RazorSync Reviews

Pros

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).

Cons

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.

Pros

The flexibility of the invoice entries. I can edit as needed.

Cons

I'd like to see the ability to automate discounting and service charging for credit card payments when invoicing services

Alternatives Considered

Jobber

Reasons for Choosing RazorSync

Mediocre customer service, cluttered, un-editable service items,

Switched From

QuickBooks Online

Reasons for Switching to RazorSync

RazorSync is a bit better when cellular is not available

Pros

We needed a system to be able to remotely look up our customers information and scheduling and this did that

Cons

The prices keep going up. We've used razor sync for about 3 years now and are play no more than double what we started at without changing anything in our use or any improvements that affect our companies use of the software.

Alternatives Considered

GorillaDesk

Reasons for Switching to RazorSync

My husband liked razor sync better so thats what we went with. Now we wish we'd chosen otherwise with prices rising every time we turn around.

Pros

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

Cons

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?

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to RazorSync

Yes, I did, but back then when we were looking for that type of software the cost was the main factor, you were very reasonably priced and still are. For a small company, the $10-dollar difference per user really adds up on an annual basis.

Pros

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.

Cons

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.

Alternatives Considered

ServiceTitan and FieldEdge

Reasons for Choosing RazorSync

Wintac was not a cloud based software and we wanted an ap for our field employees to use.

Reasons for Switching to RazorSync

It seemed like a much better price point with all the same features however it does not seem to be comparable or work the way we were led to believe it would. If we hadn't just moved all our customers over we would probably look into other software programs.

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

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.

Cons

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.

Pros

As a daily user for Razor sync, I can say it has its hits and it has its misses. Sometimes we have a good day of use, then other days it's not so good. These are my experiences with this program.

Cons

The improvement should be testing out why we experience the internal pages lost every other day. This has happened pretty regularly since using the program. It slows down our productivity and we can't do most of our work when this is down.

Pros

I like the layout being easy to read because it is not over crowded. Information is accessible able and well labeled.

Cons

There are way too many steps to creating invoices. The county never matches the town. When creating reaccuring payment you have to manually input the amount for each work order even when the reassurance is set on a work order with all the proper information.

Pros

That it’s easy and simple to navigate where you are going when you are already dealing with a problem or situation out in the field. You don’t need your app to give you more problems.

Cons

How do you have to add a whole Nother step to get to your work orders or your work details and if the app does not load or completely load I have removed it from my phone and put it back in my phone. Everyone is having the same problem.

Pros

The ease of the technician invoicing and collecting payment in the field.

Cons

Information has to be entered repeatedly.

Pros

I love that we can add new clients, and add multiples address, phone numbers, job title. We can see the daily schedule, run report, track services that we provide and need to be provide in the near future.

Cons

When you have a name connected to an invoice, can't be removed from the software so we have to delete all the invoices attached to that name or service address.

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

These are all the reasons we use Razorsync
Good for:
CRM
Scheduling
tracking work history customers, especially customers with multiply properties
invoicing with QB integration
service reports w/ pictures
saving pictures in a work order
customers signature option
Tracking payroll hrs.
Tracking Field Tech

Cons

1. route optimization did work well for us, we had to always double check it and usually adjust it. we stopped using it because of this reason after about 90 days of using it when it first cam out. it may work better now.

2. Clocking in and out of work from a cellphone. isnt always as seemless as clocking in and out of work from a computer. Sometimes its doesnt clock people into or out of work and will get stuck syncing.
clocking in and out of work from a computer in usually always seemless and never an issue

3. Searching for a property is hard too especially for a customer that has 50 or more properties. finding he customer is easy but there is not an search with the customer account to search for a specific property. When you search for a property in the customer search using a property address, the search results produce only the company name the property is associated with.

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.

Pros

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

Cons

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!!

Pros

It's intuitive & easy to use, and I like that it allows for as much detail and info as possible to be added to a work order. And in service, the more info the better!

Cons

when using on a desktop, the program lags when typing due to the autofill functionality. our database is quite large, which I believe may cause the lag. there are a few glitches that cause work orders to either duplicate or not populate at all. for example, from the schedule tab, if you search for a service request and drop & drag it onto the schedule to create a work order. when viewing the details of the work order, you must re-select the work order or you could potentially be editing the wrong work order. with a high volume operation, this can cause errors and confusion. also, it would be nice to have a way to view a work order report and, if possible, a quick view of the schedule from the customer screen, and vice versa. There's a lot of clicking back and forth between tabs that eats up a lot of valuable time.

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.

Pros

Tech GPS tracking, no learning curve, great support (always answers the phone and fast email replies), integrated credit card processing, schedule by calendar view which is great, customizable, they host on a very fast server so there's no lag switching screens or loading multiple modules, customer portal, integrates with all popular accounting software if your already using something different. (There's accounting module works great).

Cons

Wish they had come up higher in the search when I Googled "field service tech software". I would haven't off had to go through all the other apps before finding them.

They are always upgrading and improving the mobile apps (for both Iphone and Android). I wish they would send out a email to let us know so we can let our techs know to update their phones. Not a huge issue but that's the best I could come up with for the "Cons" section.

Pros

Lots of features. There is an app which is helpfull.

Cons

Want to add multiple people to one job so i dont have to create multiple work orders. There also needs to be an easier way to view all work orders for one site. Also should be another selection for status of work order such as "incomlete-return needed" or "incomplete-end of day". Could also make it so that work orders dont need to be in consecutive days. I would like to be able to have something scheduled on Monday and be able to come back on Wednesday and still be able to access my notes from that monday because i am still working on the same thing. It would be helpful to organize jobs that were cancelled or restructured or a return site visit needs to be done to be put in a place so i know what waasnt completed that week and what is needed to get back to. Tab on calender for sick days or vacation days. Let us export to excel document or word document.

Pros

I really love the accounting function and how invoices can sync to Quickbooks.

Cons

Would be great if the system would send email/text reminders of appointments to customers the day of the appointment. This would definitely lower call volume. Also, do not like that I have to create a customer then a service request/work order item to see where a customer can be scheduled for routing. Wish that there was a function where I can put in an address and the system could tell me what day where I would be within 1-5 miles of the address for routing purposes.

Pros

Price and ability to work with Quick Books.

Cons

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.

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.

Pros

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!

Cons

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.

Pros

I like that I can track employees and schedule and that they can all see there jobs without even coming into office and I can add and subtract jobs without them coming in. I like that I can work from anywhere.

Cons

I don't like that its complicated for my guys to look at original work orders and pictures that are attached and that I cant send a copy of the original work orders with a receipt for some companies they require that now I have to download receipts then send the original signed and added to work order via email and not send through razorsync. it would be nice to be able to attach my work orders that I edit and change along with my bills through razorsync.