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About RazorSync
Streamline your service business with RazorSync's estimating, work order scheduling and invoicing app. Free, full-access trial!
Excellent customer support and integration with Quickbooks.
It seems to be a software issue not a user issue which is disappointing when that was one of the main reasons I wanted to use the program in the first place.
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Very Good Solution for my Business
Comments: Generally a good tool that is central to my business operations. Lots of good features that cover the critical aspects of what I need to run my mobile window screen company and a support staff that is available and responsive.
Pros:
Comprehensive CRM package at a reasonable price
Cons:
Not easy to customize, some aspects are stilted, different platform versions are inconsistent
RazorSync Response
5 years ago
Thank you for the review and feedback Rod! Please reach out to us if you need anything.
Alternatives Considered:
Affinity review
Comments: Great experience. Just a few things that would help our workflow. Happy with product overall.
Pros:
Easy to work with and the customization options.
Cons:
Sales tax settings reset when sync to QuickBooks, card payments for one off customers.
RazorSync Response
4 years ago
Thank you Dominic, We look forward to serving you.
A lot of potential, but falls short on some very basic requirements
Comments: 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.
Pros:
Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Cons:
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.
Alternatives Considered:
Glitches and work arounds
Comments: Very Successful software that does a great job on the customer support of the product. Very well designed with many features.
Pros:
The software allows me to track my business very closely. It allows you to go paperless.
Cons:
A few glitches with estimates and work orders, and yes there were workarounds but it would be nice if there was a fix
RazorSync Response
5 years ago
Thank you for the great review Dillon. We work very hard to deliver a powerful solution and one that is backstopped by world-class support. We look forward to serving you. If you ever need anything, please feel free to reach out to us.
RazorSync review
Comments: Greater control on the work order process and accounting process.
Pros:
Ease of use and ability to create multiple work orders for the same customer.
Cons:
I wish you were able to flip easier through the program to access various work orders. When you enter in a work order, I wish this would automatically open up and allow me to see instead of having to flip through the customer. The work order should open up to the proper work order.
RazorSync Response
5 years ago
Thank you for your feedback and review! If you ever need anything, please feel free to reach out to us.
Alternatives Considered:
Great concept
Comments:
We have reduced our paper usage since using razor as well as communication with our Tech's. It has also sped up our tech's in the field knowing their daily tasks in real time.
The experience would be better if when sending invoices it would take reviews that I can move to social media!
Pros:
Love the concept, we use it daily here for disbatching, GPS and invoicing. I like the detailed hours so I can track time on the road vs time at the job!
Cons:
We find the software to be very slow loading each different window. The system is confusing and not very easy to change a estimate to a work order, changing to a invoice is easy tho. I have had customers get upset with all the notifications they get from the software to the point I have had to shut off all contact between Razor and them. I would like to see estimates to be able to be invoiced in draws as the project moves forward.
RazorSync Response
5 years ago
Thank you for your review and feedback Luke! Happy to hear that you are saving paper! Please reach out to us if we can help you with anything. 877-675-4395 option 2 for support.
Alternatives Considered:
Great value
Comments: Already found 1 technician committing time-card fraud via the GPS tracking feature, great for customer complaint verifications w/GPS tracking/check-ins, and customer search field is excellent.
Pros:
GPS tracking, timesheets, customer notification of service technician status (en route, on site, completed), best customer search function and address auto-fill there is.
Cons:
lacking infinite customer scheduling, no way for mobile devices/techs to check their own hours.
RazorSync Response
5 years ago
Thank you Robert for the review! I'm so glad we've been able to assist you! Please reach out if you ever have any questions.
Razor Sync Review - KBS
Comments: Overall experience has been great, very easy to use, and works for what we need
Pros:
We like the look overall, the calender, being able to have digital signitures etc.
Cons:
There are some errors every once in awhile and sometimes it can be slow but the problems often work themselves out. Also seems to be specifically for HVAC companies, we use for mailing equipment, sometimes companies have multiple machines -- we have been able to adjust for our needs which is good however.
RazorSync Response
4 years ago
Thank you for the great review Taylor! We are grateful to be able to help your business. If you ever need anything, please feel free to reach out to us.
Alternatives Considered:
Mobile Scheduling Services
Pros:
RazorSync helped improve the time spent on scheduling my technicians for their daily work. From a management perspective, the dashboard is a great visual to see where my team is scheduled to perform work. Updating and changing schedules on the fly has been a great feature. Improved productivity for my office and field staff.
Cons:
My technicians can easily turn off location tracking in the app.
RazorSync Response
5 years ago
So glad RazorSync was able to save you time!! Thank you for making us a partner in your business. Please connect with us if something ever comes up!
Comprehensive Software for Service Providers
Pros:
From customer leads to payments, this software covers everything you can think of. One of my favorite features is the customer interactions you can set up, by letting them know when we are on our way or onsite.
Cons:
My biggest complaint is customization. To be Fair Even since we first purchased the software, they have implemented new customizations. So keep on adding customizable fields, RazorSync!
RazorSync Response
4 years ago
Thank you Rachel We look forward to serving you.
RazorSync is an EXCELLENT Platform!
Comments:
I moved from Successware21 (using it from 2004 to 2016) to Wintac (Using it from Jan 2016 to Jan 15, 2017) and I was looking for a good software that had an all in-one dispatch and financial. But after using Wintac for only one year - I had enough. I had demos done with 5 after looking at 15 companies and found out of the five companies RazorSync.
The Platform is SOOO easy to navigate through my techs love using it in the field and the customers love getting the alerts, emails too. One of the biggest problems with Wintac was my customers getting their invoices by email. No problem with RazorSync! The set up was very easy also and learn time of the platform took weeks not months. One thing I need to express is in the field my techs still have full function of the software in the field when there is no signal with phone or tablet. I have not used QuickBooks since 2003 when I was using Successware21. I was was amazed how easy RazorSync worked with Quickbooks Online version. For someone using QuickBooks already it would be a no brainer to go with RazorSync. In my opinion should be at the top of the list and definitely 10 times easier to use than Wintac.
One more thing about the QuickBooks since I have out of the loop with them for years - We are now doing using the full payroll services through them and cut my cost by $ a year after moving from PayChex for 20 years. Because of the great personal over at RazorSync and the software it has been a GREAT experience for us. We High Recommend this company and if you have a decision to make you must check them out, you will not be sorry.
Pros:
The Software is very easy to use. I do not need a Server in my office and very mobile with tablet or phone. It integrates with QuickBooks easily and setup is a breeze. The mobile side is amazing with how fast to use in the field. No waiting for upload times. We will switch from phone to tablet when finishing the service call so we do not have to carry the tablet until the end. The phone app is excellent and easy to use. Able to take Credit Card transactions through the system and automatically updates real time. If you are already using QuickBooks it would be an very easy setup.
Cons:
After using Successware 21 and Wintac - The cost of Successware 21 to high and the major issues we ran into for just an year with Wintac. I can not find cons with this company. They all have different ways of making their software and have glitches but it is how they handle the issues is what makes the company stand out.
RazorSync Response
8 years ago
Thank you for the compliments Don. We look forward to serving you and the entire Jack Frost Heating & Air Conditioning team!
Lots of potential, but not quite there
Comments: Nice to be able to see (for the most part) where employees are and dispatching works very well. RS would be a better fit for a company that could use it as designed. Unfortunately, in order to get RS to operate as we need it to to, we have had to make up many complicated and time consuming procedures that offset much of the time savings afforded to those whose business models are more compatible w/ RS's design. The ability to make customizations could potentially solve this issue. Customer service leaves something to be desired.
Pros:
Relatively easy to use. Inventory management w/ price tiers is useful, but we havent actually used that feature yet.
Cons:
Lacks intermediate levels between admin and user. It would be nice if you could supervisors the ability to make WOs w/o giving them access to other sensitive information. Lacks fields that are visible to management, but not employees (for instance a place to put billing information for jobs that are based on a bid price rather than an hourly labor rate) Service items are not time stamped which makes them unhelpful for many types of reports. Not bilingual. Frequent technical issues including issues w/ GPS. Breadcrumbs are hard to interpret because you can zoom in enough. Makes it impossible to tell when an employee started and stopped at a given location. It would be nice to be able to close out multiple WOs that are part of the same service request at the same time/ if it was more friendly for those situations that might only have one line of billing despite multiple people or days of work being required. Makes you change password too frequently.
RazorSync Response
5 years ago
Thank you Natalie for your review and feedback, we appreciate it. Please let us know if we can help you with anything.
Great Software
Comments: Very good. They are fast to respond to issues and will walk you through any issue you are having over the phone.
Pros:
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.
Cons:
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.
RazorSync Response
5 years ago
Thank you Michael for the review and the feedback! We're so happy to hear that you think RazorSync is great!! Thank you for making us the partner in your business. Please connect with us if anything ever comes up!
Its OK
Comments: A lot of talk and nope can't change anything for you.
Pros:
Its the best we have right now. Looking at other software.
Cons:
The predictive addresses and customer names. No name only color on the phone app for the workers that are scheduled. Let's see rep is green and I think rep is lighter green and rep is light blue no maybe darker blue or reddish pink......I'm glad we only have a few employees otherwise I would have to open each scheduled time and see which employee has what job. Also I think it should be up to me on which permissions I grant you. The app will not work unless I grant you a few permissions.
RazorSync Response
5 years ago
Thank you Greg for your feedback. We are sorry you are frustrated with portions of the app. Please contact our support team at 877-675-4395 option 2 or see an email to [email protected] to see if there's an issue we can help you resolve.
Making you work flow easier
Comments: Overall the the software works great.
Pros:
With the techs inputting hardware while they are onsite and using the on route and on site features in the software, it makes billing out the jobs so much easier. It also gives our invoices a more professional look rather than hand written invoices (and a lot easier to read.)
Cons:
I have a couple of customers who have over a hundred ship to addresses, and at night when we get called out to a call you can not scroll alphabetically thru the addresses. I have had to manually move them one at a time to have them come up alphabetically. Then one update they change (for one customer) from A -Z to Z-A. It would be nice to either be able to drag and drop them alphabetically into place or hit a button that can sort them from A-Z
RazorSync Response
5 years ago
Happy to hear the software is working great for you! We appreciate your feedback! If you need anything, please feel free to reach out to us.
Feedback
Comments: For the most part we are satisfied with what the software offers our carpet cleaning industry, however, the above mentioned changes would be very helpful.
Pros:
Being able to switch from paper invoices to electronic.
Cons:
Cannot view messages to text via a messenger so that you can see what has been sent and the tech's response. Cannot put account Alerts or Do Not Service on accounts. Would like to be able to see the full appointment when you hover of the appointment on the schedule. Cannot create duplicate customers with the same name but different addresses. Cannot make customer accounts inactive when duplicates are created or merge the accounts in order to not lose previous information.
RazorSync Response
5 years ago
Thank you Christina for the review and your feedback. Please reach out if you have any questions, our team is always happy to help!!!
Alternatives Considered:
RazorSync Review
Comments: It is a great tool for Service industry invoicing and billing.
Pros:
The ability to work offline. Good customer support.
Cons:
Not customizable. Sometimes our requests for improvement are delayed.
RazorSync Response
5 years ago
Thank you Noelle for your review!! We work very hard to deliver a powerful solution and one that is backstopped by world-class support. Please reach out if you have any questions, our team is always happy to help!!!
Great product for cost
Comments: 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.
Pros:
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.
Cons:
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.
Razorsync Pros & Cons
Pros:
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.
Cons:
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.
RazorSync Response
5 years ago
Thank you for your review and feedback Christina! We truly appreciate the opportunity to serve you. If you ever need anything, please feel free to reach out to us.
Great product!
Comments: Wonderful. Questions get answered by the support staff, our technicians are able to pick it up relatively quickly. Invoicing customers is easy. Taking credit card payments, etc. Overall it has helped streamline what we do here at a cost that is much less than others we've used in the past. We're happy to be working with RazorSync.
Pros:
We're an HVAC company that provides service and installation of heating and AC equipment. RazorSync is used by our handful of technicians in the field on iPads. The real time information is very beneficial and I am able to input information on my laptop here at the office and they receive it out in the field. Everyone knows where they're supposed to be and what they're walking into.
Cons:
There are some specific reports that we'd like to run that haven't been created yet but overall it's been seamless with our Quickbooks system and very helpful for us.
RazorSync Response
4 years ago
Thank you for the great review Neal. Please reach out to us if you ever need anything.
NEEDS IMPROVEMENT
Comments: I AM PRETTY HAPPY WITH MY EXPERIENCE WITH RAZORSYNC, HOWEVER I HAVE CALLED A COUPLE TIMES (ONCE 2 YEARS AGO AND AGAIN LAST YEAR )REGARDING THE ABOVE ISSUE AND HAVE BEEN TOLD YOU GUYS WERE WORKING ON THAT ISSUE AND IT IS STILL NOT AVAILABLE.
Pros:
REALLY EASY TO LEARN AND USE. I AM THE OFFICE MANAGER HERE AND ALSO DO TRAINING AND IT IS VERY EASY TO TRAIN.
Cons:
WHEN NEEDING TO SEND AN EMAIL TO A CUSTOMER IT ONLY AUTO PULLS ONE EMAIL . YOU CAN ADD OTHER EMAIL ADDRESS BUT IF YOU DON'T THE EMAIL ADDRESS YOU HAVE TO CLOSE OUT YOUR EMAIL GO INTO THE CUSTOMER ACCOUNT COPY THE ADDITIONAL EMAIL ( ONE AT A TIME ) AND THEN GO BACK TO THE WORK ORDER YOU ARE WANTING TO SEND AND ADD THE EXTRA EMAIL. SOME OF OUR CUSTOMERS HAVE MULTIPLE PEOPLE THAT WANT A COPY OF THE WORK ORDER AND WE ARE NOT ABLE TO DO THAT EASILY.
RazorSync Response
5 years ago
Thank you for your review April. Glad to hear your happy with your experience with RazorSync! I appreciate the feedback and will pass it along to the team. Please feel free to reach out to us if you have any other questions.
RazorSync Review
Comments: I have been with Razorsync for about 5 years now. The first 3.5 years were fantastic I always got someone on the phone when I called, that was knowledgeable and professional. I felt like my business was important. I feel as though a big growth happened over the last 1.5 years that has stopped this customer service from happening. I leave messages that are never returned. I ask questions and the people dont know the answer and I have to be transfered around. Or a razor rep will tell me I cant do something and I walk them through myself how to do it.
Pros:
I like that I can customize and make it work for my company.
Cons:
Some simple things such as multiple emails being sent a quote at the same time is frustrating. Along with constant worry that the site will crash and that I wont be able to conduct business.
RazorSync Response
5 years ago
Thank you for your review and feedback Lacey. I'm sorry to hear you are having issues. Please email me directly [email protected] and or call us directly at 877-675-4395 option 2 to see if there's issues we can help you resolve.
Good product for smaller companies, reporting and flexibility are limited, customer support has drop
Comments: Initially, tech support was very responsive, and changes were made to the program to improve the product. Now, tech support is done at a lesser level of knowledge. If they cannot solve the problem they just don't reply. If pushed, the reply is typically "that service is not available at this time, but we are looking into it". It seemed like initially tech support were the designers, now they are operators answering phones.
Pros:
It was easy to use and set up. Worked ok until we reached 20 + employees
Cons:
Having to enter the same information multiple times, lack of customizing reports. Basic reports do not work. Not able to receive multiple payments against a work order. No way to pull multiple techs into one invoice, except manual cut and paste, no merging. No way to pull jobs forward except manually one at a time. No way to flag jobs left behind. No method of customizing work order creation, to make certain fields mandatory or optional. Cannot add additional fields such as payment method.
We have been using RazorSync for a few years now and this program has helped with our workflow.
Comments: We are able to keep track of employees and jobs. This software helps to run our business in a more organized manner.
Pros:
Our scheduled jobs are easily accessible wherever we are. It is easy for our employees to use. Our employees are able to use this software as a time clock. As a business owner we are able to pull up the jobs each employee takes part in on a daily basis. We are able to see billable time versus down time. We are able to store notes for the customer that helps keep a log of the type of equipment they have. RazorSync is affordable for small businesses. We use all of these things to set us apart from other small businesses. We try to think BIG! That is why we use RazorSync.
Cons:
Our company does not have a time frame or a day for most jobs. They are not all scheduled. We have to manually move jobs over to the next day if they are not completed or unassigned.
Alternatives Considered:
Good value for service company scheduling software
Comments: The software has a lot of functionality and meets our needs as a small organization. Customer service has been very good so far.
Pros:
Vary easy to set up customers, schedule calls, mobile app, cloud based Integrates to QuickBooks On line
Cons:
The mobile app does not automatically sync if you have an I-phone but this is being addressed. It does not have the ability to apply a credit to an account. We use the accrual method of accounting so we book revenue after the service is performed. If someone is unhappy, we have to alter the original invoice because you cannot write a credit memo to apply to an invoice.
RazorSync Response
4 years ago
Thank you for making us the partner in your business Bret. Please connect with us if anything ever comes up!