Hey SynkedUP Crew! We hope you all had a wonderful Thanksgiving and are ready to celebrate Christmas with your loved ones. The team has been busy over the last few weeks. We are very excited to roll out some exciting changes in the upcoming weeks.

As you all know, we have fully launched the plan experience. While we understand change can be hard, we do feel that this is leading us in a positive direction. This is the first step in our overhaul of job creation. We hope that you are getting used to the new layout and realize the benefits of the new functionality. The ability to group areas allows you to plan your job both for production and presentation. For example: you may be doing a pool job that has the pool shell, patio, and fence, but while you want to have those separate areas for production purposes (material tracking, job costing, etc) you only want to present the pool project to the customer. This can be a benefit for both install jobs and maintenance jobs. We do welcome any and all feedback and look forward to rolling out subsequent improvements in the weeks to come.

Have you noticed that the mobile app seems to be quite a bit faster? We sure hope so! We did some backend work on how the data moves around and were able to speed things up quite substantially. We hope you have noticed the difference.

We are very excited to start rolling out the new way we handle recurring work areas and per visit pricing. Here is a link to the help center article on that:

With the new recurring work area you will no longer have a long list of work areas. That often got confusing and difficult to manage. Now there is one work area that can be scheduled over and over. This makes things much cleaner and easier to manage.

Per Visit Pricing will be replacing Flat Rate. Flat rate always felt a little funny with having to create a fee as a material, training the crew to add the fee when completing the work, etc. Now with Per Visit Pricing, you just give the work area a price (much like a quoted work area) and every time that work area is marked complete it will generate a billable amount. On the invoicing page of the job it will show the number of completed visits and the amount billable. This is much more intuitive and should make job set up, management, and crew training so much easier. Please let us know what you think!

For a period of time, in the proposal tab, the timeline of proposal activity was not visible. You had to refresh to see all events. This was an easy fix and now all proposal activities show as expected.

We noticed we had an issue when marking a job complete. The date of completion was not being recorded. This had to do with an adjustment elsewhere in the code and was easily fixed.

You may have noticed a few weeks ago that if you saved a job, but did not have a scheduler selected, the screen would flash multiple times. We found a glitch with the error message that warned you about selecting a scheduler and that has been addressed.

When on the plan tab, you have the ability to reorder work areas/groups to present how you would like. It was discovered that ordering was not carrying through all the way to the proposal. This was quickly fixed and now the order you have shown on the plan tab will reflect on the proposal.

When in the mobile app, if you tried to filter by division, but also had a large number of divisions it was not allowing you to scroll all the way through the list. This made it frustrating if you were trying to find the division at the bottom, so we made some adjustments and now you can scroll through the list easily.

When you message us for help in the chat it will offer you potential articles to answer your question. For a period of time, if you tried to click on one of those articles, it was opening a blank page. This caused you to have to go into the help center directly to view the article. While looking into this, we discovered a security upgrade that we had made was preventing those from loading. We made some adjustments and those articles now show in the chat window.

You may have occasionally noticed when creating a job, that it was not creating a unique job number. This caused confusion when you looked down and had a bunch of jobs as FP-001. After doing some digging, we found that a code adjustment elsewhere was causing this problem. This has now been addressed going forward, however, if you find jobs with identical job numbers, please let us know and we will get that fixed for you.

When running payroll, users will often filter to their pay period and then print the PDF report. The formatting on that has been a bit funky, where the crew members totals would be on a separate page. While the information was all there and accurate, it left a lot of wasted space and extra paper usage when printing. We have adjusted the formatting a bit and now it reads much cleaner and concise.

We had a handful of users reporting that their customers were not receiving emailed proposals. Typically this is due to the customer's email flagging it as spam or junk, and they did indeed receive it. However, we did do a deeper dive into this and found some rare edge cases that were indeed preventing the proposal from being sent. We believe that has all been addressed and all proposals are being sent out. As always, if your customer claims that they did not receive it, encourage them to check their spam or junk folder.

When are you in the mobile app you have access to all the job details. You can go into a work area and see what materials have been estimated along with their quantities. You can also zoom out and see an item summary for the entire job. This would allow you to see something like mulch across the entire job so you can order in one bulk delivery. We did find that we had a glitch where the overall job summary was including on hold work areas. That was throwing quantities off. We fixed that up and the overall job item summary now only displays approved work areas.

We found some inconsistencies when it came to scheduling a consultation. The date and time was showing correctly on the calendar, however the time was several hours off in the customer profile page. We found there was a time zone issue that was not carrying through and easily got that squared away.

Have you ever noticed that if you entered a new customer via the mobile app that the list of sales leads was different than what you have on the web app? When someone asked about it and we looked into it we found that they had never matched up. Once we discovered it, it was a very easy fix. Your list of sales leads will now match on both the web and the mobile app.