User Guide

This guide helps users understand how to use Sync It in day-to-day operations.

Getting Started

Follow these steps to get started:

  1. 1

    Download the app

    Available on iOS and Android

  2. 2

    Your manager must create your account

    You cannot sign up on your own — your company admin adds you

  3. 3

    You will receive a password reset email

    Check your inbox for login credentials

  4. 4

    Download the app before setting your password

    Ensure the app is installed first

  5. 5

    Log in using your email and password

    You're ready to go!

User Settings

Personal Information

Update your name, email, and contact details

Notifications

Enable or disable notification types

Notification Types:

  • Messaging notifications
  • Equipment notifications
  • Payroll notifications

Note: If you use multiple devices, make sure notifications are enabled on each device individually.

Timecards

Clock In / Out

Tap to start and stop your work day

Add or Edit Timecards

Make changes to your recorded hours

Adjust Date and Time

Correct start and end times

Certify Timecards

Approve your hours for payroll

Payroll Period Selection

Your company determines the payroll schedule. Common options include:

  • • Weekly
  • • Bi-weekly
  • • Twice per month
  • • Monthly

Certification Process

When your timecard shows red, it needs certification. Once certified, it will turn green. Your manager will then receive it for payroll processing.

Checklists

Yellow Indicator

Shows checklists that are due or overdue

Complete Tasks

Mark items as done as you work

How to Complete a Checklist

  1. 1. Open the checklist assigned to you
  2. 2. Complete each task item
  3. 3. Add notes if needed
  4. 4. Submit the checklist when finished

Important Notes

  • • Incomplete items are visible to your manager
  • • Some checklists are linked to equipment or services
  • • Make sure to complete all required items before submitting

Receipts

Upload Receipts

Take a photo or select from gallery

Confirmation

You'll see confirmation after upload

Recent Receipts

Last 5 receipts visible in the app

Quick Access

View history anytime in the app

Camera Bug Workaround

If you experience camera issues within the app, try this workaround: Open your phone's camera app separately, take the photo, then return to Sync It and upload from your gallery.

Messaging

Create Channels

Organize conversations by team or topic

Assign Users

Add team members to channels

Post Messages

Share text updates with your team

Share Images

Send photos directly in chats

Admin Permissions

Only admins can create and manage channels. Contact your manager if you need to set up a new channel.

Equipment

Tools Section

Access service reports and maintenance info

Filter Options

Sort by mileage, hours, or days

Equipment List

View all assigned equipment

Service Tracking

Monitor maintenance schedules

View/Edit Details

Tap on any equipment to see full details, update mileage or hours, and view service history.

Notifications

You'll receive alerts when equipment needs service or when maintenance is overdue.

Certifications

Incomplete

Certifications you need to complete

Completed

Awaiting supervisor verification

Verified

Approved by supervisor

Certification Groups

Some advanced roles require multiple certifications grouped together. Complete all requirements to qualify.

Task Requirements

Each certification includes specific tasks you must complete. Your supervisor will verify your work before approval.

Projects

Track work on specific jobs and submit daily reports.

View Project Details

See job information, location, and requirements

Submit Daily Reports

Log your work each day

Add Notes

Document observations and issues

Track Labor Hours

Record time spent on each task

User List

Company Directory

View all team members in your organization.

  • CE
    Chris Eberth
    Admin

Additional users appear here as they're added to your company.

Copy Phone Numbers

Tap on a user's phone number to copy it to your clipboard for easy access.

Additional Tools

Update App

Keep Sync It up to date

Report Issues

Contact support for help

Web App

Access via browser

Download Quick Start Guide

Get the comprehensive PDF guide to get up and running with Sync It quickly.

Download PDF Guide

Ready to Get Started?

Download Sync It and start managing your business better.