Synchroteam

Synchroteam is designed for quick deployment, especially for small to mid-sized field service teams. The platform emphasizes ease of setup, with most users able to go live within a few hours to a few days, depending on the complexity of their operations.

1. Account Setup

• Timeframe: 1–2 hours
• Create your Synchroteam account and configure company settings.
• Add users (technicians, dispatchers, admins).

• Assign roles and permissions.

2. Customization

• Timeframe: 1–3 days
• Set up job types, job report templates, and custom fields.
• Configure workflows, tags, and service categories.

• Customize forms for data collection and compliance.

3. Data Import

• Timeframe: 1–2 days (optional)
• Import customer data, equipment lists, and service history via CSV.

• Synchroteam provides templates and support for bulk uploads.

4. Mobile App Deployment

• Timeframe: 1 day
• Technicians download the iOS or Android app.

• Test mobile workflows: job acceptance, time tracking, signature capture, and report submission.

5. Integration Setup

• Timeframe: 1–3 days (optional)
• Connect to accounting tools like QuickBooks, Xero, or Sage.
• Set up calendar sync (Google, Outlook).

• Use Zapier or the REST API for custom integrations.

6. Training & Testing

• Timeframe: 1–2 days
• Synchroteam offers free onboarding and training.
• Teams run test jobs to validate workflows and reporting.

• Admins test scheduling, dispatch, and invoicing.

7. Go Live

• Timeframe: Immediately after testing
• Begin live operations with real jobs and customer interactions.

• Monitor performance via dashboards and reports.

Total Estimated Implementation Time

• Simple setup: 1–2 days
• Moderate setup with integrations: 3–5 days

• Complex setup with custom workflows and data migration: 1–2 weeks

Synchroteam’s support team is available throughout the process, and many users report being “ready to go after an hour” for basic setups

Synchroteam is highly customizable, allowing businesses to tailor the platform to their unique workflows and operational requirements. Key customization features include:

• Custom Fields: You can create unlimited custom fields for jobs, customers, sites, equipment, users, and invoices. These fields support various data types like text, numeric, date, checkbox, email, phone, and value lists.

• Custom Reports: The platform includes a flexible report engine that lets you design and export reports in formats that suit your business analysis needs.
• Mobile App Controls: Admins can control what technicians can see and do on the mobile app, including access to job details, report submission, and time tracking.
• Custom Job Reports: You can design job report templates linked to specific job types, ensuring technicians collect the right data in the field.
• Custom Email Templates: Businesses can personalize email communications for quotes, invoices, and job reports.
• Custom Numbering: Invoice, quote, and credit note numbering can be customized to match internal accounting systems.
• Tagging System: Jobs, customers, and equipment can be tagged for better filtering and reporting.
• User Permissions: Role-based access control allows fine-tuning of what each user can view or edit.

These features make Synchroteam adaptable for industries like HVAC, plumbing, telecoms, pest control, and more.

Synchroteam offers a transparent pricing model with minimal hidden costs. Here are the key financial details:

• Setup Fees: None. Synchroteam provides free setup and training for all plans.

• Maintenance Fees: None. All updates and hosting are included in the subscription.

• Support Charges: None. Customer support is included at no extra cost.

• Licensing Model: Per-user pricing:
  • Standard Plan: $39/month per user (or $31.50/month if billed annually)
  • Premium Plan: $64/month per user (or $51.64/month if billed annually)
• Administrator Account: One free admin account is included with any paid plan.
• Mobile Access: Each mobile worker license includes access from one device.
• Billing: Monthly upfront billing; additional users are prorated if added mid-cycle.
• Contract: No long-term commitment; month-to-month agreement.

• Refunds: No refunds on cancellations.

This pricing structure is designed to be scalable and predictable for growing teams.

Synchroteam provides a comprehensive onboarding experience designed to help new users get started quickly and confidently. Key support and training features include:

1. Step-by-Step Onboarding

• Guided setup includes:
  • Creating users
  • Designing custom job report templates
  • Defining job types
  • Downloading and using the mobile app
  • Performing test jobs

• These steps are available in the “Getting Started” section of the support portal.

2. Help Center Access

• Users can access the Synchroteam Help Center directly from the app via the user menu.
• The Help Center includes:
  • Articles
  • Tutorials
  • FAQs

  • Feature guides

3. Free Training

• Synchroteam offers free training sessions during onboarding.
• These sessions cover:
  • Job scheduling
  • Mobile app usage
  • Reporting
  • Invoicing

  • Customization

4. Support Channels

• Email support: Available for all users.
• Phone support: Available in the Americas and Europe.
• Live chat: Embedded in the platform for quick help.

• Submit a request: Users can log tickets for technical issues or feature questions.

5. Self-Service Resources

• Video tutorials
• Feature walkthroughs
• Release notes and updates
• Configuration guides

Synchroteam takes data protection seriously, with multiple layers of security and compliance protocols:

1. GDPR Compliance

• Fully compliant with the General Data Protection Regulation (GDPR).

• Contracts and data handling practices are aligned with EU privacy laws.

2. Data Access Controls

• Only authorized users can access account data.

• Role-based permissions and user profiles limit access to sensitive information.

3. Authentication

• Two-Factor Authentication (2FA) for added login security.

• Single Sign-On (SSO) support for enterprise environments.

4. Secure Hosting

• Data is hosted on secure servers with encryption protocols.

• TLS 1.2+ is required for API access.

5. Privacy Policy Highlights

• No sale or rental of personal data to third parties.
• Data is only shared when legally required or for fraud prevention.
• Use of session cookies and persistent cookies to manage secure sessions.

• Web beacons and analytics tools are used for performance monitoring, not personal tracking.

6. API Security

• REST API access is protected and allows secure integration with third-party systems.
• API endpoints are restricted to authorized users and encrypted.

Synchroteam releases frequent updates, typically on a monthly or bi-monthly basis, with each version introducing new features, improvements, and bug fixes. Key points include:

• Versioned Releases: Updates are tracked by version numbers (e.g., Synchroteam 60, 59, 58, etc.), with detailed release notes available for each.

• Mobile and Web Updates: Both the web platform and mobile apps (iOS and Android) receive updates. Mobile apps can be set to auto-update via app store settings.

• Feature Enhancements: Updates often include:
  • New scheduling tools
  • Improved notification filters
  • Enhanced reporting options
  • UI/UX refinements
• Release Management: Updates are deployed automatically to cloud-hosted environments. Users do not need to manually install updates.

• End-of-Life Notifications: Older versions and features are phased out with advance notice to users.

This agile release cycle ensures that users benefit from continuous innovation without disruption.

Synchroteam’s data policies are aligned with GDPR standards, ensuring transparency and user control over data. Key points include:

Data Ownership

• Users retain full ownership of their data.
• Synchroteam acts as a data processor, not a data owner.

• Personal and business data is only used for service delivery and support.

Data Portability

• Users can request access to their data at any time.
• Data can be exported in standard formats (CSV, XLS, PDF) from the platform.

• Synchroteam supports data portability rights under GDPR, allowing users to transfer their data to other systems if needed.

Access and Control

• Admins control who can access data within the organization.

• Role-based permissions ensure secure and limited access.

Third-Party Sharing

• Synchroteam does not sell or rent data to third parties.

• Data is only shared when legally required or for fraud prevention.

These policies ensure that businesses using Synchroteam maintain control, privacy, and flexibility over their operational data.

Synchroteam offers flexible scaling to accommodate growing or shrinking teams:

• Add Users Anytime: You can add licenses mid-month. The system will prorate the cost based on the remaining days in the billing cycle.
• Remove Users: You can reduce the number of licenses, but the change takes effect at the start of the next billing cycle.
• Billing Model: Monthly upfront billing. You can switch between monthly and annual plans (annual plans offer a 20% discount).
• License Management: Admins can manage licenses via the Subscription settings in the dashboard.
• Free Admin Account: One administrator license is included for free with any paid plan.

This model supports dynamic workforce changes without long-term commitments.

Synchroteam operates on a month-to-month contract basis:

• No Long-Term Commitment: You can cancel at any time without penalty.
• No Refunds: All sales are final. If you cancel mid-cycle, you won’t receive a refund for unused time.
• Automatic Renewal: Subscriptions renew automatically unless canceled.
• Cancellation Process: You can cancel directly from the Subscription settings in your account dashboard.
• Pause Option: You may also pause your subscription temporarily if needed.

This flexible approach is designed to reduce risk and encourage ongoing customer satisfaction.

Synchroteam is committed to data protection and regulatory compliance, especially for users in Europe and other privacy-conscious regions:

• GDPR Compliance: Fully compliant with the General Data Protection Regulation (GDPR), ensuring:
  • Data ownership remains with the user
  • Right to access, modify, and delete personal data

  • Data portability and export options

• Secure Hosting: Data is stored on secure servers with encryption protocols.
• Authentication: Supports Two-Factor Authentication (2FA) and Single Sign-On (SSO).
• API Security: REST API access is encrypted and restricted to authorized users.
• Privacy Policy: Synchroteam does not sell or rent user data and only shares data when legally required or for fraud prevention.

These measures ensure that Synchroteam meets modern standards for security, privacy, and data control.