1. Synchroteam
  2. Using Synchroteam

Using Synchroteam

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

Schedule
Use various schedule views in order to optimize your scheduling.

Schedule view Optimize schedule Draft mode Sync Your Schedule to any Calendar App

Map
Visualize your technicians, their journey, as well as their scheduled jobs and schedule future jobs based on your technicians' current location.

Map

Customer, Site and Equipment

Add your customer/site/equipment lists and manage them.

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

CRM : Contacts, Notes, Tasks and Opportunities

CRM: Multi contacts CRM: Tasks and Opportunities CRM: Notes and Timeline WhatsApp link

Projects
Create jobs for your projects and monitor your projects' progress.

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
Create and schedule your jobs and learn how to manage them.

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

Contracts

Create a contract Raise and Track Incidents

Quotes, Invoices and Credit Notes
Create quotes, invoices and credit notes within your jobs or directly for your customers.

Strict Invoicing Create an invoice Create a quotation Create a credit note Export Invoices Accept Payments with Stripe (Back office)

Reporting
Learn how to run your own reports and make the most of your collected data.

Run a Report Gallery Issue Exporting Excel files

Inventory Management
Import your parts and services in order to create your inventory.

Parts and Services Inventory Management

Time Tracking
Track all jobs as well as payable and unpayable activities thanks to your timesheets and create pay periods.

Time Tracking (Back-Office)