SynkedUP

This should be an exciting day for you and your team! Here's how we recommend running your Kick-off Day meeting.

Have your Kick-off Meeting first thing in the morning, with your entire team present. 

Ensure all your crew leaders have taken the <a href="https://help.synkedup.com/en/collections/3088871-foreman-learning-track" rel="nofollow noopener noreferrer" target="_blank">Foreman Learning Track</a> before showing up to the Kick-off meeting

Gather everyone around your office or roundtable and pull up the <a href="https://help.synkedup.com/en/collections/3088871-foreman-learning-track" rel="nofollow noopener noreferrer" target="_blank">Foreman Learning Track</a> on a screen that everyone can see.

Follow through each of these steps below all together as a team:

- View the <a href="https://help.synkedup.com/en/articles/5488946-step-1-download-the-mobile-app" rel="nofollow noopener noreferrer" target="_blank">Download and Login</a> article together and make sure everyone is logged in
- View the <a href="https://help.synkedup.com/en/articles/4606938-step-2-how-to-create-a-timesheet" rel="nofollow noopener noreferrer" target="_blank">Step 2:</a><a href="https://help.synkedup.com/en/articles/4606938-step-2-how-to-create-a-timesheet" rel="nofollow noopener noreferrer" target="_blank"> How to Create a Timesheet</a>, <a href="https://help.synkedup.com/en/articles/5297560-step-3-how-to-clock-out" rel="nofollow noopener noreferrer" target="_blank">Step 3: How to Clock Out</a>, and <a href="https://help.synkedup.com/en/articles/5297563-step-4-how-to-submit-your-timesheets-at-the-end-of-the-day" rel="nofollow noopener noreferrer" target="_blank">Step 4: How to Submit Your Timesheets at the End of the Day</a> articles together and make sure everyone is on the same page and understands how to clock in and out
- View the <a href="https://help.synkedup.com/en/articles/5297558-step-5-how-to-access-the-digital-job-folder" rel="nofollow noopener noreferrer" target="_blank">Step 5: How to Access the Digital Job Folder</a> together and make sure everyone understands how easy it is to access job info such as notes, materials lists, customer info, navigating to a job, viewing attachments and photos. Essentially, salespeople should be entering ALL the info the foreman will need to be able to execute the job. Then the foreman should always access that info in SynkedUP. If the info isn't in SynkedUP = salesperson's fault. If the timesheets, actual materials, etc aren't in SynkedUP = foreman's fault. Make sure everyone understands what they are responsible for.
 
- View the <a href="https://help.synkedup.com/en/articles/5481449-step-6-how-to-interact-with-and-view-your-schedule" rel="nofollow noopener noreferrer" target="_blank">Step 6: How to Interact with and View your Schedule</a> article together and make sure everyone understands how to look at their schedule, see what's coming up, etc.

- Have your Kick-off Meeting first thing in the morning, with your entire team present. 
- Ensure all your crew leaders have taken the <a href="https://help.synkedup.com/en/collections/3088871-foreman-learning-track" rel="nofollow noopener noreferrer" target="_blank">Foreman Learning Track</a> before showing up to the Kick-off meeting
- Gather everyone around your office or roundtable and pull up the <a href="https://help.synkedup.com/en/collections/3088871-foreman-learning-track" rel="nofollow noopener noreferrer" target="_blank">Foreman Learning Track</a> on a screen that everyone can see. 
- Follow through each of these steps below all together as a team:
 - View the <a href="https://help.synkedup.com/en/articles/5488946-step-1-download-the-mobile-app" rel="nofollow noopener noreferrer" target="_blank">Download and Login</a> article together and make sure everyone is logged in
 - View the <a href="https://help.synkedup.com/en/articles/4606938-step-2-how-to-create-a-timesheet" rel="nofollow noopener noreferrer" target="_blank">Step 2:</a><a href="https://help.synkedup.com/en/articles/4606938-step-2-how-to-create-a-timesheet" rel="nofollow noopener noreferrer" target="_blank"> How to Create a Timesheet</a>, <a href="https://help.synkedup.com/en/articles/5297560-step-3-how-to-clock-out" rel="nofollow noopener noreferrer" target="_blank">Step 3: How to Clock Out</a>, and <a href="https://help.synkedup.com/en/articles/5297563-step-4-how-to-submit-your-timesheets-at-the-end-of-the-day" rel="nofollow noopener noreferrer" target="_blank">Step 4: How to Submit Your Timesheets at the End of the Day</a> articles together and make sure everyone is on the same page and understands how to clock in and out
 - View the <a href="https://help.synkedup.com/en/articles/5297558-step-5-how-to-access-the-digital-job-folder" rel="nofollow noopener noreferrer" target="_blank">Step 5: How to Access the Digital Job Folder</a> together and make sure everyone understands how easy it is to access job info such as notes, materials lists, customer info, navigating to a job, viewing attachments and photos. Essentially, salespeople should be entering ALL the info the foreman will need to be able to execute the job. Then the foreman should always access that info in SynkedUP. If the info isn't in SynkedUP = salesperson's fault. If the timesheets, actual materials, etc aren't in SynkedUP = foreman's fault. Make sure everyone understands what they are responsible for.
 
 - View the <a href="https://help.synkedup.com/en/articles/5481449-step-6-how-to-interact-with-and-view-your-schedule" rel="nofollow noopener noreferrer" target="_blank">Step 6: How to Interact with and View your Schedule</a> article together and make sure everyone understands how to look at their schedule, see what's coming up, etc.

And that's it. At this point you've successfully mobilized your team to fully embrace, leverage, and lean into the SynkedUP system, and experience all the benefits and simplified access to and tracking of info it offers.

Congrats! and PLEASE let me know if there is any suggestion you have as to what could make these learning tracks and onboarding info more effective or easier to understand and execute. 

Otherwise, cheers! Good luck! And remember, we are here to help YOU succeed. 💪

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And now! Learn how to reap the benefits of the data you're recording 👉

<a href="https://help.synkedup.com/en/articles/5491155-welcome-admin-owner-learning-track" rel="nofollow noopener noreferrer" target="_blank">Welcome!</a>

<a href="https://help.synkedup.com/en/articles/5491236-step-1-enter-your-estimates" rel="nofollow noopener noreferrer" target="_blank">Step 1 - Enter your Estimates</a>

<a href="https://help.synkedup.com/en/articles/5491239-step-2-get-your-jobs-on-the-schedule" rel="nofollow noopener noreferrer" target="_blank">Step 2 - Get your Jobs on the Schedule</a>

<a href="https://help.synkedup.com/en/articles/5491244-step-3-make-sure-all-your-crew-leaders-take-the-foreman-learning-track" rel="nofollow noopener noreferrer" target="_blank">Step 3 - Make Sure your Crew Leaders take the Foreman Learning Track</a>

<a href="https://help.synkedup.com/en/articles/5491246-step-4-get-all-your-crew-leaders-to-download-the-mobile-app-and-learn-to-clock-in" rel="nofollow noopener noreferrer" target="_blank">Step 4 - Get your Crew Leaders to Download the App</a>

<a href="https://help.synkedup.com/en/articles/5491258-step-5-choose-a-date-for-your-kick-off-day" rel="nofollow noopener noreferrer" target="_blank">Step 5 - Choose a Date for your Kick-off Day</a>

<a href="https://help.synkedup.com/en/articles/5491578-congrats-step-7-take-advantage-of-the-info-you-have-available-in-synkedup" rel="nofollow noopener noreferrer" target="_blank">Step 7 - Take Advantage of your Info</a>

Have your "Kick-Off" Day when everyone uses SynkedUP for the entire project management lifecycle

Full Learning Track