SynkedUP
By SynkedUP
SynkedUP typical implementation process:
Initial Consultation: Schedule a discovery call to outline business needs, review workflows, and determine implementation goals.
Account Setup: SynkedUP creates the user account and customizes system settings based on the contractor's business structure.
Budget and Rate Configuration: A Financial Coach assists with importing expenses, job data, and setting accurate overhead and labor rates within the platform.
Data Migration: Import existing client, project, and job data if available, supported by guided templates and onboarding resources.
Estimating & Proposal Training: Onboarding specialists demonstrate the fast estimate tools, proposal templates, and digital signature workflows.
Scheduling & Operations Setup: Configure calendars, assign crew members, add materials/equipment, and establish real-time tracking features.
Integrations: Optional link-up with QuickBooks or Zapier for accounting and workflow automation is completed at this stage.
SynkedUP can be customized to fit specific business needs, offering multiple layers of configurability for different contractor operations and workflows.
Estimating Templates: Users can build, save, and reuse custom estimating templates tailored for different job types, materials, and service packages, enabling rapid, repeatable, and standardized proposals.
Overhead and Rate Setup: The system supports the entry and adjustment of unique business expenses, labor rates, and overhead categories, allowing every user to set custom cost structures and pricing models that reflect their actual business economics.
Budgeting Tools: SynkedUP enables businesses to structure their own budgets, define custom line items for cost tracking, and modify profit goals as needed over time.
Scheduling and Task Management: Companies can configure work calendars, assign crews to jobs, and adapt tasks within the scheduling module, supporting both one-time projects and recurring maintenance contracts.
User Roles and Permissions: The platform lets administrators define user roles and set permissions according to the company hierarchy, ensuring that access to sensitive data or features is controlled per business preference.
Material and Equipment Catalogs: Users can customize their materials library, add unique equipment profiles, and link these directly to estimates or job records for granular cost control.
Custom Proposal Branding: The proposal generation tool allows insertion of company branding, adjustable proposal layouts, and custom content sections to reflect unique offerings or business identity.
Mobile Workflow Customization: The mobile application settings support configuration of field data entry, time tracking flows, and on-site documentation, so each contractor's in-field processes are optimized for their operation.
Integration Flexibility: Through Zapier and QuickBooks integration, SynkedUP can connect to a wide variety of third-party applications, further enabling tailored workflows and data sync with other business platforms.
SynkedUP typically does not charge separate setup fees, maintenance, or support charges—these are bundled into the main
subscription price. Key additional costs and details include:
Subscription Pricing: Starts around $399/month (Standard plan), with the first 2 users included; each additional user costs $20/month.
No Explicit Setup Fee: The onboarding process (including 1-on-1 training, data import, and Financial Coach support) is covered in the subscription itself, not charged as a separate setup fee.
Support and Maintenance: Ongoing customer support, live chat, on-demand videos, and updates are all included at no extra charge as part of the active subscription.
Annual Discounts: A 10% discount is available for annual billing.
Data Import Help: Data migration from spreadsheets or other software is included in onboarding without extra charge.
No Free Trial: The platform does not currently offer a free trial, but a pre-purchase walkthrough/demo is available.
SynkedUP provides robust training and support for new users, emphasizing a high-touch onboarding experience that minimizes ramp-up time and ensures confident software adoption.
White Glove Onboarding: Every new customer receives a personalized onboarding process guided by a dedicated Customer Success Manager and a Financial Coach, covering everything from account setup to workflow optimization.
3–5 Onboarding Calls: The platform is typically implemented across 3–5 guided remote sessions, ensuring deep familiarity with each core module and feature.
Live, Personalized Training: Sessions are conducted live and tailored to the business’s unique needs, such as estimating, scheduling, and budgeting workflows.
On-Demand Training Library: Users have access to comprehensive video tutorials, step-by-step walkthroughs, and searchable documentation within the platform for anytime learning.
Financial Coaching: Each company is paired with a Financial Coach, who helps users set up budgets, rates, and job costing processes accurately—often tailored for those new to business financial management.
Live Chat Support: US-based human support is available via in-app live chat, with average response times under 10 minutes for quick assistance.
Customer Success Manager: Beyond onboarding, a dedicated Success Manager helps optimize workflows, troubleshoot issues, and suggest new features or best practices.
Community and Webinars: The company hosts regular online events, webinars, and Q&A sessions to foster best practices and updates for all users.
SynkedUP employs a range of technical and organizational security measures to safeguard user data and privacy. Here are the principal protocols and approaches based on their privacy policy and platform resources:
Data Encryption: Data is encrypted both at rest and in transit, ensuring information transferred between users, apps, and servers cannot be easily intercepted or accessed by unauthorized parties.
Organizational Security Measures: The company maintains internal protocols, including user access controls and organizational safeguards, to minimize unauthorized access to data within its operational environment.
Account Security: Strong account security procedures are enforced—users must maintain the confidentiality of their credentials, and the system encourages immediate reporting of any suspected unauthorized access or breaches.
Network Security: Although specifics are not detailed, industry-standard practices (such as firewall protections and secure web sessions) are referenced, helping guard against external threats.
Incident Response: In the event of a breach, SynkedUP has protocols for notification, investigation, and remediation, designed to contain and resolve incidents promptly.
Data Minimization and Retention: User data is retained only as long as required for business operations; once no longer needed, it is securely deleted or anonymized.
User Privacy Controls: Users can review, update, or delete their personal account information at any time, and European users have specific GDPR-aligned rights.
Protection for Minors: The platform does not knowingly collect information from users under 18 and will delete such data if discovered.
SynkedUP releases updates regularly, generally delivering new features, fixes, and improvements on a monthly or bi-monthly basis as documented in their release notes. Updates include both scheduled version upgrades and rapid patches in response to user feedback or bugs.
Monthly to bi-monthly release cadence is typical, with some updates and bug fixes arriving even more frequently as needed.
Updates are managed automatically in the cloud, with users encouraged to refresh their browser or app to access the latest version—no manual downloads are needed for web users, but mobile users should check for the newest app release in app stores if automatic updates are disabled.
Detailed release notes are published in the SynkedUP Help Center, outlining new features, resolved issues, and implementation tips for each update.
SynkedUP’s policy on data ownership and portability prioritizes user control and transparency, allowing businesses to retain ownership of their data and export it as needed.
Customer Ownership: Users retain ownership of all data they enter into the platform, including client information, estimates, jobs, schedules, and financial records.
Provider Rights: SynkedUP is granted a limited license to use customer data solely to provide and improve platform services, as detailed in its terms and privacy policy; the provider does not claim ownership of user-generated business data.
Export Capabilities: Customers can export client and job data in machine-readable formats (such as CSV), either on their own or with support from the onboarding team, facilitating easy migration if they leave the service.
QuickBooks Integration: The platform offers the ability to export timesheets, visits, materials, labor, and financial records directly into QuickBooks and other supported systems, supporting portable business records.
SynkedUP offers flexible terms for scaling subscription levels up or down, accommodating organizational changes as businesses grow or restructure.
Add Users Anytime: Additional users can be added to the account at any time, with per-user fees applying; access and permissions are adjustable based on roles or responsibilities.
Upgrade Plans: Businesses can shift to higher-tier plans (such as from Standard to PRO) to unlock advanced features, more integrations, or higher usage caps, with pro-rated fees billed when upgrades occur mid-cycle.
Instant Access: Scaling up is managed seamlessly in the account portal or via support, with added users/features immediately available following a successful plan change.
Remove Users: Companies can remove users or reduce active licenses as needed, and per-user fees adjust in the next billing cycle; access for removed users is revoked promptly.
Downgrade Plans: Customers can switch to lower-tier plans (from PRO to Standard), subject to feature and usage limits appropriate to the new plan tier. Downgrades typically take effect at the start of the next billing cycle.
SynkedUP’s contract renewal and cancellation terms are customer-friendly and designed to provide flexibility with clear obligations.
Auto-Renewal: SynkedUP subscriptions automatically renew at the end of each billing cycle (monthly or annually) unless notice of cancellation is provided before the renewal date.
Renewal Notice: Customers receive advance notice via email before renewal, enabling time for users to cancel or adjust the subscription as desired.
No Long-Term Lock-In: Standard plans are month-to-month or year-to-year, with no extended lock-in or mandatory multi-year commitment required.
Annual Discount: Users who choose annual payment receive a discount but are still subject to the standard renewal/cancellation terms unless otherwise specified.
Customer-Initiated Cancellation: Customers can cancel their subscription at any time by submitting a cancellation request through their account portal or via direct support contact. The cancellation is effective at the end of the current paid billing period; no future charges are applied after cancellation.
No Refunds for Unused Periods: Cancellation halts future billings, but unused subscription time within the billing period is not refundable—access continues until the end of that period.
Data Access Post-Cancellation: Users generally retain access to their data through the end of the paid period and can export critical business records before account closure.
Immediate Termination for Breach: SynkedUP reserves the right to immediately terminate accounts for breach of terms (e.g., non-payment or abuse), but otherwise provides the full use for paid periods.
Return/Removal of Data: Upon cancellation, SynkedUP may delete all customer data after a designated retention window, obligating customers to export needed data before closure.
SynkedUP meets industry-standard data protection and privacy requirements, particularly focusing on U.S. and general international compliance expectations for contractor business software, but there is no evidence it holds formal certifications such as SOC 2 or HIPAA. The company specifically addresses the following compliance areas:
GDPR Alignment (EU Data Protection): SynkedUP's privacy policy affirms compliance with the General Data Protection Regulation (GDPR), especially for users in the European Union. This includes requirements for data minimization, transparency, user data access, correction, and deletion rights.
Contractual Compliance: The platform processes user data solely as required for service fulfillment, in line with legitimate business interests, contract obligations with customers, and applicable law.
User Rights: Users may request to review, amend, or delete their data, and can exercise consent or objection rights, as required under GDPR and similar privacy statutes.
Incident Notification: There are protocols for notifying users if there is a data breach, in accordance with best practices for breach response and as required by law.
Age Restrictions: Data is not knowingly collected from minors, following COPPA-like requirements for children's data protection.
