RazorSync reviews

The map page allows me to coordinate the incoming jobs according to location and also to track my plumbers off their smart phone GPS so I can estimate ETAs for the customers. The Reports tab is also very versatile and I am able to obtain the necessary data I need with just a few clicks!

The Support Staff are all professional and knowledgeable. I usually get answers to questions right away or in a reasonable timeframe.

I love that if RazorSync is down, I still have access to the appointments via our gmail account!

Support hours are too short - It would be great if they were available so business in all the time zones had access during typical business hours (M-F, 8-5) or longer.

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

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

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.

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.

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

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.

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.

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.

RS offers a solution that follows each of our projects from start to finish - no need to jump around to a multitude of platforms.

The product is feature-rich and that sort of gets in the way of a smooth-running platform if you’re looking for on-the-go ease.

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

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!!

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).

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.

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.

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.

Excellent layout and workflow
Great service response to questions
More BANG for your buck than any other product I have ever seen

It is NOT custom so there are some changes or adjustments that have to be made to workflow for it to work well.

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

Buggy, missing useful features, needs done work

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.

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.

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.

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.

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.

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.

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.

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.

Creating new work orders and dispatching technicians is extremely easy

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.

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

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

The ability to work offline. Good customer support.

Not customizable. Sometimes our requests for improvement are delayed.

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.

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.

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

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.

Fairly easy to get started but we did not import our existing records.

The price is competitive

Works with QB online

Friendly customer service

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

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.

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.

Digital, cloud based, fluid throughout the day.

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.

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

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.

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

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