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Popular Topics: Administration, Assets & RMM, Customers & Contacts, Getting Started,

Getting Started

  1. Create a Customer
  2. Create a Contact
  3. Create a Policy
  4. Enable Remote Access
  5. Assign a Policy
  6. Install a Syncro Agent on a Device
  7. Remotely Access a Machine via Splashtop
  8. Use Backgrounding Tools
  9. View & Act on Generated Alerts
  10. Create Automations for Alerts
  11. Create Labor Rates
  12. Manually Create a Ticket
  13. Add Billable Time And/or Hardware to Tickets
  14. Create an Invoice
  15. Create a Recurring Invoice
  16. Syncro Glossary

Topics

Administration

Information for Tech Leaders customizing Syncro to best support the needs of their business.

Assets & RMM

Stay on top of client systems with remote monitoring of unlimited assets, automated alert remediation, patch management, and more.

Customers & Contacts

Manage all of your customers and contacts within Syncro.

Getting Started

If you're new brand to Syncro, these documents will help you get started.

Invoices & Payments

Invoice and receive payments for the valuable work you do for your customers.

Tickets

Keep your team organized and work flowing smoothly with Syncro’s flexible ticketing system.

Release Updates

Learn about new features and the latest improvements to the Syncro platform.

Calendars & Appointments

Integrate, sync, and manage your calendars and appointments in Syncro.

Mobile App

Streamlined Syncro functionality for technicians working in the field.

Imported

These documents have been imported from the former KB and have not yet been validated.

Popular Articles

  1. About the Customer Details Page
  2. About the Syncro Header & Primary Navigation Bar
  3. About the Tickets Tab/Page
  4. Add Billable Time And/or Hardware to Tickets
  5. August 2024 Release Notes
  6. Automatically Create Tickets from Inbound Emails
  7. Create Custom Fields
  8. Create a Policy
  9. Create a Ticket Worksheet
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