Hey guys, happy to report some new enhancements that are being delivered today! Below is a list of all the items that are included in the June 4 release:

Mobile App

After analyzing the invoicing workflows we were experimenting with, we identified a few shortcomings with the method of selecting Visits and creating invoices from those visits (for Service Tickets). The old workflow, which we no longer use for Service Tickets, is pictured below:

We now use the same workflow for invoicing Service Tickets as we use for Projects. This approach solved a few challenges and makes it more streamlined to invoice for work done. Pictured below is the new interface to invoice for Service Tickets:

We've made some significant improvements to the job costing screen on Projects Service Tickets and Maintenance Contracts will get the same enhancements in the near future. Here's a list of the changes:

You can click on the little green + icon to add a new item or add a new item from the Item Catalog via the Catalog Browser.
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Green indicates that the item was added to the estimate, but never added to the actual side of this workarea. This indicates that your actual costs were less than you estimated for this particular item in this workarea.
Red indicates that the item never appeared in the estimate side, but it did appear in the actual side. This means that your costs for this item were obviously higher than you had estimated.
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SynkedUP now automatically generates a new PDF for customer-approved proposals. So, when you send a proposal digitally to a customer, and the customer approves at least one workarea, SynkedUP will fire an email to the salesperson alerting them of the approved project with this new PDF attached to that email. SynkedUP will also place a copy of this PDF in the attachments section of this job.
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Included in this PDF are the workareas that were approved by the customer, the date the work was approved, the IP address the proposal was approved from, the customer name, and the customer's digital signature.

Prior to this update, Scheduling Notes only appeared in the Calendar Event popup

We found that this wasn't very practical, as most times users needed to enter notes pertaining to scheduling as soon as the job was sold, not once the job had already been scheduled.
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So we added the Scheduling Notes field alongside the Assign Scheduler section of all job types, under the Details tab.

This allows salespersons to enter Scheduling Notes for the Scheduler immediately upon marking the job as sold. These Scheduling Notes are included and displayed in the email that the Scheduler gets upon a project becoming marked as sold. It also appears in the calendar event and in a hover message when hovering over jobs in the left menu.

We added in all the notes pertaining to a job in the email that users get to notify them of a new sold project or ticket. (Prior to this update we only included customer information and job name).
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Exciting new feature added to the SynkedUP platform 😁 We now provide the ability to group your recurring maintenance contract work into "routes". You can view these routes in both a list view or a map view.
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You can find this new section here: https://app.synkedup.com/routes

In this screen, you will see all of your recurring tasks from maintenance contracts in the left sidebar. You can create new routes, and drag and drop tasks to assign them to routes. Once you have routes created you can then go to the calendar and schedule and/or update all the tasks contained in these routes in one action.
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This new feature allows you to handle your scheduling for recurring work in a simple, quick manner, eliminating the need to tediously and manually schedule each and every maintenance contract separately.

It also allows you to optimize your route for the shortest drive time/distance.

The first version of Maintenance Contract templates was rendered obsolete when we replaced it with Service Packages. The old interface for creating templates is now removed.
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The drag and drop function for adding items to a Visit from the Item Catalog had not been working properly. We resolved it.
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In certain scenarios, when exporting Visits to QuickBooks Online to generate an invoice, it created two (duplicate) line items instead of one. This has been resolved.

Some Safari users were seeing reversed graphs on the main dashboard. This was due to an animation not supported by Safari. This has now been resolved.

If a user would generate a customer proposal, then go back and delete one of the workareas that had been included in that proposal, it broke the customer proposal popup module. This has now been fixed by not allowing users to delete workareas that have been included in a customer proposal.

Some users were having difficulty exporting invoices to QuickBooks Online in a very specific scenario. When a customer profile in QuickBooks Online had no email associated with it, the ability to export the invoice from SynkedUP to QuickBooks Online would break. We delivered an update to handle this and still allow an invoice to be exported, even if the customer profile in QuickBooks Online had no email.

The Weekly Timesheet email had been showing total hours with lunch not deducted. This has now been fixed.

The New Job Sold email notification had not been firing as expected when a job was marked as sold. This has been fixed.

Calendar Events for Projects had not been showing their completed status with the checkmark and strikethrough. This has been fixed to now show any time a project has been marked as complete

We now show the time that a job is scheduled for, as well as show the job or task's status with icons

Updated the icon set of the SynkedUP mobile app and updated the navigation icon so that it is now the same icon throughout the app.

You can now select a single crew member from the timesheet screen and hit Clock Out. The remaining crew members stay actively clocked in and it does not interrupt their timesheets.

We had an annoying visual element where the app showed the user's email address instead of their actual name. We updated this throughout the app to now show the user's actual name.

Added support for international addresses under customer profile and customer property.

When a user is selecting their task while clocking into a Maintenance Contract, they can now see the "notes" or "extra items" icons in the workarea selection dropdown.
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In addition, this screen now automatically selects the closest scheduled task.

Ever been frustrated manually typing in your email and password to log in? Well, we now support Face ID. Simply go to your settings in the app and enable Bio Metric Login.

When updating the Google Map pin location for a property from within the app (Customer > Property > Edit Property > Set Pin To My Location), it was incorrectly placing the pin. We identified the issue and issued a fix for it.

You can now easily share customer or job information with your colleagues. Simply hit the 3 dot menu in the upper right corner from either the Customer, Project, or Service Ticket screen, and you can share all the contact details with any app on your phone.
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The share details include:

We got some feedback that it would be nice to see the customer name while clocking out so users can easily see which job's timecard they are in at all times. So we added the Customer Name at the top of all the CTW screens (which you see during the clock out workflow).

After some feedback and analysis, we designed and issued some enhancements to the first screen (Items screen) in the CTW (Close Timecard Workflow)

Here are screenshots of View 1 and View 2:

View 1 shows:

View 2 shows:

You can set your preference to automatically load the CTW Items screen with either View 1 or View 2 in your settings:

In the scenario where you were in the Timesheets section of the mobile app, opened the menu, and tapped on Timesheets; there was no response. The app did nothing. We now updated it so that if you tap on the menu item of the screen that you are currently in, it simply closes the app

Whew! 😅 What a list! Hats off to our development team for their strong performance. This article represents a month of work for the team. We are quite proud of them and the work they put in to provide you with features and workflows to make your life out in the real world of running a business easier.

Thanks for all of the support and detailed feedback you guys provide us! Every single conversation you have with one of us at SynkedUP is documented and analyzed to see how we can deliver better tools to you. We couldn't do this without you!
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Let me know if you have any questions in the chatbox to the right.
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Cheers!
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-Weston