SynkedUP

There are six user roles in SynkedUP. Here's what each one unlocks, and the one extra toggle that controls who sees pricing.

How User Roles Work in SynkedUP

You need to enter your Crew Members as Employees in QuickBooks. Here's how

How to Create an Employee in QuickBooks

Add a Service Call Fee to your Company settings that can easily be added to a Service Ticket.

How to Set Up a Service Call Fee

What's the difference between a crew member and a user?

Is my Crew Member a User?

An overview of your options for leaving notes on a time card

What are the TC Internal Notes and TC Client Notes in the Job Settings?

Control the "reply-to" email addresses in SynkedUP generated emails

How to use the Reply-to Feature for SynkedUP generated Emails

Use Email Templates for your Consultation or Proposal Emails

System Setup- How to Create and Use Email Templates

This article provides documentation on how to customize elements like customer name, email, etc with handlebars in Canned Responses

How to insert "handles" or Placeholders for {{customer_name}}, etc into SynkedUP generated emails

How making changes to your item catalog or budget affect items and pricing in your already existing estimates

Making Changes To Your Item Catalog or Budget mid-year

Update Cost, Class, Custom Margin, Custom Price, or Taxable on existing items in your catalog in bulk using a CSV file — without creating duplicates.

How to Bulk Update Existing Items via CSV

What are the implications of deleting a user and when should you delete vs. deactivate?

Weston Zimmerman

Fred Pape

Setup and Configuration Articles

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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