I particularly recommend for  small and medium scale organizations to use this app which helps them economically and mentally also.

I love that there is virtually, even if our few field techs don't have internet.

Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.

There are a lot of forms to fill out to get the software running correctly. 6 months in  and we still are battling some bugs.

With the use of dynamic rules on how engineers are selected and the use of the area map is very helpful and it takes away the guessing of hoping we are selecting the correct personnel.

Need to update map customization lagging sometimes.

Best software I have used to submit timesheets.

Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint.

I self-implemented so the ability to quickly extend the package with flows was great.

This includes our ability to increase service revenue through multi-trip work orders, and cut costs with tighter management of our inventory.

Salesforce - Good Option if you take the time to learn it.

We were told that it would take 3 months to build our instance. It has been over 18 months and we continue to pay for a non-functioning product.

Record every activity and calculate our daily, monthly and yearly performance which not only helps the management , but also helps in our personal growth in the channel.

The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.

It keeps me organized and on task. Plus I love how it keeps all my co-workers and I stay on the same page, with each case.

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

Will admit some of our problems with system were employees not remembering how to operate system.

Ease of use for our field technicians so we could count on them actually using the software. Integration with Quickbooks has been seamless.

Best part about the software is the ease of access with the app and website, it is accessible through many outlets which is nice.

Ease of use for the field technicians, We like the idea of the phone app and it's uploadability for pictures.

Very easy to use and the customer support is outstanding. If you have any questions or concerns all you have to do it call them and you get an answer.

We were able to put all of our paperwork based reports and tickets into a digital system that stopped us from killing half a forest a month.

Excellent customer service, a lot of features, good comprehensive data banks, limitless storage for data, a lot of customization options.

The price is fair and the features are useful. The ease of use and ability to track and monitor our technicians​ ' progress is amazing.

Reminders are worthless, no reference information sent relates/clues to any job. Navigation in customer profiles is one-way, no back button, you have to start over again.

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.

We have brought this issue up for years. When a user is deactivated their job history on work orders is lost.

The thing I like most for me is the link to the map quest or Google maps. Using an Apple phone I have relative ease and getting to the comments field and adding attachments or services.

I hate how its hard to invoice a]] and hate how it shows paid and will send a payed invoice when i havent even entered in a price amount.

Love the way I can just put it on peoples routes and not have to remember to tell them. As long as they Sync it works wonderful.

Features are awesome and integration to QB is as well.

We also have had over 6 instances where the Razor Sync invoicing and payments have caused customers to get double charged and I have had to call and have the second charge reversed.

I have had to major issues with the software. Almost every problem encountered was due to lack of user knowledge about the software.

Razor Sync is user friendly for the most part and I like that all customer info is in one place with unlimited space. I like that it is a cloud based program and can be accessed anywhere.

Overall, this is an affordable and positive option for this small HVAC business.

Scheduling jobs and invoicing costumes on site with RazorSync is awesome. Our customers like to get an invoice right on site.

US Dollar

Field Service Lightning is an add-on solution to the SalesForce Service Cloud that helps dispatchers and mobile employees schedule appointments, manage inventory, and optimize resource utilization. It allows staff members to create work orders and integrate them with accounts, contacts, assets and other data across the Service Cloud. 


Field Service Lightning comes with geolocation and navigation capabilities, which enables on-field employees to find optimum routes and maintain records for all service history locations. The Einstein AI module lets supervisors use image recognition technology to identify assets and equipment parts and prescribe a course of action to technicians remotely. Additionally, managers can utilize the analytics functionality to gain visibility into operational performance, employee KPIs and customer complaints.


Field Service Lightning comes with iOS and Android mobile applications, allowing users to manage activities remotely. It is available as an add-on to Service Cloud on monthly subscriptions. Support is extended via phone, live chat, documentation, email and other online measures.



LongDescription

File Management

Real Time Analytics

Forecasting

Quality Management

Work Order Creation

Barcode/Ticket Scanning

Safety Management

Payment Processing

Time Tracking

Customizable Reports

Activity Tracking

Dispatch Management

Real-Time Monitoring

Contract/License Management

Supply Chain Management

Electronic Signature

Order Management

Traceability

Customer Database

Recurring Appointments

Job Management

Collaboration Tools

Geographic Maps

Scheduling

Multi-Location

Self Service Portal

QuickBooks Integration

Contact Management

Technician Management

Bills of Material

File Storage

Mobile Access

Inventory Tracking

Compliance Management

Performance Metrics

Routing

Production Scheduling

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Automated Scheduling

Work Order Management

Mobile App

Job Scheduling

Billing & Invoicing

Accounting Integration

Alerts/Escalation

Inventory Control

Reporting/Analytics

Contact Database

Online Time Clock

Supplier Management

Customizable Forms

Payment Collection in the Field

Quotes/Estimates

Third-Party Integrations

Maintenance Scheduling

Document Management

Inventory Management

Employee Management

Status Tracking

Fuel Management

Mobile Alerts

Document Storage

Route Optimization

Task Scheduling

Invoice Management

Communication Management

Calendar Management

Geolocation

Customizable Fields

Shipping Management

Data Import/Export

Route History

Two-Way Communication

Fuel Tracking

Route Management

Real Time Data

Historical Reporting

Territory Management

Workflow Management

Transportation Management

Reminders

Estimating

Customizable Templates

Customer Management

Delivery Tracking

Real Time Reporting

Monitoring

Job Tracking

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Field Service

In Person

Live Online

Webinars

Documentation

RazorSync is a cloud-based field service management solution that features both mobile and desktop capabilities. It is supported on Android and iOS and is designed for small and midsize field service businesses. Key features of this solution include customer management, scheduling and dispatching, field worker management and job estimating and invoicing.


RazorSync sends email notifications and text messages to field technicians reminding them of their work schedules and jobs. The solution features on-site invoicing and automatic updates to customer records, as well as GPS tracking capabilities for offices to monitor and adjust field workers schedules and routes on the fly. Users can store customer records including communications, notes, photos and work history at one place. Users can also create new service requests based on previous work performed for a customer.


RazorSync is suited for many different types of field service operations, including cleaning services, HVAC, lawn care, and IT or computer repair. Pricing is per month.



Electronic Payments

Invoice History

Recurring/Subscription Billing

Real-time Scheduling

SMS Messaging

Job Costing

Mobile Payments

Group Scheduling

Credit Card Processing

Customizable Invoices

Mobile Signature Capture

Hourly Billing

Online Payments

Cost Tracking

Online Invoicing

Real-Time Data

Billing Portal

Resource Scheduling

Tax Calculation

Client Portal

Invoice Processing

Online Booking

Time & Expense Tracking

For Commercial and/or Industrial Electrical Contractors

Calendar Sync

Interaction Tracking

Real-Time Reporting

Customizable Branding

Automatic Backup

Employee Scheduling

Payroll Management

Equipment Tracking

Drag & Drop

Customer History

Appointment Scheduling

Labor Forecasting

Time & Attendance

Employee Database

For Plumbing Industry

For Handyman Industry

Invoice Creation

Availability Management

Offline Access

Pricing Package Plans:
• Solo, up to 2 users, $85/month (annual plan)
• Team, up to 7 users, $175/month (annual plan)
• Pro, up to 15 users, $360/month (annual plan)
• Enterprise, unlimited users, reach out for pricing

All plans start with a 14-day FREE trial with all the features of the Enterprise package. RazorSync recommends you sign up for a Live Demo before beginning your trial. RazorSync offers training and technical support via phone, email, and GoToMeeting to help support your business.

Self-Employed

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