tag:docs.syncromsp.com,2005:/syncros-mobile-appSyncro - Mobile App2026-03-18T15:40:32Ztag:docs.syncromsp.com,2005:Question/26778162024-07-15T19:10:18Z2025-07-02T19:39:57ZAbout the Syncro Mobile App<figure class="table" style="width:98.25%;"><table class="ck-table-resized">
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<p>Taking Syncro on the go?</p>
<p> </p>
<p>With ticket management, remote access, and customer communications built in, the new Syncro Mobile app gives technicians everything they can’t live without while in the field.</p>
<p> </p>
<p>Download the Syncro Mobile App now:</p>
<p> </p>
<p><a href="proxy.php?url=https://apps.apple.com/us/app/syncro-mobile/id6504825839" target="_blank" rel="noopener noreferrer"><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4253704/iOSAppStore.png" width="148px"></a></p>
<p><a href="proxy.php?url=https://play.google.com/store/apps/details?id=com.servably.syncro.mobile&hl=en_US" target="_blank" rel="noopener noreferrer"><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4253705/AndroidAppStore.png" width="164px"></a></p>
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<p><mark class="pen-red">IMPORTANT</mark>: Be sure to download the Syncro Mobile app that looks like this:<br> </p>
<p><img class="image_resized" style="width:250px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5455532/SyncroMobile.jpg" width="250" height=""></p>
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</table></figure><h2 id="supported-versions-0" data-toc="true">Supported Versions</h2><p>The new Syncro Mobile app works with the latest iOS and Android versions, plus one back. It may also work with older versions, but these haven't been tested so use at your own risk. See <a href="proxy.php?url=/release-updates/supported-versions#mobile-app-4"><span data-mention="2639700"><span class="mention" data-mention="2639700">Supported Versions</span></span></a> for details.</p><h2 id="streamlined-for-the-technician-on-the-go-1" data-toc="true">Streamlined for the Technician “On the Go”</h2><p id="streamlined-for-the-technician-on-the-go-1" data-toc="true">We've streamlined the new Syncro Mobile app specifically to help technicians working in the field. </p><p id="streamlined-for-the-technician-on-the-go-1" data-toc="true">The app has everything you need (and nothing you don't), making it easy to navigate and use to get your job done.</p><p id="streamlined-for-the-technician-on-the-go-1" data-toc="true">You can:</p><ul>
<li>Quickly visualize and plan your schedule. Track appointments, review RMM alerts, and chat directly with customers from your phone:<br><img class="image_resized" style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4229458/Mobile_WorkList.png" width="195" height="">
</li>
<li>Get full access to Syncro’s Ticket management system. Add, edit, and resolve tickets. Manage time tracking, and add materials used while on the go:<br><img class="image_resized" style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5148072/Mobile_TicketList.jpg" width="195" height=""> <img class="image_resized" style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5148071/Mobile_Ticket.jpg" width="1290" height="2796">
</li>
<li>Or, remote into an asset from the app to restart the machine, etc. using Syncro's built-in <a href="proxy.php?url=/_questions/2529029">Splashtop feature</a>:<br><img class="image_resized" style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5148070/Mobile_RebootRemotely.jpg" width="1290" height="2796">
</li>
</ul><p>While you'll still need the full Syncro web app to run your MSP, we'll be continuing to add useful functionality to the Syncro Mobile app.</p><p>If you find any issues and/or want to provide feedback, <a href="proxy.php?url=https://help.syncromsp.com" target="_blank" rel="noopener noreferrer">let us know</a>!</p>Kali Patricktag:docs.syncromsp.com,2005:Question/28540082024-10-14T20:03:56Z2024-12-05T13:24:37ZSyncro Mobile: Work with Appointments<p>If you're a tech who works out in the field, one of the first questions you may ask while sipping your morning coffee is, “What do I have scheduled for today?”</p><p>Tapping Appointments from Syncro Mobile's Home screen gives you that answer and more. You can communicate with your customers, view associated tickets, and even open navigation to the appointment location.</p><p>This document describes how you can use Syncro Mobile specifically to complete and manage customer appointments.</p><h2 id="check-todays-appointments-0" data-toc="true">Check Today's Appointments</h2><p>After launching Syncro Mobile, one of the first things you'll see is the number of appointments on your schedule for TODAY.</p><p><strong>Note</strong>: Your appointments appear in Syncro Mobile whenever you're assigned as the Tech on an <a href="proxy.php?url=/_questions/2696853">Appointment</a> (which may happen during <a href="proxy.php?url=/_questions/2496962">Ticket creation</a>).</p><p>Tap “Appointments” to get a more detailed description for each of Today's appointments:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4666681/MyApptsToday-2.png" width="195px" height=""></p><p>By default, Syncro Mobile shows the appointments YOU have TODAY. However, you can tap the “All Appointments” tab at the top to see everything, or tap the “Past” or “Future” filter to see appointments from/for other times.</p><h2 id="take-actions-on-appointments-1" data-toc="true">Take Actions on Appointments</h2><p>Each appointment displays the Customer Name, followed by the Appointment's Summary field. If an appointment Location is available, that displays next to the pin icon: </p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4666648/Appt_IconBar.png" width="195px" height=""></p><p><strong>Note</strong>: The appointment Location may or may not be the Customer's address (e.g., if an alternate location was provided).</p><p>If the Appointment is associated with a Ticket, you can tap “Ticket” to view/change details about that ticket and Start a Timer. For more information, see <a href="proxy.php?url=/_questions/2857213">Work with Tickets</a>.</p><p>If the Appointment includes an appointment <i class="helpjuice-thread" data-id="9089507565-e8cr0">Location</i>, you can tap “Location” to open Google maps.</p><p>If the Customer has a phone number on file, you can tap “Call” to initiate a call to that Customer.</p><h2 id="modify-appointments-2" data-toc="true">Modify Appointments</h2><p>If your Customer calls or texts you to reschedule, tap the Pencil (Edit) icon and change the appointment to a new date/time right away: </p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4665807/EditAppt.PNG" width="195px" height=""></p><p>Or if they cancel, you can tap the Trash (Delete) icon in the upper right corner.</p><h2 id="create-new-appointments-3" data-toc="true">Create New Appointments</h2><p>You can create a brand new appointment from the upper right of the Appointments page too. Just tap the Calendar icon.</p><p><strong>Note</strong>: The New Appointment page allows you to select a Customer and/or a Ticket. If you select a Ticket, the Customer field <i class="helpjuice-thread" data-id="9089103344-o925k">prepopulates</i>.</p>Kali Patricktag:docs.syncromsp.com,2005:Question/28572132024-10-16T17:31:28Z2026-02-02T15:49:44ZSyncro Mobile: Work with Tickets<p>If you're a tech who works out in the field, you'll find you can resolve tickets (and even track your time) quickly and easily using Syncro Mobile. You no longer have to wait until you're back in the office or have to remember to update your records!</p><p>This document describes how you can use Syncro Mobile specifically to communicate about and resolve your customers' open tickets.</p><h2 id="view-a-ticket-0" data-toc="true">View a Ticket</h2><p>To work with tickets in Syncro Mobile, tap the “Open Tickets” menu item on your home screen, or the Tickets icon in the bottom navigation bar.</p><p>Or if an appointment has an associated ticket, tap Ticket from the <a href="proxy.php?url=/_questions/2854008">Appointments</a> screen:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4666648/Appt_IconBar.png" width="195px" height=""></p><p>Then tap to select from the list of Tickets displayed. The <a href="proxy.php?url=#use-the-ticket-details-screen-1">Ticket “Details” screen</a> displays.</p><p><strong>Notes</strong>:</p><ul>
<li>Tickets shown in the list are pre-filtered to those you're assigned (i.e., Only Mine).</li>
<li>For each Ticket you'll see the Ticket number, Customer Name, Assigned Tech/User. The Status and Priority chips display next, followed by the Ticket Subject.</li>
</ul><h2 id="locate-tickets-1" data-toc="true">Locate Tickets</h2><p>In addition to a basic search, you can quickly locate tickets of interest in Syncro Mobile using Ticket Views, sorting and filtering.</p><p><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5983309/MobileSortingFilteringHighlights.png" width="195" height="290"></p><ul>
<li>
<strong>Search</strong>: To search for a ticket, tap the magnifying glass icon.</li>
<li>
<strong>Ticket Views</strong>: To display tickets associated with a pre-defined <a href="proxy.php?url=/_questions/2615771">Ticket View</a>, tap the Tickets dropdown menu. Then in the menu that displays, select a View:<br><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5983310/MobileTicketViews.jpeg" width="1179" height="1603"><br>The name of the view you're looking at replaces “Tickets” at the top. To clear which view is selected, tap <strong>Clear View</strong>.</li>
<li>
<strong>Sort</strong>: Tap the up/down arrow icon to sort the displayed tickets by the criteria you select. For example, you can sort by when a ticket was Last Updated, either with Newest First or Oldest First. A red dot appears on the sort icon to let you when a sort is being used. Tap <strong>Clear All</strong> to clear the sort selections.</li>
<li>
<strong>Filter</strong>: Tap the triple-line icon to display a list of filter dropdown menus you can choose from at the top of the screen. Scroll horizontally to display more filters. Specify values for one or more of the dropdowns to change the tickets that display in your list. For example, you can filter by “Issue” and “End User.” A number bubble appears on the filter icon when one or more filters are being used:<br><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5983311/MobileTicketFilters.jpg" width="1179" height="999"><br>Tap <strong>Clear All</strong> to clear the filter selections.</li>
</ul><h2 id="create-a-new-ticket-2" data-toc="true">Create a New Ticket</h2><p id="create-a-new-ticket-1" data-toc="true">To create a new Ticket in Syncro Mobile, follow these steps:</p><ol>
<li id="create-a-new-ticket-1" data-toc="true">Tap the "Tickets” icon at the bottom right of your screen.</li>
<li id="create-a-new-ticket-1" data-toc="true">In the upper right, tap the + icon.</li>
<li id="create-a-new-ticket-1" data-toc="true">Search for and select the <i>Customer Organization </i>for whom you want to open the ticket.</li>
<li id="create-a-new-ticket-1" data-toc="true">Enter the following information:<ul>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Title</strong>: Required field; Enter a short description for the Ticket.</li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Issue Type</strong>: Required field; Select from a list of choices (defined in <a href="proxy.php?url=/_questions/2699149">Ticket Settings</a>).</li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Issue Description</strong>: Required field; Enter a longer description for the Ticket, providing more details about the issue.</li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Tech</strong>: Tap the pencil icon to search for and select a Technician. Defaults to the currently logged in user unless the “Tech Assignment Defaults to Blank When Creating New Ticket” box is set in <a href="proxy.php?url=/_questions/2699149">Ticket Settings</a>, in which case it's blank by default.</li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Assigned End User</strong>: Tap the pencil icon to search for and select an <i>End User </i>at the Organization.</li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Status</strong>: Required field; defaults to “New.” Select from a list of choices (defined in <a href="proxy.php?url=/_questions/2699149">Ticket Settings</a>). </li>
<li id="create-a-new-ticket-1" data-toc="true">
<strong>Custom Field Type</strong>: If <a href="proxy.php?url=/custom-fields#create-and-manage-custom-ticket-types-6">Custom Ticket Types/Fields</a> are available, allows you to select and provide information for them.</li>
</ul>
</li>
<li id="create-a-new-ticket-1" data-toc="true">Tap <strong>Save</strong>.</li>
</ol><h2 id="use-the-ticket-details-screen-3" data-toc="true">Use the Ticket Details Screen</h2><p>When you open a ticket in Syncro Mobile, the Details screen (underlined) displays by default:</p><p><img style="width:200px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5213350/TixDetails-SubTabAnnotNew.png" width="200" height=""></p><p>If an <a href="proxy.php?url=/_questions/2854008">appointment</a> is associated with the ticket, its date/time appears above the Ticket Description. If the description is long, tap to see more.</p><p>In the Assets section, tap to see the <a href="proxy.php?url=/_questions/2860851">Asset details</a>.</p><p><strong>Tip</strong>: Tap the (<strong>+</strong>) to search for (Customer) Organizations' assets that you want to add to this ticket: <br><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4714249/TixDetails-AssetsAnnot.png" width="195px" height=""></p><p><strong>See also</strong>: <a href="proxy.php?url=/_questions/2860851" target="_blank" rel="noopener noreferrer"><span data-mention="2860851"><span class="mention" data-mention="2860851">Work with Assets</span>, </span></a><a href="proxy.php?url=#use-ticket-timers-3">Use Ticket Timers</a> and <a href="proxy.php?url=#view-add-ticket-notes-2">View & Add Ticket Notes</a>.</p><p>You can also tap and change the following attributes of the ticket:</p><ul>
<li>
<strong>Customer</strong>: Displays the (Customer) Organization.</li>
<li>
<strong>Assigned End User</strong>: Displays the End User associated with the Ticket. Tap to select one from a searchable list. To remove the Assigned End User, tap the trash can icon.</li>
<li>
<strong>Status</strong>: Displays a list of choices (e.g., modify to "In Progress").</li>
<li>
<strong>Priority</strong>: Displays a list of choices (e.g., modify to “Urgent”).</li>
<li>
<strong>Ticket Due Date</strong>: Display a calendar (or a text field) to change the date.</li>
<li>
<strong>Issue Type</strong>: Displays a list of choices (e.g., modify to “Regular Maintenance”).</li>
<li>
<strong>Custom Fields</strong>: If <a href="proxy.php?url=/custom-fields#create-and-manage-custom-ticket-types-6">Custom Ticket Types/Fields</a> are available, allows you to select and provide information for them.</li>
<li>
<strong>Tech</strong>: Displays a list of <i>users </i>(e.g., to reassign the ticket to someone else).</li>
<li>
<strong>Attachments</strong>: Allows you to upload photos from your camera (or take a photo), attaching them to the ticket. (Accepted formats include: doc, docx, jpg, jpeg, m4a, mp3, pdf, png, ppt, pptx, txt, wav, xls, and xlsx.)</li>
<li>
<a href="proxy.php?url=#use-ticket-timers-3"><strong>Timer Entries</strong></a>: Displays existing timer entries and allows you to start a new timer. </li>
<li>
<a href="proxy.php?url=#manually-create-or-delete-ticket-charges-6"><strong>Ticket Charges</strong></a>: Displays the current list of charges related to the ticket. </li>
<li>
<a href="proxy.php?url=/_questions/2854008"><strong>Appointments</strong></a>: Allows you to view or edit the current appointment associated with the ticket, and allows you to create a new appointment.</li>
</ul><h2 id="view-add-ticket-notes-4" data-toc="true">View & Add Ticket Notes</h2><p><strong>Note</strong>: Ticket “Notes” in Syncro Mobile are also referred to as "Ticket Comments" and “Ticket Communications” in Syncro. Syncro Mobile offers the most important functionality of Syncro, which is fully described in <a href="proxy.php?url=/_questions/2930500">The Communications section</a>.</p><p>When you open a ticket in Syncro Mobile, the Details screen displays by default. Tap “Notes” to switch:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4666818/TixNotes.png" width="195px" height=""></p><p>Ticket notes show in chronological order, newest first. (Notes include any <a href="proxy.php?url=/_questions/2496961">Ticket Automations</a> that have been run.) In addition to the “Private” label, Private notes display in pale yellow; Public notes display in white. If the note is long, Tap it to see more text.</p><p>Tap the <strong>(+) </strong>in the bottom right to add a ticket Note.</p><p id="select-whether-the-note-should-be-public-or-private-then-enter-your-update-and-any-minutes-spent-3" data-toc="true">Select whether the Note should be Public or Private, then enter your Update and any Minutes Spent. </p><p><strong>Tips</strong>: </p><ul>
<li>To mention someone, type the mention (@) symbol and the first letter of their name to display a list of people, then select the one you want. For more information about this feature—including how users are notified about mentions—see <a href="proxy.php?url=/_questions/2781712"><span data-mention="2781712"><span class="mention" data-mention="2781712">Collaborating on a Ticket</span></span></a><span data-mention="2781712">:</span><br><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4994709/mobile_ticket_mentions.jpg" width="195px" height=""> </li>
<li>To use a <a href="proxy.php?url=/_questions/2841032">canned response</a>, tap the clipboard (<img style="width:16px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5447801/Mobile_CannedResponseIcon.png" width="20" height="22">) icon in the upper right corner. You can search, then tap to select the canned response you want to insert. Alternatively, tap the edit (pencil) icon to create a new one:<br><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5447800/Mobile_CannedResponses.png" width="195" height="169">
</li>
</ul><p>If you check the Charge Time Now box, a new charge will be added to the ticket and captured as an un-editable <a href="proxy.php?url=#use-ticket-timers-3">Ticket Timer</a> entry. </p><p>If your note is Public, you may optionally check the Send Email box.</p><p>Tap <strong>Save</strong>.</p><p><strong>Note</strong>: Ticket Notes can't be edited after you save them.</p><h2 id="use-ticket-timers-5" data-toc="true">Use Ticket Timers</h2><p id="use-ticket-timers-3" data-toc="true">There are two ways you can work with Ticket Timers in Syncro Mobile: </p><ol>
<li id="use-ticket-timers-3" data-toc="true">Use a live timer that you start and stop to track your time as you work the ticket, </li>
<li id="use-ticket-timers-3" data-toc="true">Manually record your work time. </li>
</ol><h3 id="track-work-time-using-ticket-timers-6" data-toc="true">Track Work Time Using Ticket Timers</h3><p>Whether you're viewing Ticket Notes or Ticket Details, Syncro Mobile gives you the ability to Start and Stop a Ticket Timer right at the top of your screen:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4667128/StartTimer.png" width="195px" height=""></p><p>When you tap Start Timer, Syncro Mobile begins to count the seconds, and gives you a Stop Timer option:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4659624/TimerStarted.jpg" width="195px" height=""></p><p>When you tap Stop Timer, a message lets you know your timer entry was saved:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4659621/TimerStoppedReset.jpg" width="195px" height=""></p><h3 id="manually-create-edit-or-delete-ticket-timers-7" data-toc="true">Manually Create, Edit, or Delete Ticket Timers </h3><p>You can use Syncro Mobile to manually create new Ticket Timer entries or edit existing ones.</p><p>The number of existing Timer Entries displays as part of the menu on a <a href="proxy.php?url=#use-the-ticket-details-screen-1">ticket's Details screen</a>. </p><p>Tap “N Ticket Entries” to show the individual items (and quickly see which have already been charged).</p><p>If you tap the <strong>(+)</strong> in the upper right, the Add Timer Entry screen displays and you can create a new Timer Entry.</p><p>If you tap an individual timer instead, the Edit Timer Entry screen displays.</p><p>Here you can change your Note, tap the Trash (Delete) icon in the upper right, or check the Charge box to add this charge to the ticket.</p><p><strong>Note</strong>: You can't edit Timer Entries that have previously been charged.</p><p>Tap <strong>Save Changes</strong> when you're finished.</p><h2 id="use-ticket-worksheets-8" data-toc="true">Use Ticket Worksheets</h2><p>The Ticket Worksheets feature in the Syncro application allows <i>Administrators </i>to create reusable worksheet templates, which <i>Technicians </i>can then access, apply, and complete on their mobile devices, with progress saved in real-time.</p><p>Using Ticket Worksheets in Syncro Mobile:</p><ul>
<li>Enables Technicians to follow and track standardized procedures on-site.</li>
<li>Enhances efficiency and service quality through consistency.</li>
<li>Ensures accurate, real-time documentation.</li>
<li>Leads to faster ticket resolution and improved customer satisfaction.</li>
</ul><p>When you open a Ticket in Syncro Mobile, you'll see a Worksheets section. Tap the <strong>(+)</strong> to search and select an existing Ticket Worksheet:</p><p><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5618218/Mobile-TicketWorksheets.png" width="313" height="564"></p><p>You'll be able to specify whether the Worksheet is Private and/or Required, and see a preview:</p><p><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5618217/Mobile-TicketWorksheets-Actual.png" width="319" height="614"></p><p>Your Technicians can check off steps as they are completed. Progress is saved in real-time, and is visible to other team members:</p><p><img style="width:250px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5618251/Mobile-TicketWorksheets-Status.png" width="250" height="155"></p><p>Administrators can change the Settings for a Ticket Worksheet and see a full Change History:</p><p><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5618266/Mobile-TicketWorksheets-Settings.png" width="384" height="530"> <img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5618220/Mobile-TicketWorksheets_-_ChangeHistory.png" width="195" height="250"></p><p><strong>See also</strong>: <a href="proxy.php?url=/_questions/2611010"><span class="mention" data-mention="2611010">Work with Ticket Worksheets</span></a>.</p><h2 id="manually-create-or-delete-ticket-charges-9" data-toc="true">Manually Create or Delete Ticket Charges</h2><p>Syncro Mobile also lets you manually add new Ticket Charges (or delete existing ones). You cannot edit Ticket Charges at this time. </p><p>The number of existing Ticket Charges displays as part of the menu on a <a href="proxy.php?url=#use-the-ticket-details-screen-1">ticket's Details screen</a>. </p><p>Tap “N Ticket Charges” to show the individual items.</p><p>Tap <strong>Add Ticket Charge</strong>. <i>Syncro Mobile displays a searchable list of items from your inventory (including any </i><a href="proxy.php?url=/work-with-warranty-templates#charge-customers-for-a-warranty-1"><i>Warranties</i></a><i> and </i><a href="proxy.php?url=/products-services-inventory/create-a-product-or-service#discounts-1"><i>Discounts</i></a><i>).</i> </p><p>Tap the item you want. <i>The New Charge screen displays.</i></p><p>Provide a Description and if necessary, adjust the Quantity. Then tap <strong>Add New Charge</strong>. <i>Syncro Mobile displays the new charge on the Ticket Charges list and the count on the ticket Details screen menu item updates.</i></p><p><strong>Tip</strong>: Use the Trash (Delete) icon to remove any undesired Ticket Charges.</p><h2 id="troubleshooting-10" data-toc="true">Troubleshooting</h2><p>If you are unable to stop the ticket timer in Syncro Mobile, close the app, then clear the cache from the in-app settings menu (Settings > Cache > Confirm Clear Cache). <i>You should now be able to stop the timer as expected.</i></p>Kali Patricktag:docs.syncromsp.com,2005:Question/28608512024-10-21T14:14:15Z2026-02-24T13:44:33ZSyncro Mobile: Work with Assets<p>If you're a tech who works out in the field, you can use Syncro Mobile to:</p><ul>
<li>View active alerts, </li>
<li>Search for, view, and remotely access <i>assets</i>, </li>
<li>Run scripts on your assets, and </li>
<li>Work <i>tickets </i>related to any assets needing attention. </li>
</ul><p>This document describes how you can use Syncro Mobile specifically to accomplish these asset-related tasks.</p><p>You can read on, or watch this short video to learn more:</p><figure class="table"><table><tbody><tr><td style="height:400px;width:600px;"><figure class="media"><div data-oembed-url="https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808993/Mobile_App_Assets_Update.mp4"><video controls="" style="max-width: 100%" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808993/Mobile_App_Assets_Update.mp4">Your browser does not support HTML5 video.</video></div></figure></td></tr></tbody></table></figure><h2 id="view-active-alerts-0" data-toc="true">View Active Alerts</h2><p>Syncro Mobile displays the number of Active Alerts for all of your customers' assets (i.e., all assets across your Syncro Account) right on the home screen.</p><p>Tap the “Active Alerts” menu item to display the Alerts list, which is collapsed by default.</p><p>For each alert in the list, you'll see:</p><ul>
<li>the Alert Type (e.g. Inverse tertiary array, Programmable holistic encryption, etc.),</li>
<li>how long ago the alert occurred (e.g. 5m ago), and </li>
<li>the Customer (e.g. Moen, Lakin and Orn).</li>
</ul><p>Tap an individual alert to expand it and see more information:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808605/Mobile_Alerts_Expanded.png" width="195px" height=""></p><p>Here you can Clear or Mute the alert, or view any Ticket already created. (If no ticket is available, you can tap Create Ticket to do so.) For more information, see <a href="proxy.php?url=/_questions/2857213">Work with Tickets</a>.</p><p>You can also tap <strong>View Asset Details</strong> to access the Asset “Overview” screen, which provides you with options for <a href="proxy.php?url=#manage-an-asset-4">managing the asset</a>.</p><h2 id="locate-an-asset-1" data-toc="true">Locate an Asset</h2><p>To work with assets in Syncro Mobile, tap the “Assets” menu item on your home screen, or the Assets icon in the bottom navigation bar. Then tap to select from the list of Assets displayed. The Asset “Overview” screen displays.</p><p>You can also quickly locate an asset of interest in Syncro Mobile using filters or searches.</p><h3 id="using-filters-2" data-toc="true">Using Filters</h3><p>You can use two types of filters to locate a specific asset. Tap the triple-line filter icon in the upper right to display the Filter By options.</p><p>The first filter option is based on a <a href="proxy.php?url=/assets-rmm/about-the-armm-tabpage#create-save-custom-asset-searches-8">Saved Asset Search</a>:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808664/Mobile_Assets_Filter_SavedSearch.png" width="195px" height=""></p><p>The second filter option is based on one or more <a href="proxy.php?url=/admin/custom-fields#create-and-manage-custom-assets-1">Asset Types</a>:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808671/Mobile_Assets_Filter_AType.png" width="195px" height=""></p><p>Tap <strong>Apply</strong> to display a new asset list based on your filters. At any time you can return here and tap <strong>Clear</strong> to see all assets again.</p><h3 id="using-search-3" data-toc="true">Using Search </h3><p>You can locate assets using Syncro Mobile's search feature. Tap the magnifying glass icon in the upper right to display the Search Assets screen. You can enter either the name of an Asset, or the name of the End User assigned to the asset. The results list narrows as you type. Tap the X to clear your search.</p><p>If you searched by the name of an:</p><ul>
<li>Asset, tap the one you want to display the Asset “Overview” screen. This is where you can take actions on the asset like remote control, reboot, or start a chat. </li>
<li>End User assigned to the asset, tap the one you want to display the End User “Details” screen. This is where you can view the End User's Name, contact information, and see the assets assigned to them.</li>
</ul><h2 id="manage-an-asset-4" data-toc="true">Manage an Asset</h2><p><mark class="pen-red">IMPORTANT</mark>: To manage an asset from Syncro mobile:</p><ul>
<li>The Syncro agent must be installed on the asset,</li>
<li>
<a href="proxy.php?url=https://apps.apple.com/us/app/splashtop-for-rmm/id1213999224" target="_blank" rel="noopener noreferrer">Splashtop RMM App</a> must be installed on your mobile device, and </li>
<li>Remote access must be <a href="proxy.php?url=/_questions/2511438">configured on the Policy</a> in Syncro.</li>
</ul><p>Once you've <a href="proxy.php?url=#locate-an-asset-1">located</a> and selected a specific asset, its Overview subtab displays:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808601/Mobile_Asset_Overview.png" width="195px" height=""></p><p>The asset's online/offline status displays in the upper right corner, and the <strong>Remote Control</strong>, <strong>Reboot Asset</strong>, and <strong>Start a Chat</strong> menu options are available. </p><p><mark class="pen-red">IMPORTANT</mark>: A remote reboot will cause the end user of the asset to lose any unsaved data. There is no warning to the end user. A good way to verify a reboot isn't going to create any problems for your end user is to tap <strong>Start a Chat</strong> and confirm that!</p><p><strong>Note</strong>: Additional details about the asset are shown below the Remote Control, Reboot Asset, and Start a Chat actions, including the assigned end user for the asset. Tap the "Details" subtab to see even more information about an asset including the IP address, OS, manufacturer, hardware, and network information.</p><h2 id="run-scripts-on-an-asset-5" data-toc="true">Run Scripts on an Asset</h2><p>To run scripts on an asset, navigate to that asset's “Overview” screen, then tap “Scripts”:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4808688/Mobile_Asset_ScriptsQueue.png" width="195px" height=""></p><p>By default, Syncro Mobile displays any scripts currently in the Queue, but you can also tap “History” to see the script Name, Date/Time, Result (Success or Failure), and if desired, detailed Output:</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4694405/Mobile_Asset_ScriptsHistory.png" width="195px" height=""></p><p>Tap <strong>+Add to Queue </strong>to add a script to the queue to run on this asset. Then tap the Pencil (Edit) icon to search for a script. (When you begin typing, available scripts display.) </p><p>After you tap the script you want, specify whether it should run Now, or at Scheduled time you select.</p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/4697940/Mobile_Scripts_Schedule.jpeg" width="195px" height=""></p><p>When finished, tap <strong>Run Script</strong>.</p>Kali Patricktag:docs.syncromsp.com,2005:Question/32906202025-05-29T12:12:43Z2025-05-29T17:52:50ZSyncro Mobile: Work with Customers & End Users<p>If you're a tech who works out in the field, you can use Syncro Mobile to:</p><ul>
<li>View <i>Customer </i>details </li>
<li>View <i>End User </i>details</li>
<li>Create new End Users</li>
<li>Edit an End User's details</li>
</ul><p>This document describes how you can use Syncro Mobile to accomplish these Customer- and End User-related tasks.</p><h2 id="view-customer-details-0" data-toc="true">View Customer Details</h2><p id="-1">To view details about a specific <i>Customer</i>, follow these steps:</p><ol>
<li id="-1">Tap the “Customers” menu item to open the Search Customer field. </li>
<li id="-1">Start typing the name of your Customer and tap the one you're looking for.</li>
</ol><p id="-1">Syncro Mobile displays their:</p><ul>
<li id="-1">(First) Name</li>
<li id="-1">Last Name</li>
<li id="-1">Email</li>
<li id="-1">Company Name</li>
<li id="-1">Phone</li>
</ul><p id="-1">Below that, you'll see the number of <i>End Users</i> related to this Customer.</p><h2 id="view-edit-end-user-details-1" data-toc="true">View & Edit End User Details</h2><p id="-1">To view details about a specific End User, follow these steps:</p><ol>
<li>Tap the “Customers” menu item to open the Search Customer field. </li>
<li>Start typing the name of your Customer and tap the one you're looking for.</li>
<li>Scroll to the bottom and tap “N End Users” (where “N” is the number of End Users related to this Customer).</li>
<li>Start typing the name of your End User and tap the one you're looking for.</li>
</ol><p>Syncro Mobile displays their:</p><ul>
<li>(First and Last) Name</li>
<li>Job Title</li>
<li>Email</li>
<li>Phone</li>
<li>Notes</li>
<li>Address</li>
</ul><p>Below that, you'll see the number of <a href="proxy.php?url=/_questions/2860851"><i>Assets</i></a> related to this End User, if available.</p><p>If you want to edit the End User's details, in the upper right of the search field, tap the pencil icon. Make any changes you'd like, then click <strong>Save</strong>.</p><h2 id="create-a-new-end-user-2" data-toc="true">Create a New End User</h2><p>To create a new End User, follow these steps:</p><ol>
<li>Tap the “Customers” menu item to open the Search Customer field. </li>
<li>Start typing the name of your Customer and tap the one you're looking for.</li>
<li>Scroll to the bottom and tap “N End Users” (where “N” is the number of End Users related to this Customer).</li>
<li>In the upper right of the search field, tap the <strong>+</strong>.</li>
<li>On the New End User screen, enter the new End User's:<ul>
<li>
<strong>(First and Last) Name</strong>: This field is required.</li>
<li><strong>Job Title</strong></li>
<li><strong>Email</strong></li>
<li>
<strong>Phone</strong>: This field must include an area code but otherwise does not require specific a format.</li>
<li>
<strong>Notes</strong>: Any notes you'd like to capture about this End User, which will be available when you view them later.</li>
<li>
<strong>Saved Locations</strong>: Optionally, select the Customer Address to prepopulate the Address fields.</li>
<li>
<strong>Address 1 & 2, City, State, Zip/Postal Code</strong>: Alternatively, enter the address of the End User.</li>
</ul>
</li>
<li>Tap <strong>Save</strong>. <i>Syncro Mobile returns you to the Customer Details screen and reflects the new number of End Users.</i>
</li>
</ol><p> </p>Kali Patricktag:docs.syncromsp.com,2005:Question/33419282025-06-12T21:05:13Z2026-02-23T13:48:51ZLogin, Work, Fix (Technicians 101)<p>This guide introduces technicians to daily operations in Syncro, covering how to navigate the tickets table, track billable time, use ticket communications for internal and client collaboration, initiate Splashtop remote sessions, utilize backgrounding tools, chat with end users, manage patches, and install the mobile app.</p><p>To start, watch this short video so you get a sense of what you might be doing in the platform on a daily basis:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1110279373?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="16 - A Day in the Life of a Technician" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin"></iframe></p><p><strong>Notes</strong>: </p><ul style="list-style-type:disc;">
<li>Throughout the documentation, you'll sometimes see text in italic font. This means the term is defined in our <a href="proxy.php?url=/_questions/2551829">Syncro Glossary</a>.</li>
<li>For a high-level overview of where things are in Syncro, see <a href="proxy.php?url=/_questions/2544586">About the Syncro Header & Primary Navigation Bar</a>. </li>
</ul><h2 id="step-1-familiarize-yourself-with-the-tickets-table-0" data-toc="true">Step 1: Familiarize Yourself With the Tickets Table</h2><p>The first tab you'll want to get familiar with is Tickets. When you click this tab, the Tickets page displays a dashboard of Tickets that are likely in need of your expertise. </p><p>Two standard columns you should notice right away are Status and Priority. These have color-coded values to help you decide what to work on next. You can inline edit these as well as several other columns in this table. If your Administrator created custom fields for Tickets, you'll see those as columns too.</p><p>If a magnifying glass appears inside a table cell, you can click that to get more information. To track your time or communicate with people about the Ticket, click the Ticket's number to display it <a href="proxy.php?url=/_questions/2776558">Details page</a>.</p><p>The Tickets table also provides many ways for you to find exactly what you're looking for. For general information about that, see <a href="proxy.php?url=/_questions/3047051"><span data-mention="3047051"><span class="mention" data-mention="3047051">About Tables in Syncro</span></span></a>.</p><p>Watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1056613872?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="Ticket Page Overview" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Use the step-by-step instructions in <a href="proxy.php?url=/_questions/2496962"><span data-mention="2496962"><span class="mention" data-mention="2496962">Manually Create a Ticket</span></span></a> to create an example ticket, and see how it appears in the Tickets table. Then, change the Status of that ticket to In Progress.</p><hr><h2 id="step-2-add-billable-time-to-a-ticket-1" data-toc="true">Step 2: Add Billable Time to a Ticket </h2><p id="step-2-learn-how-to-add-billable-time-to-a-ticket-1" data-toc="true">As a Technician, it's important that you track time spent working on tickets so clients can be charged and so you get paid! That said, we recognize that tracking time is no one's favorite task, so Syncro makes it easy for you to do this while you're focused and still completely in your problem-solving flow.</p><p id="step-2-learn-how-to-add-billable-time-to-a-ticket-1" data-toc="true">You can track your billable time on a <a href="proxy.php?url=/_questions/2776558">Ticket's Details page</a> in one of two ways: </p><ol>
<li>
<strong>Use the Labor Log Timer</strong>: Select a predefined Labor Type and click Play. Pause or Stop the timer, and voila! The time is tracked inside the ticket. When you're finished, you can view the entire Labor Log and make any additional notes or adjustments. We'll focus on this method here.</li>
<li>
<strong>Manually, in the Ticket Communications section</strong>: As part of commenting on the Ticket, you can select a predefined Labor Type and enter in the time worked. (You'll see this in Step 3.)</li>
</ol><p id="step-2-learn-how-to-add-billable-time-to-a-ticket-1" data-toc="true"><strong>Tip</strong>: A stopwatch icon with a number inside a red dot appears in the <a href="proxy.php?url=/_questions/2544586">Syncro Header</a> when you still have some active timers running.</p><p id="step-2-learn-how-to-add-billable-time-to-a-ticket-1" data-toc="true">Watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1096693878?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="Use the Labor Log/Ticket Timer" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Use the step-by-step instructions <a href="proxy.php?url=/_questions/2499853"><span data-mention="2499853"><span class="mention" data-mention="2499853">Add Billable Time to a Ticket</span></span></a> and try out the first method now. (You'll have the opportunity to try the second method in the next step.)</p><hr><h2 id="step-3-use-the-ticket-communications-section-2" data-toc="true">Step 3: Use the Ticket Communications Section</h2><p>The Ticket Communications section is a part of the <a href="proxy.php?url=/_questions/2776558">Ticket's Details page</a> where you'll spend a lot of time. It has many features that help you communicate both with <i>End Users</i> and others on your team. (It's also sometimes called the Ticket Comments or Notes section.)</p><p>There are different types of communications you can create, and these have different levels of visibility. You'll want to be sure that what you want to keep private stays that way, and what you want to send out publicly is received. Go read about that now in <a href="proxy.php?url=/about-ticket-comments#the-visibility-of-ticket-communications-1">The Visibility of Ticket Communications</a>.</p><p id="step-3-use-the-ticket-communications-section-2" data-toc="true">Then watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1096692411?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="Use the Ticket Communications Section" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p id="step-3-use-the-ticket-communications-section-2" data-toc="true"><strong>Tips</strong>: </p><ul>
<li>Use <a href="proxy.php?url=/_questions/2841032">Canned Responses</a> to insert boilerplate text into the Body of frequently-sent communications.</li>
<li>If your Administrator enabled this feature, you may also be able to <a href="proxy.php?url=/_questions/2615278"><span data-mention="2615278"><span class="mention" data-mention="2615278">Choose a Date for Ticket Timer Log Entries</span></span></a> if you manually add time here. </li>
</ul><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Review the visibility descriptions and then use the step-by-step instructions in <a href="proxy.php?url=/about-ticket-comments#create-the-communication-3">About the Ticket Communications Section</a> to add one Public Note and one Private Note to your Ticket. (Bonus: Pin the Private Note.)</p><hr><h2 id="step-4-collaborate-on-a-ticket-3" data-toc="true">Step 4: Collaborate on a Ticket</h2><p>It's important to be able to collaborate internally with fellow technicians about complicated installations, difficult issues, and for training/mentoring purposes. When it's appropriate, you also need to be able to collaborate with your customers to resolve tickets. </p><p>Ideally, all communication about a ticket happens inside the ticket. Everyone who needs to be involved and/or stay informed is kept in the loop about what's happening. </p><p>Syncro provides two methods you can use to collaborate on a ticket: <a href="proxy.php?url=/ticket-collab#mention-someone-in-a-ticket-0">mentions</a> and <a href="proxy.php?url=/ticket-collab#subscribe-to-tickets-1">subscribes</a>.</p><p id="step-4-collaborate-on-a-ticket-3" data-toc="true">Watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1096998611?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="337" title="Collaborate With Others on a Ticket" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Use the step-by-step instructions in <a href="proxy.php?url=/_questions/2781712">Collaborating on a Ticket</a> to mention someone in your Ticket. If possible, find another Ticket you're interested in and subscribe to it.</p><hr><h2 id="step-5-initiate-a-splashtop-connection-4" data-toc="true">Step 5: Initiate a Splashtop Connection</h2><p>Let's shift now to some of the tools you'll use to do the work of resolving a ticket.</p><p>Splashtop is the built-in remote access tool you can use with Syncro. It enables you to start a remote session on an End User's asset in a separate window outside of your browser. You can transfer files, and take actions like Ctrl-Alt-Delete. If you're on the Team Plan, you'll also have multi-monitor support and session recordings.</p><p>Watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1097005434?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="Ways to Initiate a Splashtop Session" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Follow the "Use Splashtop" instructions in <a href="proxy.php?url=/_questions/2529029"><span data-mention="2529029"><span class="mention" data-mention="2529029">Remotely Access a Machine via Splashtop</span></span></a> to explore this feature now.</p><hr><h2 id="step-6-use-backgrounding-tools-5" data-toc="true">Step 6: Use Backgrounding Tools</h2><p>Backgrounding Tools help you make repairs, view system specs, access the event viewer, edit files and folders in file management, enable powerful tools using scripting, and more. You can do your work without interrupting the end user's work.</p><p>Watch this short video to learn more:</p><p><iframe src="proxy.php?url=https://player.vimeo.com/video/1058639716?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="7 - Use Backgrounding Tools" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share"></iframe></p><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Use the step-by-step instructions in <a href="proxy.php?url=/_questions/2519087"><span data-mention="2519087"><span class="mention" data-mention="2519087">Use Backgrounding Tools</span></span></a> and explore this feature now.</p><hr><h2 id="step-7-chat-with-end-users-6" data-toc="true">Step 7: Chat With End Users</h2><p id="step-7-chat-with-end-users-6" data-toc="true">If an Administrator has set it up, you can use Syncro's chat feature to engage in live conversations with <i>End Users</i> directly from their managed devices. </p><p>Access Chat via the <a href="proxy.php?url=/_questions/2544586">primary navigation bar</a>, the chat bubble in the Syncro header, or an Asset's quick preview. To start a new chat, click (<strong>+</strong>) next to the Chats List filter, select the <i>Syncro Device</i>, and click <strong>Start Chat</strong>.</p><p>The interface has three parts: the Chats List, the Active Chat Session, and the Information Panel. During a session, you can assign, reassign, or close the chat, or create a ticket. Remember to close chats when finished. </p><p id="step-7-chat-with-end-users-6" data-toc="true"><iframe src="proxy.php?url=https://player.vimeo.com/video/1128896186?badge=0&autopause=0&player_id=0&app_id=58479" width="600" height="338" title="Chat with End Users" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin"></iframe></p><p id="step-7-chat-with-end-users-6" data-toc="true"><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> If possible, open the Chat and initiate a chat. Or, learn more about using the Chat feature in <a href="proxy.php?url=/_questions/2931198">Chat with End Users from the System Tray</a>.</p><hr><h2 id="step-8-manage-patches-7" data-toc="true">Step 8: Manage Patches</h2><div class="helpjuice-inserted-article notranslate">
<div class="helpjuice-inserted-article-body">
<h3 id="snippet-patching-dashboard-8" data-toc="false">Snippet: Patching Dashboard</h3>
<p class="article-insert-fragment">The Patching Dashboard consolidates and helps you visualize data Syncro collects </p>
<p>[insert-question 3358733]</p>
</div>
<div class="helpjuice-inserted-article-delete"> </div>
</div><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Learn more about what you'll see in <a href="proxy.php?url=/_questions/3121104" target="_blank" rel="noopener noreferrer"><span data-mention="3121104"><span class="mention" data-mention="3121104">About the Patching Dashboard</span></span></a>.</p><hr><h2 id="step-9-install-the-syncro-mobile-app-9" data-toc="true">Step 9: Install the Syncro Mobile App</h2><p>The Syncro Mobile app is specifically designed to help you when you're working in the field. </p><p><img style="width:300px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5455532/SyncroMobile.jpg" width="300" height=""></p><p id="streamlined-for-the-technician-on-the-go-1" data-toc="true">You can:</p><ul>
<li>Quickly visualize and plan your schedule,</li>
<li>Get full access to Syncro’s Ticket management system,</li>
<li>Remote into an asset from the app to restart the machine, </li>
<li>And more!</li>
</ul><p><img src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5377160/Take_Action-30px.png" width="30" height="30"> Grab the Syncro Mobile app from the <a href="proxy.php?url=https://apps.apple.com/us/app/syncro-mobile/id6504825839" target="_blank" rel="noopener noreferrer">App Store</a> or <a href="proxy.php?url=https://play.google.com/store/apps/details?id=com.servably.syncro.mobile&hl=en_US" target="_blank" rel="noopener noreferrer">Google Play</a>.</p><hr><h2 id="next-steps-10" data-toc="true">Next Steps</h2><p>If you've completed these steps, you have a great start to your Technician experience in Syncro!</p><ul>
<li>To deepen your knowledge of Ticketing features, you can poke around in our additional, <a href="proxy.php?url=https://docs.syncromsp.com/en_US/tickets">Ticket-related documentation</a>.</li>
<li>Or, see the Related Docs section for other overview/setup guides.</li>
</ul>Kali Patricktag:docs.syncromsp.com,2005:Question/34191792025-07-25T16:22:06Z2025-08-04T19:40:39ZSyncro Mobile: Settings<p>This document describes the configuration settings available for Syncro Mobile, which are all available for the app on both iOS and Android devices that support the latest app version.</p><p>If you haven't already, <a href="proxy.php?url=/_questions/2677816">download the Syncro Mobile app</a>. Be sure to install the one that looks like this:</p><p><img style="width:300px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5455532/SyncroMobile.jpg" width="300" height=""></p><p>To change your settings, tap the gear icon in the upper right. Then adjust any of the following.</p><h2 id="application-lock-0" data-toc="true">Application Lock</h2><p>Tap <strong>Application Lock</strong>, then use the toggle to select whether Syncro Mobile can be unlocked using biometric data.</p><h2 id="cache-1" data-toc="true">Cache</h2><p>Tap <strong>Cache </strong>to display the currently used size of your cache. Tap to clear it. </p><p>Your cache stores temporary data to help the app run faster. If you're experiencing unexpected issues, seeing outdated data, or the app isn't performing as expected, clearing the cache can often help. This removes temporary files and forces the app to download the latest information.<br><br><strong>Note</strong>: Clearing cache won’t delete your login details or personal settings.</p><h2 id="appearance-2" data-toc="true">Appearance</h2><p>Syncro Mobile's appearance options help reduce eye strain and improve visibility for Technicians working in various lighting conditions, enhancing productivity and comfort. It's an optional setting that offers benefits like reduced blue light exposure and better battery life on OLED screens.</p><p>Tap <strong>Appearance </strong>to select between light/dark mode. Alternatively, toggle to use device settings:</p><p><img style="width:200px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5529608/Mobile_Dark_Mode.png" width="200" height="371"></p><h2 id="report-a-bug-3" data-toc="true">Report a Bug</h2><p>Tap <strong>Report a Bug</strong> to navigate to a support page where you can report any issues with Syncro Mobile. </p><p><strong>Tip</strong>: To find which version of Syncro Mobile you're using to report a bug, see About.</p><h2 id="locale-4" data-toc="true">Locale</h2><p>Tap <strong>Locale </strong>to specify your preferred currency symbol, date, time, and phone number formats.</p><h2 id="about-5" data-toc="true">About</h2><p>Tap <strong>About </strong>to display a description of the app, including the version number.</p>Kali Patricktag:docs.syncromsp.com,2005:Question/35201172025-09-28T18:35:54Z2025-11-05T18:20:18ZSyncro Mobile: Time Clock<p><meta charset="utf-8">Syncro Mobile's Employee Time Clock offers <i>Technicians </i>a quick, one-tap way to manage work hours on their mobile devices. This streamlines administration, boosts time tracking accuracy, and helps Technicians focus on client service, ultimately enhancing your efficiency and profitability.</p><p>Using Syncro Mobile's Time Clock is easy and requires minimal navigation. Technicians simply:</p><ol>
<li>Tap the clock icon in the upper right corner of the Home screen:<br><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5724290/Mobile-TimeClock.png" width="350" height="206">
</li>
<li>Optionally enter a Note, then tap <strong>Clock In</strong>.<br><i>A timestamp entry appears, and a green dot appears next to the clock icon. This is to remind Technicians they're still clocked in as they move around other areas of Syncro Mobile to do their work.</i><br><img style="width:195px;" src="proxy.php?url=https://static.helpjuice.com/helpjuice_production/uploads/upload/image/18776/5724291/Mobile-TimeClockEg.png" width="348" height="484">
</li>
<li>Once clocked in, options for stopping the Time Clock include tapping <strong>Out for Lunch </strong>or <strong>Clock Out</strong>. Both save an entry that includes the following:<ul>
<li>
<strong>Duration</strong>: The number of hours/minutes the Technician was working.</li>
<li>
<strong>Out/In</strong>: The time and date stamp the Technician clocked out or in, with any Notes they entered displayed below.</li>
</ul>
</li>
</ol>Kali Patrick