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

Razor Sync is a decent program and we are making things work the best that we can. The set up did not go as well as we were told it would and a lot of our customer information was not transferred over. I had to hire someone else to come in and move over our customer data.

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.

The software does NOT work with Quick Books as well as we were lead to believe which was the biggest factor for us when we decided to purchase. We have tried to get our Razor Sync to link to our Quick Books with tech support on multiple occasions which were unsuccessful so it has caused a lot of issues with out billing. 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. It does not show up in our Razor Sync only on the customers card statement. Also our mobile ap goes down often and our field techs can not use it.

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.

Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.

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.

Great experience. Just a few things that would help our workflow. Happy with product overall.

Easy to work with and the customization options.

Sales tax settings reset when sync to QuickBooks, card payments for one off customers.