RazorSync

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

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

Review

Aspetti positivi:

scheduling customer appointments and firld staff work schedule

Aspetti negativi:

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

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

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.

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.

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.

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.

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.

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.

Great for Service technicians

Aspetti positivi:

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.

Aspetti negativi:

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.

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

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.

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.

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

Scheduling sofeware

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

Being able to switch from paper invoices to electronic.

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Commenti: 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

Aspetti positivi:

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

Aspetti negativi:

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

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

Aspetti positivi:

Digital, cloud based, fluid throughout the day.

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Commenti: 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”

Aspetti positivi:

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

Aspetti negativi:

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.

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

Aspetti positivi:

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

Aspetti negativi:

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.