WinTeam Reviews

We chose WinTeam because of the individual modules for critical company functions that flow into each other for a comprehensive overview of the entire company, or any particular department.

Some functions remain clunky and time-consuming, particularly the Insurance Benefits module, to the point where we use our insurance vendor's portal for tracking and reporting. We don't use the Inventory module any more either because the benefit of the module to us did not compensate for how much data entry and maintenance was involved.

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

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.

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 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.

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.

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.

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.

Love the support from Team Software. Whenever there is something I need to understand further, the team is prompt to assist and I typically learn something new with each call. There are regular updates and great communication.

There are so many features and I feel we would benefit from requesting regular training or review periods, the issue is on our end not WinTeam. I am sure we are not even close to using WinTeam to the full capacity and are missing out on amazing short-cuts and tools.

Having used this product since 2013 and have found it to be very good for easily accessing information when needed.

I wish that the user interface was bigger when it comes to inputting information, I use a larger monitor just to see the what I am working on better.

It has a lot of features that work specifically with our industry and the customer support has been good.

I feel like I am limited on certain things I can do in our sales and work tickets processes. I also don’t like how you can’t use the CRM side of it offline because we don’t always have good cell service.

Ongoing enhancements keep the product up to date with current industry trends as well as labor trends. Full service makes integrating solutions easier

Can be somewhat cumbersome to use and after long term use, transitioning our original set up to be able to work withing the newer modules and features is prohibitive.

I like how you can double click on blue fields and drill down.

I don't like that pictures cannot be added to work tickets and flow through to invoices.

I love the features that make it easy for my dispatchers and managers to find easy staffing solutions!

At this point in time I do not have many if any complaints!

Lots of features to accomplish most anything you could need to do.

Can be complex and difficult to understand how to operate. However, support is great and very helpful!

Team software is relatively easy to use software

sometimes the process is a little vague

It's user friendly for new employees to start using right away with little training.

It can be limited on individual personal preferences.

We like the ease of use and functionality of Winteam.
It helps us to reduce costs such as overtime and to manage our workforce efficiently.

Setting up financial reports required a few hours of time.
If you add a GL account, you have to manually add it to the financial report also.

The integration of all information to all modules

Need to have more updates to reflect Canadian Standards

The ease of use and versatility of the team software.

Some of the email abilities once documents are complete.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

The integration it gives us. Having Finance, HR, Operations & Payroll reduces error significantly and increases efficiency dramatically. It has allowed our company to scale fast for our clients year over year.

New features take a while to make it into production and there is a learning curve in terms of usability so training new team members can take some time.