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.

Comprehensive CRM package at a reasonable price

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

Time-efficient , least paperwork more profit!

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

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

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.

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

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.

Greater control on the work order process and accounting process.

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.

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.

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

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

Without a software like this, our company would be almost impossible to operate efficiently. Although it can be slow responding to touch at times especially when the techs are navigating between screens on ipads in the field, it does function well 90% of the time.

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.

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

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

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.

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.

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.

RazorSync helped improve the time spent on scheduling my technicians for their daily work. From a management perspective, the dashboard is a great visual to see where my team is scheduled to perform work. Updating and changing schedules on the fly has been a great feature. Improved productivity for my office and field staff.

My technicians can easily turn off location tracking in the app.

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.

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

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.

Overall, our experience has been quite good.

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.

A custom product was going to cost us well over $20k and was not the option we were ready to take. We tried numerous other "box" products but when we found RazorSync we stopped looking. For the first conversation we were hooked. The customer Service people are just amazing to work with. Even if you don't have the answer you would like to hear they make you feel good about it. Though the product has some work arounds for our industry we have been able to handle a 300% growth month over month by having this system in place. WE COULD NEVER HAVE DONE THAT ON PAPER. I appreciate the right cost product doing way more than the other options we tried. I love the product, our techs love the product, and most of all our customers love the product that allows them to know where we are and when we will be there by just logging in to their portal. I am looking forward to the next phases of the product and hope we can keep growing with them. Excellent Job RazorSync people!

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.

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.

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.

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.

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.

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

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.

A lot of talk and nope can't change anything for you.

Its the best we have right now. Looking at other software.

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.

Overall the the software works great.

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.)

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

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.

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

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.

Being able to switch from paper invoices to electronic.

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.

It is a great tool for Service industry invoicing and billing.

The ability to work offline. Good customer support.

Not customizable. Sometimes our requests for improvement are delayed.

It was good. Really good but lately it has been extremely glitchy. Especially the mobile app side of it. It won’t sync users will have something assigned to them then it will disappear off their timeline.

Quickbooks sync, and ease of use. Trying to streamline business for ease of invoicing and collecting etc.

Service item search takes a while. Lately the app and desktop version has been very glitchy.

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.

Price and ability to work with Quick Books.

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.

I AM PRETTY HAPPY WITH MY EXPERIENCE WITH RAZORSYNC, HOWEVER I HAVE CALLED A COUPLE TIMES (ONCE 2 YEARS AGO AND AGAIN LAST YEAR )REGARDING THE ABOVE ISSUE AND HAVE BEEN TOLD YOU GUYS WERE WORKING ON THAT ISSUE AND IT IS STILL NOT AVAILABLE.

REALLY EASY TO LEARN AND USE. I AM THE OFFICE MANAGER HERE AND ALSO DO TRAINING AND IT IS VERY EASY TO TRAIN.

WHEN NEEDING TO SEND AN EMAIL TO A CUSTOMER IT ONLY AUTO PULLS ONE EMAIL . YOU CAN ADD OTHER EMAIL ADDRESS BUT IF YOU DON'T THE EMAIL ADDRESS YOU HAVE TO CLOSE OUT YOUR EMAIL GO INTO THE CUSTOMER ACCOUNT COPY THE ADDITIONAL EMAIL ( ONE AT A TIME ) AND THEN GO BACK TO THE WORK ORDER YOU ARE WANTING TO SEND AND ADD THE EXTRA EMAIL. SOME OF OUR CUSTOMERS HAVE MULTIPLE PEOPLE THAT WANT A COPY OF THE WORK ORDER AND WE ARE NOT ABLE TO DO THAT EASILY.

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!

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.

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.

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

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.