Welcome to Syncro!Let's get you up and running. Click the option you're most excited to tackle first, and we'll direct you to the best videos and documentation to look at. |
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September Release WebinarYou can also join our monthly webinar where we will discuss upcoming and recently released items, answer questions, and engage with community feedback. If you are interested in upcoming or recently released features, have questions about the roadmap, or just want a direct line to our product team, we would love to see you at our Release Webinar on Wednesday, September 17, at 10 am PST.
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Remote Monitoring & Management (RMM)
1. Install the RMM Agent
This is the first step to remotely managing and monitoring devices.
Read more: Install and Deploy the Syncro RMM Agent.
3. Apply a Windows Update Policy
Keep systems protected and compliant with automated patching.
Read more: Windows Update Management.
4. Create an Agent Contact Form
Enable users to easily reach out for support right from their desktop.
Read more: Work with Agent Contact Forms.
5. Discover Devices On a Network
Reveals every connected device on a network so you never miss one.
Read more: Work with Network Discovery Profiles and Act on Network Discovered Devices.
Ticketing (PSA)
1. Ticket Page Overview
Get familiar with the ticket workspace so you know where to find details, updates, and actions.
Read more: About the Tickets Tab/Page.
2. Automatically Create Tickets from Inbound Emails
Turn end-user emails into tickets automatically so nothing slips through the cracks.
Read more: Automatically Create Tickets from Inbound Emails.
3. Configure Outbound Emails (Verified Domain Setup)
Make sure your emails come from your business domain instead of a generic address.
Read more: Configure Verified Email Domains.
4. Configure Outbound Emails (SMTP Setup)
Connect your own mail server (SMTP) so tickets and replies are sent directly from it.
Read more: Set Up SMTP.
5. Create Ticket Views
Organize your work with views and queues tailored to your team’s workflow.
Read more: Work with Ticket Views.
Invoicing (PSA)
1. Specify Labor Type Time Requirements
Make sure your billable work is tracked and priced correctly from the start.
Read more: Specify Labor Type Time Requirements.
2. Create Contracts
Automate billing rules and track usage against included services.
Read more: Create a Contract.
3. Set Up Non-Billable Time
Separate internal or included time from what gets invoiced.
Read more: About Syncro's Non-Billable Labor Feature.
4. Set Up Prepay Hours
Let customers draw from a bank of hours – no surprise invoices.
Read more: Work with Prepay (Block) Hours.
5. Create Recurring Invoice Schedules
Save time and get paid on time with automated billing.
Read more: Work with Recurring Invoices.
6. Add Line Items to a Recurring Invoice
Once your schedule is created, drop in the products and services you’re charging for.
Read more: Line Item Types for Recurring Invoices.
Microsoft 365 Management
1. Get Started with Microsoft 365 Management
Connect your Microsoft account to start unlocking powerful security and automation features.
Read more: Getting Started with Microsoft 365 Management.
2. Reset Microsoft User Passwords
Quickly reset user passwords in Microsoft 365 without leaving Syncro.
Read more: End User Details & Actions.
3. Configure and Use Security Baselines
Apply and monitor security baselines across your Microsoft tenants to keep them compliant.
Read more: About Security Posture Management & Baselines.
4. Install the RMM Agent
Deploy the agent to devices for monitoring, remote access, and security actions.
Read more: Install and Deploy the Syncro RMM Agent.
5. Run a Network Discovery Scan
Scan networks to find connected devices and uncover opportunities for better visibility and upsell.
Read more: Work with Network Discovery Profiles and Act on Network Discovered Devices.