RazorSync's Field Service Software allows service professionals to schedule and track jobs, manage workers, estimate, quote, process payments and update customer records from job site or in-office, online or offline. With RazorSync Field Management Software customers reduce wasted time, cut operational costs, gain business, shorten their billing cycles and improve customer satisfaction.
RazorSync’s affordable software is the easiest way to organize your business allowing our customers to manage their customers and field workers, schedule and dispatch workers, optimize routes with Google Maps integration, and eliminating double entry and excess paperwork with the incorporation of Quickbooks. With RazorSync it’s easy to estimate, quote, invoice, and accept mobile payments in the field for a more efficient billing cycle that cuts out paperwork saving you hours every week. RazorSync helps increase productivity and efficiency as well as helping to reduce errors to improve cash flow and eliminate paperwork.
RazorSync is the #1 rated mobile service software on the iTunes App Store and on Google Play. RazorSync's Field Service software was the Silver Prize Winner in the 12th annual Dealer Design Awards Program in the Contractor Services and Software category. RazorSync also received top honors at the 11th annual American Business Awards. RazorSync was recognized among 3,200 nominations for optimal in-field use, robust functionality, ongoing enhancements, exceptional customer support, and affordability for every size of company.
About RazorSync, LLC
RazorSync is a leading software/app publisher for the field service industry headquartered in Minneapolis, Minnesota. Our mission is to provide affordable solutions that allow customers to increase both their productivity and profitability.
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.
Likelihood to recommend
I moved from Successware21 (using it from 2004 to 2016) to Wintac (Using it from Jan 2016 to Jan 15, 2017) and I was looking for a good software that had an all in-one dispatch and financial. But after using Wintac for only one year - I had enough. I had demos done with 5 after looking at 15 companies and found out of the five companies RazorSync.
The Platform is SOOO easy to navigate through my techs love using it in the field and the customers love getting the alerts, emails too. One of the biggest problems with Wintac was my customers getting their invoices by email. No problem with RazorSync! The set up was very easy also and learn time of the platform took weeks not months. One thing I need to express is in the field my techs still have full function of the software in the field when there is no signal with phone or tablet. I have not used QuickBooks since 2003 when I was using Successware21. I was was amazed how easy RazorSync worked with Quickbooks Online version. For someone using QuickBooks already it would be a no brainer to go with RazorSync. In my opinion should be at the top of the list and definitely 10 times easier to use than Wintac.
One more thing about the QuickBooks since I have out of the loop with them for years - We are now doing using the full payroll services through them and cut my cost by $ a year after moving from PayChex for 20 years. Because of the great personal over at RazorSync and the software it has been a GREAT experience for us. We High Recommend this company and if you have a decision to make you must check them out, you will not be sorry.
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.
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.
Likelihood to recommend
This is an all-in-one solution we utilize to keep our team on schedule; they have access to upcoming appointments to make sure they have what parts they may need; I can use the field tracking to let a customer know when they should arrive based on location; it helps coordinate payments in the field vs. billing I need to collect; I love the search option when a customer calls in (I can find them by the phone number on the caller ID before they even tell me who they are!); I could go on and on but I have to get back to work...
We have been using RazorSync since 2014 and could not be happier. As a small business, we wanted an integrated solution for scheduling, dispatching, and invoicing and RazorSync fit the bill. We loved that we didn't have to invest thousands in software, our technicians in the field can access their schedules and enter notes and billing at any time, and everyone can see the history for the property we are servicing. In the few occasions we have needed support the folks at RazorSync are always quick and attentive to resolving the issue. New features have been added since we first joined and we have been able to pick and choose what suits our needs as an add-on.
I suppose if I needed to make a few alterations to suit our company I would make an option to limit the geographical area since we do not do any online orders and simply visit an individual's home. Currently if you type in 100 Main Street it will list anything worldwide that comes close to that address.
Likelihood to recommend
We are an Electrical contractor and have been in business over 38 years, mainly new construction. A few years ago we decided to push forward and open a new residential service department. We began to research scheduling programs with the ability to invoice and keep all information stored in one place. After researching many many applications the frustration began! We couldn't find anything simple enough and within budget to meet our needs. Not giving up on our goals yet, I finally came across Razor which was relatively new at that point.
The Razorsync website was very informative but I was skeptical so I called. I'm so glad I did because they were able to answer all my questions and explained very thoroughly how Razorsync worked. I decided to take the free month trial and once I downloaded it I knew at that we had found our scheduling app that does it all!!!
Excellent Technical Support
Instant scheduling and dispatch
Easy estimating and invoicing both in office and service field
You can access the schedule from anywhere!
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
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!!
I run an energy auditing / inspection firm and I have tried dozens of other apps to help automate and track our workflow. We don't fit the standard mold of service companies since a majority of our business is new construction. We don't fit the mold of production companies since we are service based.
RazorSync is the only "of the shelf" solution that we could customize to fit our workflow. I have greater control and vision throughout our company now that everything is being tracked and measured through RazorSync.
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).
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.
Save time, reduce paperwork and grow your service business with our award winning field service software.
Powerful, but easy to use scheduling, estimating and invoicing features help increase productivity.
Integrated with QuickBooks, accounting records are automatically updated. Say goodbye to paperwork.
Perfect for small to medium service businesses including: HVAC, plumbing, electrical contractors, IT & computer repair, lawn care, pest control, security, appliance repair, property management and more.
RazorSync's award winning software allows our customers to manage their customers and field workers, schedule and dispatch workers, estimate and so much more, all from a smartphone, tablet, or desktop computer, onsite or in office, online or offline.
Below are some frequently asked questions for RazorSync.
RazorSync offers the following pricing plans:
Starting from: $40/month
Pricing model: Subscription
Free Trial: Available
Pricing Package Plans
• Solo, up to 2 users, $40/month (annual plan)
• Team, up to 7 users, $115/month (annual plan)
• Pro, up to 15 users, $240/month (annual plan)
• Enterprise, up to 45 users, $630/month (annual plan)
All plans start with a 30-Day FREE trial with all the features of the Enterprise package. We recommend you sign up for a Live Demo before beginning your trial.
RazorSync offers training and technical support via phone, email and GoToMeeting offering a 30-Day free trial and Live Demos to help support your business.
RazorSync offers the following features:
RazorSync has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
RazorSync supports the following languages:
RazorSync has the following pricing plans:
RazorSync supports the following devices:
Android, iPhone, iPad
RazorSync integrates with the following applications:
Google Calendar, Google Maps, Microsoft Outlook, PayPal, QuickBooks, QuickBooks Online, QuickBooks Online
RazorSync offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials