You'll use the Syncro header and primary navigation bar to access and move among Syncro's various features. 

This document describes four main areas to help you get your tasks completed quickly:

1. Search
2. Smart Ticket Search
3. Icons (including the global “New” menu)
4. Your Syncro User Profile menu
5. The Primary Navigation bar

Tips: 

• For more screen real estate, you can click the Collapse icon at the far right to hide items 1-4 (i.e., only display the Primary Navigation bar):
  
  
• You can select and reorder the tabs that display in the Primary Navigation bar to meet your needs. See the Tab Customization option under the Syncro User Profile menu for more information.

Search

The first thing you'll see in the upper left is the “Search” search bar (1). 

After you've typed a minimum of three (3) characters, Syncro displays results from all modules, including Customers, Assets, Invoices, Tickets, and Help:

Tips: 

• In the upper-right corner of Customers results, use one of the four icons to display all of this Customer's estimates, invoices, tickets, or assets. (If your browser settings allow, these open in a new browser tab.)
• Click on any result to navigate to that item.
• If you're searching for Tickets, you may want to explore Syncro's AI-powered Smart Ticket Search.

If you enter your search term and press enter, Syncro displays the Advanced Search page:

Click any hyperlinked text to navigate to that information, or revise your terms and click Search.

Icons (Including the Global “New” Menu)

In the upper right corner of the Syncro header you'll find four (or five) icons. The first (the +) is Syncro's global “New” menu:

As its name suggests, this menu is always available to help you create the most common things in Syncro.

The other icons are:

• Notifications (the bell icon): opens the Notifications sidebar on the right side of Syncro. When there are notifications to show, they'll display here. Click Dismiss All to clear the notifications, or the X to close the sidebar.
• Active Timers (the stopwatch icon): this displays only if you have a timer currently running for a ticket. See Use a Timer to Capture Billable Time for a Ticket for more information.
• Chat (the comment icon): navigates you to the Chat tab/module within Syncro.
• Resource Center (the question mark icon): opens the Resource Center menu where you can get help and support if you need it. (This currently does not open if you're on the Training tab.)

Syncro User Profile Menu

On the far right you'll see your Syncro User Profile menu; the options in this menu are described in the table:

	Option	Description
	Appointments	Navigates you to a list of your Upcoming Appointments (next 30 days).
	Dark Mode	When clicked, changes your screens to dark mode and provides a Light Mode option to switch back.
	Documentation Center	Navigates you to the Documentation tab and your (internal) Documentation Center.
	Enable Fullscreen	When clicked, Syncro removes the wide margins on the left and right of your screen and provides a Disable Full Screen option to switch back.
	Help Center	Navigates you to the Syncro Documentation Center in a new browser tab.
	My Calendars	Navigates you to a page that allows you to integrate Syncro with calendaring systems like Google and Outlook365.
	New Reminder	Pops open a window so you can quickly set a new reminder (with date/time and a note) for a Tech you select. Click All Reminders to navigate to the Reminders page.
	OpenID Authorizations	Displays a table containing open ID authorized accounts, listing the Provider, Identifier, and Date Added for each. This feature is largely unused.
	Profile/Password	Displays a page listing your name, Syncro username, Personal Appointment Booking URL. You can change your password and enable Multi-Factor Authentication (MFA) here too.
	Settings	Navigates you to the General Settings page where you can specify your: Country Locale Time Zone Admin Notification Email (Customer) Portal Accent Color Code This a shortcut to Admin > Syncro Administration - General Preferences. See also Customize General Preferences.
	Tabs Customization	This opens the Tabs Settings page, where you can: Specify which tabs to show by default (from left to right) in the primary navigation bar, Rearrange the order of your tabs,  Reset your tabs to the default setting. Notes:  It's possible to enable more tabs than will fit across the top of your screen. A "More" tab will appear to contain the overflow. This is a per-user setting. Customizations are stored server-side, so they will follow you to different computers, browsers, and sessions.   You will need to refresh your browser to see the changes after saving them.
	Time Clock	Pops open a window so you can quickly Clock In/Clock Out with a Note. You can Clock Out specifically for a lunch break, see a running list of Time Clock Entries, or click Time Clock Admin to navigate to the Time Logs page.
	Sign Out	Logs you out of Syncro.

The Primary Navigation Bar

The Primary Navigation bar consists of a number of tabs you will use to navigate to different areas (called modules) in Syncro, such as Customers or Invoices.

Out of the box, Syncro displays the modules you're most likely to need. 

Depending on the size of your browser window, some tabs may be found under the More > option.

Tip: You can customize which modules/tabs show up in your primary navigation bar, and in what order, using the Tabs Customization option in your Syncro User Profile menu. You can also reset the tabs to the Syncro defaults there.