Your Syncro Account contains your business profile information. 

By default, the information that shows here (and externally to your customers) matches what you entered when you first created your account. However, you can edit the information and add in more details, such as your business logo and brand color.

Set Up Your Account Profile

To update your Syncro Account Profile, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   
2. Verify or edit your Business Name and Email.
3. Provide your Address, Phone, and Website details.

Note: These details correspond to tags you can use in your PDF/Email Templates:

{account_street}}
{{account_city}}, {{account_state}} {{account_zip}}
{{account_phone}}
{{account_website}}
{{account_email}} 

4. Optionally, update your subdomain. (This was initially generated based on the subdomain you specified when creating a trial.) This subdomain appears in your browser as [subdomain].syncromsp.com.
   IMPORTANT: If you change this, it will break any existing URLs that link to your Syncro site, so make sure you notify others who may link to it.
5. Click Save Changes.

Add Your Branding

Your business logo may appear on Tickets, Invoices, Emails (via Templates), in the Customer Portal, and on the Agent Contact Form (all external communication options in Syncro). 

Your brand color will be used as the primary accent color in the Customer Portal. Syncro recommend you adjust this color to match your business logo.

To add or update your branding (including your logo and brand colors) in Syncro, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   
2. Scroll to the Branding section:
   
   
3. Click in the Logo area to upload a new image, or drag and drop an image file there. Files must be in .jpg, .jpeg, or .png format with a max size of 20 MB. You can crop the logo to display the area you'd like:
   
4. Click in the Brand Color field to select a color using the color picker. Alternatively, enter a specific hex code or toggle to select a color by RGB or HSL:
   
   Tip: Syncro stores the last few colors you selected at the bottom, so you can find the best color.
5. If you do NOT want your logo to display in the Customer Portal, uncheck the “Show Logo in Portal” box. (This box is checked by default for new Syncro accounts.)
6. If you do NOT want your business name to display in the Customer Portal, uncheck the “Show Business Name in Portal” box. (This box is checked by default for new Syncro accounts.)
7. Click Save Changes.

Manage Your Syncro Subscription

Note: You can manage your Syncro subscription/plan at any time. 

To update your Syncro subscription, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   

2. Click Manage Plan to see available subscription plans:
   
    

• If you're currently on a trial, you can preview plan options, make a selection, and then proceed to enter your payment information.
  
  
• If you're currently on a paid subscription, you can change your plan (e.g., upgrade from Core to Team, change from a Monthly to an Annual subscription, etc.).

3. If you're currently on a paid subscription, you can click:
   • Payment Method to change your primary form of payment, your billing contact, and/or email currently on file: 
     
     Tip: This can be helpful for setting up an accountant separate from a Syncro user.)

• View Invoices to view any open subscription balances with Syncro, and view/download subscription invoices we have on file):
  

4. When you're finished, click Save Changes.

Configure Syncro to Focus on RMM

If you're an MSP or an Internal IT team who doesn't have a need for Professional Services Automation (PSA) features, Syncro allows you to remove them so you have a simplified, RMM-focused experience.

If you sign up for your Syncro trial and select “Internal IT” as your Business Type, Syncro automatically configures your account to focus on RMM. There's nothing more you need to do when you convert to a paid subscription plan.

If you're an MSP and/or you're already on a subscription plan, you can toggle the “Disable Billing and Invoicing for this Account” to the On position:

This causes Syncro to hide PSA modules/features such as Invoices, Estimates, Payments, and their corresponding settings under Administration. If and when you toggle the “Disable Billing and Invoicing for this Account” switch Off again, Syncro will once again show these PSA modules and settings.

Note that information related to these features is also removed from the Customers and Tickets tabs/modules, streamlining your Syncro experience so you can focus on the work you care about most. See Full Differences List for details.

IMPORTANT: Please do not switch the “Disable Billing and Invoicing for this Account” toggle On if your organization uses Syncro's invoicing and/or billing features. However, if you do this and have recurring invoices, your invoices will continue to be sent. 

Full Differences List

When the “Disable Billing and Invoicing for this Account” toggle is in the On position, you'll see the following differences in your Syncro account:

• Your initial landing page is the Assets & RMM tab/module (instead of Customers). 
• Tickets tab/module:
  • Info sidebar excludes Billing Status
  • Action bar excludes Add/View Charges, Make Invoice buttons
  • New button excludes: Estimate, Policies, Scripts, Customers
• Customers tab/module: 
  • Overview panel excludes: Balances and references to invoicing
  • Details page excludes: Estimates, Invoices, Contracts, Payments, Purchases
  • New button excludes: Invoice, Estimate, Payment, Customer Purchase, Store Credit, Recurring Invoice
• Administration tab/module: excludes sections for Invoices, Estimates, and POS.
• Reports tab/module: excludes the entire Sales, Invoice, Profit & Loss, Payments, Tax, and Warranties sections, along with the following individual reports:
  • Open Balances by Customer
  • Credit Balances by Customer
  • Opt-Outs by Customer
  • Referrals
  • Purchases by Customer
  • Prepay Hours Balance by Customer
  • Splashtop Billable Usage by Customer
  • Pending Ticket Charges
  • Tickets Without Charges
  • Consumables Usage