WinTeam

Who Uses WinTeam?

We serve janitorial and security contractors with distributed workforces.

What Is WinTeam?

WinTeam is a holistic financial, operations & workforce management solution for cleaning & security contractors in North America. Includes accounting & financials, analytics & reporting, HR, compliance & benefits mgmt, payroll, job costing, work/people scheduling, quality assurance & inventory mgmt. It has employee & customer self-service plus time & attendance tracking. Streamline processes, connect back office to field ops & pinpoint profitability by site. Best fit for 100 employees or more.

WinTeam Details

TEAM Software

https://teamsoftware.com

Founded 1989

WinTeam Modules
Quality Assurance Report
Workforce Scheduling
HR Compliance
Work Ticket
WinTeam video
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WinTeam pricing overview

WinTeam does not have a free version.


Starting Price

Not provided by vendor

Pricing Details

Contact TEAM Software for pricing details.

Free Version

No

WinTeam deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

WinTeam Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customisable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

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  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Processing
  • Collections Management
  • Contact Database
  • Credit Card Processing
  • Customer Statements
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Discount Management
  • Document Management
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Online Payments
  • Order Management
  • Overpayment Processing
  • Partial Payments
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
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  • API
  • Access Controls/Permissions
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  • Activity Tracking
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  • Attendance Management
  • Attendance Tracking
  • Audit Trail
  • Automated Scheduling
  • Biometric Recognition
  • Biometrics
  • Calendar Management
  • Clock In / Out
  • Compliance Management
  • Customisable Reports
  • Document Management
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Scheduling
  • Employee Self Service
  • Employee Time Tracking
  • FMLA Administration
  • Leave Tracking
  • Mobile Access
  • Multi-Location
  • Overtime Calculation
  • Payroll Management
  • Project Time Tracking
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Self Service Portal
  • Sick Leave Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Requests
  • Time Tracking
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workflow Management

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  • Contingency Billing
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  • Customisable Branding
  • Customisable Invoices
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  • Customisable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
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  • Tax Calculation
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  • Client Portal
  • Contact Management
  • Customer Database
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  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Marketing Automation
  • Order Management
  • Performance Metrics
  • Point of Sale (POS)
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
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  • Real Time Reporting
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  • Automated Scheduling
  • Availability Management
  • Booking Management
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Class Scheduling
  • Collaboration Tools
  • Colour Codes/Icons
  • Customer Database
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Employee Management
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Facility Scheduling
  • Mobile Alerts
  • Multi-Location
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Room Booking
  • SMS Messaging
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  • Customer Database
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Electronic Signature
  • Employee Management
  • Employee Scheduling
  • Estimating
  • For Janitorial Services
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Multi-Location
  • Payroll Management
  • Quality Control Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
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  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
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  • Biometric Recognition
  • Calendar Management
  • Clock In / Out
  • Compliance Management
  • Customisable Reports
  • Data Import/Export
  • Employee Database
  • Employee Management
  • Employee Portal
  • Employee Profiles
  • Employee Scheduling
  • Employee Self Service
  • Employee Time Tracking
  • GPS
  • Leave Tracking
  • Messaging
  • Mobile Access
  • Online Punch Card
  • Online Time Clock
  • Overtime Calculation
  • Payroll Management
  • Project Time Tracking
  • Projections
  • Punch card
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Salaried Employee Tracking
  • Self Service Portal
  • Sick Leave Tracking
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  • Time & Expense Tracking
  • Time Off Requests
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workstation Tracking

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  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Controls Audit
  • Corrective and Preventive Actions (CAPA)
  • Customisable Reports
  • Customisable Templates
  • Data Visualisation
  • Document Management
  • Document Storage
  • Environmental Compliance
  • FDA Compliance
  • Forms Management
  • HIPAA Compliant
  • ISO Compliance
  • Incident Management
  • Monitoring
  • Multi-Language
  • OSHA Compliance
  • Policy Management
  • Process/Workflow Automation
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Security Auditing
  • Surveys & Feedback
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  • Template Management
  • Third Party Integrations
  • Training Management
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  • Customization
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Connectors
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  • Data Mapping
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  • Forecasting
  • Geographic Maps
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  • Multiple Data Sources
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
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  • Reporting & Statistics
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  • Project Management
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  • Financial Analysis
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  • Financial Reporting
  • Fixed Asset Management
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WinTeam Reviews

Read all reviews

Overall rating

4.4/5

Average score

Ease of Use 4
Customer Service 4.6
Features 4.1
Value for Money 4.1

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Write a Review!
Tracie B.
President
Facilities Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 9/4/2019

"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.

Pros: 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.

Cons: 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!

  • Reviewer Source 
  • Reviewed on 9/4/2019
Barb B.
Controller
Facilities Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 22/10/2020

"RCS"

Pros: 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.

Cons: 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.

  • Reviewer Source 
  • Reviewed on 22/10/2020
Tom R.
Controller
Facilities Services, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality