Quick Start to RazorSync
We'd love to get you up and running with RazorSync as quickly as possible. Take a look at a short demo video that guides you through RazorSync's top features, followed by some simple steps to get your platform set up for your business.
-
Configure your Companies settings
- Add in your Company's Name, Contact info and address
- Fill in you Hours of Operation
- Get to this page by clicking on Settings, then Company Information
-
Add in who you want to have access to your RazorSync Portal i.e. Admins and Users
-
Add in your Customer list
- You can manually add your customers individually
- You can import your customer list using QuickBooks, using an Excel Template or Google Contacts
-
Add in your Service Item list
- You can Import your list in using QuickBooks or an Excel Template
- You can build your list manually as well
-
After setting these things up, go through our Get Started pages and videos