Sync guides

Step-by-step help, whenever you need it

Clear, practical how-to guides for setting up and running Sync, written for the people who actually use it on site and in the office.

Main contractors

How to create a project in Sync

Set up the customer and any trade partners, then create a project with its details, address and team, ready to manage and share.

14 steps 8 min read Read guide

Main contractors

How to work in a project in Sync

A tour of the whole project record: move between the Summary, Overview, Financials, Compliance and Documents tabs to manage details, team, tasks, money and compliance.

25 steps 10 min read Read guide

Main contractors

How to raise a trade partner purchase order

Raise a PO against a project, add line items, then preview and send it to the trade partner contact by email.

19 steps 9 min read Read guide

Main contractors

How to add users and manage permissions

Add new users, set their details, PO limits and permissions, then manage access per user or in bulk through Roles across your whole team.

14 steps 7 min read Read guide

Main contractors

How to create and publish a site induction

Build a site induction on a project, add sections and questions, then publish it for completion by QR code or through the project.

16 steps 7 min read Read guide

Subcontractors

How subcontractors get started with Sync

Create a Sync account, connect with a main contractor via a linking code, access shared projects and get your team site-ready.

14 steps 6 min read Read guide

Subcontractors

How to add users and engineers

Add users as an Admin or Group member, mark a user as an engineer, then manage engineer credentials and share them with a QR code.

10 steps 6 min read Read guide

Subcontractors

How to set up engineer roles and credentials

Set up engineer roles and the credential types they require in Config Settings, so engineers are held to the right standard and stay site-ready.

7 steps 5 min read Read guide

Subcontractors

How to work on a project

Work on a project a main contractor has shared with you: view details and drawings, log your time with digital site check-in, complete inductions and report a near miss.

10 steps 7 min read Read guide

Subcontractors

How to access and share your linking code

Find your Sync linking code, share it with a main contractor to connect your portals, and access the projects they share with you.

7 steps 4 min read Read guide

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