# SynkedUP Help Center > \#thrivenotsurvive ## Success Checklist - [Troubleshooting: Proposal Won't Send or Your Client Sees an Error](https://help.synkedup.com/en/articles/14656941-troubleshooting-proposal-won-t-send-or-your-client-sees-an-error.md): 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: "No Tax Rate Found" Error on an Estimate or Invoice](https://help.synkedup.com/en/articles/14657546-troubleshooting-no-tax-rate-found-error-on-an-estimate-or-invoice.md): What to check when SynkedUP shows a "No tax rate found" error, whether you're using SynkedUP Payments or QuickBooks Online for invoicing. - [How to Change Where Company-Level Emails Are Sent \(Webinars, Marketing, etc.\)](https://help.synkedup.com/en/articles/14658842-how-to-change-where-company-level-emails-are-sent-webinars-marketing-etc.md): How to update which email address receives company-level communications from SynkedUP, such as webinar invitations and marketing emails. - [How Can a Customer Approve a Previously Declined Work Area?](https://help.synkedup.com/en/articles/14659030-how-can-a-customer-approve-a-previously-declined-work-area.md): How a customer can go back and approve a work area they initially declined on a signed proposal. - [How to Revoke or Expire a Customer Proposal Link](https://help.synkedup.com/en/articles/14809140-how-to-revoke-or-expire-a-customer-proposal-link.md): Four ways to stop a customer from being able to view a proposal you've already sent. - [How to Delete an Empty Proposal Link in Proposal Settings](https://help.synkedup.com/en/articles/15303278-how-to-delete-an-empty-proposal-link-in-proposal-settings.md): Clear out a blank Proposal Link block that keeps showing up when you generate a proposal. - [Success Checklist: How to Enter Crew Members](https://help.synkedup.com/en/articles/8291586-success-checklist-how-to-enter-crew-members.md): 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 Terms and Conditions](https://help.synkedup.com/en/articles/8291617-success-checklist-how-to-enter-terms-and-conditions.md): 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 Create and Edit Divisions](https://help.synkedup.com/en/articles/8291625-success-checklist-how-to-create-and-edit-divisions.md): 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 your Budget](https://help.synkedup.com/en/articles/8291676-success-checklist-how-to-create-your-budget.md): In this article we will walk you through creating your company budget. - [Success Checklist: How to set up and connect your Cost Codes in QuickBooks Online](https://help.synkedup.com/en/articles/8291667-success-checklist-how-to-set-up-and-connect-your-cost-codes-in-quickbooks-online.md): In this article we will get your cost codes set up and connected to your QuickBooks Online account. - [Success Checklist: How to Enter an Already Sold Job](https://help.synkedup.com/en/articles/8291706-success-checklist-how-to-enter-an-already-sold-job.md): In this article we will walk you through how to get your upcoming jobs into SynkedUP. - [Success Checklist: How to Schedule a Job](https://help.synkedup.com/en/articles/8291711-success-checklist-how-to-schedule-a-job.md): In this article we will show you how to schedule your jobs on the calendar. - [Success Checklist: How to Create your first Estimate](https://help.synkedup.com/en/articles/8291717-success-checklist-how-to-create-your-first-estimate.md): In this article we will walk you through how to create your first estimate. - [Success Checklist: How to Send a Proposal](https://help.synkedup.com/en/articles/8291735-success-checklist-how-to-send-a-proposal.md): In this article we will walk you through how to send a proposal to your customer and get it approved. - [Success Checklist: How to Review the Time your Crews are Tracking](https://help.synkedup.com/en/articles/8291755-success-checklist-how-to-review-the-time-your-crews-are-tracking.md): 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 Analyze the Job Costing on a Job](https://help.synkedup.com/en/articles/8291769-success-checklist-how-to-analyze-the-job-costing-on-a-job.md): In this article we will walk you through how to job cost a job. - [Success Checklist: How to Create and Send an Invoice](https://help.synkedup.com/en/articles/8291781-success-checklist-how-to-create-and-send-an-invoice.md): In this article we will show you how to create and send an invoice. - [Success Checklist: How to use the Digital Job Folder](https://help.synkedup.com/en/articles/8291749-success-checklist-how-to-use-the-digital-job-folder.md): In this article we will show you how to use the digital job folder in the mobile app. - [Success Checklist: How to Clock In and Out on the Mobile App](https://help.synkedup.com/en/articles/8291742-success-checklist-how-to-clock-in-and-out-on-the-mobile-app.md): In this article we will walk you through how to clock in and out on the mobile app. - [Success Checklist: How to Enter Your SynkedUP Users](https://help.synkedup.com/en/articles/8440935-success-checklist-how-to-enter-your-synkedup-users.md) - [SynkedUP Success Checklist: How to Connect to your QuickBooks Online Account](https://help.synkedup.com/en/articles/8901545-synkedup-success-checklist-how-to-connect-to-your-quickbooks-online-account.md) - [How to make estimated sales tax show on proposals](https://help.synkedup.com/en/articles/7130175-how-to-make-estimated-sales-tax-show-on-proposals.md): How to turn on the Estimated Tax line for a proposal, and where it shows up \(and doesn't\) once it's on. ## General Set Up - [What the Bulk Data Import Service Covers \(and What It Doesn't\)](https://help.synkedup.com/en/articles/14690604-what-the-bulk-data-import-service-covers-and-what-it-doesn-t.md): The Bulk Data Import service covers customer list imports only. Here's exactly what's included, what isn't, and how to request one. - [Recovering Equipment Costs in Your Overhead](https://help.synkedup.com/en/articles/3835123-recovering-equipment-costs-in-your-overhead.md): The different ways of recovering your equipment costs in your MORS budget - [How to Import Customers via CSV File Import](https://help.synkedup.com/en/articles/3832274-how-to-import-customers-via-csv-file-import.md): Struggling with getting all your data into a CSV file for importing into SynkedUP? Here are some tips. - [How to Import Items via CSV File Import](https://help.synkedup.com/en/articles/3833655-how-to-import-items-via-csv-file-import.md): How to Import Items Into Your Item Catalog via CSV file upload ## SynkedUP Web App - [How to use custom labor rates](https://help.synkedup.com/en/articles/8274119-how-to-use-custom-labor-rates.md) - [Why Don't My Labor Rates or Material Prices Update on a Sold Project When I Add a New Work Area?](https://help.synkedup.com/en/articles/14708571-why-don-t-my-labor-rates-or-material-prices-update-on-a-sold-project-when-i-add-a-new-work-area.md): If you updated your budget for a new year and then added a new work area to an already-sold project, you may notice the labor rate and material prices still reflect last year's numbers. Here's why ... - [How to Use Groups to Organize Work Areas](https://help.synkedup.com/en/articles/16075336-how-to-use-groups-to-organize-work-areas.md): How to create Groups to bundle Work Areas together, and why grouped items show one combined total rather than separate selectable options. - [NEW Items Experience](https://help.synkedup.com/en/articles/8443716-new-items-experience.md) - [Move Jobs](https://help.synkedup.com/en/articles/6830849-move-jobs.md) - [Save Work Area As Template](https://help.synkedup.com/en/articles/9592448-save-work-area-as-template.md) - [How to use automated follow ups to win more jobs](https://help.synkedup.com/en/articles/9859126-how-to-use-automated-follow-ups-to-win-more-jobs.md) - [New Plan Experience](https://help.synkedup.com/en/articles/10034570-new-plan-experience.md) - [How to Copy a Job](https://help.synkedup.com/en/articles/8251010-how-to-copy-a-job.md) - [How to Set Up a Recurring Work Area](https://help.synkedup.com/en/articles/10375424-how-to-set-up-a-recurring-work-area.md): Maintenance jobs offer the ability to set up recurring work areas. This is anything that you would want to be able to schedule multiple times, for example, lawn mowing, fertilization, shrub prunin... - [Invoicing and QuickBooks Comparison](https://help.synkedup.com/en/articles/10394227-invoicing-and-quickbooks-comparison.md) - [How to Set Up a Snow Job that is Per Push with a Salt Use Add-On](https://help.synkedup.com/en/articles/10447124-how-to-set-up-a-snow-job-that-is-per-push-with-a-salt-use-add-on.md): Many residential snow accounts charge per push and then upcharge for the amount of salt used. This article will walk you through how to set that up. - [How to Set Up a Snow Job that is Per Push Pricing with Graduated Rates based on Snowfall Amount](https://help.synkedup.com/en/articles/10447134-how-to-set-up-a-snow-job-that-is-per-push-pricing-with-graduated-rates-based-on-snowfall-amount.md): Often times, snow jobs are set up to bill out at different amounts depending on the amount of snow. This article will show you how to set that up. - [How to set up a Snow Job that is billed Time and Materials](https://help.synkedup.com/en/articles/10447141-how-to-set-up-a-snow-job-that-is-billed-time-and-materials.md): In this article we will walk you through how to set up a Snow Job that is billed Time and Materials. - [How to set up a Snow Job that is invoiced Per Push](https://help.synkedup.com/en/articles/10447147-how-to-set-up-a-snow-job-that-is-invoiced-per-push.md): Many Snow Jobs charge Per Push. This article will walk you through how to set that up. - [How to Set Up a Snow Job that is a Seasonal Contract](https://help.synkedup.com/en/articles/10447149-how-to-set-up-a-snow-job-that-is-a-seasonal-contract.md): This article will walk you through how to set up a Snow Job that is a set contract price regardless of how many time you plow, salt, etc. - [Introduction to Setting up a Snow Job](https://help.synkedup.com/en/articles/10452054-introduction-to-setting-up-a-snow-job.md): Snow Jobs have many variables in regards to how they are set up. This article is an introduction to the various types and includes links to the various supporting articles. - [How to Set Up a Maintenance Job that is a Quoted Contract Price](https://help.synkedup.com/en/articles/10487140-how-to-set-up-a-maintenance-job-that-is-a-quoted-contract-price.md): This article will walk you through how to set up a maintenance job that is a set quoted price over a specific contract length. - [How to Set a Default Payment Schedule on Proposals](https://help.synkedup.com/en/articles/11023932-how-to-set-a-default-payment-schedule-on-proposals.md) - [How to import my Customers from QuickBooks Online to SynkedUP](https://help.synkedup.com/en/articles/5335817-how-to-import-my-customers-from-quickbooks-online-to-synkedup.md): Import all the customers that are already in your QuickBooks to SynkedUP in a few clicks - [How do I change a customer's billing address?](https://help.synkedup.com/en/articles/15787162-how-do-i-change-a-customer-s-billing-address.md): Update a customer's billing address on their client file — and how it differs from a Property \(service location\). - [How to Create Multiple Properties for a Customer](https://help.synkedup.com/en/articles/5297307-how-to-create-multiple-properties-for-a-customer.md): You can create as many properties for a customer as you'd like in SynkedUP - [How To Create a Customer and/or Lead](https://help.synkedup.com/en/articles/3865778-how-to-create-a-customer-and-or-lead.md): Got a new lead or customer? Great! Let's go! - [How Pricing Types work in SynkedUP](https://help.synkedup.com/en/articles/4973983-how-pricing-types-work-in-synkedup.md): Learn the business logic for pricing types behind the estimating and invoicing systems - [Where to Find Your Approved and Sold Jobs](https://help.synkedup.com/en/articles/14667875-where-to-find-your-approved-and-sold-jobs.md): Approved and Sold are two different stages in SynkedUP, and they live in different lists. Here's where each one shows up. - [What Does "On Hold" Mean on a Work Area?](https://help.synkedup.com/en/articles/14741667-what-does-on-hold-mean-on-a-work-area.md): A quick answer on why a work area shows as On Hold and how to tell who set it that way. - [How to Set Up Templates and Production Rates](https://help.synkedup.com/en/articles/4934705-how-to-set-up-templates-and-production-rates.md): How to set up and use production rates in templates to speed up your estimating workflow - [How to Enter Notes for the Field Tech](https://help.synkedup.com/en/articles/5345524-how-to-enter-notes-for-the-field-tech.md): How to make sure that the field tech sees your notes. - [What's the Difference between a Maintenance Contract and a Service Ticket?](https://help.synkedup.com/en/articles/5345563-what-s-the-difference-between-a-maintenance-contract-and-a-service-ticket.md): Understand when you want to use a maintenance contract and when you want a service ticket - [When to Use a Task vs a Job \(Service Ticket, Maintenance, or Project\)](https://help.synkedup.com/en/articles/15234285-when-to-use-a-task-vs-a-job-service-ticket-maintenance-or-project.md): A decision guide for choosing between a Task \(unbillable internal work\) and a Job — Service Ticket, Maintenance Contract, or Project — based on whether you'll invoice the customer. - [What is the Difference between Sold and Active Toggles?](https://help.synkedup.com/en/articles/5345562-what-is-the-difference-between-sold-and-active-toggles.md): Maintenance Contracts and Service Tickets have active toggles to let you know whether that contract is current or from the past. - [How to Set Up a Maintenance Job With Per Visit Pricing Type](https://help.synkedup.com/en/articles/10302503-how-to-set-up-a-maintenance-job-with-per-visit-pricing-type.md) - [How to Schedule a Maintenance Contract \(One-Off and Recurring Work Areas\)](https://help.synkedup.com/en/articles/14624787-how-to-schedule-a-maintenance-contract-one-off-and-recurring-work-areas.md): How to schedule a maintenance contract that includes a mix of one-time work areas \(like spring and fall cleanups\) and recurring visits \(like weekly mowing\) using the new calendar. - [How to Set Up Routes in SynkedUP](https://help.synkedup.com/en/articles/12977842-how-to-set-up-routes-in-synkedup.md) - [How to Add a Task to your Schedule](https://help.synkedup.com/en/articles/14305929-how-to-add-a-task-to-your-schedule.md): This article will explain how to add non-job related tasks to your schedule. - [Calendar troubleshooting: duplicate events, orange triangles, and Completed jobs not crossed off](https://help.synkedup.com/en/articles/14600372-calendar-troubleshooting-duplicate-events-orange-triangles-and-completed-jobs-not-crossed-off.md): Four common calendar display issues \(duplicate events, orange triangles, wrong-date display, and Completed work areas that aren't crossed off\) — what each one means, why it happens, and how to fix it. - [SynkedUP Calendar Shows on Desktop But Not on My Phone \(Google Calendar Fix\)](https://help.synkedup.com/en/articles/15036651-synkedup-calendar-shows-on-desktop-but-not-on-my-phone-google-calendar-fix.md): This article will help you fix the issue where exporting your SynkedUP calendar into Google Calendar will not show on your phone. - [How to run a report for payroll](https://help.synkedup.com/en/articles/5491297-how-to-run-a-report-for-payroll.md): How to run a report for payroll - [Create a Visit on the Web App](https://help.synkedup.com/en/articles/7884195-create-a-visit-on-the-web-app.md) - [Edit a Timesheet on the Web App](https://help.synkedup.com/en/articles/7884244-edit-a-timesheet-on-the-web-app.md) - [Troubleshooting QuickBooks Online Customer Issues in SynkedUP](https://help.synkedup.com/en/articles/14306109-troubleshooting-quickbooks-online-customer-issues-in-synkedup.md): What to do when customers are missing, the link icon isn't working during invoicing, customers show only a phone number, or you imported more than you intended. Start with Step 0: verify your Quick... - [Troubleshooting Exclamation Points on Timesheets — Why They Show Up and When to Ignore Them](https://help.synkedup.com/en/articles/14740915-troubleshooting-exclamation-points-on-timesheets-why-they-show-up-and-when-to-ignore-them.md): If you're seeing red exclamation points on timesheets that you know have already been submitted, this article explains what actually triggers them and when you can safely ignore them. - [How to Submit Timesheets from the Web App](https://help.synkedup.com/en/articles/5395113-how-to-submit-timesheets-from-the-web-app.md) - [How to Edit Time in the Web App](https://help.synkedup.com/en/articles/5345547-how-to-edit-time-in-the-web-app.md): Edit submitted timesheets from the Web App - [How to pull a report for timesheets](https://help.synkedup.com/en/articles/5016799-how-to-pull-a-report-for-timesheets.md): Need to run payroll and looking for the total times for each employee? Here's how. Export directly to QuickBooks or print a Report. - [How can I resolve and prevent timesheet export issues between SynkedUP and QuickBooks?](https://help.synkedup.com/en/articles/12894839-how-can-i-resolve-and-prevent-timesheet-export-issues-between-synkedup-and-quickbooks.md) - [How to Adjust a Work Area's Price After It's Approved \(Credit or Additional Billing\)](https://help.synkedup.com/en/articles/15423743-how-to-adjust-a-work-area-s-price-after-it-s-approved-credit-or-additional-billing.md): How to lower a work area's price for a credit, or raise it to bill additional work, after the work area has already been approved. - [How to Apply a Discount to a Job](https://help.synkedup.com/en/articles/5345516-how-to-apply-a-discount-to-a-job.md): How to give a customer a discount on a job. - [How to record a down payment as a liability instead of as income in your QuickBooks Online account](https://help.synkedup.com/en/articles/6104055-how-to-record-a-down-payment-as-a-liability-instead-of-as-income-in-your-quickbooks-online-account.md): If you do not want to show money you receive as down payments in an income account, follow the steps in this article - [How to Change the Down Payment Percentage](https://help.synkedup.com/en/articles/5345513-how-to-change-the-down-payment-percentage.md): Change the down payment percentage on a proposal or invoice, and understand how sales tax is handled across payments. - [How to Create a Progress Payment Invoice](https://help.synkedup.com/en/articles/5344926-how-to-create-a-progress-payment-invoice.md): Create an invoice for a progress payment for Quoted Price, T&M and Flat Rate Pricing Type jobs - [How to Invoice for Quoted Price Maintenance Contracts](https://help.synkedup.com/en/articles/5224546-how-to-invoice-for-quoted-price-maintenance-contracts.md): Learn how to invoice in advance for maintenance contracts using the Quoted Price Pricing Type - [How to Invoice for Flat Rate or Time & Material Maintenance Jobs](https://help.synkedup.com/en/articles/5107531-how-to-invoice-for-flat-rate-or-time-material-maintenance-jobs.md): How to bill for maintenance jobs in SynkedUP - [The difference between a Taxable Item and a Taxable Workarea](https://help.synkedup.com/en/articles/4988143-the-difference-between-a-taxable-item-and-a-taxable-workarea.md): Why do some jobs have taxable toggles on the workareas and others on individual items? - [Tax you pay as a Contractor vs Tax you bill your Customers](https://help.synkedup.com/en/articles/4924047-tax-you-pay-as-a-contractor-vs-tax-you-bill-your-customers.md): Learn the layers to the tax system in SynkedUP - [How to Invoice for a specific Date Range](https://help.synkedup.com/en/articles/4855674-how-to-invoice-for-a-specific-date-range.md): This article details how to invoice your customers for a specific date range, billing them for only items and services in that date period. - [How To Invoice for Projects](https://help.synkedup.com/en/articles/3867336-how-to-invoice-for-projects.md): Send your invoices directly to QuickBooks Online - [How to Keep a Card on File for your Customer](https://help.synkedup.com/en/articles/8429192-how-to-keep-a-card-on-file-for-your-customer.md) - [How User Roles Work in SynkedUP](https://help.synkedup.com/en/articles/14756763-how-user-roles-work-in-synkedup.md): There are six user roles in SynkedUP. Here's what each one unlocks, and the one extra toggle that controls who sees pricing. - [How to Create an Employee in QuickBooks](https://help.synkedup.com/en/articles/5452805-how-to-create-an-employee-in-quickbooks.md): You need to enter your Crew Members as Employees in QuickBooks. Here's how - [How to Set Up a Service Call Fee](https://help.synkedup.com/en/articles/5380411-how-to-set-up-a-service-call-fee.md): Add a Service Call Fee to your Company settings that can easily be added to a Service Ticket. - [Is my Crew Member a User?](https://help.synkedup.com/en/articles/5345548-is-my-crew-member-a-user.md): What's the difference between a crew member and a user? - [What are the TC Internal Notes and TC Client Notes in the Job Settings?](https://help.synkedup.com/en/articles/4974025-what-are-the-tc-internal-notes-and-tc-client-notes-in-the-job-settings.md): An overview of your options for leaving notes on a time card - [How to use the Reply-to Feature for SynkedUP generated Emails](https://help.synkedup.com/en/articles/4973552-how-to-use-the-reply-to-feature-for-synkedup-generated-emails.md): Control the "reply-to" email addresses in SynkedUP generated emails - [System Setup- How to Create and Use Email Templates](https://help.synkedup.com/en/articles/4973536-system-setup-how-to-create-and-use-email-templates.md): Use Email Templates for your Consultation or Proposal Emails - [How to insert "handles" or Placeholders for {{customer\_name}}, etc into SynkedUP generated emails](https://help.synkedup.com/en/articles/4852001-how-to-insert-handles-or-placeholders-for-customer_name-etc-into-synkedup-generated-emails.md): This article provides documentation on how to customize elements like customer name, email, etc with handlebars in Canned Responses - [Making Changes To Your Item Catalog or Budget mid-year](https://help.synkedup.com/en/articles/4844259-making-changes-to-your-item-catalog-or-budget-mid-year.md): How making changes to your item catalog or budget affect items and pricing in your already existing estimates - [How to Bulk Update Existing Items via CSV](https://help.synkedup.com/en/articles/6389914-how-to-bulk-update-existing-items-via-csv.md): Update Cost, Class, Custom Margin, Custom Price, or Taxable on existing items in your catalog in bulk using a CSV file — without creating duplicates. - [What are the implications of deleting a user and when should you delete vs. deactivate?](https://help.synkedup.com/en/articles/14600383-what-are-the-implications-of-deleting-a-user-and-when-should-you-delete-vs-deactivate.md) - [What is Direct Labor Efficiency on the Budget Overview?](https://help.synkedup.com/en/articles/15538261-what-is-direct-labor-efficiency-on-the-budget-overview.md): The Direct Labor Efficiency ratio shows how much gross profit you generate for every dollar spent on direct labor \(Gross Profit ÷ Direct Labor Cost\). Higher is more efficient. - [How to pick back up where I left off in the budgeting tool](https://help.synkedup.com/en/articles/5967991-how-to-pick-back-up-where-i-left-off-in-the-budgeting-tool.md): Your budget tool look blank? Can't find your data? Here's how you get rolling where you left off - [Understanding Markup vs. Profit Margin in SynkedUP](https://help.synkedup.com/en/articles/13729320-understanding-markup-vs-profit-margin-in-synkedup.md) - [Annual Budget Update Checklist](https://help.synkedup.com/en/articles/14423721-annual-budget-update-checklist.md): A step-by-step checklist for updating your SynkedUP budget at the start of each new year or season. ## Mobile App - [How to Schedule a Job from the Mobile App](https://help.synkedup.com/en/articles/5301028-how-to-schedule-a-job-from-the-mobile-app.md): Add a job to your calendar in the Mobile App - [How to Invoice from the Mobile App](https://help.synkedup.com/en/articles/5380261-how-to-invoice-from-the-mobile-app.md): How to Create an Invoice for a Project, Service Ticket or Maintenance Job from the Mobile App. - [How to Schedule a Consultation in the Mobile App](https://help.synkedup.com/en/articles/5345382-how-to-schedule-a-consultation-in-the-mobile-app.md): Send a consultation invitation to a customer directly from the Mobile App - [How to Send a Proposal from the Mobile App](https://help.synkedup.com/en/articles/5345375-how-to-send-a-proposal-from-the-mobile-app.md): Use the Mobile App to send an Estimate off to a Customer. - [How to Create an Estimate in the Mobile App](https://help.synkedup.com/en/articles/5305178-how-to-create-an-estimate-in-the-mobile-app.md): Step by step tutorial to walk you through creating an estimate in the mobile app - [How to Hide Pricing Information in the Mobile App](https://help.synkedup.com/en/articles/5345296-how-to-hide-pricing-information-in-the-mobile-app.md): Control who gets to see pricing information by setting the "Allow invoicing" permission on a Role, then assigning that Role to a User. ## Tips and Tricks - [How to Edit Item Names in a Template](https://help.synkedup.com/en/articles/6301569-how-to-edit-item-names-in-a-template.md) - [Where to See Hours Worked vs. Estimated on a Job \(Costing & Analysis\)](https://help.synkedup.com/en/articles/15518860-where-to-see-hours-worked-vs-estimated-on-a-job-costing-analysis.md): See how a crew's actual hours compare to the budgeted hours on the job's Costing & Analysis page. Note: hours update after clock-out, not in real time. - [How to Export your SynkedUP Schedule to an External Calendar](https://help.synkedup.com/en/articles/5478693-how-to-export-your-synkedup-schedule-to-an-external-calendar.md): This tutorial shows you where to find the link to your SynkedUP schedule and how to add it to another calendar app. - [How to Use Customer Tags](https://help.synkedup.com/en/articles/5456183-how-to-use-customer-tags.md): A tutorial for creating and searching with customer tags - [How to Edit a Job that has a Paid Invoice](https://help.synkedup.com/en/articles/5436602-how-to-edit-a-job-that-has-a-paid-invoice.md): Receiving a payment on a job locks it, preventing any changes. Here's how to get around it - [How to do a Change Order](https://help.synkedup.com/en/articles/5377317-how-to-do-a-change-order.md): How to make changes to a project after it's been sold. - [How to Show an Itemized Breakdown of Actual Items on an Invoice](https://help.synkedup.com/en/articles/5367998-how-to-show-an-itemized-breakdown-of-actual-items-on-an-invoice.md): Show your customers what you used on their project by including an itemized list in an Invoice - [How to Attach Pictures and Files to a Customer Proposal](https://help.synkedup.com/en/articles/5363010-how-to-attach-pictures-and-files-to-a-customer-proposal.md): Send photos to your customer for review along with your proposal via a shareable link. - [How to Add Actual Items to a Job in the Web App](https://help.synkedup.com/en/articles/5359292-how-to-add-actual-items-to-a-job-in-the-web-app.md): If your guys missed adding some items they used on the job, no problem. You can add them from the web app. - [How to See if an Estimate has been Approved](https://help.synkedup.com/en/articles/5352905-how-to-see-if-an-estimate-has-been-approved.md) - [How to Change a User's Email Address](https://help.synkedup.com/en/articles/5345554-how-to-change-a-user-s-email-address.md) - [How to Restore Items from the Recycle Bin](https://help.synkedup.com/en/articles/5345463-how-to-restore-items-from-the-recycle-bin.md): How to restore anything that's been deleted. - [How to Add an Item to the Item Catalog](https://help.synkedup.com/en/articles/5345458-how-to-add-an-item-to-the-item-catalog.md): Need to add a new item? Here's how - [How to Add a Receipt to a Job](https://help.synkedup.com/en/articles/5345421-how-to-add-a-receipt-to-a-job.md): Enter actual items to a job in the Web App by creating a Receipt. - [The Difference between a Project Report and an Items Summary Report](https://help.synkedup.com/en/articles/5345390-the-difference-between-a-project-report-and-an-items-summary-report.md): You can print both reports from any job - what's the difference? - [How to Link Your Customer with a QuickBooks Customer](https://help.synkedup.com/en/articles/5269558-how-to-link-your-customer-with-a-quickbooks-customer.md): Link your SynkedUp customer with a QuickBooks customer to enable invoicing, etc. - [Quickly making changes to an Item in the Item Catalog](https://help.synkedup.com/en/articles/5246699-quickly-making-changes-to-an-item-in-the-item-catalog.md): Edit an item directly in the item catalog without leaving your estimate screen. - [How the Final Price works in Quoted Price workareas](https://help.synkedup.com/en/articles/5121189-how-the-final-price-works-in-quoted-price-workareas.md): The logic behind how the Final Price is calculated and behaves - [How Attachments are handled in SynkedUP Customers, Properties, and Jobs](https://help.synkedup.com/en/articles/5297297-how-attachments-are-handled-in-synkedup-customers-properties-and-jobs.md): How and where files and attachments are handled and uploaded in SynkedUP - [How to Edit the Google Maps Location of a Customer's Property](https://help.synkedup.com/en/articles/5297273-how-to-edit-the-google-maps-location-of-a-customer-s-property.md): Google Maps have the location of your customer's property in the wrong place? Here's how you get around that - [How to add a Template to a Job](https://help.synkedup.com/en/articles/5250325-how-to-add-a-template-to-a-job.md): How to add a template to a workarea within a job - [How Can I add a To-Do List to my Crew's Calendar?](https://help.synkedup.com/en/articles/5345558-how-can-i-add-a-to-do-list-to-my-crew-s-calendar.md): How to Create a To-Do List and Assign it to a Crew Member - [Why Are My Actual Material Costs Showing $0 \(or Showing Up in the Wrong Column\)?](https://help.synkedup.com/en/articles/14462274-why-are-my-actual-material-costs-showing-0-or-showing-up-in-the-wrong-column.md): Learn why material actuals don't auto-fill from your estimate, the three ways to enter them, and what to check when costs land in the wrong column on Costing & Analysis. - [What is a Production Rate?](https://help.synkedup.com/en/articles/5250162-what-is-a-production-rate.md): Learn what a production rate is, and how they can help speed up estimating. ## Release Notes - [Release Notes - Feb 26, 2021](https://help.synkedup.com/en/articles/4971446-release-notes-feb-26-2021.md) - [Release Notes March 22, 2022](https://help.synkedup.com/en/articles/6079164-release-notes-march-22-2022.md): New database upgrade, new UI improvements for estimates, and more. - [Release Notes- April 13th, 2022](https://help.synkedup.com/en/articles/6116196-release-notes-april-13th-2022.md): Mobile app speed, bundle invoicing, yearly copying feature in maintenance, and maintenance terms and conditions in proposals - [Release Notes - May 18th](https://help.synkedup.com/en/articles/6124806-release-notes-may-18th.md): Release Notes - Routing improvements and general stability improvements and bug fixes - [Release Notes - August 24, 2022](https://help.synkedup.com/en/articles/6505777-release-notes-august-24-2022.md) - [Release Notes - September 9, 2022](https://help.synkedup.com/en/articles/6545323-release-notes-september-9-2022.md) - [Release Notes - September 21, 2022](https://help.synkedup.com/en/articles/6577414-release-notes-september-21-2022.md) - [Release Notes - October 7, 2022](https://help.synkedup.com/en/articles/6616321-release-notes-october-7-2022.md) - [Release Notes - October 21, 2022](https://help.synkedup.com/en/articles/6672701-release-notes-october-21-2022.md) - [Release Notes - November 4, 2022](https://help.synkedup.com/en/articles/6715903-release-notes-november-4-2022.md) - [Release Notes - November 16, 2022](https://help.synkedup.com/en/articles/6744927-release-notes-november-16-2022.md) - [Release Notes - November 29, 2022](https://help.synkedup.com/en/articles/6781603-release-notes-november-29-2022.md) - [Release Notes - January 6, 2023](https://help.synkedup.com/en/articles/6874024-release-notes-january-6-2023.md) - [Release Notes - January 11, 2023](https://help.synkedup.com/en/articles/6884426-release-notes-january-11-2023.md) - [Release Notes - January 27, 2023](https://help.synkedup.com/en/articles/6931366-release-notes-january-27-2023.md) - [Release Notes - May 3, 2023](https://help.synkedup.com/en/articles/7860491-release-notes-may-3-2023.md) - [Release Notes - May 17, 2023](https://help.synkedup.com/en/articles/7914502-release-notes-may-17-2023.md) - [Release Notes - May 11, 2021](https://help.synkedup.com/en/articles/5180630-release-notes-may-11-2021.md): Create estimates in the mobile app, invoice maintenance contracts with Quoted pricing, and more functionality! - [Release Notes - August 15, 2022](https://help.synkedup.com/en/articles/6483472-release-notes-august-15-2022.md) - [Release Notes - January 28, 2021](https://help.synkedup.com/en/articles/4813141-release-notes-january-28-2021.md): New features and updates added over the past 2 months - [Release Notes- July 13th](https://help.synkedup.com/en/articles/6278561-release-notes-july-13th.md): Release Notes - [Release Notes - December 16, 2022](https://help.synkedup.com/en/articles/6825143-release-notes-december-16-2022.md) - [Release Notes - April 12, 2023](https://help.synkedup.com/en/articles/7019324-release-notes-april-12-2023.md): Release Notes - April 12, 2023 - Sales tax on proposals, etc - [Release Notes - November 20, 2020](https://help.synkedup.com/en/articles/4641329-release-notes-november-20-2020.md) - [Release Notes - September 25, 2020](https://help.synkedup.com/en/articles/4471870-release-notes-september-25-2020.md) - [Release Notes - October 28, 2020](https://help.synkedup.com/en/articles/4501700-release-notes-october-28-2020.md) - [Release Notes- September 11, 2020](https://help.synkedup.com/en/articles/4428659-release-notes-september-11-2020.md) - [Release Notes- August 28, 2020](https://help.synkedup.com/en/articles/4377615-release-notes-august-28-2020.md) - [Release Notes - August 14, 2020](https://help.synkedup.com/en/articles/4305964-release-notes-august-14-2020.md) - [Release Notes - July 16, 2020](https://help.synkedup.com/en/articles/4260071-release-notes-july-16-2020.md) - [Release Notes - June 18, 2020](https://help.synkedup.com/en/articles/4192530-release-notes-june-18-2020.md) - [Release Notes - June 4, 2020](https://help.synkedup.com/en/articles/4128358-release-notes-june-4-2020.md) - [Release Notes - June 2, 2023](https://help.synkedup.com/en/articles/7973767-release-notes-june-2-2023.md) - [Release Notes - July 25, 2023](https://help.synkedup.com/en/articles/8102715-release-notes-july-25-2023.md) - [Release Notes - August 2, 2023](https://help.synkedup.com/en/articles/8206092-release-notes-august-2-2023.md) - [Release Notes - August 16, 2023](https://help.synkedup.com/en/articles/8263680-release-notes-august-16-2023.md) - [Release Notes - August 30, 2023](https://help.synkedup.com/en/articles/8312716-release-notes-august-30-2023.md) - [Release Notes - September 28, 2023](https://help.synkedup.com/en/articles/8375642-release-notes-september-28-2023.md) - [Release Notes - October13, 2023](https://help.synkedup.com/en/articles/8470699-release-notes-october13-2023.md) - [Release Notes - October 25, 2023](https://help.synkedup.com/en/articles/8513861-release-notes-october-25-2023.md) - [Release Notes - November 10, 2023](https://help.synkedup.com/en/articles/8568321-release-notes-november-10-2023.md) - [Release Notes - November 21, 2023](https://help.synkedup.com/en/articles/8613873-release-notes-november-21-2023.md) - [Release Notes - December 6, 2023](https://help.synkedup.com/en/articles/8680529-release-notes-december-6-2023.md) - [Release Notes - December 20, 2023](https://help.synkedup.com/en/articles/8728820-release-notes-december-20-2023.md) - [Release Notes - January 2, 2024](https://help.synkedup.com/en/articles/8765629-release-notes-january-2-2024.md) - [Release Notes - January 17, 2024](https://help.synkedup.com/en/articles/8832720-release-notes-january-17-2024.md) - [Release Notes - January 30, 2024](https://help.synkedup.com/en/articles/8888544-release-notes-january-30-2024.md) - [Release Notes - March 4, 2024](https://help.synkedup.com/en/articles/8948881-release-notes-march-4-2024.md) - [Release Notes - March 13, 2024](https://help.synkedup.com/en/articles/9064984-release-notes-march-13-2024.md) - [Release Notes - April 10, 2024](https://help.synkedup.com/en/articles/9123042-release-notes-april-10-2024.md) - [Release Notes - May 2, 2024](https://help.synkedup.com/en/articles/9241585-release-notes-may-2-2024.md) - [Release Notes - May 15, 2024](https://help.synkedup.com/en/articles/9297954-release-notes-may-15-2024.md) - [Release Notes - May 24, 2024](https://help.synkedup.com/en/articles/9369121-release-notes-may-24-2024.md) - [Release Notes - June 12, 2024](https://help.synkedup.com/en/articles/9434808-release-notes-june-12-2024.md) - [Release Notes - June 20, 2024](https://help.synkedup.com/en/articles/9503917-release-notes-june-20-2024.md) - [Release Notes - July 2, 2024](https://help.synkedup.com/en/articles/9554125-release-notes-july-2-2024.md) - [Release Notes - July 31, 2024](https://help.synkedup.com/en/articles/9681523-release-notes-july-31-2024.md) - [Release Notes - August 15, 2024](https://help.synkedup.com/en/articles/9744813-release-notes-august-15-2024.md) - [Release Notes - August 28, 2024](https://help.synkedup.com/en/articles/9796624-release-notes-august-28-2024.md) - [Release Notes- September 11, 2024](https://help.synkedup.com/en/articles/9858719-release-notes-september-11-2024.md) - [Release Notes - October 28, 2024](https://help.synkedup.com/en/articles/10047153-release-notes-october-28-2024.md) - [Release Notes - December 18, 2024](https://help.synkedup.com/en/articles/10166125-release-notes-december-18-2024.md) - [Release Notes - January 22, 2025](https://help.synkedup.com/en/articles/10394297-release-notes-january-22-2025.md) - [Release Notes - February 19, 2025](https://help.synkedup.com/en/articles/10589907-release-notes-february-19-2025.md) - [Release Notes - March 5, 2025](https://help.synkedup.com/en/articles/10714483-release-notes-march-5-2025.md) - [Release Notes - April 2, 2025](https://help.synkedup.com/en/articles/10871616-release-notes-april-2-2025.md) - [Release Notes - April 17, 2025](https://help.synkedup.com/en/articles/11100243-release-notes-april-17-2025.md) - [Release Notes - June 12, 2025](https://help.synkedup.com/en/articles/11563828-release-notes-june-12-2025.md) - [Release Notes - July 9, 2025](https://help.synkedup.com/en/articles/11738978-release-notes-july-9-2025.md) - [Release Notes 10-10-25](https://help.synkedup.com/en/articles/12558461-release-notes-10-10-25.md) ## Workflows - [Workflow: How Notes are Created and Viewed](https://help.synkedup.com/en/articles/5345526-workflow-how-notes-are-created-and-viewed.md): How to create notes for customers, properties, and jobs in the web and mobile apps and then review them. - [The Process of Creating Leads and Consultations](https://help.synkedup.com/en/articles/5342733-the-process-of-creating-leads-and-consultations.md): See an overview of the process of a creating a lead and scheduling a consultation - [How to Mark a Service Ticket Complete](https://help.synkedup.com/en/articles/14690487-how-to-mark-a-service-ticket-complete.md): Service Ticket status lives at the work area level, on the Plan tab. Here's where to find it and how to mark each work area complete. - [Workflow: How a Customer flows through the system in SynkedUP](https://help.synkedup.com/en/articles/5297231-workflow-how-a-customer-flows-through-the-system-in-synkedup.md): Learn how to properly manage your customers in the SynkedUP system - [Workflow: Invoicing for Projects](https://help.synkedup.com/en/articles/5296787-workflow-invoicing-for-projects.md): See the normal flow of Invoicing for a Project in SynkedUP - [Workflow: Project Lifecycle - The Project Workflow from A-Z](https://help.synkedup.com/en/articles/5296571-workflow-project-lifecycle-the-project-workflow-from-a-z.md): See how a project flows through the SynkedUP system ## Troubleshooting - [Error when user account and crewmember not linked \(Mobile app homescreen\)](https://help.synkedup.com/en/articles/6075744-error-when-user-account-and-crewmember-not-linked-mobile-app-homescreen.md): How to fix the error shown on home screen caused by user not being linked to crewmember - usually happens when adding a new user - [Why isn't a New User available as an Option when Clocking In?](https://help.synkedup.com/en/articles/5455863-why-isn-t-a-new-user-available-as-an-option-when-clocking-in.md): How to get your new users to show up as a Crew Member when you're clocking in - [How to Clear the Mobile App to Get Rid of Issues](https://help.synkedup.com/en/articles/5371960-how-to-clear-the-mobile-app-to-get-rid-of-issues.md): A quick reset of the Mobile App can get rid of annoying errors. - [Why Didn't My Customer get a Down Payment Invoice?](https://help.synkedup.com/en/articles/5467537-why-didn-t-my-customer-get-a-down-payment-invoice.md): How to troubleshoot when your customers don't receive an automatically generated down payment invoice - [How to Schedule a Service Visit \(Service Ticket\)](https://help.synkedup.com/en/articles/14325229-how-to-schedule-a-service-visit-service-ticket.md): 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. - [My Foreman Can't Log In — Troubleshooting Guide](https://help.synkedup.com/en/articles/14326468-my-foreman-can-t-log-in-troubleshooting-guide.md): New foreman can't get into the app? Walk through these steps to get them sorted out. - [How to Look Up When a Job Is Scheduled](https://help.synkedup.com/en/articles/14756451-how-to-look-up-when-a-job-is-scheduled.md): A customer just called asking when you're coming out. Here's the fastest way to find the scheduled date. - [Troubleshooting: Time Won't Export to QuickBooks](https://help.synkedup.com/en/articles/14825292-troubleshooting-time-won-t-export-to-quickbooks.md): Four checks that solve almost every "I can't export a crew member's time to QuickBooks" problem. - [Where Does My Customer's Deposit Show Up? \(And Where It Doesn't\)](https://help.synkedup.com/en/articles/15122207-where-does-my-customer-s-deposit-show-up-and-where-it-doesn-t.md): 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 isn't "missing." - [How to Change the Crew Lead \(Foreman\) on a Scheduled Event](https://help.synkedup.com/en/articles/15504843-how-to-change-the-crew-lead-foreman-on-a-scheduled-event.md): 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. - [Why does my unpaid invoice show a $0 "Remaining Balance"?](https://help.synkedup.com/en/articles/15649883-why-does-my-unpaid-invoice-show-a-0-remaining-balance.md): 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 is the Item Price being increased in my Job?](https://help.synkedup.com/en/articles/5456102-why-is-the-item-price-being-increased-in-my-job.md): An explanation for why the item price is being increased after you override it when building a Job Estimate - [How to Sort Time Entries in the Web App](https://help.synkedup.com/en/articles/5456059-how-to-sort-time-entries-in-the-web-app.md): How to sort your timecards by the date they were created - [Why did my Job/Customer/Etc. Disappear?](https://help.synkedup.com/en/articles/5456011-why-did-my-job-customer-etc-disappear.md): 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 to check. - [Why do I get an Error when Adding a New User?](https://help.synkedup.com/en/articles/5455931-why-do-i-get-an-error-when-adding-a-new-user.md): How to resolve an error when adding a new user - [What does "The Request is Invalid" Error mean?](https://help.synkedup.com/en/articles/5455099-what-does-the-request-is-invalid-error-mean.md): How to deal with this error when trying to export an invoice to QuickBooks - [Why Don't I Have a Create Invoice Button?](https://help.synkedup.com/en/articles/5452884-why-don-t-i-have-a-create-invoice-button.md): 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. - [How to Deal with an Error in Invoicing](https://help.synkedup.com/en/articles/5356302-how-to-deal-with-an-error-in-invoicing.md): Four steps to take to when troubleshooting invoice errors. - [Why Can't I Unapprove a Job?](https://help.synkedup.com/en/articles/5345510-why-can-t-i-unapprove-a-job.md): A tutorial with the necessary steps to unapprove a job - [Why Can't I find my Workarea in my Job?](https://help.synkedup.com/en/articles/5345493-why-can-t-i-find-my-workarea-in-my-job.md): 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 Job in the Schedule?](https://help.synkedup.com/en/articles/5345491-why-can-t-i-find-my-job-in-the-schedule.md): Your job isn't showing up when you go to schedule it? Here's what to check. - [Why are the Billable Toggles Locked?](https://help.synkedup.com/en/articles/5345495-why-are-the-billable-toggles-locked.md): An overview of how Pricing Type affect the Billable function - [SynkedUP invoice export to QuickBooks does not create an Invoice \# in QuickBooks](https://help.synkedup.com/en/articles/4853811-synkedup-invoice-export-to-quickbooks-does-not-create-an-invoice-in-quickbooks.md): If your invoices in QuickBooks Online do not automatically get an invoice number, here is why - [How to Update Your SynkedUP Subscription or Billing Information](https://help.synkedup.com/en/articles/14359967-how-to-update-your-synkedup-subscription-or-billing-information.md): How to update your payment method or make changes to your SynkedUP subscription — and how to keep your card info secure. ## Foreman Learning Track - [Welcome! Foreman Learning Track](https://help.synkedup.com/en/articles/5491169-welcome-foreman-learning-track.md): This course equips you as a foreman with everything you need to know to successfully use SynkedUP - [Download the Mobile App!](https://help.synkedup.com/en/articles/5488946-download-the-mobile-app.md) ## Admin / Business Owner Learning Track - [Welcome! - Admin/Owner Learning Track](https://help.synkedup.com/en/articles/5491155-welcome-admin-owner-learning-track.md) - [Step 1: Enter Your Estimates](https://help.synkedup.com/en/articles/5491236-step-1-enter-your-estimates.md) - [Step 2: Get your Jobs on the Schedule](https://help.synkedup.com/en/articles/5491239-step-2-get-your-jobs-on-the-schedule.md) - [Step 3: Make Sure all your Crew Leaders take the "Foreman Learning Track"](https://help.synkedup.com/en/articles/5491244-step-3-make-sure-all-your-crew-leaders-take-the-foreman-learning-track.md) - [Step 4: Get all your Crew Leaders to Download the Mobile App and Learn to Clock In](https://help.synkedup.com/en/articles/5491246-step-4-get-all-your-crew-leaders-to-download-the-mobile-app-and-learn-to-clock-in.md): Get your guys to download the mobile app and log in - [Step 5: Choose a Date for your "Kick-off Day"](https://help.synkedup.com/en/articles/5491258-step-5-choose-a-date-for-your-kick-off-day.md): Choose a date and time when your entire company will begin clocking in their timesheets in the SynkedUP mobile app - [Step 6: Have your "Kick-Off" Day](https://help.synkedup.com/en/articles/5491292-step-6-have-your-kick-off-day.md): Have your "Kick-Off" Day when everyone uses SynkedUP for the entire project management lifecycle - [Congrats! 🎉 Step 7: Take Advantage of the Info You Have Available in SynkedUP](https://help.synkedup.com/en/articles/5491578-congrats-step-7-take-advantage-of-the-info-you-have-available-in-synkedup.md): Run payroll, see job costing, get paid with invoicing, etc ## Salesperson Learning Track - [Welcome! - Salesperson Learning Track](https://help.synkedup.com/en/articles/5492048-welcome-salesperson-learning-track.md) - [Step 1: Add Customers](https://help.synkedup.com/en/articles/5492049-step-1-add-customers.md) - [Why does my consultation email show "null"?](https://help.synkedup.com/en/articles/14842921-why-does-my-consultation-email-show-null.md): If your consultation email body is showing the literal word "null," it's because the Event Description field on the consultation was left blank. Here's how to fix it. - [How do I turn a consultation into a quote?](https://help.synkedup.com/en/articles/15537768-how-do-i-turn-a-consultation-into-a-quote.md): In SynkedUP you don't convert a consultation directly — you create a new estimate, send it as a proposal, and optionally link the consultation to the resulting job. - [Step 6: How to Read the Job Costing Report](https://help.synkedup.com/en/articles/5368568-step-6-how-to-read-the-job-costing-report.md): This is an overview of the Costing & Analysis screen and how to use these numbers to become more accurate in your future Estimates. ## Graphs, Reports, and Charts - [Company-wide Job Costing Graph](https://help.synkedup.com/en/articles/5658589-company-wide-job-costing-graph.md): See your estimated vs actual profits and trends across your entire company ## Weekly SynkedUP Crew Party 🎉 \(webinar\) - [Weekly Webinars](https://help.synkedup.com/en/articles/10371413-weekly-webinars.md) ## Integrations - [How to set up the "Create or Update a Lead or Customer" Zap](https://help.synkedup.com/en/articles/6558039-how-to-set-up-the-create-or-update-a-lead-or-customer-zap.md): Automatically create leads or customers in your SynkedUP account via Zapier - [How to set up the "When Proposal is Created" Zap](https://help.synkedup.com/en/articles/6558210-how-to-set-up-the-when-proposal-is-created-zap.md): Automate any action you want when you send out a proposal from within SynkedUP - such as automated follow up reminders - [How to set up the "Job Created or Updated" Zap](https://help.synkedup.com/en/articles/6558268-how-to-set-up-the-job-created-or-updated-zap.md): Automate any action you want with Zapier when a SynkedUP Job gets created or updated - [Connecting Claude and other AI tools to SynkedUP \(the SynkedUP MCP\)](https://help.synkedup.com/en/articles/15533992-connecting-claude-and-other-ai-tools-to-synkedup-the-synkedup-mcp.md): What the SynkedUP MCP is, how it differs from Zapier, who can use it, and how to get access to connect Claude and other AI tools to your SynkedUP data. - [Zapier Integration](https://help.synkedup.com/en/articles/6545181-zapier-integration.md): How to connect your SynkedUP account to Zapier to leverage automations ## Time 2.0 - [How to Clock In and Out for the Day](https://help.synkedup.com/en/articles/11690106-how-to-clock-in-and-out-for-the-day.md): This article will walk you through how to clock in for the day and clock out at the end of the day. - [How to Clock In and Out of Maintenance Jobs in the Mobile App](https://help.synkedup.com/en/articles/11690224-how-to-clock-in-and-out-of-maintenance-jobs-in-the-mobile-app.md): The article will walk you through how to start and stop timers on maintenance type jobs in the mobile app. - [How to Clock In and Out of an Install Job in the Mobile App](https://help.synkedup.com/en/articles/11690276-how-to-clock-in-and-out-of-an-install-job-in-the-mobile-app.md): This article will walk you through how to start and stop timers on an install type job along with recording materials and allocating time. - [How to View Another Foreman's Schedule in the Mobile App](https://help.synkedup.com/en/articles/11708537-how-to-view-another-foreman-s-schedule-in-the-mobile-app.md): Sometimes you need to look at another foreman's schedule. This article will walk you through that. - [Time Tracking Settings](https://help.synkedup.com/en/articles/11708689-time-tracking-settings.md): This article will explain the helpful default settings for time tracking in the mobile app. - [How to View Job Details on the Mobile App](https://help.synkedup.com/en/articles/11708749-how-to-view-job-details-on-the-mobile-app.md): This article will walk you through how to view job details from the time screen. - [How to Add Expenses to a Job while Clocked In](https://help.synkedup.com/en/articles/11779096-how-to-add-expenses-to-a-job-while-clocked-in.md): This article will explain how to record expenses \(i.e.- materials\) while clocked into a job on the mobile app. - [How to Set Up your Company Unbillable Categories](https://help.synkedup.com/en/articles/11786337-how-to-set-up-your-company-unbillable-categories.md): This article will walk you through how to get your company unbillable categories set up. - [Cómo registrar entrada y salida del día \(How to Clock in and Out for the Day\)](https://help.synkedup.com/en/articles/11909101-como-registrar-entrada-y-salida-del-dia-how-to-clock-in-and-out-for-the-day.md) - [Cómo registrar entrada y salida en trabajos de mantenimiento \(How to Clock in and Out of Maintenance Jobs\)](https://help.synkedup.com/en/articles/11909134-como-registrar-entrada-y-salida-en-trabajos-de-mantenimiento-how-to-clock-in-and-out-of-maintenance-jobs.md) - [Cómo registrar entrada y salida en trabajos de construccion \(How to Clock in and out of Install Jobs\)](https://help.synkedup.com/en/articles/11909150-como-registrar-entrada-y-salida-en-trabajos-de-construccion-how-to-clock-in-and-out-of-install-jobs.md) - [Cómo ver el horario de otro capataz \(How to View another Foreman’s schedule\)](https://help.synkedup.com/en/articles/11909166-como-ver-el-horario-de-otro-capataz-how-to-view-another-foreman-s-schedule.md): A veces necesitas ver el horario de otro capataz. Este artículo te muestra cómo hacerlo. - [Configuraciones de seguimiento de tiempo \(Time tracking settings\)](https://help.synkedup.com/en/articles/11909215-configuraciones-de-seguimiento-de-tiempo-time-tracking-settings.md) - [Cómo ver los detalles de un trabajo \(How to view job details\)](https://help.synkedup.com/en/articles/11909231-como-ver-los-detalles-de-un-trabajo-how-to-view-job-details.md) - [Cómo reportar gastos mientras estás trabajando en un trabajo \(How to add expenses while clocked into a job\)](https://help.synkedup.com/en/articles/11909245-como-reportar-gastos-mientras-estas-trabajando-en-un-trabajo-how-to-add-expenses-while-clocked-into-a-job.md) ## SynkedUP Payments - [How to See Your Open and Paid Invoices in SynkedUP](https://help.synkedup.com/en/articles/14741054-how-to-see-your-open-and-paid-invoices-in-synkedup.md): Where to find a list of your open, outstanding, and paid invoices inside SynkedUP. - [Who Actually Paid? Reading Invoice Status Across SynkedUP and QuickBooks](https://help.synkedup.com/en/articles/14787410-who-actually-paid-reading-invoice-status-across-synkedup-and-quickbooks.md): How to verify who paid in SynkedUP, what QuickBooks is showing, and how to reconcile when something looks off. - [How to Record a Visit via the Web](https://help.synkedup.com/en/articles/14787870-how-to-record-a-visit-via-the-web.md): How office admins can log a complete visit and timesheet for the crew when time wasn't entered live in the field. - [I billed my customer in QuickBooks instead of SynkedUP — how do I make the job stop showing as Unbilled?](https://help.synkedup.com/en/articles/15180787-i-billed-my-customer-in-quickbooks-instead-of-synkedup-how-do-i-make-the-job-stop-showing-as-unbilled.md): The clean way to record a SynkedUP-side invoice when the original was created and paid in QuickBooks, without trying to reconcile the QuickBooks side. - [Why the Bank Deposit Doesn't Match the SynkedUP Invoice in QuickBooks \(and How to Record the Fee\)](https://help.synkedup.com/en/articles/15262163-why-the-bank-deposit-doesn-t-match-the-synkedup-invoice-in-quickbooks-and-how-to-record-the-fee.md): Why a SynkedUP Payments invoice shows the full amount in QuickBooks while the bank deposit is short by the processing fee — and the exact QBO steps to record the fee so everything reconciles. - [Why do my Dashboard and Data Center estimate counts not match?](https://help.synkedup.com/en/articles/15280176-why-do-my-dashboard-and-data-center-estimate-counts-not-match.md): If your Dashboard shows fewer estimates "Sent" or "Approved" than Data Center does for the same month, it's not a bug — the two pages count different things. Here's what each one shows and when to ... - [Recording Deposit Account & Fees in QuickBooks](https://help.synkedup.com/en/articles/15364870-recording-deposit-account-fees-in-quickbooks.md): Automatically reconcile your deposit and payment processor fees into QuickBooks. - [Recording Cash and Check Payments \(with Check Numbers\)](https://help.synkedup.com/en/articles/15364872-recording-cash-and-check-payments-with-check-numbers.md): Record how an invoice was paid, including the check number for check payments. - [Who Gets the "Invoice Paid" Email — and Can I Turn It Off?](https://help.synkedup.com/en/articles/15423963-who-gets-the-invoice-paid-email-and-can-i-turn-it-off.md): When an invoice is paid through SynkedUP Payments, SynkedUP emails the salesperson on the job. Here's who gets it, why there's no off switch, and how to filter it. - [Why are my customers suddenly getting invoice emails from QuickBooks? \(and how to turn it off\)](https://help.synkedup.com/en/articles/15555849-why-are-my-customers-suddenly-getting-invoice-emails-from-quickbooks-and-how-to-turn-it-off.md): QuickBooks Online recently started auto-emailing invoices created by connected apps like SynkedUP. Here's why it happens and how to switch it off in your QuickBooks Sales settings. - [How to Send a Receipt for a Paid Invoice](https://help.synkedup.com/en/articles/16004779-how-to-send-a-receipt-for-a-paid-invoice.md): Once an invoice is marked paid, the Send Invoice button is gone. Here's where to find and send the receipt instead. - [SynkedUP Payments Fees](https://help.synkedup.com/en/articles/13369803-synkedup-payments-fees.md): A breakdown of SynkedUP Payments processing fees for credit card and ACH, including when to use each payment method. - [SynkedUP Payments Time to Get Paid](https://help.synkedup.com/en/articles/13369833-synkedup-payments-time-to-get-paid.md): How long it takes for an invoice payment to actually land in your bank account, where to track it, and what to do if it's late. - [Marking an Invoice as Paid](https://help.synkedup.com/en/articles/13370400-marking-an-invoice-as-paid.md) - [How SynkedUP Payments will Sync with QuickBooks Online](https://help.synkedup.com/en/articles/13836201-how-synkedup-payments-will-sync-with-quickbooks-online.md): This article will explain how you can do all of your invoicing directly within SynkedUP but still have QuickBooks Online do you financial reporting. - [SynkedUP Payments — Frequently Asked Questions](https://help.synkedup.com/en/articles/14129278-synkedup-payments-frequently-asked-questions.md) - [How to Combine Multiple Invoices for a Single Customer into One Statement](https://help.synkedup.com/en/articles/15888772-how-to-combine-multiple-invoices-for-a-single-customer-into-one-statement.md): If you have multiple invoices for one customer and you want to combine them this article is for you. ## FAQ - [What You Can Export from SynkedUP](https://help.synkedup.com/en/articles/14756544-what-you-can-export-from-synkedup.md): Spreadsheets, PDFs, and the things that aren't downloadable. Here's the full map.