SynkedUP Web App
All the help articles and tutorials associated with the desktop web app
By Fred and 1 other2 authors73 articles
- How to Use Groups to Organize Work Areas
- Why Don't My Labor Rates or Material Prices Update on a Sold Project When I Add a New Work Area?
- How to use custom labor rates
- NEW Items Experience
- Move Jobs
- Save Work Area As Template
- How to use automated follow ups to win more jobs
- New Plan Experience
- How to Copy a Job
- How to Set Up a Recurring Work Area
- Invoicing and QuickBooks Comparison
- How to Set Up a Snow Job that is Per Push with a Salt Use Add-On
- How to Set Up a Snow Job that is Per Push Pricing with Graduated Rates based on Snowfall Amount
- How to set up a Snow Job that is billed Time and Materials
- How to set up a Snow Job that is invoiced Per Push
- How to Set Up a Snow Job that is a Seasonal Contract
- Introduction to Setting up a Snow Job
- How to Set Up a Maintenance Job that is a Quoted Contract Price
- How to Set a Default Payment Schedule on Proposals
- How to Schedule a Maintenance Contract (One-Off and Recurring Work Areas)
- How to Set Up Routes in SynkedUP
- How to Add a Task to your Schedule
- Calendar troubleshooting: duplicate events, orange triangles, and Completed jobs not crossed off
- SynkedUP Calendar Shows on Desktop But Not on My Phone (Google Calendar Fix)
- How to run a report for payroll
- Create a Visit on the Web App
- Edit a Timesheet on the Web App
- Troubleshooting QuickBooks Online Customer Issues in SynkedUP
- Troubleshooting Exclamation Points on Timesheets — Why They Show Up and When to Ignore Them
- How to Submit Timesheets from the Web App
- How to Edit Time in the Web App
- How to pull a report for timesheets
- How can I resolve and prevent timesheet export issues between SynkedUP and QuickBooks?
- How to Adjust a Work Area's Price After It's Approved (Credit or Additional Billing)
- How to Apply a Discount to a Job
- How to record a down payment as a liability instead of as income in your QuickBooks Online account
- How to Change the Down Payment Percentage
- How to Create a Progress Payment Invoice
- How to Invoice for Quoted Price Maintenance Contracts
- How to Invoice for Flat Rate or Time & Material Maintenance Jobs
- The difference between a Taxable Item and a Taxable Workarea
- Tax you pay as a Contractor vs Tax you bill your Customers
- How to Invoice for a specific Date Range
- How To Invoice for Projects
- How to Keep a Card on File for your Customer
- How User Roles Work in SynkedUP
- How to Create an Employee in QuickBooks
- How to Set Up a Service Call Fee
- Is my Crew Member a User?
- What are the TC Internal Notes and TC Client Notes in the Job Settings?
- How to use the Reply-to Feature for SynkedUP generated Emails
- System Setup- How to Create and Use Email Templates
- How to insert "handles" or Placeholders for {{customer_name}}, etc into SynkedUP generated emails
- Making Changes To Your Item Catalog or Budget mid-year
- How to Bulk Update Existing Items via CSV
- What are the implications of deleting a user and when should you delete vs. deactivate?