RazorSync

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.

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.

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.

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.