RazorSync Review

RazorSync
Product:
Vendor:
Founded:
Headquarters:
RazorSync
RazorSync
2010
Minneapolis, MN
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
Unknown
Cloud
Yes

RazorSync At A Glance

Good: The software has an intuitive interface, extensive functionality and strong support.
Bad: The solution doesn't have a purchase order feature, and users report issues with lagging when using the desktop version and uploading photos.
Bottom Line: RazorSync is a cloud-based FSM solution that helps SMBs streamline operations, schedule and dispatch workers, and manage invoices.

Product Overview

RazorSync is a cloud-based field service management (FSM) solution that helps companies streamline operations, schedule and dispatch workers, and manage invoices.

Primary features include job tracking and scheduling, dispatch management, customer relationship management (CRM), estimates and invoices, reporting and a branded customer portal.

The vendor serves small and medium-sized businesses (SMBs) in the following industries:

  • Appliance repair
  • Cleaning service
  • Facilities management
  • Installation services
  • IT service and computer repair
  • Electrical
  • HVAC
  • Landscaping and lawn care
  • Medical equipment repair
  • Pest control
  • Pet services
  • Plumbing
  • Pool services
  • Residential property maintenance

Features

RazorSync’s key features include:

Customer portal – The branded self-service portal lets customers update their accounts, pay bills, manage service requests and check on job progress.

Customer relationship management – Companies can track customer information and service history, including communications, notes, photos, work orders, estimates, invoices, lead sources and signatures. The solution also includes customer templates with pricing and tax rates.

Dispatch management – Dispatch management helps ensure workers get to the right location with color-coded map views, automatic notifications when a job changes and GPS tracking. Field staff can also access customer histories, job info and driving directions directly from the mobile app.

Estimates and invoices – Users can instantly generate PDF or Excel invoices when work orders are complete or customize invoices using the desktop or mobile app. Invoices include parts, labor, terms, conditions and signatures. The solution also tracks employee time and inventory, and triggers an alert when stocks are low. This feature integrates with QuickBooks to sync invoicing, billing and payroll.

Job tracking and scheduling – Companies can create a series of jobs with a single entry, drag-and-drop appointments in a calendar, automatically notify workers about assignments and track recurring appointments. The feature can also send branded emails to customers and capture info for service requests, work orders and customer satisfaction.

Reporting – Users can generate detailed and visual reports on customer info, schedules, financials, inventory, workers and jobs.