Support Center

Synchroteam 50 *new*

Last Updated: Nov 23, 2018 04:57PM CET
Online November 26th, 2018

One of the most important aspects of running a service business is to inform and stay in touch with your customers. With our new notification feature, you can send text messages (SMS) or automated emails to your customers to let them know when a Job is created, suspended, completed, etc.


Email and Text Message notifications
 
Notifications: 
You can now configure notification triggers and rules for each Job status change (Scheduled, Started, Completed). For each notification configure the recipient, message type (text message, email or both). Use merge codes to personalize the message body. For example, when a technician starts a Job, a text message is sent to the manager; when the Job is completed an email is sent to the customer with a download link for the Job report. Note: to send text messages you must purchase text message credit blocks from the Synchroteam application.

>Notification connector activation and user guide

>Price of SMS Text message packs



Improvements

QuickBooks connector updated: now includes
  • Increased speed and stability
  • longer invoice line descriptions are now allowed (> 100 characters)
  • Option to use Synchroteam invoice numbers in QuickBooks
  • The new connector will work with US accounts that setup automatic tax calculation

Time management: Exporting Timesheets in .csv and Excel format

Word2PDF: Give your PDF documents an even more professional and complete look thanks to the new tags for our integrated presentation tool. This concerns quotations, invoices, credit notes and job reports.

Map view: The itinerary used to estimate travel times is now shown in the Map View


Dashboard: You can now export your scheduling preferences in Excel format

Zoho connector: Choose your home area (.com, .eu or .cn)


 

Contact Us

support@synchroteam.com
https://cdn.desk.com/
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