Welcome π
There are 3 "critical steps" that you'll want to take on your SynkedUP Onboarding journey:
Enter your estimates
Begin tracking jobs (guys recording timesheets and items/materials used out in the field)
Review Job Costing and get paid via the Invoicing
Below, we mapped out a path for you to be able to take each of those steps. Our intent is to make this as simple as possible, show you what needs to be done, and get you to the end of those 3 "critical steps".
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Let's go! πͺ
First Thing You'll Want To Do
Get your account populated with your jobs so you can get rolling with your schedule up to date, and all your info in SynkedUP so you can get all your guys using the system and begin tracking job info for payroll, job costing, and invoicing
Enter Your Estimates
βso that you can
Next Thing You'll Want To Do
Now that your jobs are in there, the next thing is to get all your guys accessing their job info, tracking their time for payroll, and recording materials and items used, all in the SynkedUP mobile app so that payroll, job costing, and invoicing are all automated.
Have your "kick-off" day when everyone is using SynkedUP for the entire project management lifecycle. From lead to consultation, estimate, proposal, scheduling, clocking into the jobs, recording info for payroll, job costing, & invoicing.
Last Thing You'll Want To Do
Payroll info
Job Costing Info
Invoicing Info
Let's get started! π
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