RazorSync

Very Good Solution for my Business

Comentarios: 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.

Puntos a favor:

Comprehensive CRM package at a reasonable price

Contras:

Not easy to customize, some aspects are stilted, different platform versions are inconsistent

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

Review

Puntos a favor:

scheduling customer appointments and firld staff work schedule

Contras:

seems to be glitchy from time to time, mixing customer data screens if your not careful it could be a big deal.

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

RazorSync review

Comentarios: Greater control on the work order process and accounting process.

Puntos a favor:

Ease of use and ability to create multiple work orders for the same customer.

Contras:

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.

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.

Great concept

Comentarios: 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!

Puntos a favor:

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!

Contras:

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.

Great value

Comentarios: 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.

Puntos a favor:

GPS tracking, timesheets, customer notification of service technician status (en route, on site, completed), best customer search function and address auto-fill there is.

Contras:

lacking infinite customer scheduling, no way for mobile devices/techs to check their own hours.

Razor Sync Review - KBS

Comentarios: Overall experience has been great, very easy to use, and works for what we need

Puntos a favor:

We like the look overall, the calender, being able to have digital signitures etc.

Contras:

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.

Overall Good Product, Some things lacking

Comentarios: We tried to switch to another software for the option mentioned above. But ended up coming back to Razor because everything else worked so horribly, but Razor worked really well in a lot of small areas.

Puntos a favor:

We've tried a few different ones and for the price, we haven't found any better than RazorSync. The usability from different devices and flow of information seems to function very well.

Contras:

The one thing we wish we had is the combination of this dispatch software with GPS tracking. We get a little bit of it in the technicians tab dropping cookies, but if I could dispatch in Razor, and then go to the GPS and have all the funcionality built there it would be powerful. Would really love to automate time sheets by setting up a geo fence. I can dispatch a job, see the vehicle leave, then once the vehicles leaves the geofence his time sheet starts, one back in the geo fence his time sheet stops.

Great for Service technicians

Puntos a favor:

RazorSync is a great utility for our needs as we go from job to job on a daily basis. Creating customers on the fly and invoicing them immediately is very valuable. Accepting payments afterwards is a breeze. Being able to email our customers afterward for their records is fantastic as well.

Contras:

The only gripe I have is how the software defaults to the "invoiced - paid" status after creating the invoice and editing it. I don't understand why the software does this by default. It should only change to that status once the customer has actually tendered payment and we have processed their payment through the app by pressing the "payment" button.

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.

Lots of potential, but not quite there

Comentarios: 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.

Puntos a favor:

Relatively easy to use. Inventory management w/ price tiers is useful, but we havent actually used that feature yet.

Contras:

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.

Service Issues

Comentarios: RazorSync has been fairly easy for my non tech savvy employees to use. Though trouble shooting when there are issues is a bit of a nightmare. This has stream lined my payroll processes and increased the speed to invoice clients, though the way the software works, I can't use the invoice functionality. I also find it hard to trust that things will work properly after the experiences we've had.

Puntos a favor:

The reporting capability and ability to cut out paper were huge reasons we purchased. Those continue to be positive.

Contras:

The customer service is extremely subpar, and there are constantly tech glitches and issues that the company cant explain, doesn't take accountability for and don't seem very concerned about resolving. Getting a call back or follow through on issue resolution is non existent. When I sold the product I was told things could be customized and that the company could be paid to do some customizations. But once I purchased and looked towards getting some things changed, that wasn't actually true. Additionally the training on the front end was worthless which caused more work for me having to train my own people and create my own user manuals. The fact that the software looks different if you are using Android vs Apple is also not ideal.

A great tool for managing a service business...

Comentarios: RazorSync has been a good choice for the money we spend on it. The issues we run into are rarely serious and we've found ways to work around the one-way sync for the most part. Overall we are pleased with RazorSync and will likely stay with it for the near future.

Puntos a favor:

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.

Contras:

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.

Great dispatching tool!

Comentarios: Overall I have been extremely impressed with RazorSync's customer service. Being able to chat with them online is super helpful when we have a quick question that we need an answer to right away.

Puntos a favor:

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.

Contras:

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.

Scheduling sofeware

Comentarios: Been a good experience so far. going on 4 years now. We own another service company as well and have changed that over to RazorSync this year. I'm anticipating an easy transition.

Puntos a favor:

We have tried several of the Scheduling software that is out there. Some were less money but didn't have the same features and others were too expensive and had too much for our needs. For the price and our needs this is a good product. Has a lot to offer and features we don't currently use but its been reliable and the guys in the field like it.

Contras:

We use it with Quickbooks and wish it would communicate both ways. meaning when you make a change on RazorSync example customer phone or email. you have to make the same change in Quickbooks. i understand that is more on the Quickbooks end.

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.

Got us out of the paper age - worked as intended

Comentarios: Razorsync took us from paper based scheduling to electronic scheduling.
We are a engineering consulting company that dispatches techs to jobs throughout the day.
Had served well to reduce dispatcher workload, reduce unneeded phone calls between employees, and serve as a searchable record of jobs performed.
We are transitioning in the next few months to a custom built industry specific (and much more expensive) solution which will cover a more broad range of what we do besides just scheduling/dispatching, but razorsync has done very well over the past ~2 years to raise the productivity/quality from an unreliable process to a more streamlined one.

Puntos a favor:

AWESOME dispatching screen, can drag and drop and easily modify jobs Serves as a mini CRM between clients input Customer service has always been extremely responsive when we've encountered issues

Contras:

As with any program designed for a wide range of industries, it's going to have things which don't match completely to how you do certain things. Mobile app can be confusing in changing job statuses and between work orders and jobs. Originally we were told the iPhone 4 phones we used for everyone would be razorsync supported for a long period of time, but when razorsync dropped support when iOS didn't allow the new upgrade, forcing us to buy everyone new iPhone 5 models.

Razorsync is for the most part user is very friendly and easy to dispatch the information

Comentarios: I really like how the dispatching is done and received by the technicians and that all the pictures are retrievable. Just like I suggested, I just wish there was an easier way to import the pictures from RazorSync because we have some very large accounts where we have to upload everything on a vendor portal. Sometimes I have to take the technicians phones and take the pics straight off their phones so I can complete what I need to do. I do like the way on the invoicing and quoting is completed because they come out in a PDF that looks very professional to our vendors and customers. The importing of information from Razorsync into QuickBooks is very easy to do and convenient so that I don't always have to do double the entry.

Puntos a favor:

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

Contras:

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

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

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.

RazorSync Review

Comentarios: 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.

Puntos a favor:

I like that I can customize and make it work for my company.

Contras:

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.

Sometimes it works

Comentarios: I wish razorsync would listen to the issues we are having and try to fix them. All we get is “it is what it is”

Puntos a favor:

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

Contras:

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.

Wish you would fix so it works all the time.

Comentarios: A lot of frustration over time. Many issues are never solved or resolved.

Puntos a favor:

The mobile app feature for worker's in the field. Easy to input new customers and see work history.

Contras:

Unable to upload photos all the time. Some photos are never able to upload. Many server issues. When your system updates are made it impacts our business and often times creates a problem. Not able to have admin side control all data. Workers in field have access to all customers. We don't want our workers to have all company information and contact information. We have brought this issue up for years. When a user is deactivated their job history on work orders is lost. It unassigns the users name.