SynqToolsDocumentation
Complete guides for all 19 business tools. Learn how to streamline your operations and get the most out of your SynqTools platform.
Getting Started
Follow these steps to set up your SynqTools account and start managing your business more efficiently.
Create Your Account
Sign up and complete your organization setup
Choose Your Tools
Select the 3-5 tools most relevant to your business
Set Up Your First Tool
Most users start with Invoice Generator or Client Manager
Import Your Data
Bring in existing clients, projects, or financial data
All Business Tools
Comprehensive guides for each of the 19 integrated business tools.
Core Business Tools
Essential tools for day-to-day business operations
Invoice Generator
Create professional invoices with templates, track payments, and manage client billing
Expense Tracker
Track business expenses, categorize costs, and generate expense reports
Client Manager (CRM)
Manage customer relationships, track interactions, and organize client data
Payment Tracker
Monitor payments, receivables, and recurring billing
Project & Time Management
Tools to manage projects, tasks, and time efficiently
Time Tracker
Track billable hours, manage projects, and analyze productivity
Task Manager
Organize tasks, set deadlines, and track project progress
Employee Timesheet
Manage staff schedules, attendance, and payroll processing
Appointment Scheduler
Schedule meetings, manage availability, and organize appointments
Sales & Marketing
Generate quotes, manage leads, and run marketing campaigns
Quote Generator
Create professional quotes and proposals for potential clients
Lead Manager
Track leads through your sales pipeline and manage conversions
Marketing Campaigns
Plan and execute marketing campaigns with email automation
Content Studio
Create and manage marketing content and brand assets
Business Analysis
Financial reporting and business intelligence tools
Financial Reports
Generate P&L statements, cash flow reports, and financial analytics
Project Estimator
Calculate accurate project costs and create detailed estimates
ROI Calculator
Analyze investment returns and profitability
Operations & Support
Manage contracts, inventory, assets, and customer support
Contract Manager
Manage contracts, renewals, and compliance tracking
Inventory Manager
Track stock levels, manage suppliers, and organize inventory
Asset Tracker
Manage equipment, track maintenance, and monitor asset lifecycle
Customer Support
Handle support tickets and manage customer service
Common Workflows
Step-by-step guides for the most common business tasks using SynqTools.
Creating Your First Invoice
Set up a client and generate a professional invoice
Go to Client Manager and add your client details
Navigate to Invoice Generator and select 'New Invoice'
Choose your client and add line items
Customize with your branding and send
Setting Up Time Tracking
Start tracking billable hours for client projects
Create a project in Time Tracker
Set up your hourly billing rates
Start the timer when working on client projects
Generate time reports for client billing
Managing Client Relationships
Organize all client interactions in one place
Add client contact information in CRM
Log all meetings and communications
Track deals through the sales pipeline
Set follow-up reminders for important tasks
System Requirements
SynqTools works on all modern devices and browsers.
Supported Browsers
- Chrome 90+
- Firefox 88+
- Safari 14+
- Edge 90+
Device Requirements
- Desktop & laptop computers
- Tablets (iOS & Android)
- Mobile phones (responsive design)
- Minimum 1GB RAM recommended
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