SynkedUP FAQs

Yes we do integrate with QuickBooks Online. Customers, invoices, services, and employees all sync seamlessly

No, we do not integrate with QuickBooks Desktop. Sorry. But we do have excellent people that can provide a turnkey service to help your company switch from Desktop to Online. All you do is go make another cup of coffee.

Yes, you can use SynkedUP as normal even if you use QuickBooks Desktop. There are just some things that become manual instead of automated (like when you use QuickBooks Online)

If using QuickBooks Desktop, you’ll continue to run SynkedUP for estimating, tracking time, job costing, etc as normal. You’ll create invoices, time sheet entries, etc manually in your QuickBooks Desktop system.

You will simply miss out on the advantages of our QuickBooks Online integration, which includes synced invoicing, automated down payment invoices, time sheet exports, and more.

No we do not have a free trial. But we do offer personal, live demos, which is essentially a deep dive into your needs, frustrations, and pain points. Then, provided your needs and SynkedUP’s tools are a good match, we’ll show you how SynkedUP can help you solve these frustrations. We also offer a month to month commitment, so worst case scenario, you pay for one month to get a business coaching session. 😜

No, not required, but you certainly can if you decide your team needs it. SynkedUP supports 2 models:

1. Everyone on your team having user accounts
2. Only senior staff having user accounts, such as office admin, salesperson, foreman, etc.

We actually prefer the model where senior staff have user accounts, and the rest of your team are just free “crewmembers”. We suggest drawing the line between paid user accounts and free crewmember accounts like this: anyone on your team that is senior enough to be expected to work on their own, without another foreman or supervisor on site, should have their own user account so that they can record their own timesheets and access job info from the mobile app.

We have real, live, human being experts available for chat or live screen share support to get you unstuck and answer questions. You can also request and schedule 30 min support Zoom calls anytime. All support is USA based. Live chat is available M-F 9 – 5 Eastern time. Our searchable help center with step by step guides and video tutorials is available 24/7.

Typically 1-2 weeks from sign up to rolling on your own.

We have a 3 step account onboarding process:

1. (5-10 min) Our sales team takes payment to activate your account, get you logged in, and started on the SynkedUP Success Checklist.
2. (1 hr) Get started off on the right foot with a budget building call with one of our financial experts to dial in your numbers and ensure SynkedUP is pricing your jobs for profit
3. Multiple (30-60 min) calls over the next few weeks with your dedicated Account Rep to aid and guide you through successfully completing the onboarding SynkedUP Success Checklist. Once the SynkedUP Success Checklist is done, you’ll be fully up and running on all cylinders. Average time to complete the SynkedUP Success Checklist is 1-4 weeks.

1-14 days

This varies depending on your type of business. For smaller (5 or less person teams) companies, it is quite quick, within a few hours you can be adopting the new workflows and fully implementing the system. For larger (10+ person teams) there are usually more moving parts, more people to train, more workflows to rethink and adopt, and can take up to a week before things feel like they are humming. It more or less comes down to your appetite to implement change as opposed to reverting back to your old way of doing things. We as humans are fickle; it’s easier to keep doing what we always did, even if that system is broken, than it is to change and start doing things in a better way.

Common blockers that slow down implementation:

1. If you’ve developed bad estimating habits, and want to keep reverting to your old way instead of allowing your estimating formula be a cold hard emotionless formula that is based on your own numbers.
2. Lack of leadership in providing your team members with a plan to adopt and implement. Allowing employees to complain and stall, as opposed to leading with purpose and sharing the vision with your team on what is required for the business to be successful.

Yes! We offer a $500 affiliate payout* for any referrals you bring that sign up for SynkedUP. This is a limited time program. 200 of these $500 payouts are available. Once 200 referrals/payouts occur, the program expires. Chat with us to find out how many of these are still available. We will announce when the 200 payouts are exhausted. *Conditions apply. If customer signs up for the annual plan, the full $500 is paid out to you 30 days after the signup date. If the customer signs up for the monthly plan, the you are paid $100/mo for 5 months (starting 30 days after sign up date) If the referred customer cancels, all future referral payouts are also cancelled.

You can choose between an annual contract or month-to-month. The annual contract works out to about 10% less than the monthly plan, but needs paid up front for the full annual plan term. Our annual contracts renew on Oct 1 each year. This makes it so that your annual renewal payment doesn’t hit you in the winter in low cash flow season. This also means when you sign up for the annual plan, it will prorate the amount due for your first payment between the signup date and Oct 1, meaning if you sign up in January, you only pay for the first 10 months, but still get the benefits of the annual plan discount. 🎉 It will then renew for the full year ahead on Oct 1 (or whatever your renewal date is set to)

Yes, you can cancel anytime. To cancel, hit the chat box in the lower right corner and one of our reps will take care of you by setting up your recorded cancellation call. Your account access will shut off when your most recent month or your annual plan you paid for expires. No refunds will be given. Cancellations are held via Zoom with the owner of your company, and can not be finalized via email, text, or chat.

No we do not. But you can cancel anytime! When canceling, your account access will shut off at the end of your current billing period. So if you’re hesitant, not sure if this’ll work out for you, use the month-to-month plan 💪

No, unfortunately, we do not. We do have a low ticket course though that teaches you how to know your numbers, so you can price your jobs for profit. It’s all the same knowledge and principles as SynkedUP contains, and empowers you with the knowledge to do it correctly.

Check out the How To Price My Job course at howtopricemyjob.com  

Yes.

Is SynkedUP the best option for your recurring maintenance business? That depends on your goals and business model. Read on. 👇

If you are a full service landscape company that does both design/build and recurring maintenance services, it serves you excellently.

If you are a hard charging, 500+ property recurring maintenance behemoth, with no design/build services, we may not be the best fit. Click here to read more in depth on this.