RazorSync

Vorteile

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).

Nachteile

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.

Vorteile

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

Nachteile

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?

Vorteile

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.

Nachteile

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.

Vorteile

I like the flexibility that comes with Razorsync. I can make adjustments on the fly

Nachteile

Inventory management portion leaves a lot to be desired

Vorteile

price, support, offline capabilities, relatively easy to use.

Nachteile

QB integration, communication with customers(ex. mail to only one person at a time), miss some intuitive options, no statement or finance charging option