RazorSync reviews

Best Bang for Buck!

Opmerkingen: I run an energy auditing / inspection firm and I have tried dozens of other apps to help automate and track our workflow. We don't fit the standard mold of service companies since a majority of our business is new construction. We don't fit the mold of production companies since we are service based. RazorSync is the only "of the shelf" solution that we could customize to fit our workflow. I have greater control and vision throughout our company now that everything is being tracked and measured through RazorSync.

Pluspunten:

Customized statuses... Hands down our most important feature. We have several different types of inspections that have stages and steps that require both field users and office users to complete. Since we were able to customize the statuses to fit the stages of the project, I can see where everything is at a glance. I can color code the statuses by the responsible employee so that when glancing at the calendar, I know that I shouldn't see any bright yellow statuses that are over a week old... That tells me to go check on Kevin and see if he has a pulse. That type of tracking is INVALUABLE!!! I'm not waiting on reports or taking an employee's word that their tasks are completed. All the other features are great but you can find the same features elsewhere (and pay a lot more).

Minpunten:

Most of my cons are specific to the odd nature of our work. We routinely have different inspectors team up for a day and separate the next day and there is no way of assigning more than one employee to a task/work order. This leads to creating place holder events to indicate that the employee should look to another employee's schedule. It works... it's just a bit clunky. UI- RazorSync does not appear nearly as polished as it's competitors. Because of the functionality, I feel that it's an acceptable trade off. The web browser view is the largest problem design wise. Again, we have as many users in the field as we do in the office so half of our company uses the web browser view. If you just run through the mobile app, you probably won't notice the awkwardness.

LOVE IT!

Opmerkingen: Love the way I can just put it on peoples routes and not have to remember to tell them. As long as they Sync it works wonderful.

Pluspunten:

I do all my scheduling through this system. I love the app and what I use on the computer. I can go any where and use any computer or smart phone and get the most out of it. If there's something not quite jiving with my life I can always find a way to make this system work. I don't think I use all the features to their fullest but it's there for me once I figure it out or have them figure it out for me.

Minpunten:

I sometimes have to figure it out but can't think of much I don't like. When I started using it 5 years ago it was difficult till it wasn't. Everything takes some getting used to and this was some learning but not to challenging. Growing pains only.

A lot of potential, but falls short on some very basic requirements

Opmerkingen: In many respects we are like most service companies. We receive a request from a customer, allocate the time, material and resources required and do the job. Typically the customer sends us a purchase order via text, email, fax, or the phone call. We have tried various to do programs, spreadsheets, google calendars, geo fencing. RazorSync was a life saver. A solution that eliminated our reliance on many of the tools we were using before. The support was great, and the limitations were minor compared to the benefits. The ability to add default items to each invoice such as driving to site are amazing. The automatic billing from the time the tech clocks on site to complete another amazing feature. The technical support amazing again. Unfortunately that is the wow factor stops.

Pluspunten:

Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.

Minpunten:

There is no field for a purchase order, in our days 99% of our customers use a purchase order. Integration with quickbooks desktop is at best quirky, customers created in razorsync sync to quickbooks but not the other way around. That being said, quickbooks is definitely not the easiest product to integrate with, and their tech support is often sub-par. When a tech marks a job as completed an invoice is automatically generated, which is ok for a project only requiring one visit, but not for one where multiple techs or visits are required. There are some work arounds for that, but not easy to find. When we used the sms to notify the customers that a work order was created and scheduled, most of the customers had no idea who it was coming from. The email send out looks more like an infomercial for razorsync with only a small portion of it displaying our company name and the pertinent information. Attachments can be added to work orders, but not service requests. While this might not be a big deal, at times, it would make a lot more sense to add reference documents, copies of the customer's request or notes to the service request that are visible from every work order, instead of having to attach them to each work order thereafter. The address field can not handle unit numbers at this time, and there were some issues with google verifying the address in some newer neighborhoods, and in order to fix them we have had to re-install the app. At times we have some customers providing us with an address for the work to be done, their phone number and description of the work. The system forces you to enter a name in order to create a customer. More often than not, we just use an underscore. Perhaps there could be some default values in order to speed up the process. I do not need to know more than the customers first name and phone number. The mobile apps are battery hogs on phones, so please make sure to have chargers on hand.

Okay software for the price

Opmerkingen: Razor Sync is a decent program and we are making things work the best that we can. The set up did not go as well as we were told it would and a lot of our customer information was not transferred over. I had to hire someone else to come in and move over our customer data.

Pluspunten:

Razor Sync is user friendly for the most part and I like that all customer info is in one place with unlimited space. I like that it is a cloud based program and can be accessed anywhere.

Minpunten:

The software does NOT work with Quick Books as well as we were lead to believe which was the biggest factor for us when we decided to purchase. We have tried to get our Razor Sync to link to our Quick Books with tech support on multiple occasions which were unsuccessful so it has caused a lot of issues with out billing. We also have had over 6 instances where the Razor Sync invoicing and payments have caused customers to get double charged and I have had to call and have the second charge reversed. It does not show up in our Razor Sync only on the customers card statement. Also our mobile ap goes down often and our field techs can not use it.

What I would like have added or changed

Opmerkingen: I like it very much it suits our needs very well and I notice a steady improvement. So far the customer service has been great every time a call. I believe over the last 3-4 years we had a technical issue only once when Amazon servers were down or something. Will keep on using it and recommending it to my peers.

Pluspunten:

Custom service forms. I can create a standard form for pretty much any need. I like the automatic invoicing and Quickbooks integration, gps locator for field workers and time keeping is also great

Minpunten:

I am not sure if it is a "con" but I wish after I import all invoices from Razorsync to Quickbooks, that the invoices already have the checkmarks for the allowed payment options, as now after I generate 50 invoices I need to open each one and checkmark the 2 payment options (bank transfer and CC). On the other hand that way I may catch a wrongly generated invoice. Another thing I don't like is when I set the recurring services/ work orders and I add a service item when I set up the recurring service (i.e. the cost of the service and a service form to be filled by our employee), the next time I set any service for this client it will include the same forma nd the same service item - so I need to go in and delete those --- is there a way to add service forms and items in a recurring service without having those aper in every later job for the same client?

Has Potential

Opmerkingen: We see that a CRM program would be tremendously helpful to our business, but unfortunately RS is costing a lot of man hours to resolve quirks and glitches, only to have new ones come up. Customer support is usually very helpful - but there are limitations with this software. It just eats up so much of our employee time and energy to keep it working for us. We are on the lookout for something else.

Pluspunten:

It is easy to see how navigation of the software should work. The schedule is clear and has multiple views for daily / weekly / monthly.

Minpunten:

It is VERY "glitchy". Working one day, kicking us out the next. Places don't seem to connect - for example customer notes will appear in one spot for administration, but then the techs don't see it. Tech's will enter a customer notes and administration can't find it.

RazorSync is great for any sized business

Pluspunten:

I like the flexibility that comes with Razorsync. I can make adjustments on the fly

Minpunten:

Inventory management portion leaves a lot to be desired

Affinity review

Opmerkingen: Great experience. Just a few things that would help our workflow. Happy with product overall.

Pluspunten:

Easy to work with and the customization options.

Minpunten:

Sales tax settings reset when sync to QuickBooks, card payments for one off customers.

Glitches and work arounds

Opmerkingen: Very Successful software that does a great job on the customer support of the product. Very well designed with many features.

Pluspunten:

The software allows me to track my business very closely. It allows you to go paperless.

Minpunten:

A few glitches with estimates and work orders, and yes there were workarounds but it would be nice if there was a fix

Great for Service technicians

Pluspunten:

RazorSync is a great utility for our needs as we go from job to job on a daily basis. Creating customers on the fly and invoicing them immediately is very valuable. Accepting payments afterwards is a breeze. Being able to email our customers afterward for their records is fantastic as well.

Minpunten:

The only gripe I have is how the software defaults to the "invoiced - paid" status after creating the invoice and editing it. I don't understand why the software does this by default. It should only change to that status once the customer has actually tendered payment and we have processed their payment through the app by pressing the "payment" button.

Great in a crunch and ever since!

Opmerkingen: In late 2016, the NC Department of Revenue notified service businesses like ours that we would be required to collect Sales Tax on labor charges beginning January 1, 2017. We had less than 40 days to implement a entirely new billing system. Before this change, we didn't have to collect any sales taxes under NC laws. NC new rules required that we computed the tax based on a complex formula with tax components for the state, counties, and local transit jurisdictions where our customers lived. We learned that our customers living in the same city and zip code could easily fall into totally different tax districts. Our old software for our national franchise had no sales tax computation or reporting functionality. As we entered our "crash course" to select and implement something by the January 1st "D-Day" deadline, RazorSync became our choice. We were particularly impressed by their customer support and training commitment. When cutover time came, the worked with us every step of the way providing training, assistance getting our Quickbooks intergration online, and migrating our old customer data into the new system. As the inevitable glitches and questions occurred in the next few weeks, they were responsive to every concern we raised. While we rarely have issues today, their customer support is great whenever we call. We're very happy with RazorSync in the office and in the field. Our experience has been great.

Pluspunten:

Excellent customer support and integration with Quickbooks.

Minpunten:

Uploading photos one at a time is too time consuming.

Good price for our purposes

Opmerkingen: We are a service business. We can schedule and easily move jobs by dragging and dropping. We can see on a map the locations of the technicians. There are some things you can customize, like color coding and status changes (like "need to reschedule"). When we show payment in Razorsync, it also checks it as paid in Quickbooks. The technicians can edit the description of each job, and send invoice immediately.
They can take photos and attach within the invoice or quote.
The customer service is excellent. Very nice people.

Pluspunten:

The scheduling, mapping, location tracking, ability to edit status of job with visual cues like color changes, Quickbooks link, invoicing and estimates. I also like the user interface and visuals.

Minpunten:

Unable to easily send an invoice or estimate to more than one email as a customer default. We can't easily tell when an email has been sent. We have to create some workarounds. For example, we service many apartments in many complexes per day and have to use the summary line to insert the apt. number. It would be too cumbersome to create an individual address with all the contact info for each apartment at the same complex. Updates or improvements have been slow to happen, but I understand the new ownership should help. I wish we could shrink or move some of the page layouts on the schedule page.

Great Software

Opmerkingen: Very good. They are fast to respond to issues and will walk you through any issue you are having over the phone.

Pluspunten:

The ease of use from any platform. I have varying age technicians so their preferred method of use is different. Younger techs love using the phone app and older techs like the ability to use the computer as well.

Minpunten:

There is no Purchase Order system. So when parts are ordered there is additional steps needed to get them into inventory. Instead of placing the order through the software and once they come in clicking a button to put them into inventory we need to order and then put them in once they arrive. This adds a step that we sometimes forget to do. We are a small operation without a parts manager so if we get busy and don't get the parts entered our inventory gets screwed up.

Friendly?

Opmerkingen: The beniefets are that we can get our work orders on the go. Have coverage in most places and we have even started to track times for an incentive program.

Pluspunten:

Access is good. Has a lot of good qualities and able to get to those workers in a timely manner.

Minpunten:

Punching in and out. It asks if you want to punch in but no option for out. Another thing is that when you transfer pictures over it rotates them to a desk top. Now you have to rotate it again. This goes on for your whole gallery. Bummed about that! Also along with uploading those pics it could take up to a little less than a week to be able for our administrator to see those pics. So now we cant trash those pics in gallery to we get the ok. And having 5-7 jobs a day those pics add up in a quickness.

Simplified Service App

Opmerkingen: We are an Electrical contractor and have been in business over 38 years, mainly new construction. A few years ago we decided to push forward and open a new residential service department. We began to research scheduling programs with the ability to invoice and keep all information stored in one place. After researching many many applications the frustration began! We couldn't find anything simple enough and within budget to meet our needs. Not giving up on our goals yet, I finally came across Razor which was relatively new at that point.
The Razorsync website was very informative but I was skeptical so I called. I'm so glad I did because they were able to answer all my questions and explained very thoroughly how Razorsync worked. I decided to take the free month trial and once I downloaded it I knew at that we had found our scheduling app that does it all!!!

Pluspunten:

Excellent Technical Support Instant scheduling and dispatch Easy estimating and invoicing both in office and service field You can access the schedule from anywhere! Endless reports You can attach documents to work orders, contract, photos, forms, pics etc Accepts credit card payments Service techs can create their own work orders when emergency calls come in after hours Constant updates to customers, example -en route, onsite, job complete Customers just LOVE this!! GPS tracking on service trucks Customer Portal allowing customers to access their accounts You can make suggestions how to better the app for your use, Razor listens and productively works as a team There is so much more don't I don't use and I cant comment on because we already had resources in place - for example Payroll - we do in house QuickBooks - We use other accounting package

Minpunten:

Updates to the App can be a pain at times, but probably more so for me because the guys in the field call me for their technical support, usually they cant remember the login and panic . So truly not really a con for Razorsync! Guess I cant find a true con, great job Razorsync!!

Razorsync is for the most part user is very friendly and easy to dispatch the information

Opmerkingen: I really like how the dispatching is done and received by the technicians and that all the pictures are retrievable. Just like I suggested, I just wish there was an easier way to import the pictures from RazorSync because we have some very large accounts where we have to upload everything on a vendor portal. Sometimes I have to take the technicians phones and take the pics straight off their phones so I can complete what I need to do. I do like the way on the invoicing and quoting is completed because they come out in a PDF that looks very professional to our vendors and customers. The importing of information from Razorsync into QuickBooks is very easy to do and convenient so that I don't always have to do double the entry.

Pluspunten:

I like how the invoices come out and look and once everything is entered in, it can be easily imported into QuickBooks.

Minpunten:

I would like to see an easier way to import the pictures after our technicians upload them because most of the vendors we work with have their own portals where we need to upload the pictures individually. I would also like to see an easier way to delete information that is not needed or is a mistake because if something is invoiced or quoted incorrectly you have to go in a round-a-bout to delete it. I would also like to be able to easily delete or edit a service item even if it is attached to another invoice or quote. On the dashboard, I would like to see more reporting with the invoicing, received payments and how much was invoiced out per day/month (even though I can see it in QuickBooks) it would be easier to have a quicker reference

RazorSync Review

Opmerkingen: It is a great tool for Service industry invoicing and billing.

Pluspunten:

The ability to work offline. Good customer support.

Minpunten:

Not customizable. Sometimes our requests for improvement are delayed.

Great product for cost

Opmerkingen: Ability to use IPADs in the field and customer profiles. We really like the ability to keep all the customers info in one database but still can have the ability to export everything to quickbooks. Customizable forms are a great benefit as well. It has helped us streamline the paperwork side of our company and everyone can see the information when when needed.

Pluspunten:

Ability to create own form and customize in many ways. Customer service is great as well. Also the integration with quickbooks is a huge plus as well. We lite that we can customize almost any form. We are easily able to communicate with techs in the field. The customer reports are a great feature to send to customers to show them what we have done when additional details are needed. Overall we are happy with the product.

Minpunten:

Reporting could be improved and navigation throughly the system could be a little more user friendly. Would like to see more Key Performance Indicators for tech and ability to integrate with marketing. I think it is probably a stepping stone platform but great for a smaller company.

Was good. Glitchy now

Opmerkingen: It was good. Really good but lately it has been extremely glitchy. Especially the mobile app side of it. It won’t sync users will have something assigned to them then it will disappear off their timeline.

Pluspunten:

Quickbooks sync, and ease of use. Trying to streamline business for ease of invoicing and collecting etc.

Minpunten:

Service item search takes a while. Lately the app and desktop version has been very glitchy.

Razorsync Pros & Cons

Pluspunten:

Razorsync allows you to store your Customer's info and add multiple addresses and phone numbers so your employees know exactly which location to go to and the office staff know where to bill the job to. It is also great to be able to look back and see who has been completed and invoiced and jobs that are still incomplete or waiting for parts. We now use it for inventory management which works great as long as your employees enter the parts correctly.

Minpunten:

The one thing we did not like about this program is that it would email a customer their work order which was sometimes not complete, even though that feature was turned off in Razor and no one asked it to email it out. So, due to that, we cannot put the customer's email address in the system in case it sends out stuff we don't want them to see.

Support and Ease of Use

Opmerkingen: Still deciding, have not reached a year yet and still have several problems a month that getting help with can be difficult. We are a summer business so if problems have not subsided may look for other option in the fall.

Pluspunten:

Price and ability to work with Quick Books.

Minpunten:

No inventory tracking, no training videos, training received was inadequate, salesman knew more than the guy that trained me. Customer support is hit and miss, if you get one of the good techs it is golden but if you don't it can take days/weeks to get answers OR you receive answers that have nothing to do with your questions OR are told what you sent them isn't a problem when it is when you are getting error messages. Not able to get a tech on the phone very easily to work through a problem. Every time I have reached out for help with support I am receiving the person that I am having issues with is the person that contacts me, THAT IS NOW HOW TO SUPPORT YOUR CUSTOMERS.

Easy, user friendly and intuitive

Opmerkingen: The support staff was great in helping us customize the product for our use. The elevator trade is a bit specific and unlike other trades. All of the agents were extremely patient and always found a way to solve our dilemma. They have patience of saints!

Pluspunten:

It's has an app that is easily used by our field mechanics and is very user friendly. We moved from an elevator specific software program that was not app based.

Minpunten:

The only thing we'd like to see is a search field under the schedule page so we would not have to spend time scrolling through 190+ customers. The other option would be to list the customers on the schedule page alphabetically. Either option would make our review 5 stars instead of 4 as this is a crucial way of searching for customers.

Great Starter Software

Pluspunten:

RazorSync is a great 'first-time' software to use for a company that has a smaller capacity of work orders. We've had a good overall experience thus far, the reports look great when printed out or sent to customers via email, the tiers are useful in the Service Items section as we have customers who are eligible for discounts. The onboarding rep did amazing and answered all of our questions as well!

Minpunten:

Upon the growth of our company, we've noticed that there needs to be more integrations for maintenance customers - autoscheduling, auto-invoicing (recurring), and tracking in general. We were able to label them under the tiers and tie them to a discount though, which made things easier.

easy to use

Opmerkingen: It is a good app, easy to navigate overall.

Pluspunten:

Our plumbing company uses Razorsync daily and it is very easy for our techs to navigate through. Our office staff would like to see more features to track budgets, sales, and year to date. Our office staff feels that there should be an easier way to achieve searching for customers that have had a particular service done, so we can check back on them. Over all the app is a success with our company, there are just a few little things we would like to utilize from the app. Charts and pie graphs would be an awesome addition to our daily office use.

Minpunten:

It is really difficult to track residential and commercial hours per user. We would like to see more specific reports, other than the few we have to choose from.

Sometimes it works

Opmerkingen: I wish razorsync would listen to the issues we are having and try to fix them. All we get is “it is what it is”

Pluspunten:

When it works...it does what we need. But it doesn’t work in the Mobil devices very well.

Minpunten:

Mobil. We are constantly having issues with the look back period. We have had this program for over 3 yrs and you can only go so far back on the Mobil devices. So if we entered someone in with notes over a year ago we cannot see it in our mobile devices. (We have messed with the days of look back). Also if you miss putting in certain information before you create...the information is lost and you have to start all over again. If you miss putting in information on the computer, you will see it on your computer, but it will not show up on the Mobil devices.