RazorSync Reviews & Pricing

Key Features

• Customer Database Management: Create and store a central database of all customers, complete with details such as name, residential address, contact number, email address, service history, payment history and more. 
• Scheduling and Dispatch: Create, schedule, assign and track a series of one-off and recurring work orders with a single click. Utilize digitized dispatch management to get field staff to the service order location with color-coded map views, time and fuel-optimizing, routing and driving directions, automatic notifications when a job changes and GPS tracking. 
• Drag-and-Drop Calendar: Maintain a drag-and-drop color-coded calendar for all field staff members. Both individual and team calendars organize the assigned tasks and service appointments in priority order. 
• Work Order Management: Manage, track and complete work orders through automating and optimizing resources through a single dashboard. Create work order requests, allocate field staff, tools and devices, track real-time task completion, gather feedback for services and manage multi-location operations. 
• Time Tracking: Track commute times and work order requests to calculate costs, maintain productivity and improve service levels. 
• Quotes, Estimates and Invoices: Create and share customized brandable estimates, quotes and invoices with customers. Capture eSignatures on shared documents and integrate invoicing with QuickBooks to sync billing and payroll. 
• Payment Collection: Collect payment in the field with payment gateway integrations operating at low processing fees. 
• Customer Portal: Allow customers to update their profile information, pay bills, manage service requests, access service history and track job progress with a branded self-service portal. 
• Inventory Management: Keep a stock of all tools, machinery, equipment and other assets with inventory management. Utilize barcode/RFID scanning to access information, track utilization and schedule regular maintenance procedures. 
• Service History Tracking: Maintain a central record of all service order requests, costs and feedback to improve customer satisfaction, streamline operation and boost revenue. 
• Document Management: Create, store and share documents such as quotes, estimates, invoices, images, payment receipts, notes and more. 
• eSignatures: Collect customer eSignatures to approve quotes, estimates, and invoices, service order completion, feedback and survey forms, and more for faster execution of operations. 
• Payroll Management: Manage and automate payroll processing for field and office staff, track time and sync with accounting software. 
• Reporting and Analytics: Monitor key performance indicators and visualize operational and financial data at a glance with detailed and visual reports for all key aspects of business. 
• Contract Management: Create and manage customizable contracts and agreements with third-party vendors, subcontractors, independent field staff and customers to facilitate long-term relationships. 
• API: Integrate the existing system with other critical business software such as CRM, accounting, ERP and more with an open API based on JSON data interchange. 
• Tax Calculator: Calculate taxes such as sales, withholding, VAT and reverse VAT taxes automatically, based on the assigned tax category. Maintain a tax liability account in the general ledger. 
• Alerts and Notifications: Send automated reminders, alerts and notifications such as promotional messages, appointment confirmations, on-the-way messages, invoices and other notifications directly to customers’ phones. 
• Customer Relationship Management: Maintain customer information and service history, including notes, photos, documents, work orders, estimates, invoices, payment history, communication history and signatures. 
• Activity Dashboard: Use a customizable widget-based dashboard to quickly access, monitor and analyze real-time business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance.

Limitations

•  Integration with QuickBooks is not seamless.
•  The purchase order feature is missing.
•  UI is outdated and non-intuitive.
•  Options to customize are limited.
•  Desktop version faces lags while uploading images.

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