RazorSync

Pros

Customized statuses... Hands down our most important feature. We have several different types of inspections that have stages and steps that require both field users and office users to complete. Since we were able to customize the statuses to fit the stages of the project, I can see where everything is at a glance. I can color code the statuses by the responsible employee so that when glancing at the calendar, I know that I shouldn't see any bright yellow statuses that are over a week old... That tells me to go check on Kevin and see if he has a pulse. That type of tracking is INVALUABLE!!! I'm not waiting on reports or taking an employee's word that their tasks are completed.

All the other features are great but you can find the same features elsewhere (and pay a lot more).

Cons

Most of my cons are specific to the odd nature of our work. We routinely have different inspectors team up for a day and separate the next day and there is no way of assigning more than one employee to a task/work order. This leads to creating place holder events to indicate that the employee should look to another employee's schedule. It works... it's just a bit clunky.

UI- RazorSync does not appear nearly as polished as it's competitors. Because of the functionality, I feel that it's an acceptable trade off. The web browser view is the largest problem design wise. Again, we have as many users in the field as we do in the office so half of our company uses the web browser view. If you just run through the mobile app, you probably won't notice the awkwardness.

Pros

The flexibility of the invoice entries. I can edit as needed.

Cons

I'd like to see the ability to automate discounting and service charging for credit card payments when invoicing services

Alternatives Considered

Reasons for Choosing RazorSync

Switched From

Reasons for Switching to RazorSync

Pros

We needed a system to be able to remotely look up our customers information and scheduling and this did that

Cons

The prices keep going up. We've used razor sync for about 3 years now and are play no more than double what we started at without changing anything in our use or any improvements that affect our companies use of the software.

Alternatives Considered

Reasons for Switching to RazorSync

Pros

Custom service forms. I can create a standard form for pretty much any need. I like the automatic invoicing and Quickbooks integration, gps locator for field workers and time keeping is also great

Cons

I am not sure if it is a "con" but I wish after I import all invoices from Razorsync to Quickbooks, that the invoices already have the checkmarks for the allowed payment options, as now after I generate 50 invoices I need to open each one and checkmark the 2 payment options (bank transfer and CC). On the other hand that way I may catch a wrongly generated invoice.

Another thing I don't like is when I set the recurring services/ work orders and I add a service item when I set up the recurring service (i.e. the cost of the service and a service form to be filled by our employee), the next time I set any service for this client it will include the same forma nd the same service item - so I need to go in and delete those --- is there a way to add service forms and items in a recurring service without having those aper in every later job for the same client?

Alternatives Considered

Reasons for Switching to RazorSync

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing RazorSync

Reasons for Switching to RazorSync

Pros

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.

Cons

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.

Pros

I do all my scheduling through this system. I love the app and what I use on the computer. I can go any where and use any computer or smart phone and get the most out of it. If there's something not quite jiving with my life I can always find a way to make this system work. I don't think I use all the features to their fullest but it's there for me once I figure it out or have them figure it out for me.

Cons

I sometimes have to figure it out but can't think of much I don't like. When I started using it 5 years ago it was difficult till it wasn't. Everything takes some getting used to and this was some learning but not to challenging. Growing pains only.

Pros

As a daily user for Razor sync, I can say it has its hits and it has its misses. Sometimes we have a good day of use, then other days it's not so good. These are my experiences with this program.

Cons

The improvement should be testing out why we experience the internal pages lost every other day. This has happened pretty regularly since using the program. It slows down our productivity and we can't do most of our work when this is down.

Pros

I like the layout being easy to read because it is not over crowded. Information is accessible able and well labeled.

Cons

There are way too many steps to creating invoices. The county never matches the town. When creating reaccuring payment you have to manually input the amount for each work order even when the reassurance is set on a work order with all the proper information.

Pros

That it’s easy and simple to navigate where you are going when you are already dealing with a problem or situation out in the field. You don’t need your app to give you more problems.

Cons

How do you have to add a whole Nother step to get to your work orders or your work details and if the app does not load or completely load I have removed it from my phone and put it back in my phone. Everyone is having the same problem.

Pros

The ease of the technician invoicing and collecting payment in the field.

Cons

Information has to be entered repeatedly.

Pros

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

Cons

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.

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

The Software is very easy to use. I do not need a Server in my office and very mobile with tablet or phone. It integrates with QuickBooks easily and setup is a breeze. The mobile side is amazing with how fast to use in the field. No waiting for upload times. We will switch from phone to tablet when finishing the service call so we do not have to carry the tablet until the end. The phone app is excellent and easy to use. Able to take Credit Card transactions through the system and automatically updates real time. If you are already using QuickBooks it would be an very easy setup.

Cons

After using Successware 21 and Wintac - The cost of Successware 21 to high and the major issues we ran into for just an year with Wintac. I can not find cons with this company.
They all have different ways of making their software and have glitches but it is how they handle the issues is what makes the company stand out.

Pros

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.)

Cons

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

Pros

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!

Cons

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.

Pros

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

Cons

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.

Pros

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).

Cons

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.

Pros

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

Cons

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.

Pros

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

Cons

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.

Pros

Price and ability to work with Quick Books.

Cons

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.

Pros

It was easy to use and set up. Worked ok until we reached 20 + employees

Cons

Having to enter the same information multiple times, lack of customizing reports. Basic reports do not work. Not able to receive multiple payments against a work order. No way to pull multiple techs into one invoice, except manual cut and paste, no merging. No way to pull jobs forward except manually one at a time. No way to flag jobs left behind. No method of customizing work order creation, to make certain fields mandatory or optional. Cannot add additional fields such as payment method.

Pros

RazorSync is a great 'first-time' software to use for a company that has a smaller capacity of work orders. We've had a good overall experience thus far, the reports look great when printed out or sent to customers via email, the tiers are useful in the Service Items section as we have customers who are eligible for discounts. The onboarding rep did amazing and answered all of our questions as well!

Cons

Upon the growth of our company, we've noticed that there needs to be more integrations for maintenance customers - autoscheduling, auto-invoicing (recurring), and tracking in general. We were able to label them under the tiers and tie them to a discount though, which made things easier.

Pros

I like that I can track employees and schedule and that they can all see there jobs without even coming into office and I can add and subtract jobs without them coming in. I like that I can work from anywhere.

Cons

I don't like that its complicated for my guys to look at original work orders and pictures that are attached and that I cant send a copy of the original work orders with a receipt for some companies they require that now I have to download receipts then send the original signed and added to work order via email and not send through razorsync. it would be nice to be able to attach my work orders that I edit and change along with my bills through razorsync.

Pros

scheduling customer appointments and firld staff work schedule

Cons

seems to be glitchy from time to time, mixing customer data screens if your not careful it could be a big deal.

Pros

I did not choose this product. I do like that it’s mobile.

Cons

My colleagues, and I have made suggestions, and none of them were addressed to finality.

Pros

RazorSync is a great utility for our needs as we go from job to job on a daily basis. Creating customers on the fly and invoicing them immediately is very valuable. Accepting payments afterwards is a breeze. Being able to email our customers afterward for their records is fantastic as well.

Cons

The only gripe I have is how the software defaults to the "invoiced - paid" status after creating the invoice and editing it. I don't understand why the software does this by default. It should only change to that status once the customer has actually tendered payment and we have processed their payment through the app by pressing the "payment" button.

Pros

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.

Cons

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.

Pros

Excellent customer support and integration with Quickbooks.

Cons

Uploading photos one at a time is too time consuming.

Pros

The scheduling, mapping, location tracking, ability to edit status of job with visual cues like color changes, Quickbooks link, invoicing and estimates.
I also like the user interface and visuals.

Cons

Unable to easily send an invoice or estimate to more than one email as a customer default.
We can't easily tell when an email has been sent.
We have to create some workarounds. For example, we service many apartments in many complexes per day and have to use the summary line to insert the apt. number. It would be too cumbersome to create an individual address with all the contact info for each apartment at the same complex.
Updates or improvements have been slow to happen, but I understand the new ownership should help.
I wish we could shrink or move some of the page layouts on the schedule page.

Pros

Relatively easy to use.

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

Cons

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.

Pros

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

Cons

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.

Pros

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

Cons

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.

Alternatives Considered

Pros

The ease of use from any platform. I have varying age technicians so their preferred method of use is different. Younger techs love using the phone app and older techs like the ability to use the computer as well.

Cons

There is no Purchase Order system. So when parts are ordered there is additional steps needed to get them into inventory. Instead of placing the order through the software and once they come in clicking a button to put them into inventory we need to order and then put them in once they arrive. This adds a step that we sometimes forget to do. We are a small operation without a parts manager so if we get busy and don't get the parts entered our inventory gets screwed up.

Pros

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.

Cons

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.

Pros

Excellent Technical Support
Instant scheduling and dispatch
Easy estimating and invoicing both in office and service field
You can access the schedule from anywhere!
Endless reports
You can attach documents to work orders, contract, photos, forms, pics etc
Accepts credit card payments
Service techs can create their own work orders when emergency calls come in after hours
Constant updates to customers, example -en route, onsite, job complete Customers just LOVE this!!
GPS tracking on service trucks
Customer Portal allowing customers to access their accounts
You can make suggestions how to better the app for your use, Razor listens and productively works as a team
There is so much more don't I don't use and I cant comment on because we already had resources in place - for example
Payroll - we do in house
QuickBooks - We use other accounting package

Cons

Updates to the App can be a pain at times, but probably more so for me because the guys in the field call me for their technical support, usually they cant remember the login and panic . So truly not really a con for Razorsync!
Guess I cant find a true con, great job Razorsync!!

Pros

It is easy to see how navigation of the software should work.
The schedule is clear and has multiple views for daily / weekly / monthly.

Cons

It is VERY "glitchy". Working one day, kicking us out the next.
Places don't seem to connect - for example customer notes will appear in one spot for administration, but then the techs don't see it. Tech's will enter a customer notes and administration can't find it.

Alternatives Considered

Reasons for Choosing RazorSync

Switched From

Reasons for Switching to RazorSync

Pros

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.

Cons

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.

Pros

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!

Cons

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.

Alternatives Considered

Reasons for Choosing RazorSync

Switched From

Reasons for Switching to RazorSync

Pros

Very easy to search customers, edit them, and schedule them.

Cons

Very difficult scheduling and editing scheduled appointments.

Pros

We have tried several of the Scheduling software that is out there. Some were less money but didn't have the same features and others were too expensive and had too much for our needs. For the price and our needs this is a good product. Has a lot to offer and features we don't currently use but its been reliable and the guys in the field like it.

Cons

We use it with Quickbooks and wish it would communicate both ways. meaning when you make a change on RazorSync example customer phone or email. you have to make the same change in Quickbooks. i understand that is more on the Quickbooks end.

Pros

Access is good. Has a lot of good qualities and able to get to those workers in a timely manner.

Cons

Punching in and out. It asks if you want to punch in but no option for out.
Another thing is that when you transfer pictures over it rotates them to a desk top. Now you have to rotate it again. This goes on for your whole gallery. Bummed about that! Also along with uploading those pics it could take up to a little less than a week to be able for our administrator to see those pics. So now we cant trash those pics in gallery to we get the ok. And having 5-7 jobs a day those pics add up in a quickness.

Pros

Being able to switch from paper invoices to electronic.

Cons

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.

Pros

We perform maintenance jobs for some of our customers; services that are to be performed monthly, every 3 months, every 4 months, annually, and every 3 years and so on. This program allows us to schedule these jobs and the confidence that these requests will not fall off the radar.
Our techs can see what jobs are open in real-time; we are certainly more efficient since using this software.

Cons

Having a simple extension number for a contact person would be helpful.
Having the ability to move a service request from one customer to another would be great; currently you have to delete it and create a new request under the other customer.
Having the ability to merge two customer accounts would be great as well.

Pros

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

Cons

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.

Pros

Creating new work orders and dispatching technicians is extremely easy

Cons

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.

Alternatives Considered

Pros

I like how the invoices come out and look and once everything is entered in, it can be easily imported into QuickBooks.

Cons

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

Pros

Razorsync allows you to store your Customer's info and add multiple addresses and phone numbers so your employees know exactly which location to go to and the office staff know where to bill the job to. It is also great to be able to look back and see who has been completed and invoiced and jobs that are still incomplete or waiting for parts. We now use it for inventory management which works great as long as your employees enter the parts correctly.

Cons

The one thing we did not like about this program is that it would email a customer their work order which was sometimes not complete, even though that feature was turned off in Razor and no one asked it to email it out. So, due to that, we cannot put the customer's email address in the system in case it sends out stuff we don't want them to see.

Pros

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

The price is competitive

Works with QB online

Friendly customer service

Cons

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