Hey SynkedUP Crew! Even through the dog days of summer, our team has been hard at work, making things better and better! Here is what we have been up to over the last month.

In an effort to make things easier and consistent across the program, you now have the ability to schedule a consultation directly from the consultations page. Previously that had to be done through the customer page. We hope you find this helpful.

As you have likely noticed, when looking at an invoice for a job, you now have the ability to compare the SynkedUP invoice directly to the QuickBooks invoice. This is very helpful when there are discrepancies and you are trying to understand why. One common example would be a late fee added to the QuickBooks invoice and in SynkedUP the numbers would seem off with no understanding as to why. This has been a part of an effort to streamline and clarify the invoicing relationship between SynkedUP and QuickBooks.

In an effort to promote clarity, we have added the job number to the job title in a few locations. We hope that this helps to keep things clear and more organized.

Work has begun behind the scenes on some very exciting changes and upgrades. We are rethinking how jobs get graded, organized, proposed, and invoiced. This will all set the stage for upgrades throughout. Stay tuned for more!

We were getting reports that when customers were replying to proposal emails, they were getting error messages. We have been doing work to update that experience over the last several weeks, but found that automated follow-ups were not always honoring the reply to address. We fixed that and believe that customers can no longer reply to a bad address.

We found we had a small bug on the consultations page. The ability to filter was not operating as expected. It was an easy fix and you should be able to filter, as you want, now.

It was discovered that if you built a route, went into map view, and optimized it, it was not maintaining that order when scheduled. It was reverting back to the raw list. We found the problem and it now maintains the optimized order.

When you enter a receipt via the costing and analysis page, you have the ability to upload an image of that receipt to keep with it. We discovered that the preview images were not displaying. So it would seem as though you updated a receipt image, but it was not working. It was indeed being uploaded and stored in the attachment folder. It just was not available in the receipt popup. We worked on a solution, so now picture images will display and PDFs will display a title.

We had a brief time period where consultations were not displaying on the mobile app. This was due to an error when doing some other mobile app upgrades. It was easily fixed and we apologize for the brief interruption in visibility.

When SynkedUP first started, we did not have the incredible budget worksheets that we currently have. Budgets were created outside of the program and we would calculate percentages for overtime, unbillable, and labor burden. That was then added to a labor cost in the item catalog. Now that budgets are created within the program, those percentages are figured and included much more accurately within the budget itself. This was causing confusion when people would enter numbers into those fields as well, essentially artificially increasing their labor markup. We have worked with everyone in that situation to get that cleaned up and we have eliminated those fields.