Six methods for entering job actuals in SynkedUP, emphasizing consistency and accuracy

Cultural buy-in and data transparency are crucial for ensuring team compliance with data entry

Major updates to SynkedUP are coming, potentially simplifying job classification and improving user experience

Six methods detailed:Mobile app: Clock in/out, material entry
Web app "Actual" tab: Rebuild estimate with actual usage
Visits tab: Add materials to specific visits
Costing and Analysis page: Add receipts or miscellaneous costs
Work area categories: Add actuals directly
Time sheet entry/editing on web
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Best practices:Consistency to avoid double-counting
Field team responsible for shop inventory usage
Office handles direct-shipped items and receipts
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Importance of distinguishing between cost (what company pays) and price (what customer is charged)

Strategies for ensuring team compliance:Make data entry part of job description
Incentivize related behaviors (e.g., keeping equipment clean)
Tie to paycheck accuracy
Use reward systems (e.g., prize wheel for consistent performance)
Share company financial data to increase buy-in
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Cultural emphasis on data-driven decision making

Major platform updates coming soon

Will simplify job classification: jobs will have work areas that occur once or recur

Custom folder organization replacing current service/maintenance ticket system

Uncertainty about transition process for existing jobs

Webinars planned to explain new system once released

"Review" function for visits: Allows marking visits as checked, preventing duplicate reviews

Locks visit from further edits once reviewed (can be undone if needed)

Wait for release of new SynkedUP version before making major changes to job setup

Consider how to handle 2025 bids and estimates with upcoming changes

Prepare for potential webinars on new system usage once released

Continue current practices, as existing jobs will be incorporated into the new system

Review actuals input process and synced up setup/reporting to ensure costs are accurately tracked versus prices charged - WATCH (30 secs)

Enter existing 2025 bids into new synced up system once released - WATCH (30 secs)