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.

1. 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
     • Company Info explanation

2. Add in who you want to have access to your RazorSync Portal i.e. Admins and Users

   • Admins/Users

3. Add in your Customer list

   • You can manually add your customers individually
     • How to Create a Customer (w/Video)
   • You can import your customer list using QuickBooks, using an Excel Template or Google Contacts
     • Import

4. Add in your Service Item list

   • You can Import your list in using QuickBooks or an Excel Template
     • Import
   • You can build your list manually as well
     • Service Items

5. After setting these things up, go through our Get Started pages and videos

   • How to's / Get started
   • How to Schedule a Work Order (w/Video)