SynkedUP

How to Edit Item Names in a Template

This tutorial shows you where to find the link to your SynkedUP consultation calendar and how to add it to another calendar app.

How to Export your SynkedUP Consultations to another Calendar

A tutorial for creating and searching with customer tags

How to Use Customer Tags

Receiving a payment on a job locks it, preventing any changes. Here's how to get around it

How to Edit a Job that has a Paid Invoice

How to Set Up a Snow Job

How to make changes to a project after it's been sold.

How to do a Change Order

Show your customers what you used on their project by including an itemized list in an Invoice

How to Show an Itemized Breakdown of Actual Items on an Invoice

Send photos to your customer for review along with your proposal via a shareable link.

How to Attach Files to a Customer Proposal

If your guys missed adding some items they used on the job, no problem. You can add them from the web app.

How to Add Actual Items to a Job in the Web App

How to See if an Estimate has been Approved

How to Change a User's Email Address

How to restore anything that's been deleted.

How to Restore Items from the Recycle Bin

How to Add an Item to the Item Catalog

Enter actual items to a job in the Web App by creating a Receipt.

How to Add a Receipt to a Job

You can print both reports from any job - what's the difference?

The Difference between a Project Report and an Items Summary Report

Link your SynkedUp customer with a QuickBooks customer to enable invoicing, etc.

How to Link Your Customer with a QuickBooks Customer

Edit an item directly in the item catalog without leaving your estimate screen.

Quickly making changes to an Item in the Item Catalog

The logic behind how the Final Price is calculated and behaves

How the Final Price works in Quoted Price workareas

How and where files and attachments are handled and uploaded in SynkedUP

How Attachments are handled in SynkedUP Customers, Properties, and Jobs

Google Maps have the location of your customer's property in the wrong place? Here's how you get around that

How to Edit the Google Maps Location of a Customer's Property

How to add a template to a workarea within a job

How to add a Template to a Job

Weston Zimmerman

Fred Pape

Kyle Nichols

Web App

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Track the progress of all tickets related to your company.

Tickets portal.

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