Features

Everything the shop runs on, in one place.

What’s in Synhelm today — not a wishlist. Every item below is live in the app.

Create your shop

Jobs and clients

The job is the center. Everything else attaches to it.

Projects

  • A board by status, job numbers, and finish-by dates
  • One hub per job: tasks, crew, hours, photos, blueprints, files, chat, and paper
  • A job summary with progress, hours, invoiced, balance, and expenses
  • Notes on every job
  • Client updates with bullet-point progress and the latest photos, plus a private progress pagePro

Clients

  • Directory and pipeline from lead to active to closed
  • Several contacts per client
  • Export a client’s full file as a ZIP

Appraisals

  • Walk the site before there’s a client: contact, address, notes, measurements
  • Photos and blueprints saved to the appraisal
  • Turn it into a client and a draft estimate in one step

Tasks

  • Tasks belong to a job, with an assignee, due date, and instructions
  • Crew see “My tasks” on their phone
  • Overdue work shows up on your Home

Crew and the field

Built for a phone in a work glove. No app store, no crew email accounts.

Time clock

  • Crew sign in with a PIN from one shop link or QR
  • Clock into a job, take breaks, switch jobs
  • A week schedule you drag people around on; each person sees their own days
  • Who is on site now, and each person’s hours today
  • A live crew board that refreshes itself: job, time on the clock, and what they did lastPro
  • Location stamp on clock-in and clock-out when you allow itPro
  • Long-shift reminders and automatic clock-out at a limit you setPro

Safety sheets

  • Build your own sheets: checks, yes/no, text, dates, choices, signatures, photos
  • Required at every clock-in and job change, or once per job per day
  • Every signed sheet opens in full and downloads as a PDF

Timesheets and time off

  • Month calendar and date ranges, hours by client and site
  • Overtime only if you set a daily cap
  • CSV export for your bookkeeper
  • Time-off requests and time-change requests you approve

Phone notifications

  • New tasks, messages, reminders, safety flags, and expiring documents
  • Each person chooses what they get

Photos, files, and chat

The job’s paper trail, where the job is.

Photos

  • Photos by type and job, with markup on upload
  • A location stamp on every photo, seen only by the officePro
  • Compressed on the phone, so uploads work on a weak signal

Documents

  • Folders for the shop, the job (blueprints, drawings), and each person (certificates, licences)
  • Expiry dates with warnings before a certificate or licence runs out
  • Files open right in the app

Blueprint reader

  • Upload a PDF set; each page becomes a sheet to zoom, pinch, and flip on any phone
  • Sheet numbers read from the title block, and every sheet can be renamed
  • New revisions become current; older ones stay readable, and Compare shows what changed in red
  • Mark up a copy with pen, highlighter, arrows, boxes, clouds, text, checks, and numbered pins
  • Save the markup, post it in the job chat, email it from the business, or save the picture
  • Crew on the job read the drawings; you choose who may mark them up

Chat

  • Named conversations and groups
  • Job chats stay with the job and the crew on it

Estimates, invoices, and getting paid

Paper that looks professional, and money you can see.

Estimates

  • Three paper styles with your logo and colour
  • Categories with scope lines, discounts, tax, and deposits
  • Send the PDF by email from the app; replies go to you
  • Convert to a job or an invoice without retyping
  • A price book of the lines you use most, added in one tap

Invoices and payments

  • Record partial payments and see the balance due
  • Polite automatic reminders and repeating invoicesPro
  • Clients approve estimates online with a signaturePro
  • Reports on what’s owed, collected, billed, estimates won, and days to get paid

Change orders and progress billing

  • Change orders the client signs online; they join the contractPro
  • Deposit, progress-to-a-percent, and holdback (retainage) invoices, worked out for youPro

Winning work

Leads in, happy clients talking about you.

Quote requests and reviews

  • A quote request page with your logo for your website and social pages
  • Requests land in Appraisals with a notice and an email
  • Ask a paid client for a review in one tap

Running the shop

Yours to set up, and easy to hand parts of it to the office.

Equipment and daily reports

  • Where each tool and machine is, who has it, and when it’s due for service
  • A daily report PDF per job: crew, hours, notes, weather, safety, and photos
  • Stop clock-in when someone’s certificate has expired, if you choose

Subcontractors

  • Insurance and licence dates that turn amber, then redPro
  • Payments by job and a year-end list for your bookkeeper (T5018 or 1099-NEC)Pro

Office access

  • Invite office staff and choose exactly which areas they can open
  • Enforced on the server, not just hidden
  • Email confirmation and password reset for every login

Your shop, your way

  • Your logo and your words for “Projects”, “Crew”, and “Clients”
  • Your colour, theme, and typefacePro
  • A Home screen you arrange by drag and dropPro
  • Turn off the tools you don’t use — Blueprints, Appraisals, Chat — and they leave your menu
  • Bring clients and crew in from a spreadsheet
  • Send paid invoices and new requests to Zapier, Make, or your own toolsPro
  • Works in the browser, on phones, and as a Windows app

Run the whole shop from one place.

Set up your shop in a few minutes. Add your logo, your crew, and your first job — the rest follows the job.

Create your shopSee pricing