Sync It Manager Guide | Payroll, Crew & Equipment Setup Help

Manager Guide

Everything you need to manage your team and business with Sync It.

Overview

Built for Companies

Sync It is designed for businesses, not individuals

Team-Based

Each user must belong to a company

One Paid User

Only one paid subscription per company

30-Day Free Trial

Try before you commit

Creating a Company

App-Only Setup

Company setup is only available through the mobile app (iOS or Android). The web app is for employees to use after setup.

Email Restrictions

Only one company can be created per email address. Choose your company email wisely.

Required Fields

  • • Company name
  • • Company email
  • • Admin user information
  • • Payroll settings configuration

Company Settings

Company Name

Update your company display name

Company Icon

Add a logo or icon for your company

Receipt Email

Set where receipt emails are sent

Subscription

Manage billing and subscription

Payroll Settings

Weekly

7-day pay periods

Bi-Weekly

14-day pay periods

Bi-Monthly

Twice monthly pay cycles

Customize Cycles

Set your own pay period start day

Notification Timing

Configure when employees receive reminders to certify their hours.

Important Warning

When changing payroll settings, all previously certified certifications will be reset. Employees will need to re-certify their timecards for the new pay period.

Equipment Setup

Add Equipment

Create equipment records with name, type, and tracking details

Set Service Intervals

Configure maintenance schedules based on hours or dates

Link Checklists

Associate maintenance checklists with equipment for tracking

Track Mileage

Log and monitor vehicle usage and maintenance needs

Getting Started with Equipment

  • • Add your company vehicles, tools, and equipment first
  • • Set service intervals based on manufacturer recommendations
  • • Create recurring checklists for routine maintenance
  • • Assign equipment to employees for tracking and accountability

Manager Quickstart Guide

Everything you need to set up and manage your team with Sync It

Getting Started

  • Download the Sync It app
  • Click "Create a Company"
  • Enter your company details
  • You will be taken to User Settings

User Setup

  • Add users (only email + last name required)
  • Assign roles:
    • Admin: full access to all features
    • Supervisor: manage tasks, equipment, projects
  • Most users should NOT be Admin or Supervisor

Company Settings

  • Add company logo
  • Set receipt email
  • Configure payroll schedule
  • Adjust notification timing

Checklists & Certifications

  • Create checklists and assign users
  • Add tasks and link equipment/services
  • Set frequency (daily, weekly, etc.)
  • Certifications: Users complete → Managers verify

Projects

  • Create projects (web app only)
  • Add tasks and track labor hours
  • Assign users

Payroll

  • Review certified timecards
  • Run payroll based on selected period

User Management

Admin

  • Full access to all features
  • Manage all users
  • Access sensitive data
  • Billing and subscription

Supervisor

  • Manage checklists
  • Verify certifications
  • Manage equipment
  • Manage projects

User

  • Basic functionality
  • Timecards
  • Checklists
  • Messaging

Dashboard

Your central hub for monitoring your business operations.

Timecards Tracking

Monitor employee hours and certification status

Overdue Services

View equipment needing maintenance

Checklist Reports

Track completion and overdue items

Notes & Tasks

View incomplete items across all features

Payroll Management

Pay Periods

View and manage all pay periods. Monitor which periods are open for certification.

Certified Hours

Review employee-certified time before processing payroll.

Employee Breakdowns

See hours per employee with detailed timecard information.

Re-Certification

If payroll settings change, employees must re-certify their timecards.

Checklists Management

Create & Assign

Build custom checklists and assign to employees

Set Frequency

Daily, weekly, or custom schedules

Link to Equipment

Connect checklists to specific equipment

Track Reports

Monitor overdue and incomplete items

Service Linking

Link checklists to equipment services for comprehensive tracking and automated reminders.