WinTeam

by TEAM Software

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. Best fit for 100 employees or more. Streamline processes, connect back office to field ops & pinpoint profitability by site.

WinTeam Details

TEAM Software

https://teamsoftware.com

Founded 1989

Support

  • Business Hours

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
WinTeam video
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WinTeam pricing overview

WinTeam does not have a free version and does not offer a free trial.


Free Version

No

Free Trial

No

WinTeam Features

  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

View full list of Accounting Software

  • 1099 Preparation
  • Aging Tracking
  • Approval Process Control
  • Cash Management
  • Check Writing
  • Data Extraction
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Fraud Detection
  • Invoice Processing
  • PO Reconciliation
  • Recurring Payments
  • Vendor Management

View full list of Accounts Payable Software

  • ACH Payment Processing
  • Aging Tracking
  • Billing & Invoicing
  • Check Processing
  • Collections Management
  • Customer Statements
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Receivables Ledger
  • Recurring Billing

View full list of Accounts Receivable Software

  • Calendar Management
  • Employee Scheduling
  • FMLA Tracking
  • Overtime Calculation
  • Reporting/Analytics
  • Self Service Portal
  • Time Tracking

View full list of Attendance Tracking Software

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customisable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

View full list of Billing and Invoicing Software

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

View full list of Business Management Software

  • Bid Management
  • Billing & Invoicing
  • Client Management
  • Employee Scheduling
  • Inventory Management
  • Mobile Access
  • Payroll Management
  • Quality Control
  • Surveys & Feedback
  • Time Tracking
  • Work Order Management

View full list of Cleaning Management Software

  • Archiving & Retention
  • Audit Management
  • Compliance Tracking
  • Controls Testing
  • Environmental Compliance
  • FDA Compliance
  • HIPAA Compliant
  • ISO Compliance
  • Incident Management
  • OSHA Compliance
  • Process/Workflow Automation
  • Risk Management
  • Sarbanes-Oxley Compliance
  • Surveys & Feedback
  • Version Control

View full list of Compliance Software

  • Analytics/Reporting
  • Content Management
  • Custom Dashboards
  • Filtered Views
  • OLAP
  • Relational Display
  • Simulation Models
  • Visual Discovery

View full list of Data Visualisation Tools

  • CRM
  • Distribution Management
  • Enterprise Asset Management
  • Financial Management
  • HR Management
  • Inventory Management
  • Order Management
  • Project Management
  • Purchase Order Management
  • Reporting/Analytics
  • Supply Chain Management
  • Warehouse Management

View full list of ERP Systems

  • Automated Scheduling
  • Messaging
  • Mobile Access
  • Online Time Clock
  • Payroll Management
  • Reporting/Analytics
  • Resource Management
  • Schedule Distribution
  • Shift Swapping

View full list of Employee Scheduling Software

  • Budgeting & Forecasting
  • Cash Management
  • Consolidation / Roll-Up
  • Currency Management
  • Financial Reporting
  • Investment Management
  • Project Management
  • Revenue Recognition
  • Risk Management
  • Tax Management

View full list of Financial Management Software

  • 360 Degree Feedback
  • Applicant Tracking
  • Benefits Management
  • Compensation Management
  • Employee Database
  • Employee Profiles
  • Onboarding
  • Payroll Management
  • Performance Management
  • Recruitment Management
  • Self Service Portal
  • Time & Attendance Management
  • Time Off Management

View full list of HR Software

  • Activity/News Feed
  • Audio / Video Conferencing
  • Blogs
  • Chat / Messaging
  • Employee Directory
  • Event Calendar
  • File Sharing
  • Knowledge Management
  • Newsletter Management
  • Surveys & Feedback

View full list of Internal Communication Software

  • 401(k) Tracking
  • Benefits Management
  • Check Printing
  • Direct Deposit
  • Multi-Country
  • Multi-State
  • Payroll Outsourcing
  • Payroll Reporting
  • Self Service Portal
  • Tax Compliance
  • Vacation/Leave Tracking
  • W-2/1099 Preparation
  • Wage Garnishment

View full list of Payroll Software

  • Audit Management
  • Complaint Management
  • Compliance Management
  • Corrective and Preventive Actions (CAPA)
  • Defect Tracking
  • Document Control
  • Equipment Management
  • ISO Standards Management
  • Maintenance Management
  • Risk Management
  • Supplier Quality Control
  • Training Management

View full list of Quality Management Software

  • Alerts/Notifications
  • Appointment Scheduling
  • Automated Scheduling
  • Class Scheduling
  • Employee Scheduling
  • Facility Scheduling
  • Group Scheduling
  • Multi-Location
  • Real-time Scheduling
  • Resource Scheduling
  • Room Booking Management

View full list of Scheduling Software

  • Biometric Recognition
  • Messaging
  • Mobile Access
  • Online Punch Card
  • Payroll Management
  • Punch card
  • Reporting/Analytics
  • Salaried Employee Tracking
  • Sick Leave Tracking
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workstation Tracking

View full list of Time Clock Software

  • Budgeting/Forecasting
  • Contractor Management
  • Employee Lifecycle Management
  • Employee Scheduling
  • Labor Forecasting
  • Performance Metrics
  • Recruitment Management
  • Skills Tracking
  • Time & Attendance Management
  • Variable Workforce

View full list of Workforce Management Software

WinTeam Alternatives

More WinTeam alternatives

WinTeam Reviews

Showing 5 of 83 reviews

Overall
4.4/5
Ease of Use
4/5
Customer Service
4.6/5
Features
4.1/5
Value for Money
4.1/5
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 09/04/2019

"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 09/04/2019
Deborah B.
Payroll Manager
Security & Investigations, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/09/2019

"There are enhancements I'd like to see implemented"

Comments: WinTeam is our all-in-one platform for human resources, accounting, and operations. We're highly satisfied.

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.

  • Reviewer Source 
  • Reviewed on 24/09/2019
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
    3/5
  • Customer Support
    4/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 29/03/2019

"What is not new"

Comments: Team has a good mobile application for payroll logging. This is not unique today with a lot of competition and user interfaces that are just as robust or more so than Team.

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.

  • Reviewer Source 
  • Reviewed on 29/03/2019
Kimberly B.
Payroll and Health Benefits
Consumer Services, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 23/07/2020

"WinTeam Daily"

Comments: Again this is used daily. It is used for pretty much everything I do for my job. One stop shop. :)

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.

  • Reviewer Source 
  • Reviewed on 23/07/2020
Alex R.
Accountant
Facilities Services, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/06/2019

"Winteam in review"

Comments: Overall, Winteam is great but there is always room for improvement. This being my first office job using a software based system, winteam has helped me succeed way better than the older software my company used to have.

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.

  • Reviewer Source 
  • Reviewed on 20/06/2019