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SyncHQ Pro™Every Customer. One AI Platform.
Complete CRM + AI Intelligence

Everything You Need to Run Your Business

Scheduling, invoicing, CRM, team chat, AI, and 10 native integrations — all in one platform. No bolt-ons, no extra purchases. Start with a 30-day free trial.*

SyncHQ Pro dashboard — manage scheduling, invoicing, and CRM in one platform

Core Features

Everything you need in one platform — from $9/month with a 30-day free trial*

Smart Scheduling & Dispatch

Drag-and-drop calendar with conflict detection, staff availability tracking, and route-optimized assignments.

  • Route-optimized assignments

  • Conflict detection & prevention

  • Recurring job patterns

  • Priority-based dispatch

Customer CRM

Complete customer profiles with service history, geocoded addresses, booking portal, and QuickBooks sync.

  • Full customer profiles

  • Online booking portal

  • Review & reputation management

  • QuickBooks Online sync

Mobile PWA — Works Offline

Progressive Web App that installs on any device and works offline. Data syncs automatically when you reconnect.

  • Full offline support

  • Installs like a native app

  • Works on any device

  • Background sync queue

Invoicing & Payments

On-site invoices, Stripe & Razorpay payments, PDF generation, and QuickBooks sync.

  • Stripe cards & ACH

  • Razorpay UPI & net banking

  • PDF invoice generation

  • QuickBooks Online sync

Analytics & Reporting

Real-time dashboards with custom metrics, staff performance tracking, and export to PDF, CSV, Excel, or JSON.

  • Real-time dashboards

  • Custom metric tracking

  • 4 export formats

  • Staff performance analytics

Inventory Management

Track parts with SKUs, manage stock levels and reorder alerts, organize by categories and suppliers.

  • SKU-based tracking

  • Reorder level alerts

  • Supplier management

  • Inventory reporting

Team Chat (Direct + Group)

Real-time messaging with direct chat, group chat, read receipts, @mentions, and online presence indicators.

  • Direct & group messaging

  • Read receipts & presence

  • @mentions & file sharing

  • Works offline

AI-Powered Intelligence

10 AI insights — 6 free from your data. BYOK for advanced features — smart proposals, NLP search, sentiment analysis.

  • 10 AI insights (6 free data-driven)

  • BYOK: OpenAI or Anthropic

  • Smart proposals & NLP search

  • Zero AI markup cost

Support Ticketing (SLA)

Priority-based tickets with auto SLA tracking, status dashboard, and team assignment.

  • SLA auto-tracking

  • Priority-based routing

  • Status dashboard

  • Team assignment

Estimates & Proposals

Create Good/Better/Best estimates that customers can compare side by side. Convert approved estimates into jobs with one click.

  • Good/Better/Best options

  • One-click job conversion

  • AI photo estimation

  • Price list catalog

Time Tracking & Timesheets

Clock in/out with live timer, log manual entries, view weekly timesheets, and approve hours for payroll.

  • Clock in/out timer

  • Weekly timesheets

  • Manager approval workflow

  • Job cost tracking

Customer Portal

Self-service portal for customers — book services, view job status, pay invoices, and communicate with your team.

  • Self-service booking

  • Online invoice payments

  • Job status tracking

  • Document sharing

Phone & Call Tracking

Log inbound and outbound calls, auto-link to customers, add notes, and analyze call volume trends.

  • Call logging & history

  • Auto customer linking

  • Follow-up scheduling

  • Call analytics

Marketing & Campaigns

Email and SMS campaigns with targeted audiences, performance tracking, and ROI measurement.

  • Email & SMS campaigns

  • Audience segmentation

  • Performance tracking

  • ROI measurement

Workflow Automation

Define rules that automatically execute actions when business events occur — notifications, tasks, and webhooks.

  • Trigger-action rules

  • Auto notifications

  • Outbound webhooks

  • Event-driven tasks

Document Management

Upload, organize, and share documents securely — contracts, photos, permits linked to customers or jobs.

  • Centralized storage

  • Customer/job linking

  • Secure sharing

  • Azure Blob backed

Team & Staff Management

Manage your workforce with role-based permissions, skills tracking, availability, and performance monitoring.

  • Role-based access

  • Skills & availability

  • Custom roles

  • Performance tracking

Procurement & Supplier Management

Complete purchase order lifecycle — create POs, track deliveries, 3-way match (PO → receipt → invoice), and spend analytics dashboard.

  • Purchase order workflow

  • 3-way match verification

  • Vendor management

  • Spend analytics dashboard

Expense Tracking & Mileage

Track expenses by job, category, or team member. Log mileage for field work and generate reports for tax season.

  • Per-job expense tracking

  • Mileage logging

  • Receipt capture

  • Tax-ready reports

White-Label Branding

Resell SyncHQ Pro under your own brand — custom logos, colors, domains, and PWA icons. Perfect for agencies and franchises.

  • Custom branding & logos

  • Custom domain support

  • Branded PWA install

  • Agency/franchise ready

Job Checklists & Attachments

Create quality checklists for every job type. Attach photos, documents, and permits directly to jobs for complete documentation.

  • Custom checklists per job type

  • Photo & file attachments

  • Completion verification

  • Audit trail

CSV Import/Export

Migrate from any platform — bulk import customers, jobs, and invoices from CSV. Export everything for reporting or backup.

  • Bulk customer import

  • Job & invoice migration

  • One-click data export

  • Competitor migration tool

Forms & Surveys

Build custom forms for field work — site assessments, customer feedback, safety checklists. Collect responses digitally.

  • Drag-and-drop form builder

  • Post-job feedback surveys

  • Digital site assessments

  • Response analytics

GDPR & Data Compliance

Built-in privacy tools — data export, right to deletion, consent management, and audit logs. DPDPA-compliant for India.

  • Right to deletion (RTBF)

  • Data export on request

  • Consent management

  • Audit trail & logs

Multi-Currency Support

Serve international clients — invoice in their currency, track payments across currencies, and auto-convert for reporting.

  • Multi-currency invoicing

  • Auto conversion rates

  • Currency-aware reporting

  • International payments

Email Templates & Drip Sequences

Automate email marketing with branded templates and multi-step drip sequences. Trigger campaigns from job lifecycle events.

  • Branded email templates

  • 7-step drip sequences

  • Event-triggered sends

  • Open & click tracking

Multi-Factor Authentication

Protect every account with app-based 2FA. Enterprise-grade security for your entire team.

  • TOTP app-based authentication

  • Organization-wide enforcement

  • Backup recovery codes

PDF Export

Download professional invoices and estimates as PDFs. One click, ready to send.

  • One-click PDF generation

  • Branded with your company logo

  • Email PDFs directly to customers

Bulk Operations

Process hundreds of jobs, invoices, or estimates at once. Stop clicking one by one.

  • Bulk status updates

  • Bulk technician assignment

  • Bulk export to CSV/Excel

Job Materials & Purchase Orders

Track materials needed per job. Auto-create purchase orders to prevent stockouts.

  • Per-job material tracking

  • Auto purchase order creation

  • Supplier management

Unified Notifications

Never miss a customer. Messages auto-route through WhatsApp, SMS, or email.

  • Multi-channel delivery

  • Auto-fallback chain

  • Lifecycle event triggers

Bring Your Own AI

Connect your own OpenAI or Claude account. Your data, your control, zero markup.

  • Zero AI markup

  • Switch providers in 60 seconds

  • Your data, your control

IP Whitelist

Lock down access to your office network. Meet compliance requirements with one toggle.

  • Network-level access control

  • CIDR range support

  • Instant enforcement

Equipment Maintenance Alerts

Automatic reminders when equipment needs service. Never miss scheduled maintenance.

  • Scheduled maintenance alerts

  • Full service history log

  • Warranty expiration tracking

Real-time Location Tracking

See where your field team is right now. Dispatch the nearest technician instantly.

  • Live GPS map view

  • Nearest-technician dispatch

  • Route visibility

Live Support Chat

Chat with support in real-time. AI-assisted responses, voice calls when needed.

  • In-app chat support

  • AI-assisted responses

  • Voice call escalation

Built for Your Industry

Tailored workflows for different types of service businesses

10 Native Integrations — All Free

Google Calendar, Microsoft 365, Razorpay, Stripe, QuickBooks, SMS, WhatsApp, Webhooks, REST API, and Route Optimization — all built in at $0 extra.

GC

Google Calendar

M365

Microsoft 365

RP

Razorpay

S

Stripe

QB

QuickBooks

SMS

SMS (Twilio)

WA

WhatsApp

ZAP

Webhooks & Zapier

API

REST API

RO

Route Optimization

Works Offline

Your Team Will Love It

SyncHQ Pro is a Progressive Web App that works on any phone or tablet — even without internet. No app store download needed.

  • Full offline mode — complete jobs without internet

  • Installs on home screen like a native app

  • Works on iOS, Android, tablets, and desktops

  • Background sync when connection returns

  • On-site invoicing and payments

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Ready to Try It?

All features included. No credit card required. 30-day free trial.*

All features included · No credit card · From $9/month