SynkedUP

What to check when a proposal fails to send from SynkedUP, or your customer sees an error when they try to open, sign, or pay.

Troubleshooting: Proposal Won't Send or Your Client Sees an Error

What to check when SynkedUP shows a "No tax rate found" error, whether you're using SynkedUP Payments or QuickBooks Online for invoicing.

Troubleshooting: "No Tax Rate Found" Error on an Estimate or Invoice

How to update which email address receives company-level communications from SynkedUP, such as webinar invitations and marketing emails.

How to Change Where Company-Level Emails Are Sent (Webinars, Marketing, etc.)

How a customer can go back and approve a work area they initially declined on a signed proposal.

How Can a Customer Approve a Previously Declined Work Area?

Four ways to stop a customer from being able to view a proposal you've already sent.

How to Revoke or Expire a Customer Proposal Link

Clear out a blank Proposal Link block that keeps showing up when you generate a proposal.

How to Delete an Empty Proposal Link in Proposal Settings

In this article we will show you where and how to enter all of your crew members, so that you will be ready to track their time on jobs.

Success Checklist: How to Enter Crew Members

In this article we will show you where and how to enter your terms and conditions that will be attached to every proposal you send.

Success Checklist:  How to Enter Terms and Conditions

In this article we will show you where and how to set up your company's divisions.  These are used for scheduling and job costing purposes.

Success Checklist:  How to Create and Edit Divisions

In this article we will walk you through creating your company budget.

Success Checklist:  How to Create your Budget

In this article we will get your cost codes set up and connected to your QuickBooks Online account.

Success Checklist:  How to set up and connect your Cost Codes in QuickBooks Online

In this article we will walk you through how to get your upcoming jobs into SynkedUP.

Success Checklist:  How to Enter an Already Sold Job

In this article we will show you how to schedule your jobs on the calendar.

Success Checklist:  How to Schedule a Job

In this article we will walk you through how to create your first estimate.

Success Checklist:  How to Create your first Estimate

In this article we will walk you through how to send a proposal to your customer and get it approved.

Success Checklist:  How to Send a Proposal

In this article we will show you how to review the time and materials your crews are tracking on the jobs.

Success Checklist:  How to Review the Time your Crews are Tracking

In this article we will walk you through how to job cost a job.

Success Checklist:  How to Analyze the Job Costing on a Job

In this article we will show you how to create and send an invoice.

Success Checklist:  How to Create and Send an Invoice

In this article we will show you how to use the digital job folder in the mobile app.

Success Checklist:  How to use the Digital Job Folder

In this article we will walk you through how to clock in and out on the mobile app.

Success Checklist:  How to Clock In and Out on the Mobile App

Success Checklist: How to Enter Your SynkedUP Users

SynkedUP Success Checklist: How to Connect to your QuickBooks Online Account

How to turn on the Estimated Tax line for a proposal, and where it shows up (and doesn't) once it's on.

How to make estimated sales tax show on proposals

Fred Pape

Making sure you get the full value of SynkedUP

Success Checklist

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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.

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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.

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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.

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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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