One Single Place for Your Entire Team to Work & Access Info
Whether you are the owner, salesperson, foreman/technician, or office admin, SynkedUP enables everyone to work together in harmony from one single platform.
- Sales People
- Office Staff
- Foreman (yeah, the one that doesn’t like technology too)
- Service Techs
- Maintenance Staff
- Owners
Fast, Accurate Estimating
- Build accurate estimates quickly without a calculator
- Save hours building detailed estimates
- Estimate based on Quoted (fixed) price, Time & Materials, Flat Rate, or Unbillable pricing types.
- Know with 100% certainty that your estimate is the right price
- Use templates to save time building routine estimates
- Break up large estimates into multiple workareas
- Use production rates instead of manually figuring out quantities
- Digitally send your estimate off to your customer for approval and down payment
Project Management
- Every one of your guys can see their schedule and all details of the scheduled jobs, a tap away
- Every job has a Digital Job Folder with
- attachments
- notes
- all the estimate info with labor, equipment, & materials quantities
- navigate directly to jobsite
- progress tracking
- Know exactly how much labor and materials you’ve used to date, up-to-the-minute accuracy during the project
Scheduling
- Powerful & practical drag and drop scheduling interface
- Assign newly sold jobs to a scheduler
- Schedule and assign work to foreman or service techs
- Filter the calendar by crew or tech
- Filter the calendar by division of work (install vs maintenance, etc)
- Filter the calendar by status (scheduled, completed, etc)
Time Tracking
- Your time-clock is gonna go bye-bye: meet the SynkedUP app with time tracking
- Intuitive easy-to-use interface (you don’t have to get clunky to get powerful)
- Every minute your guys get paid is allocated to a job or task
- Live stats on job progress. Motivate your guys!
- Know exactly how much labor went in to your project (or that unbillable call-back!)
- Run payroll for your team
Invoicing
- Never miss billing for another job or ticket again
- Stop chasing payment from your customers – use card on file!
- Skip poring over your notes, SynkedUP has the up-to-date billable amount for you
- The moment work is completed by field staff, office staff have what they need to invoice. No more delays
- Integrates directly with QuickBooks Online
- Automated down-payment invoice sent to customer upon approval of estimate
- Get paid faster with online payments via QuickBooks Payments
Customer & Lead Management
- Track every lead
- Know where people are hearing about you
- Know your won/lost ratio on your estimates
- Schedule consultations and assign them to sales staff
- Seamlessly send calendar events for consultations to sales staff and the customer/lead
- Tagging, attachments, and notes for every lead or customer
- Tagging, attachments, and notes for every property