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 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, scheduling, time tracking, job costing, etc. You’ll create invoices 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 to payroll, and more.

No we do not have a free trial. But we do offer personal, live demos, and do a deep dive into your needs and current pain points. We’ll then explore whether SynkedUP is a good fit for your needs. 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 on the right foot with a kickoff call and get your estimating process dialed in.
3. A few (30 min) calls over the next few weeks with your dedicated Customer Success Manager 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 an affiliate payout* for any referrals you bring that sign up for SynkedUP. Apply for your own referral link here!

*Conditions apply.  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.

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 the most recent month of your annual plan that 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.

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 that 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. SynkedUP supports both recurring maintenance and installation job models. SynkedUP’s estimating, scheduling, route optimization, time tracking, and invoicing features are well-suited for maintenance companies.

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