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Informazioni su RazorSync
Semplifica la tua attività di servizi con l'app per le stime, la pianificazione degli ordini di lavoro e la fatturazione. Versione di prova gratuita e ad accesso completo.
Excellent customer support and integration with Quickbooks.
It seems to be a software issue not a user issue which is disappointing when that was one of the main reasons I wanted to use the program in the first place.
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Very Good Solution for my Business
Commenti: 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.
Aspetti positivi:
Comprehensive CRM package at a reasonable price
Aspetti negativi:
Not easy to customize, some aspects are stilted, different platform versions are inconsistent
Risposta di RazorSync
5 anni fa
Thank you for the review and feedback Rod! Please reach out to us if you need anything.
very good program, with a few minor changes can be great!
Commenti: Time-efficient , least paperwork more profit!
Aspetti positivi:
price, support, offline capabilities, relatively easy to use.
Aspetti negativi:
QB integration, communication with customers(ex. mail to only one person at a time), miss some intuitive options, no statement or finance charging option
Risposta di RazorSync
5 anni fa
Thank you Marc for this review! I'm so glad we've been able to assist!! Please reach out if you have any questions, our team is always happy to help!!!
The new version of RazorSync still needs a lot of work
Commenti: Great just need to fix new app
Aspetti positivi:
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.
Aspetti negativi:
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.
Alternative considerate:
Glitches and work arounds
Commenti: Very Successful software that does a great job on the customer support of the product. Very well designed with many features.
Aspetti positivi:
The software allows me to track my business very closely. It allows you to go paperless.
Aspetti negativi:
A few glitches with estimates and work orders, and yes there were workarounds but it would be nice if there was a fix
Risposta di RazorSync
5 anni fa
Thank you for the great review Dillon. We work very hard to deliver a powerful solution and one that is backstopped by world-class support. We look forward to serving you. If you ever need anything, please feel free to reach out to us.
RazorSync review
Commenti: Greater control on the work order process and accounting process.
Aspetti positivi:
Ease of use and ability to create multiple work orders for the same customer.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you for your feedback and review! If you ever need anything, please feel free to reach out to us.
Alternative considerate:
Has Potential
Commenti: 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.
Aspetti positivi:
It is easy to see how navigation of the software should work. The schedule is clear and has multiple views for daily / weekly / monthly.
Aspetti negativi:
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.
Risposta di RazorSync
4 anni fa
Thank you for your feedback, can you please call us at 877-675-4395 option 2 for support so we can document the issue in order to get it resolved?
Alternative considerate:
Great concept
Commenti:
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!
Aspetti positivi:
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!
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you for your review and feedback Luke! Happy to hear that you are saving paper! Please reach out to us if we can help you with anything. 877-675-4395 option 2 for support.
Great value
Commenti: 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.
Aspetti positivi:
GPS tracking, timesheets, customer notification of service technician status (en route, on site, completed), best customer search function and address auto-fill there is.
Aspetti negativi:
lacking infinite customer scheduling, no way for mobile devices/techs to check their own hours.
Risposta di RazorSync
5 anni fa
Thank you Robert for the review! I'm so glad we've been able to assist you! Please reach out if you ever have any questions.
Razor Sync Review - KBS
Commenti: Overall experience has been great, very easy to use, and works for what we need
Aspetti positivi:
We like the look overall, the calender, being able to have digital signitures etc.
Aspetti negativi:
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.
Risposta di RazorSync
4 anni fa
Thank you for the great review Taylor! We are grateful to be able to help your business. If you ever need anything, please feel free to reach out to us.
Alternative considerate:
Overall Good Product, Some things lacking
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you Brett for the review and the feedback. Please let us know if you have any questions or need anything!
Razorsync
Commenti: It is an OK product. I get kicked off a lot when I’m not on mobile.
Aspetti positivi:
I did not choose this product. I do like that it’s mobile.
Aspetti negativi:
My colleagues, and I have made suggestions, and none of them were addressed to finality.
A lot of potential, but falls short on some very basic requirements
Commenti: 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.
Aspetti positivi:
Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Aspetti negativi:
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.
going downhill
Commenti: It's been really good, but I want some new upgrades like I mentioned above
Aspetti positivi:
Easy to use, pretty straight forward. Cost is cheaper than most. Can use on your cell phone. Keeps track of things great
Aspetti negativi:
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
Risposta di RazorSync
5 anni fa
Thank you for your review Steven and we appreciate your feedback! I will be sure to pass the information on to the team. In the meantime please reach out to us if we can help you with anything!
RAZORSYNC REVIEW
Commenti: As a service only business (previous company), and being the sole employee, it was excellent. We still use it for service and repair scheduling, as well as scheduling our construction/installation work. I 'generally' would heavily endorse your product.
Aspetti positivi:
The scheduling for service work is excellent. Monitoring where our employees are at any given time is of extreme value. The customer notifications has been highly praised by our clients, and is helpful in determining how productive our teams are, in performing specific service and repair requirements.
Aspetti negativi:
The estimating portion of the program needs some work. It does not feel 'user friendly', and is difficult to update or change information. The presentation format appears a bit unprofessional in my opinion. We have used it for some estimating, then re-type the information into another system for managing payments and job status. We are now using QuickBooks Desktop. Not sure how that interface would work. We previously used QuickBooks Online..... I would not recommend using that, as the people in that organization appear to have little knowledge on how to manage the data, causing numerous errors, and some customer negative comments.
Risposta di RazorSync
4 anni fa
Thank you Larry for the review! Please don't hesitate to reach out if you need anything.
RazorSync is an EXCELLENT Platform!
Commenti:
I moved from Successware21 (using it from 2004 to 2016) to Wintac (Using it from Jan 2016 to Jan 15, 2017) and I was looking for a good software that had an all in-one dispatch and financial. But after using Wintac for only one year - I had enough. I had demos done with 5 after looking at 15 companies and found out of the five companies RazorSync.
The Platform is SOOO easy to navigate through my techs love using it in the field and the customers love getting the alerts, emails too. One of the biggest problems with Wintac was my customers getting their invoices by email. No problem with RazorSync! The set up was very easy also and learn time of the platform took weeks not months. One thing I need to express is in the field my techs still have full function of the software in the field when there is no signal with phone or tablet. I have not used QuickBooks since 2003 when I was using Successware21. I was was amazed how easy RazorSync worked with Quickbooks Online version. For someone using QuickBooks already it would be a no brainer to go with RazorSync. In my opinion should be at the top of the list and definitely 10 times easier to use than Wintac.
One more thing about the QuickBooks since I have out of the loop with them for years - We are now doing using the full payroll services through them and cut my cost by $ a year after moving from PayChex for 20 years. Because of the great personal over at RazorSync and the software it has been a GREAT experience for us. We High Recommend this company and if you have a decision to make you must check them out, you will not be sorry.
Aspetti positivi:
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.
Aspetti negativi:
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.
Risposta di RazorSync
8 anni fa
Thank you for the compliments Don. We look forward to serving you and the entire Jack Frost Heating & Air Conditioning team!
Making you work flow easier
Commenti: Overall the the software works great.
Aspetti positivi:
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.)
Aspetti negativi:
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
Risposta di RazorSync
5 anni fa
Happy to hear the software is working great for you! We appreciate your feedback! If you need anything, please feel free to reach out to us.
Needs some tweaks
Aspetti positivi:
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!
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you for your review Sarah. We're sorry to hear you've been having issues . Can you contact our support at 877-675-4395 or send an email to [email protected] to see if there's an issue we can help to resolve?
Its OK
Commenti: A lot of talk and nope can't change anything for you.
Aspetti positivi:
Its the best we have right now. Looking at other software.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you Greg for your feedback. We are sorry you are frustrated with portions of the app. Please contact our support team at 877-675-4395 option 2 or see an email to [email protected] to see if there's an issue we can help you resolve.
Short Learning Curve
Commenti: If your looking for a field service app then look no further. And trust me we tried them all. Quockbooks, GoServicePro, Jobber, mHelpdesk, ServiceM8, should I go on. First of all if you need a mobile app that works on Android then these guys have you covered. Most if not all the apps I mentioned above only support Iphone. All of our techs have android phones. The learning curve is almost non existent. Give yourself 45 minutes and your already a pro. Everything is synced right to the techs phone. You control what they see and do. So also tracks them with bread crumbs do you know where their at. When they change the status of a work order to "In-Transit" the app send an email or text or both to the client. This frees up the technician time having to call the next stop. I could go on and on with all the great things this does. Been a customer for almost two years and wouldn't think about switching.
Aspetti positivi:
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).
Aspetti negativi:
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.
Razor sync imrovments
Commenti: very good. site could be a little more eye popping. buttons more bubbly. needs to be easier to get around. not all buttons are obvious to find.
Aspetti positivi:
Lots of features. There is an app which is helpfull.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you Jack for the review and the feedback! Our Gen 7, which is slated to come out sometime next year will have some new features which will make finding the buttons much easier along with other enhancements! If you ever need anything please feel free to reach out to us.
Awesome Product....best accounting function of similiar products
Commenti: Razorsync has been an exceptional tool to add to our business. Easy to use and our techs love the map function. Having mobile capability is mostly used for our business and has been a God send for the field.
Aspetti positivi:
I really love the accounting function and how invoices can sync to Quickbooks.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
I am glad to hear you think RazorSync is awesome! Thank you Amber for the great review! If you ever need anything don't hesitate to reach out to us.
Support and Ease of Use
Commenti: Still deciding, have not reached a year yet and still have several problems a month that getting help with can be difficult. We are a summer business so if problems have not subsided may look for other option in the fall.
Aspetti positivi:
Price and ability to work with Quick Books.
Aspetti negativi:
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.
Risposta di RazorSync
4 anni fa
Good Morning Susan, I'm so sorry for this frustration, but I really appreciate you bringing these issues to our attention. I am going to connect with our Operations Manager to address these issues! If you have some more details, please email me directly! [email protected]
Good product for smaller companies, reporting and flexibility are limited, customer support has drop
Commenti: 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.
Aspetti positivi:
It was easy to use and set up. Worked ok until we reached 20 + employees
Aspetti negativi:
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.
Great Starter Software
Aspetti positivi:
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!
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you for your feedback Amanda. We are grateful to be able to help your business. We love hearing your company is growing! !! Please reach out if you have any questions, our team is always happy to help!!!
Good Product
Commenti: Great love the customers service help when needed and love the easiness of getting my workers to there jobs and them getting the jobs done and billed in a timely manner and love the price.
Aspetti positivi:
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.
Aspetti negativi:
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.
Risposta di RazorSync
5 anni fa
Thank you for your feedback Marisa. Give us a call at 877-65-4395 and then option 2 for support when you have a moment. Our team would be happy to help you with the issues you are having with the app. We look forward to hearing from you!