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

Save time by updating costs for multiple catalog items at once using a CSV file import.

How to Bulk Update Item Catalog Pricing 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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