Vendor:
Founded:
Headquarters:
RazorSync
2010
Minneapolis, MN
Customers:
Deployment Model:
Free Trial:
Unknown
Cloud
Yes
RazorSync At A Glance
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.
Target Market
RazorSync serves SMBs in field service industries.
Its customers include:
- Air of Excellence
- Bugs ‘B Gone
- Economic Heating & Air Conditioning
- Matley Swimming Pools & Spas
- Overhead Door of Ottumwa
- Park Place Installation
- Serenity Hardscapes
- Stinson Electric Inc.
- StrongHammer Appliance Repair
- Webb Plumbing, Heating & Air
Implementation/Integration
RazorSync requires that customers purchase an Activation Program, which includes custom setup, training services and one-on-one support from a customer representative. The Activation program ranges from $250 to $800, depending on the pricing plan the customer selects.
The solution integrates with QuickBooks and Google Calendar.
Customer Service & Support
Customer support is available through phone and email from 7 a.m. to 7 p.m. CST Monday to Thursday, and from 7 a.m. to 5 p.m. CST on Friday.
On Saturdays, the vendor provides email support from 10 a.m. to 3 p.m. CST. Phone calls are directed to voicemail and returned on Monday.
Pricing
RazorSync has four monthly pricing plans based on the number of users and level of functionality.
Solo – The Solo plan costs $40 per month (billed annually) for up to two users. It offers the following features:
- iOS and Android mobile apps
- Service dispatch
- Job tracking & scheduling
- Management dashboards
- Field worker management
- Time cards & payroll
- Customer management
- Customer portal
- Email and SMS notifications
- GPS mapping
- Photo and signature capture
- Customer templates
- Work orders
- Estimating & invoicing
- Management reports
- Merchant services
Team – The Team plan costs $115 per month (billed annually) for up to seven users. It has all the features of the Solo plan, plus:
- QuickBooks integration
- Advanced reporting
- Advanced notifications
Pro – The Pro plan costs $240 per month (billed annually) for up to 15 users. It includes all the features of the Team plan, plus:
- Route optimization
- Inventory management
- Templates
Enterprise – The Enterprise plan costs $630 per month (billed annually) for an unlimited number of users. It has the same features as the Pro plan.
All customers are required to purchase an Activation Program, which includes custom setup, training services and one-on-one support from a customer representative. The Activation Program costs $250 for the Solo plan, $450 for the Team plan, $550 for the Pro plan and $800 for the Enterprise plan.
Individual features can be purchased as add-ons for a monthly fee that ranges from $10 to $45 per month.
The vendor offers a live demo and free trial of the Enterprise plan.
Shortcomings
The solution doesn’t include a feature for purchase orders, so customers need to order inventory separately.
Users also report issues with lagging when using the desktop version and uploading photos.
Screenshots
About
Founded in 2010, RazorSync offers an FSM solution for desktop and mobile devices that streamlines field service operations, schedules and dispatches workers, and manages invoices.
The vendor is headquartered in Minneapolis, MN, and it was a finalist for the 2013 American Business Awards.
