Opiniones de RazorSync

Best Bang for Buck!

Comentarios: 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.

Puntos a favor:

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).

Contras:

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!

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Comentarios: 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.

Puntos a favor:

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

Contras:

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

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Comentarios: 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.

Puntos a favor:

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

Contras:

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

Comentarios: 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.

Puntos a favor:

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

Contras:

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

Puntos a favor:

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

Contras:

Inventory management portion leaves a lot to be desired

very good program, with a few minor changes can be great!

Comentarios: Time-efficient , least paperwork more profit!

Puntos a favor:

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

Contras:

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

Affinity review

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

Puntos a favor:

Easy to work with and the customization options.

Contras:

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

Glitches and work arounds

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

Puntos a favor:

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

Contras:

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

Could be a great app

Comentarios: Lately it's been a challenge with the frequent outages and work arounds

Puntos a favor:

Easy to use Keeps sticking on this question I guess I'll say more!

Contras:

Buggy, missing useful features, needs done work

Good price for our purposes

Comentarios: 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.

Puntos a favor:

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.

Contras:

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 in a crunch and ever since!

Comentarios: 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.

Puntos a favor:

Excellent customer support and integration with Quickbooks.

Contras:

Uploading photos one at a time is too time consuming.

Great Software

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

Puntos a favor:

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.

Contras:

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?

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

Making you work flow easier

Comentarios: Overall the the software works great.

Puntos a favor:

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.)

Contras:

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

Service Requests Don't Get Forgotten

Comentarios: My overall experience with RazorSync is great. We are not invoicing thru RazorSync yet - hoping that it will be an easy transition so I can't comment on that feature.

Puntos a favor:

We perform maintenance jobs for some of our customers; services that are to be performed monthly, every 3 months, every 4 months, annually, and every 3 years and so on. This program allows us to schedule these jobs and the confidence that these requests will not fall off the radar. Our techs can see what jobs are open in real-time; we are certainly more efficient since using this software.

Contras:

Having a simple extension number for a contact person would be helpful. Having the ability to move a service request from one customer to another would be great; currently you have to delete it and create a new request under the other customer. Having the ability to merge two customer accounts would be great as well.

Feedback

Comentarios: 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.

Puntos a favor:

Being able to switch from paper invoices to electronic.

Contras:

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.

Great Software, Easy to Use

Puntos a favor:

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.

Contras:

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.

Vital to our day to day operations

Comentarios: good

Puntos a favor:

Ease of use, ability to give feedback that will be implemented if possible, and customer interactions.

Contras:

Maps when entering new customers that doesn't default to my state. I live in Georgia and it give me address suggestions from Washington state before my own. Also, sometimes dose not upload photos and they may contain serial numbers that are lost.

Very good product

Comentarios: We moved to RazorSync from an older dispatch only software and QB desktop. Being able to invoice and receive payments in the field has changed our business processes completely. We no longer have a person in the office just typing and mailing invoices all day. While I haven’t completely on boarded our inventory yet we are excited about implementing that as well. Our biggest concern in the beginning was being cloud based what would happen if there was an outage but that has been very minimal and quickly repaired on the one or two times it has happened. Overall we are still very happy we made the switch

Puntos a favor:

Fairly easy to get started but we did not import our existing records. The price is competitive Works with QB online Friendly customer service

Contras:

Sometimes we have issues syncing to QB online but that could be QB Some reports are confusing, for example, printing a customer list of only a certain type is customer has been difficult for us

Easy, user friendly and intuitive

Comentarios: 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!

Puntos a favor:

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.

Contras:

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.

RazorSync Review

Comentarios: Disappointing-I feel that I have been repeatedly told untruths.

Puntos a favor:

Digital, cloud based, fluid throughout the day.

Contras:

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.

Good product for smaller companies, reporting and flexibility are limited, customer support has drop

Comentarios: 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.

Puntos a favor:

It was easy to use and set up. Worked ok until we reached 20 + employees

Contras:

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.

Perfect for the money

Comentarios: Would definitley chhose Razor Sync again, we enjoy this product.

Puntos a favor:

I love the ease of this product, very simple to use and navigate

Contras:

Sometimes when my techs are out in the field and enter their notes and time, it either deletes or takes about 20 minutes-1 hr to update