Run your whole operation, synced up.
Quotes, work orders, invoices, online payments, and a customer portal — one console that keeps every technician and office in your trade business perfectly in sync.
14 days free · no credit card required
184
Active clients
312
Locations tracked
27
Open quotes
63
Jobs this week
Upcoming work orders
This weekRiverside Medical Plaza
HVAC system tune-up
Harbor Point Retail
Electrical panel upgrade
Cedar Ridge Schools
Plumbing repair
Built for field-service trades of every kind
One console for the whole job lifecycle
From the first quote to the final invoice, SyncedUp CRM keeps your office and field teams looking at the same source of truth.
Clients, contacts & locations
Every client, contact, and serviced site rolled up in one place, with full history and access notes at a glance.
Inspections & vendors
Set an inspection interval per location and see what's overdue or coming up, with the vendors behind each site.
Quotes that convert
Email a quote with a PDF and accept link. Clients e-sign online and it becomes a work order — with race-proof numbering.
Work orders
Dispatch and track work from first call to final sign-off, with photos and on-site customer signatures.
Invoicing
Turn completed work into an invoice in a click, emailed as a PDF with a secure link to pay.
Payments & autopay
Take card and bank payments online through your own Stripe account, and bill service contracts on schedule with saved payment methods.
Customer portal & booking
One link where clients see their quotes, invoices, and work orders — plus a public page to request an appointment.
Reminders & reviews
Automatic email appointment reminders and post-job review requests, in your own words.
Subscribable calendar
iCal and CalDAV feeds put your schedule in Google Calendar, Outlook, or Apple Calendar — and CalDAV lets you reschedule from there.
Inventory & pricebook
Track stock, flag what's running low, and reuse one pricebook across quotes, work orders, and invoices.
Reports & analytics
Revenue trends, technician performance, outstanding invoices, and recurring revenue at a glance.
QuickBooks Online sync
Invoices and payments push to QuickBooks Online automatically, so the books stay current.
Up and running before your coffee's cold
No lengthy onboarding, no consultants required — SyncedUp CRM is self-serve from the first click.
Create your organization
Sign up in minutes and get your own workspace — no sales calls, no setup fees, 14 days free.
Bring your team on board
Invite technicians, office staff, and managers with the right access for each role.
Run the whole job lifecycle
Quote, schedule, dispatch, and invoice — all synced, all in the same place, from day one.
Your data, walled off like it should be
Your business runs on trust — your CRM should hold itself to the same standard. Every organization's data is isolated at two independent layers, so one tenant can never see another's.
Application layer
Every query is automatically scoped to your organization before it ever reaches the database — no route can accidentally reach across tenants.
Database layer
Postgres Row-Level Security enforces the same boundary a second time, independent of the application code above it.
Organization A
Clients, quotes & invoices — visible only inside Org A
Organization B
A completely separate, independently enforced boundary
How do we stack up?
See SyncedUp CRM side by side with Jobber, Housecall Pro, and ServiceBox — feature by feature, with sources.
Start free. Stay in sync.
Try the full product for 14 days, on us — no credit card, no sales calls. Then pick the plan that fits your team size. Every plan includes every feature.
14-day free trial
$0for 14 days
Try everything before you pick a plan.
- Full access to every feature
- No credit card required
- Bring your team and run real jobs
Starter
$75/month
For small crews getting synced up.
- Up to 5 users
- Every feature included
- Email support
Team
$175/month
For growing teams with office and field staff.
- Up to 15 users
- Every feature included
- Priority email support
Business
$275/month
For established operations running many crews.
- Up to 25 users
- Every feature included
- Priority support and guided onboarding
Every plan includes everything
You're only choosing your team size — never which features to unlock.
- Unlimited clients, locations & contacts
- Quotes with e-signature, work orders & invoices
- Online payments, autopay & recurring billing
- Customer portal & online booking
- Reminders, review requests & QuickBooks Online sync
- Inventory, pricebook & reporting
- Subscribable iCal / CalDAV calendar
- Team invites with role-based access
- Two-layer, tenant-isolated data security
Need more than 25 users, multiple organizations, or custom onboarding? Talk to us.
Prices are per organization, billed monthly. Card and bank payments from your clients are processed by Stripe; processing fees are separate from your plan.
Questions, answered
Yes. Every query is scoped to your organization at the application layer, and enforced a second time at the database layer with Postgres Row-Level Security. One tenant's data is never visible to another.
Reach out during your trial and we'll help you get your clients, locations, and contacts imported so you're not starting from a blank slate.
Yes — every organization gets a subscribable iCal feed, plus CalDAV support, so your schedule shows up automatically in whatever calendar app your team already uses.
We'll reach out before anything changes so you can pick the plan that fits your team: Starter is $75/month, Team is $175, and Business is $275. Nothing is billed automatically without your say-so.
No. Every plan includes every feature. Plans differ only in how many users they include and the level of support — so you're choosing a team size, never deciding which features to go without.
Yes. Connect your own Stripe account and clients can pay by card or bank transfer from a secure link on each invoice, or save a payment method for autopay on recurring service contracts. Stripe's processing fees apply, along with a platform fee on each payment — reach out and we'll share the current rate.
Yes, with QuickBooks Online. Once you connect it, invoices and their payments are pushed to QuickBooks automatically. The sync is one-way today — SyncedUp CRM sends to QuickBooks but doesn't read changes back.
Starter includes up to 5 users, Team up to 15, and Business up to 25. Office staff, technicians, and managers each get role-appropriate access, not a shared login. Need more than 25? Reach out and we'll set you up.
Ready to get your team synced up?
Create your organization in minutes. No sales calls, no setup fees — just your first 14 days, free.