RazorSync Reviews

Pros

We like that we can really track each service call and pull up reports that will list each call and what status it is in, based on what we customized out status headings to be.
Its great to be able to back track and un-invoice something if we want to reopen the work order, or service request.
Also, the fact of adding multiple work orders to one service request for a job that may be ongoing or needing return trips is an excellent feature and essential part of our requirements.

Cons

It is really tricky navigating and opening past work orders and invoices to view history.
Also confusing and somewhat limited in customizing customer entries and how it is set up for adding or deciphering sites versus billing, etc. Commercial customers can not be saved without adding a first and last name? this is strange and entries have to be modified in Quickbooks online after we export.

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.

Pros

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.

Cons

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.

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.

Pros

I like the ability to track our technicians using the GPS software, as well as the visual appeal of the dispatch board. I like that the technicians are able to set up their own work orders on the road by using the app on their phone.

Cons

I do not like that we cannot have a "bill to" account set up separately. Instead, all sub-accounts must be created under the same account. This can become frustrating when we set up a customer and realize down the road that it must be billed to someone else. Instead of having a bill to option, we must then create this address, work order, and copy all relevant information over to that bill-to account before we can invoice the correct person.

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

Pros

That our group of techs can see everything that is currently going on or needing to go on within our organization

Cons

I'm very surprised that we are unable to scan in/out parts into inventory?

Pros

The system is very easy to use and the support is awesome.

Cons

The staff at RazorSync has alway been available for support and it has been that easy to implement the question have been few and far between.

Pros

the software is incredibly customizable and easy to work with. with their open API we've been able to implement middleware that allows razor to talk to some of the other programs we use regularly. the support from the staff is beyond exceptional.

Cons

some reports and functions that we are trying to do require additional customization and work arounds because its not how the program is originally programmed to be used, but with the support team we are usually able to figure it out and figure out and put in recommendations for future updates.

Pros

I liked the learning curve which was easy when I first started to use RazorSync.
The software is always being improved and support is great from the whole team if I ever have a question.

Cons

I admit I don't use it for running my credit cards in the field I just need to start doing it.
I think for me it's not easy to find the service items I need to charge for a job on the phone version.

Pros

Easy way to keep our customer database organized and track our service calls. Prior to RazorSync we had a very manual way of dispatching service calls, keeping track of open work orders and processing closed tickets for billing.

Cons

Reporting could be a little more robust. Although I've found I can get most of what I need from customizing reports, I would like to drill into metrics like "first time fix", avg. time to respond and complete calls, etc.

Pros

All in one system, bidding, billing and payments with credit cards so easy. We can make it our own and personalize to our needs. They keep adding features and changing thing by listening to what their customers want and need. It's priced very well and is not going to break the bank! Customer service is very quick and they are on top of things!

Cons

The location service when setting up customers could possibly give locations near you to start, pretty sure I would never work in Africa! Small issue so not anything to make it unuseable.

Pros

I know where all of my guys are at all times. Very easy to look up past, present & future customers. I know what jobs are lined up for which days and moving stuff around is super easy & quick. I love all the reports they have. So many to choose from and customizing them to suit our needs is great. I enjoy everything about this software. Makes keeping track of everyone so much simpler.

Cons

There isn't much I don't like about this software. I would like to be able to turn off certain features for specific people. To have more control to limit certain people from things.

Pros

I’ve been using this software for about 6 years with 2 different companies. Works very good for our small business. Customer is really good as well. Don’t have any complaints about this software.

Cons

Really only complaint is some of the features don’t work as well when you use the app on your phone.

Pros

Very easy to use and the customer support is outstanding. If you have any questions or concerns all you have to do it call them and you get an answer. No pre-recorded nonsense, you get to talk to a real person and get answers very fast.

Cons

My only issue is I feel like I am a little limited when it comes to a few features. Nothing major

Pros

It is easy to use, training took just a few days. The route optimization greatly improves efficiency. Working as a database; it works great to maintain customer information and work orders.

Cons

It would be helpful if the technicians could upload PDF attachments to the mobile app. Would also like to be able to include PDF attachments to invoices.

Pros

It helps me get my work done easier and faster. Also it keeps my job organized like I like to have it. Best software I have used for my business this far.

Cons

I really don't have any contact about Razorsinc.

Pros

This program is very easy to use for basic functioning. The more you put into it the more you can get out of it but even with basic information it works just fine for us.

Cons

The one thing I wish we could do with this program is that when you click on something for it to open up as another page and not lose your place of where you're at at the moment.

Pros

Ability to have information for a customer in one place and ability to sync with Quickbooks.

Cons

There are a few quirky things about the functionalities that could be fixed, such as having to make sure the start and end times for the quote have to be set to a particular value in order for service items to be included in the service request once converting the quote. Also, if a work order is set to complete and you sync with Quickbooks it automatically creates an invoice. Neither of these were mentioned in training.

Pros

Price is good. Ability to edit. Use on the road
Like phone number set up. Like tapping on address and pull up

Cons

Searching is limited. Would like to print schedule for the day (older gentlemen). Wish when you tap in address it would pull within 10 to 20 miles not have to scrunch in and out while driving. Would like date and weather to show each day.

Pros

The scheduling, dispatching, notifications, qboe, payroll, statuses, and reports. All perfect! It all works so well together and very user friendly. My guys use it on tablets and even non tech savvy guys use it with out a hitch.

Cons

I wish it could integrate with HubSpot. All it lacks is a means of traking emails and contacts between the staff and customer. A little more of a CRM I suppose.

Pros

Easy to use, quickly set up and fill calls and forms

Cons

Make generating calls easier to set up for our technicians, a few struggle with setting calls on their own

Pros

GPS is great.
You have access to change the hours , address , info ...

Cons

It does not syncs in apple phone when you open the app.
You need to sync it manually .

Pros

RS is a great way for dispatch personnel to get work order information to technicians cutting down on paperwork and possibly missing papers

Cons

Information get lost sometimes between mobile and desktop versions. And too many notes for every little movement or change

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.