Skip to content
English
Sign in
Go to www.razorsync.com
  • There are no suggestions because the search field is empty.

How to Delete Information in Razorsync

No matter how organized you try to be, every business owner knows duplicate records or the occasional error can sneak into your system. RazorSync makes your life easier by helping you clean things up.  Here’s how to safely remove unneeded records and keep your team running smooth!

 Why Bother Deleting Duplicates?

While we do not recommend deleting information as it is beneficial to have that audit trail. Sometimes deleting a customer, work order, or invoice is a necessary.   Duplicate customers, outdated contacts, or wrong job info can slow you down, confuse your techs, or muddy up reports. By keeping your RazorSync records clean, you’ll:

  • Avoid billing mistakes and double scheduling
  • Find customer info faster
  • Look more professional to your clients


If you do not need to delete something, leave it in Razorsync and mark it as historical or notate that the work order or invoice is a duplicate.  That keeps the historical record for reference. 

The Guide: Removing a Duplicate or Unneeded Record in RazorSync

Heads Up: Only Admins have permission to delete records. If you're an office manager, dispatcher, or field tech with a user account, you’ll need the right access.

How to Delete a Customer

  1. Find the Customer Profile: Search or click into the profile you want to remove.
  2. Edit: Click the "Edit" button at the top.
  3. Delete: Scroll and hit "Delete."
  4. Confirm: You'll see a warning pop-up. If you’re sure, click "Delete" again.

Accidentally deleted a customer? No stress—reach out to RazorSync support! We can help restore the record and keep your audit trail intact.

How to Delete a Contact

  1. Open the Contact: Click on the contact's name within the customer profile.
  2. Edit the Contact: Hit the "Edit" button.
  3. Delete: And delete away!

Keep in mind:

  • If there’s only one contact for that customer, you won’t be able to delete it—every customer needs at least one point of contact.
  • If the contact was tied to a work order or quote, RazorSync keeps them safe. Instead, rename or note the contact as "Historical" to keep your records accurate.

How to Delete an Address

  1. Select the Address: In the customer profile, click on the address you want gone.
  2. Edit: Tap "Edit."
  3. Delete: And confirm as before.

A couple notes:

  • You can’t delete the only address for a customer—every customer needs a place!
  • If the address is tied to a work order or quote, instead, mark it as "Historical" or add a note to avoid confusion.

How to Delete a Service Request, Work Order, Quote, or Invoice

  1. Choose the Record: Find the specific job, quote, or invoice you want out.
  2. Edit: Click "Edit."
  3. Delete: Finish up by clicking "Delete."
Pro-Tip:

Not sure if you should delete? Instead of wiping out old contacts or addresses tied to work, mark them as "Historical." This keeps your audit trail clean and your office and techs informed—so nothing is lost if you ever need those details later.