Estimates and Proposals

Field Service Estimates and Proposals

  • Easily and quickly prepare professional proposals, quotes, and estimates for your customers.
  • Instantly lookup and insert equipment, material, labor, and other charges - with no typing.
  • Built-in option to automatically calculate prices based on a user-definable percent markup over cost.
  • Customize your proposals, quotes, and estimates with your own verbiage and detailed disclaimer text.
  • Attach pictures, documents, and spreadsheets to any proposal, quote, or estimate.
  • Email and print professional forms on plain paper in several formats - even design your own in MS Word®.
  • Instantly convert accepted proposals, quotes, and estimates to work orders and invoices.
  • Wintac's powerful proposal writing capabilities give you the tools to win more jobs.

Task Building and Flat Rate Pricing

  • Eliminate redundant typing by building your own dynamic, reusable tasks, assemblies, and applications in Wintac.
  • Use tasks to generate complete proposals, work orders, and invoices with a single mouse click!
  • Prepare professional-quality flat rate books with multi-column pricing and custom headings and column titles.
  • Apply and track partial payments, multi-invoice payments, and overpayment credits.
  • View and print comprehensive sales history and revenue analysis reports.
  • Wintac's unique task-building feature is one of the most powerful office automation tools available anywhere!

What are you waiting for?

Wintac software can help streamline your field service business and save you time and money. Take the product tour today to get started!