WinTeam Reviews

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!

Pros

The payroll module for WinTeam is the best I've used in a 20+ year career of processing payroll. Ease of data import from scheduling, ease of processing deductions, ability to revise checks at the batch review level - all of those functions are vital to our processing flow and are greatly appreciated.

Cons

There are AR issues that I've discussed with Team tech support over 12 years that we'd like to see addressed at some point, such as the ability to search for an invoice by amount and also the ability to print an invoice to reflect partial payments/balance due.

Pros

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

Cons

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.

Pros

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

Cons

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.

Pros

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.

Cons

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!

Pros

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.

Cons

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.

Pros

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!

Cons

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.

Pros

I use so many functions with this product that it is hard to list everything I love. This is the product I use the most and everyday. This helps me see hours worked, process payroll, record deposits, print reports and also find eligible employees for health benefits. One program to do it all.

Cons

There are times that WinTeam freezes. This is not helpful while in the middle of a batch of payroll checks or even putting in a deposit. Generally it takes about 5 minutes to reset itself.

Pros

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

Cons

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

Pros

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

Cons

The software is a little outdated - it should be updated to a more modern look and feel

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.

Pros

I enjoy the simplicity when it comes to navigating certain aspects of the system. I also enjoy finding out new ways to complete tasks more efficiently and sharing with the rest of my team. This software has helped save hundreds of hours when analyzing and entering data.

Cons

There were a few things that felt like they were finished half way before the software was released. For example, the PO and AP Invoice sections need to be linked better to let you know when a PO already has an invoice and when the PO has been fulfilled to avoid going over the PO amount. Similar to the AR Invoice Review tab, there should be a way to review what invoices are under that PO and the amount remaining, invoiced and over/under when the PO has reached its expiration date.

Pros

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.

Cons

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.

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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).

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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

Cons

Would like more reporting to be standard with the product.

Pros

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

Cons

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.

Pros

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

Cons

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.

Pros

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.

Cons

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

Pros

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

Cons

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