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

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

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.

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

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

Cons

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.

Alternatives Considered

Jobber

Reasons for Choosing RazorSync

It was not well suited for our type of industry.

Switched From

ServiceTitan

Reasons for Switching to RazorSync

RS was more visually pleasing, appeared easier to navigate with very little training.

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

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

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

Cons

Inventory management portion leaves a lot to be desired

Alternatives Considered

Xero

Reasons for Choosing RazorSync

Service desk was an office based software with little flexibility for the technician in the field

Switched From

InvGate Service Desk

Reasons for Switching to RazorSync

Integration with Quickbooks and reporting options

Pros

price, support, offline capabilities, relatively easy to use.

Cons

QB integration, communication with customers(ex. mail to only one person at a time), miss some intuitive options, no statement or finance charging option

Pros

Excellent customer support and integration with Quickbooks.

Cons

Uploading photos one at a time is too time consuming.

Pros

Easy to use, pretty straight forward. Cost is cheaper than most. Can use on your cell phone. Keeps track of things great

Cons

Your last update totally sucked, you can't just type in a customers name and their info pops up anymore, you need to GO ONLINE. Makes it difficult to check invoice history with people on the phone. Your system is good overall, but used to be better. The map used to be much easier to use and view. I want you to add to your system a reminder text message to my clients cell phone numbers without me having to know their particular cell phone carrier (people change those all the time) right now I pay protexting $100 a month for this I wish you had it all in 1. Also people don't want to have a full login to pay their bill. Right now I have a paypal button to handle my customers paying online. BUGTHUGLV.COM is my website check it out. People don't want another username and password to remember to pay a little $45 pest control bill. You should change it so people can just type in an address and pay, nobody is going to pay for an invoice that isn't their house so why all the security and confusion. Alright, I love you guys, but you could do some changes

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

RazorSync does a good job at managing Service Orders, Work Orders and Invoicing for my business. The workflow is reasonably well thought out and implemented and the mobile app makes it easy to check in and out of jobs. The web interface is decent and being able to track technicians' locations through the Field Workers map is handy for determining ETA to jobs. We do invoicing and accounting through Quickbooks Online and the syncing from RazorSync makes billing simple. The Customer Service we've received from RazorSync has always been friendly and timely.

Cons

QuickBooks Online syncing is only one-way so invoices added in QB or modified doesn't carry changes through to RazorSync. We were told shortly after we signed up that updates were in the works to make it a true two-way sync but two and half years later that still hasn't been implemented. Updates to the product seem to have slowed in the last year and we've not seen too many new features added as of late.

Pros

Creating new work orders and dispatching technicians is extremely easy

Cons

There are a lot of features that the software is missing, little ease of use functions like filtering and sorting lists, that make it unnecessarily difficult on the back office side to use. If you revisit the same locations for different requests it can be easy to lose things that need to be invoiced if you're not careful, but if you never revisit the same customer it is excellent. Many of the reports we need as a business have to be created by hand outside the software by combining multiple reports, basic things like WIP are very difficult to identify & require 3 different reports put together in excel to get a full picture.

Alternatives Considered

Jobber

Pros

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

Cons

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

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

It's easy to use and change the schedule. Also lets the technicians update their jobs as the day goes on. Easy to quickly see a rundown of all the days work orders.

Cons

Sometimes there are server issues that don't allow you to access your schedule. Also the autocorrect is tough to have when a lot of the words you put in are names and street names that constantly get changed.

Alternatives Considered

Housecall Pro

Reasons for Switching to RazorSync

Pricing and easy to use.

Pros

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

Cons

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

Alternatives Considered

ServiceTitan

Reasons for Switching to RazorSync

Price

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

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

Digital, cloud based, fluid throughout the day.

Cons

Multiple steps required to assign electricians to one project. :Problems with slow response making changes throughout the day.
I was told in the interview that taking deposits were being beta tested and would be available forthwith. It has been almost three years and still not able take deposits from clients. We have talked to Razorsync repeatedly; always told that it was coming soon-next uodate!
GPS on each individual job location is greatly lacking.

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

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.

Cons

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.