Month: January 2018

Exporting Lists (Workers or Projects)

Occasionally, it will be convenient to export a list of Worker Users or a list of current projects. To do so, follow these steps:

  1. Click “Settings” in the navigation panel at the left, then select “Export” in the sub-menu that opens
  2. For both Workers and Projects, there is a menu to select whether you want to see ALL, ACTIVE, or INACTIVE
  3. Once you pick which group, click the appropriate “export” button for what you want to export. A CSV file will download immediately and this file can be opened in your text editor or spreadsheet program (typically Excel)

The screenshot below shows how to export INACTIVE PROJECTS:

Daily Site Reports

Daily site reports are a quick an easy way to keep your customers updated about your employees’ activities at their sites. If your employees are using SYNCrew correctly taking good, relevant photos and writing down good notes about their site visits, you can easily use this feature to share relevant information about the visits with the site’s owner. The feature gives you a lot of options to tailor this report and also allows you to edit the language in case there are grammatical errors or incorrect information.

To start, you need to enter the client’s email address(es) on each location, that way the report can be emailed to the client. You can also enter generic or specific site info that you want to be shown in the report (optional)

To run the actual report, select the “Reports” menu item and then the “Daily Site Reports”.

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