done yet.

Vorteile:

WT Software has made my job with payroll so much easier - we went from paper time cards to a much more accurate way to provide information and a time saving process of collecting the data

Nachteile:

I came from a QuickBooks background and I did like that I could produce a Form 940 and 941 from the system - it's a feature that I would like to see from WT

WinTeam

Kommentare: Business Intelligence option in a game changer for date reporting and analysis WinTeam is only as good as the work you put into it, garbage in/garbage out. The initial set up of things is cumbersome but if you take the time to do it right then day to day use is worth it. Customer Support and WinTeam employees are top tier

Vorteile:

The amount of date you can get out of the system and its ability to be more customized and tailored to our business needs

Nachteile:

Canned reporting sucks. AP module hasn't been improved in many years. Many of the modules do not talk to each other causing duplication of work.

Winteam has helped us keep everything together

Vorteile:

That all facets are available in one place and work together. AP, AR, payroll, timekeeping, scheduling, inventory.

Nachteile:

Would like more reporting to be standard with the product.

WinTeam Performance

Kommentare: My overall experience with WinTeam has been pretty positive.

Vorteile:

What I like most about this product is that it is intergrated with our ATS Kwantek.

Nachteile:

What I like least about this product is the outdated look.

Winteam

Vorteile:

WinTeam is easy to use, as well as well supported and easy to integrate with.

Nachteile:

Features available in the UI are not all accessible via API

One system for everything

Kommentare: We started using Team when before we were using 3 or 4 different programs to conduct business and keep track administratively. We often had to enter data 2-3 times. We had spreadsheets that worked well enough but to was all a bit clumsy and overly redundant, not to mention prone to error. We’ve used Team for about 6 years now and now everything “talks” to each other- payroll integrates with work tickets, benefits are programmed in, we can track for bonus metrics without a separate system, etc. We can compare financial projections to actuals and have control of our P&Ls. We love it and keep learning more that we can do to make our business more efficient.

Vorteile:

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!

Nachteile:

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.

Does what is supposed to, but could do a lot more

Kommentare: As an HR Manager I use this daily. There is a "Help" section, that isn't helpful with such a customized product

Vorteile:

It integrates with our Applicant Tracking System to easily import new hires. There are a lot of report functions that are very useful in looking at overtime, birthdays (we mail cards), attendance, and much more that are used weekly by the HR team

Nachteile:

There are some integrations WinTeam cannot do that would be useful. Some are just too expensive to integrate, which feels crazy given the size of our account and what we already pay them. But the W4 change from 2020 took them 6-7 months to figure out how to properly integrate

WinTeam Purchase

Vorteile:

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.

Nachteile:

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.

Overall Satisfaction

Kommentare: Overall I like the ease of the system, I like be able to shoot reports to Excel format and I like the Grid View and the ability to delete unnecessary columns and tweak my reports as needed.

Vorteile:

I like that you can several tabs open at a time and depending on the amount of users I can have multiple company databases open as well. I find the overall software easy to use. I jump from A/R, A/P, Inventory, Job costing, Human Resources and payroll daily and find that I can get virtually anything I need from multiple reports.

Nachteile:

I don't like the way it sorts numbers. It doesn't sort sequentially it sorts by digits. For instance, my inventory codes will sort 10099 and then it goes to 101, 1010, 1011 and so on. After 1019 it goes to 102, 1020,10204. It sorts based on the value of each digit. This makes it difficult to find inventory items when you have a large warehouse database.

WinTeam pays for itself

Kommentare: We are able to control employee payments and also making sure the clients are billed. All hours are accounted for. We were able to reduce overtime by monitoring the hours worked by the officers and how adding shift affected them and how we can change schedules. One of the best parts is being able to map the officers home and distance from a post and directions to get there.

Vorteile:

Connectivity of all departments between payroll, scheduling, operations. Being cloud based allows us to work from anywhere at anytime as well. Great customer service.

Nachteile:

Originally the fact that it was cloud based scared us, but we were wrong. What I wish would be better is that some aspects of the software prevent you from working on different screens at the same time.

WinTeam for Workforce management

Kommentare: Win Team is like an onion, just when you think you have mastered the system you discover another better/faster way to get to the results.

Vorteile:

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.

Nachteile:

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.

Great Support

Kommentare: It has been great, all the support is very friendly and fast.

Vorteile:

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.

Nachteile:

I would like to have more filters when pulling out reports

Winteam

Kommentare: I am solving the schedule problems that we had in the past using the e-hub for our supervisors to schedule their guards and the post watch to keep tract of when our employees call in.

Vorteile:

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.

Nachteile:

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.

Why WinTeam Works for Me

Kommentare: The interlinking of workforce management, accounting and customer relations.

Vorteile:

I was able to move from three independent software programs for workforce management, accounting and customer satisfaction that did not communicate with each other to WinTeam that does each of these and each area internally communicates with the other. This is a big WIN for my TEAM.

Nachteile:

Complicated to set up. It takes a lot of time to get the information data entry into the system.

Works for it's purpose

Kommentare: Winteam is a tool that would be good if you are scheduling on a weekly basis but it's downside is the monthly feature, you need to scroll on a weekly basis only

Vorteile:

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

Nachteile:

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

Winteam

Kommentare: We are providing gross margin reports for each site and we are able to accurately allocate all of our labor and other direct costs.

Vorteile:

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.

Nachteile:

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

WinTeam

Kommentare: The ability to manage all areas of the company from operations, accounting, compliance and employees.

Vorteile:

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

Nachteile:

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

Great all in one product

Vorteile:

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.

Nachteile:

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.

Great Program

Kommentare: My experience with TEAM has been a good one. We have grown so much in the last few years and the software allows us to grow without adding more office personnel and more programs.

Vorteile:

The program includes so many things that you don't need to use any other programs.

Nachteile:

There is so much that everyday I can find new things that I can do in the program, but it takes some research or a phone call to customer service

WinTeam

Vorteile:

Very user friendly. Includes everything needed for our business regarding scheduling, AP and AR.

Nachteile:

I have very little to complain about. We wish that the Payroll processing included additional features and was more like a Payroll Processor. We are actually looking at using an outside vendor for our payroll and taxes.

Software that makes my day to day life much easier

Vorteile:

I think one of the best things about WinTeam is its user friendly interface. The reports I am able to run help me with scheduling and payroll on a daily/weekly/monthly basis.

Nachteile:

My only complaint would have been the lack of information shared from WinTeam to EHUB. After attending the conference this year I learned about the ways the Team is making those two systems run together. We've already implemented a few different things we saw at the conference!

Need for customer portal

Vorteile:

Easy to use. Ability to run a variety of reports.

Nachteile:

Lack of customer centric portal. Customer should have a level of access to view certain items such as schedules. Also need something web based now that work from home is a norm.