SynkedUP

The intent of this article is to show you how SynkedUP is designed to handle your customers and their jobs. If you need to dig deeper into any of the points below, just click on the links!

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<a href="https://help.synkedup.com/en/articles/3865778-how-to-create-a-customer-and-or-lead">Enter a new lead</a> (this also saves a property for this lead)

<a href="https://help.synkedup.com/en/articles/3864988-how-to-set-up-a-consultation">Schedule a consultation</a> for this new lead

After the consultation is complete, <a href="https://help.synkedup.com/en/articles/3829435-how-to-create-an-estimate">create a new estimate</a>

Once the estimate is approved and sold, <a href="https://help.synkedup.com/en/articles/5269558-how-to-link-your-customer-with-a-quickbooks-customer">link the customer with QuickBooks Online</a>

- <a href="https://help.synkedup.com/en/articles/3865778-how-to-create-a-customer-and-or-lead">Enter a new lead</a> (this also saves a property for this lead)
- <a href="https://help.synkedup.com/en/articles/3864988-how-to-set-up-a-consultation">Schedule a consultation</a> for this new lead
- After the consultation is complete, <a href="https://help.synkedup.com/en/articles/3829435-how-to-create-an-estimate">create a new estimate</a>
- Once the estimate is approved and sold, <a href="https://help.synkedup.com/en/articles/5269558-how-to-link-your-customer-with-a-quickbooks-customer">link the customer with QuickBooks Online</a>

<a href="https://help.synkedup.com/en/articles/5297307-how-to-create-multiple-properties-for-a-customer">Create as many properties as you'd like for a new lead/customer</a>

<a href="https://help.synkedup.com/en/articles/5297273-how-to-edit-the-google-maps-location-of-a-customer-s-property-in-synkedup">Update the location of a property to specific coordinates</a>

<a href="https://help.synkedup.com/en/articles/5297297-how-attachments-and-files-are-handled-in-synkedup-customers-properties-and-jobs">Upload attachments and files to the customer and/or property</a>

- <a href="https://help.synkedup.com/en/articles/5297307-how-to-create-multiple-properties-for-a-customer">Create as many properties as you'd like for a new lead/customer</a>
- <a href="https://help.synkedup.com/en/articles/5297273-how-to-edit-the-google-maps-location-of-a-customer-s-property-in-synkedup">Update the location of a property to specific coordinates</a>
- <a href="https://help.synkedup.com/en/articles/5297297-how-attachments-and-files-are-handled-in-synkedup-customers-properties-and-jobs">Upload attachments and files to the customer and/or property</a>

Send a message in the blue chatbox if you have any questions!

Learn how to properly manage your customers in the SynkedUP system

Workflow: How a Customer flows through the system in SynkedUP

Find answers and get help from Intercom Support and Community Experts

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