Using Synchroteam
Manage your customers, their projects, jobs, invoices and collect data.
Schedule
Schedule view Optimize schedule Draft mode Sync Your Schedule to any Calendar App
Customer, Site and Equipment
Create a Customer Edit/Modify a Customer Delete a Customer Create a new Site Edit/Modify a Site Delete a Site See all 13 articles
Projects
Create a Project Add and Remove a job to a Project Schedule jobs for a project Attach a job to a project Check Project Progress Edit and Delete a Project
Job Management
Job Pool Create a Job Edit a Job Add technicians to a job Reschedule a Paused Job Edit time on a completed job See all 12 articles
Quotes, Invoices and Credit Notes
Strict Invoicing Create an invoice Create a quotation Create a credit note Export Invoices Accept Payments with Stripe (Back office)