Using Synchroteam
Manage your customers, their projects, jobs, invoices and collect data.
Schedule
Route and Travel Optimizer Schedule view Optimize schedule : Schedule Assist Optimize Schedule : Find Job 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, Quotations and Credit Notes Accept Payments with Stripe (Back office)
