WinTeam is a holistic financial, operations and workforce management solution for cleaning and security contractors in North America.
It's relatively easy to use, lots of integrations with various applications. The software works well and functions cleanly.
And I don't like the limited invoice customization available.
Filter reviews (119)
Filter reviews (119)
Great software to run my entire business
Comments: 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.
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.
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!
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.
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.
Look for other updated solutions
Comments: It has been a nightmare working with the WinTteam product, from integration to training new bookkeepers on the system. With the extra hour that we pay people to figure out the WinTeam software, we could afford to spend 2x the software price on something good.
It is an industry leader and and integrated solution where in theory, it can be the only software a cleaning company needs.
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.
Payroll made easier
Comments: 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.
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
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 has helped us keep everything together
That all facets are available in one place and work together. AP, AR, payroll, timekeeping, scheduling, inventory.
Would like more reporting to be standard with the product.
Comments: My overall experience with WinTeam has been pretty positive.
What I like most about this product is that it is intergrated with our ATS Kwantek.
What I like least about this product is the outdated look.
WinTeam is easy to use, as well as well supported and easy to integrate with.
Features available in the UI are not all accessible via API
One system for everything
Comments: 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.
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!
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.
TEAM software is our best tool
Comments: TEAM support is awesome, they go above and beyond. TEAM is always listening to our ideas and making improvements. The software itself puts all of our data in one place and makes it easy to pull out key metrics to help us run the business. Labor hours actual vs. budget, overtime management, job profitability, and the list goes on and one. A huge number of custom data fields allow us to track what’s important to our team.
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.
That it’s still Citrix-based but they are working on moving it.
Does what is supposed to, but could do a lot more
Comments: As an HR Manager I use this daily. There is a "Help" section, that isn't helpful with such a customized product
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
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
Overall great system
Comments: I'd love to have more control / functionality through web, mobile or app versus having to use Citrix to access birthdays and other 'minor' task related information.
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.
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).
WinTeam User for 11 Years
Comments: WinTeam is essentially another member of our finance team. It comes to work with us every day. The customer support team is excellent and we have a voice in future product enhancement. This isn't software that you purchase and never hear from again. They are partners in helping to strengthen and build our business.
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.
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.
Great software with some room for improvement
Comments: The program is very good and gets better. The service is always fast and they know their stuff. The limitations for us are in not being able to use some of the newest features du to cost.
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.
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.
User Friendly and Wonderful Customer Service
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.
My only con is the OT calculations are limited to 15 day periods for reporting.
Comments: It's a good system for capturing employee data. Would like to see a more robust report writer.
It is user friendly and easy to move around in. Entering data is very simple. Onboarding new employees from Kwantek is a plus.
Not history driven so any date can be used without reason. The benefits portal is not very user friendly and very hard to figure out. Doesn't have a way to fix data entered wrong. Reports are not easily produced within the system itself. Haven't experienced using the BI module yet.
We Chose WinTeam
Comments: We now have very accurate job costing reports that help us drive daily business decisions. The software is very customizable and the support you get with it is unparalleled. We are confident that we made the right chose when choosing TEAM.
It is very dynamic software and we really like that it’s an all in one piece for our business.
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.
Comments: This software has been very helpful for our organization; however as mentioned on my previous paragraph I think there is some room of improvement specially on the reports. But in general we feel comfortable with Winteam and would like to keep working with it in the future.
I like how it links different areas of an organization in just one software.
I feel that there should more options when creating a report in order to receive detailed information to suffice different user needs.
We have used Team Software for the last 25 years and our business has grown phenomenally over that time. Team is a cost effective solution for Scheduling, timekeeping, payroll, billing, and general ledger functions.
We have found tremendous value with Team as a partner through many of our growth spurts and changing business environment.
Scheduling of staff is optimal for our business
Additional HR features would be an improvement, although Team has been improving the HR module more recently
Works for it's purpose
Comments: 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
Winteam is a good scheduling tool to ensure that your employees are in compliance with the requirements of a site
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 is a solid ERP for companies in the janitorial and security services industries.
Comments: The team at WinTeam is committed to their customers and they are always willing to help to ensure that customers are successful using the system.
There is a lot of native functionality that is specific to the janitorial and security services industries. The application is very robust.
The system can be difficult to navigate. There is a lot of functionality and it takes some training and investment to figure it out.
Comments: 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.
The program includes so many things that you don't need to use any other programs.
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
Great all in one product
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.
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.
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.
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.
Comments: Very good. Great support with knowledgeable staff. Most questions can be answered with online help. So easy to use that help is rarely needed.
Winteam is very easy to use and new employees can learn it quickly
The software is a little outdated - it should be updated to a more modern look and feel
Since we started using WinTeam (2007) we have grown to utilizing almost every aspect/function of it. WinTeam has made running our company more efficient than every before!
We could be trained more in modules we don't use regularly.