Option 1: Share projects: This option is for when BOTH companies are clients of SYNCrew and lets one company see everything from the other company at shared projects only (work at non-shared projects remain private). This is often more information then either party wants, but it can be very useful depending on the project.
To set this up, we connect two companies and then one company (usually the “General Contractor”) would “share” the project with the other (we’ll call it the “sub-contractor” here). Everything looks the same in the sub-contractor’s portal except that the projects will be “owned” by the other. The magic here is that all the info shows up in General Contractors portal just as it does in Sub-Contractors’. Specifically, the General Contractor would see:
- When a Sub-Contractor employee clocks in, out, or takes a progress picture
- General Contractor can run reports as they would with their regular employees
- General Contractor can search photos and notes
- Again, the General Contractor CANNOT see work that Sub-Contractor employees do at other projects that are not shared. The Sub-Contractor employees will basically disappear from General Contractor’s view if they do work for other clients
Option 2: Set up limited admin accounts: This requires no real setup and is typically used when a SYNCrew client wants to provide access to a client of theirs for just one or a few of their projects. To set this up, just create a Limited Admin account for the person you want to be able to see and configure that admin with the appropriate access. Limited admin accounts can be set up in many ways and you can consult this article or contact SYNCrew support for help.
Option 3: Email progress pictures taken by managers: This requires no real setup either. SYNCrew has many ways to share photos which may assist in sharing data:
- Photos can be manually sent from the app at Change Task or Clock Out. The app user can just enter the email address then and all photos taken at the time will send
- Rules can be set up so photos that meet certain criteria can be sent automatically to pre-specificied email addresses
- Reports: Some reports including Work Block reports and Daily Site reports can be emailed automatically or manually (varies by report)