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

I like the flexibility that comes with Razorsync. I can make adjustments on the fly

Inventory management portion leaves a lot to be desired

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!

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!

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.

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

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.

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.

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.

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.

Overall razorsync is a game changer for any company that uses it. I have been a razorsync customer for over 5 years and plan on it staying that way.

These are all the reasons we use Razorsync Good for: CRM Scheduling tracking work history customers, especially customers with multiply properties invoicing with QB integration service reports w/ pictures saving pictures in a work order customers signature option Tracking payroll hrs. Tracking Field Tech

1. route optimization did work well for us, we had to always double check it and usually adjust it. we stopped using it because of this reason after about 90 days of using it when it first cam out. it may work better now. 2. Clocking in and out of work from a cellphone. isnt always as seemless as clocking in and out of work from a computer. Sometimes its doesnt clock people into or out of work and will get stuck syncing. clocking in and out of work from a computer in usually always seemless and never an issue 3. Searching for a property is hard too especially for a customer that has 50 or more properties. finding he customer is easy but there is not an search with the customer account to search for a specific property. When you search for a property in the customer search using a property address, the search results produce only the company name the property is associated with.

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.

Out of all of the software solutions we investigated while shopping, this one checked the most boxes. There are things it is missing, but overall it works for what we need it to.

Creating new work orders and dispatching technicians is extremely easy

There are a lot of features that the software is missing, little ease of use functions like filtering and sorting lists, that make it unnecessarily difficult on the back office side to use. If you revisit the same locations for different requests it can be easy to lose things that need to be invoiced if you're not careful, but if you never revisit the same customer it is excellent. Many of the reports we need as a business have to be created by hand outside the software by combining multiple reports, basic things like WIP are very difficult to identify & require 3 different reports put together in excel to get a full picture.

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

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!

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.

It's easy to use and change the schedule. Also lets the technicians update their jobs as the day goes on. Easy to quickly see a rundown of all the days work orders.

Sometimes there are server issues that don't allow you to access your schedule. Also the autocorrect is tough to have when a lot of the words you put in are names and street names that constantly get changed.

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.

good

Ease of use, ability to give feedback that will be implemented if possible, and customer interactions.

Maps when entering new customers that doesn't default to my state. I live in Georgia and it give me address suggestions from Washington state before my own. Also, sometimes dose not upload photos and they may contain serial numbers that are lost.

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.

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

Digital, cloud based, fluid throughout the day.

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.

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 wish razorsync would listen to the issues we are having and try to fix them. All we get is “it is what it is”

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

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.

It is a good app, easy to navigate overall.

Our plumbing company uses Razorsync daily and it is very easy for our techs to navigate through. Our office staff would like to see more features to track budgets, sales, and year to date. Our office staff feels that there should be an easier way to achieve searching for customers that have had a particular service done, so we can check back on them. Over all the app is a success with our company, there are just a few little things we would like to utilize from the app. Charts and pie graphs would be an awesome addition to our daily office use.

It is really difficult to track residential and commercial hours per user. We would like to see more specific reports, other than the few we have to choose from.