Synchroteam

Cloud field service software for scheduling and dispatching mobile technicians, tracking their time and location, and quoting and invoicing completed jobs.

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Overview

Synchroteam is a cloud field service management product. Managers schedule jobs by drag and drop, using skills, availability and location, and see technicians and routes on a map. Technicians use iOS and Android apps to receive jobs, capture signatures, photos and barcodes, log activities such as travel and breaks, and collect payments. Time tracking reports regular and overtime hours per pay period. Quotes and invoices are built in, with free connectors for QuickBooks Online, Xero and Sage. Online booking forms, a customer portal, contract management, inventory tracking, a REST API and Zapier extend it. Route Optimization is available in the Premium plan only.
More product details

Who it is for

Industries
  • Energy and utilities
  • Healthcare
Organization Types
  • Business

Product

Solution Kind
Application

Features

Dispatch Management

Dispatch jobs by drag and drop based on availability, skills and location

ScheduleAssist suggests the best time slot for a new job

More details & conditions: Dispatch Management

Job Pool of unassigned jobs that technicians can assign to themselves

Filter workers by skill

Categories: Field Service Management

Work Order Management

Manage jobs by status: today, late, upcoming, recurring and unscheduled

Customizable job types and templates

More details & conditions: Work Order Management

Recurring jobs and contracts

Multi-job projects with sequenced jobs

Job attachments

Categories: Field Service Management

Service History

Customer page showing reports and job history

Customer portal to consult existing jobs and download PDF job reports

Categories: Field Service Management

Scheduling

Interactive daily schedule with drag, drop and resize

Weekly and monthly views

More details & conditions: Scheduling

Conflict detection and provisional planning

Automation of recurring jobs

Categories: Field Service Management

GPS

See office, worker, route and customer locations on a map

Live technician location tracking

Categories: Field Service Management

Routing

Optimize and schedule a day in a single click

Reorganize existing schedules to minimize travel time and distance while keeping job duration and visit windows

What you need
  • Route Optimization is included in the Premium plan only

Categories: Field Service Management

Quotes/Estimates

Create quotes, invoices and credit notes

Convert estimates to jobs

More details & conditions: Quotes/Estimates

Track document status from draft to paid or overdue

Categories: Field Service Management

Online Time Clock

Technicians declare start and end of activity, travel, job, break or training from the Android or iOS app

Categories: Field Service Management

Online Time Tracking

Track time spent on the field, on the road and on breaks

Generate summaries of associated costs

Categories: Time Tracking

Timesheet Management

Timesheets showing time spent travelling, completing jobs and on breaks

Weekly hours in regular time and overtime

Categories: Time Tracking

Overtime Calculation

Track regular and overtime hours per week

Define hourly rates and summarize regular and overtime hours and costs per pay period

Categories: Time Tracking

Clock In/Out

Technicians start and end activities, travel, jobs and breaks from the mobile app with a configurable activity list

Categories: Time Tracking

Show all details (18)

Availability Management

Manage technician availability and work schedules

Scheduling preferences by group, technician, date, day and time

Categories: Scheduling

Employee Scheduling

Schedule technicians by skills, availability and location

Service staff rosters and work schedule management

Categories: Scheduling

Calendar Management

Daily, weekly and monthly schedule views with drag-and-drop changes

Customer events calendar in the CRM

Categories: Scheduling

Online Booking

Shareable online booking form with selectable customer fields, job type and duration

Bookings appear immediately on the Synchroteam schedule

Categories: Scheduling

Calendar Sync

Workers subscribe to calendar feeds to receive schedule updates

Categories: Scheduling

Appointment Scheduling

Customers choose a job type and an available time slot on a weekly calendar

Appointment confirmations and reminders by SMS or email

Categories: Scheduling

Pricing

Premium

Plan details & limits

Business Model
  • Subscription

Standard

Plan details & limits

Business Model
  • Subscription

Technical details

API

API access conditions
  • Web services let integrators retrieve interventions, clients and invoices and create clients and interventions.
  • Web services (API) and cloud connectors are included free in all plans.
Access
Public
Programmatic access
Yes
Documentation
api.synchroteam.com
Protocols
  • REST
Outbound webhooks
Yes

Deployment

Client Channels
  • Browser
  • Mobile app
  • API
Client OS
  • Platform
    iOS
  • Platform
    Android
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Vendor

Data

Export Formats
  • CSV
  • XLS

Reliability

Service status
synchroteam.com/system-status.php

Customization

Supported Scopes
  • Fields
  • Reports
  • Templates

Languages & regions

UI Languages
  • en
  • es
  • fr
  • pt-BR
  • bg
  • cs
  • da
  • de
  • el
  • hr
  • it
  • is
  • nl
  • pl
  • pt
  • ru
  • ro
  • fi
  • sv
  • vi
  • tr
  • zh
  • ar

Integrations

Quickbooks online

Method
Built-in connector

Xero

Method
Built-in connector

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