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Training Guides

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Training Guides

If you're new brand to Syncro—such as working through a trial or configuring Syncro for the first time—these guides will help you get started.

  • About the Syncro Header & Primary Navigation Bar
  • Syncro XMM: The Big Picture
  • Activate Your XMM Sandbox: Syncro Trials
  • About Tables in Syncro
  • Get Started with Syncro
  • Explore Team Plan Features
  • Syncro Glossary

Tech Leaders/Administrators

Once you've decided Syncro is the best choice for your business, Tech Leaders can get set up quickly using these training guides.

  • Syncro Admin Kickstart
  • Escape Mundane Tasks With Automation
  • Simplify Client Support With the End User Portal
  • Getting Started with Microsoft 365 Management
  • Getting Started with Microsoft 365 & Entra ID Backup
  • Integrate Apps for Revenue Growth
  • Drive Revenue With Leads & Mailer
  • Control Email, Boost Delivery
  • Define Your Client Universe: Organizations & End Users
  • From Zero to Asset Monitoring (RMM 101)
  • Master the Policy Engine (RMM 102)
  • Unleash Advanced RMM Power (RMM 103)
  • Launch Scripts Across Your Fleet
  • Activate Your Ticketing System (Ticketing 101)
  • Leverage Automation, Gain Focus (Ticketing 102)
  • Optimize Your Helpdesk Flow (Ticketing 103)

Business Leaders/Billers

  • Activate Your Billing System (Invoicing 101)
  • Collect & Build Recurring Income (Invoicing 102)
  • Structure Products & Services For Profit
  • Advance Your Financial Operations (Invoicing 103)
  • Effortless Control of Your Syncro Account

Technicians

  • Login, Work, Fix (Technicians 101)

Examples

  • Add Troubleshooting Documentation to Tickets
  • Automate a New Computer Setup
  • Bill for Windows Updates
  • Force Office C2R Versions to Update
  • Full Disk Cleanup with Ticket & Billable Time
  • High-Efficiency Helpdesk Examples
  • Silently Remove McAfee
  • Third-Party Patch Management with Ninite
  • Update the Syncro Agent from Windows 10 to Windows 11
  • Use Estimates with Deposits & POs to Replace Client Equipment

Popular Docs

  1. Install and Deploy the Syncro RMM Agent
  2. Uninstall Syncro Agents
  3. Custom Fields for Assets & Tickets
  4. Latest Updates
  5. Remotely Access a Machine via Splashtop
  6. Ticket Settings Reference
  7. Free Image Hosting Sites
  8. Integrate with Microsoft
  9. Manage Scripts

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