1. Synchroteam
  2. Configuration

Configuration

Set up your company's account.

General Configuration
Create an account, enter your company's details and activate options based on your needs.

Email and Text Message notifications Password Settings Log-in / Log-out Direct access to the support site Setup a Free Trial Account Adding Licenses (Trial Period) See all 25 articles

Team and Resources
Set up your users' accounts and create your teams.

User Profiles Create a User Delete or restore a user Team Management Subcontractor Management Add a resource See all 7 articles

Projects and Jobs
Create your own job types, job report templates and create a job sequence based on your job types.

Online booking form Job types Custom Job Report Template Create shared/repeatable blocks Steps required to use Projects Project types See all 9 articles

Data
Import your data, add custom fields and create your own reports.

Import/Export Data Bulk Job, Activity and Recurring Import Custom Fields Create a Custom Report Tags

Customization
Customize you job report PDFs as well as your quote/invoice/credit note PDFs

Job Reports: pdf customization Word2Pdf job report User Guide Invoicing: pdf customization Word2Pdf Invoicing User Guide Custom Invoice and Quote numbering Custom Email for Invoice and Quote See all 8 articles

Cloud Connectors & Web Services
Make the most with our Cloud Connectors and Web Services and learn how to use the API.

Pennylane : connector settings Single Sign-On authentication (SSO) Zapier ZohoCRM: connector settings ZohoCRM user guide QuickBooks: connector settings See all 13 articles