RazorSync Erfahrungen

The map page allows me to coordinate the incoming jobs according to location and also to track my plumbers off their smart phone GPS so I can estimate ETAs for the customers. The Reports tab is also very versatile and I am able to obtain the necessary data I need with just a few clicks!

The Support Staff are all professional and knowledgeable. I usually get answers to questions right away or in a reasonable timeframe.

I love that if RazorSync is down, I still have access to the appointments via our gmail account!

Support hours are too short - It would be great if they were available so business in all the time zones had access during typical business hours (M-F, 8-5) or longer.

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.

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.

Intuitive and user friendly. It is also integrated with Quickbooks for financial statement generation

Invoice printing, we would prefer batch printing. Work order templates, currently you only have an option to create a template at the service request level.

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.

It is easy to use, training took just a few days. The route optimization greatly improves efficiency. Working as a database; it works great to maintain customer information and work orders.

It would be helpful if the technicians could upload PDF attachments to the mobile app. Would also like to be able to include PDF attachments to invoices.

Easy to use, pretty straight forward. Cost is cheaper than most. Can use on your cell phone. Keeps track of things great

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

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.

I love that we can add new clients, and add multiples address, phone numbers, job title. We can see the daily schedule, run report, track services that we provide and need to be provide in the near future.

When you have a name connected to an invoice, can't be removed from the software so we have to delete all the invoices attached to that name or service address.

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.

Easy to use
Keeps sticking on this question I guess I'll say more!

Buggy, missing useful features, needs done work

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.

I like the ability to track our technicians using the GPS software, as well as the visual appeal of the dispatch board. I like that the technicians are able to set up their own work orders on the road by using the app on their phone.

I do not like that we cannot have a "bill to" account set up separately. Instead, all sub-accounts must be created under the same account. This can become frustrating when we set up a customer and realize down the road that it must be billed to someone else. Instead of having a bill to option, we must then create this address, work order, and copy all relevant information over to that bill-to account before we can invoice the correct person.

RazorSync does a good job at managing Service Orders, Work Orders and Invoicing for my business. The workflow is reasonably well thought out and implemented and the mobile app makes it easy to check in and out of jobs. The web interface is decent and being able to track technicians' locations through the Field Workers map is handy for determining ETA to jobs. We do invoicing and accounting through Quickbooks Online and the syncing from RazorSync makes billing simple. The Customer Service we've received from RazorSync has always been friendly and timely.

QuickBooks Online syncing is only one-way so invoices added in QB or modified doesn't carry changes through to RazorSync. We were told shortly after we signed up that updates were in the works to make it a true two-way sync but two and half years later that still hasn't been implemented. Updates to the product seem to have slowed in the last year and we've not seen too many new features added as of late.

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.

The system is very easy to use and the support is awesome.

The staff at RazorSync has alway been available for support and it has been that easy to implement the question have been few and far between.

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.

Tech GPS tracking, no learning curve, great support (always answers the phone and fast email replies), integrated credit card processing, schedule by calendar view which is great, customizable, they host on a very fast server so there's no lag switching screens or loading multiple modules, customer portal, integrates with all popular accounting software if your already using something different. (There's accounting module works great).

Wish they had come up higher in the search when I Googled "field service tech software". I would haven't off had to go through all the other apps before finding them.

They are always upgrading and improving the mobile apps (for both Iphone and Android). I wish they would send out a email to let us know so we can let our techs know to update their phones. Not a huge issue but that's the best I could come up with for the "Cons" section.

I like that this software allows us to manage our appointments and technicians in a way that is user-friendly​ and comprehensive at the same time.

There are a few features that I wish we could utilize more and that razorsync had but overall it is a very good software platform.

Lots of features. There is an app which is helpfull.

Want to add multiple people to one job so i dont have to create multiple work orders. There also needs to be an easier way to view all work orders for one site. Also should be another selection for status of work order such as "incomlete-return needed" or "incomplete-end of day". Could also make it so that work orders dont need to be in consecutive days. I would like to be able to have something scheduled on Monday and be able to come back on Wednesday and still be able to access my notes from that monday because i am still working on the same thing. It would be helpful to organize jobs that were cancelled or restructured or a return site visit needs to be done to be put in a place so i know what waasnt completed that week and what is needed to get back to. Tab on calender for sick days or vacation days. Let us export to excel document or word document.

Fairly easy to get started but we did not import our existing records.

The price is competitive

Works with QB online

Friendly customer service

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

I really love the accounting function and how invoices can sync to Quickbooks.

Would be great if the system would send email/text reminders of appointments to customers the day of the appointment. This would definitely lower call volume. Also, do not like that I have to create a customer then a service request/work order item to see where a customer can be scheduled for routing. Wish that there was a function where I can put in an address and the system could tell me what day where I would be within 1-5 miles of the address for routing purposes.

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.

That our group of techs can see everything that is currently going on or needing to go on within our organization

I'm very surprised that we are unable to scan in/out parts into inventory?

I love the ease of this product, very simple to use and navigate

Sometimes when my techs are out in the field and enter their notes and time, it either deletes or takes about 20 minutes-1 hr to update