Synchroteam Help Center

HELP CENTER

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Getting Started With Synchroteam

Step 1: Log-in / Log-out
Step 2: Create a user
Step 3: Create a custom Job Report Template
Step 4: Create job types

Step 5: Create a new job
Step 6: Download the mobile application
Step 7: Perform a job on the mobile application
Step 8: Direct access to the support site

Using Synchroteam

Manage your customers, their projects, jobs, invoices and collect data.

Schedule Map Customer, Site and Equipment CRM : Contacts, Notes, Tasks and Opportunities Projects Job Management Contracts Quotes, Invoices and Credit Notes Reporting Inventory Management Time Tracking

Configuration

Set up your company's account.

General Configuration Team and Resources Projects and Jobs Data Customization Cloud Connectors & Web Services

Mobile Client

Learn how to start your jobs, complete your job reports and how to use all available features.

First Steps on the app Job report Advanced use

Security & releases

Learn more about your data protection and view our previous releases and all features deployed alongside.

Data Protection - GDPR Releases End of Life Notifications

FAQ_Frequently Asked Questions

FAQ_Frequently Asked Questions

Start with Synchroteam Common problems & troubleshooting