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Details

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Synchroteam Main Features

• Invoicing
  You can create job quotes and invoices, and send data to your accounting tools securely.
• Mobile Apps
  Stay connected with your field workers through mobile apps available for iOS and Android.
• Custom Forms
  Create special forms for different job types to collect the right information while working.
• Customization
  You can adjust many settings, including custom fields, tags, and mobile client options.
• Time Tracking
  Keep track of the hours your team spends working, traveling, or on breaks, and see the costs involved.
• Job Management
  You can manage and search for jobs efficiently to find what you need quickly.
• Online Booking
  Customers can book services online using a personalized form that you can share easily.
• Customer Portal
  Give customers a secure place to create jobs, check on existing jobs, and download reports.
• Field Service CRM
  A complete customer relationship management tool that includes a customer database, tasks, notes, and a calendar.
• Map & GPS Tracking
  This allows you to see where your office, workers, and customers are located on a map.
• Payment Processing
  Collect payments directly from the worksite using the payment processing feature.
• Route Optimization
  This feature helps you schedule jobs quickly by organizing your workers' routes to save time and distance.
• Contract Management
  Manage customer contracts and keep track of service agreements and maintenance hours.
• Schedule & Dispatch
  You can easily assign jobs to workers by dragging and dropping based on their skills and location.
• Inventory Management
  Monitor your parts inventory, transfer items, set alerts, and track by serial number.
• Real-time Interaction
  Communicate with your mobile workers instantly using the mobile app.
• Connect with 2,000+ Apps
  Use Zapier to connect and automate tasks between Synchroteam and other popular web apps.

Synchroteam Benefits

• Invoicing
  You can create and send invoices directly, making billing easier and faster.
• Mobile Apps
  Workers can stay connected and access information on the go, improving communication.
• Custom Forms
  You can create forms that fit your needs, ensuring you get the right information from the field.
• Customization
  You can tailor the software to fit your specific business needs, making it more effective.
• Time Tracking
  You can keep track of how much time workers spend on jobs, which helps in managing costs.
• Job Management
  You can find and manage jobs quickly, which saves time and keeps things organized.
• Online Booking
  Customers can book jobs online, making it easier for them to get services when they need them.
• Customer Portal
  Customers have a secure place to manage their jobs, improving their experience with your service.
• Job Dispatching
  You can easily assign jobs to workers based on their skills and location, making work more efficient.
• Map & GPS Tracking
  You can see where your workers and customers are, which helps in planning and communication.
• Payment Processing
  You can collect payments on-site, which speeds up the payment process.
• Route Optimization
  It helps you schedule jobs quickly and reduces travel time for workers.
• Contract Management
  You can keep track of customer contracts and service agreements easily.
• Inventory Management
  You can monitor parts and supplies, ensuring you have what you need when you need it.
• Integration with Other Apps
  You can connect with many other apps, which helps streamline your business processes.

Who should use Synchroteam?

• Accountants
  They can quickly create invoices and manage payments from the field.
• Business Owners
  They can manage their workers better and save time on scheduling jobs.
• Project Managers
  They can optimize routes to reduce travel time and costs for their team.
• Field Technicians
  They can see their jobs and locations easily on their mobile app.
• Inventory Managers
  They can keep track of parts and supplies to avoid running out.
• Maintenance Supervisors
  They can manage contracts and service agreements effectively.
• Customer Service Managers
  They can provide a better service by allowing customers to book jobs online.

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