SynkedUP

What the Remaining Balance line means on an invoice, and why it can show $0 even when the invoice hasn't been paid yet.

Why does my unpaid invoice show a $0 "Remaining Balance"?

Swap the foreman or fix the crew on a job that's already on the calendar — without deleting and re-scheduling it. Includes the on-demand-route gotcha.

How to Change the Crew Lead (Foreman) on a Scheduled Event

What clients see on a follow-up proposal, change order, or final invoice when a deposit has already been paid — including the workarounds for keeping them clear that the deposit…

Where Does My Customer's Deposit Show Up? (And Where It Doesn't)

Four checks that solve almost every "I can't export a crew member's time to QuickBooks" problem.

Troubleshooting: Time Won't Export to QuickBooks

A customer just called asking when you're coming out. Here's the fastest way to find the scheduled date.

How to Look Up When a Job Is Scheduled

New foreman can't get into the app? Walk through these steps to get them sorted out.

My Foreman Can't Log In — Troubleshooting Guide

Service Tickets are the fastest way to schedule a one-off visit for a customer. Here's how to create one and get it on the schedule.

How to Schedule a Service Visit (Service Ticket)

How to troubleshoot when your customers don't receive an automatically generated down payment invoice

Why Didn't My Customer get a Down Payment Invoice?

An explanation for why the item price is being increased after you override it when building a Job Estimate

Why is the Item Price being increased in my Job?

How to sort your timecards by the date they were created

How to Sort Time Entries in the Web App

Can't find a job, customer, or estimate? Walk through these five places it could be — most missing jobs are findable in under a minute once you know which list…

Why did my Job/Customer/Etc. Disappear?

How to resolve an error when adding a new user

Why do I get an Error when Adding a New User?

How to deal with this error when trying to export an invoice to QuickBooks

What does "The Request is Invalid" Error mean?

The green Create New Invoice button can stay grey for several reasons. Walk through these checks in order — the first one your job trips is almost always the answer.

Why Don't I Have a Create Invoice Button?

Four steps to take to when troubleshooting invoice errors.

How to Deal with an Error in Invoicing

A tutorial with the necessary steps to unapprove a job

Why Can't I Unapprove a Job?

If you can't find a certain workarea, here's a tip to help you bring it back again.

Why Can't I find my Workarea in my Job?

Your job isn't showing up when you go to schedule it? Here's what to check.

Why Can't I Find My Job in the Schedule?

An overview of how Pricing Type affect the Billable function

Why are the Billable Toggles Locked?

If your invoices in QuickBooks Online do not automatically get an invoice number, here is why

SynkedUP invoice export to QuickBooks does not create an Invoice # in QuickBooks

How to update your payment method or make changes to your SynkedUP subscription — and how to keep your card info secure.

How to Update Your SynkedUP Subscription or Billing Information

Fred Pape

Weston Zimmerman

Web App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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

{appName} in 60 seconds

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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