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At Syncro, we know our platform is packed with powerful features that can help our partners, and MSPs as a whole, scale their businesses, simplify operations, and deliver exceptional services to their customers.
But here’s the thing: Sometimes, an MSP’s biggest challenge isn’t just having the right tools at their disposal, it’s also knowing how to leverage those tools to get the most value.
That’s why we launched Power Hour, our new interactive webinar series designed to help our partners get more out of the Syncro platform. Each session is packed with tips, tricks, and under-the-radar features, live Q&A, and finally, follow-up resources shared in the Syncro Community Forum.
Our kickoff episode, “10 Things I Wish I Knew When I Started,” set the tone with a rapid-fire walkthrough of features every Syncro partner should be should be aware of (but many might not know exist).
If you missed this first one, not to worry. Below is a high-level recap of what we chatted about, including key takeaways and tips.
1. Parts Module
Forget bloating your inventory with one-off purchases. The Parts Module gives you a fast, organized way to track and manage incidental hardware like chargers, adapters, or replacement screens, all tied directly to tickets. You can view statuses (ordered, received, installed), trigger notifications, and keep a clean audit trail without cluttering your main inventory. You can also leverage it for internal IT, specifically for tracking the status of warranty part orders.
Pro tip: You can use ticket attachments to track receipts and paste hosted URLs into part order notes, with built-in notifications and automation triggers as well.
2. Documentation Center
Syncro’s Documentation Center becomes an even better, more helpful resource with just a few simple tweaks.
For example, during the session, Daniel Hedges (Senior Sales Engineer and longtime Syncro power user) recommends building a custom “left-nav” doc to create quick links in the sidebar, and personalizing your Welcome Page for fast access to the content that matters most. In short, backlinks for customer-specific docs automatically attach to all assets. 3. Mailer Module
Send one-time or automated emails based on saved customer or asset searches. Whether it’s a two-week follow-up after a closed ticket or a proactive alert about out-of-warranty devices, the Mailer Module streamlines customer outreach. Syncro’s email service even tracks opens, clicks, and delivery history for full visibility.
3. Leads (Inbox) Module
The Leads Module is your built-in inbox and is an essential tool for decluttering ticket queues. You can set rules to create tickets only for existing customers or flagged email types, while filtering out spam or vendor emails for manual review.
Pro tip: You can build email rules that parse vendor emails by subject line and auto-route them to the correct organization, without having to create a new end user for every third-party contact.
4. Module Menu Selector
This top-right dropdown in every main module gives quick access to critical sub-modules like SLAs, ticket automations, recurring invoices, and the community scripts library. No need to dig through admin settings, just click and go.
5. Search Box
The Search Bar is your shortcut to fast filters for Tickets, Assets, Invoices, and Estimates. For instance, just start typing a customer’s name and you’ll see instant filter icons to jump straight to only their Assets!
For instance, just start typing a customer’s name, and you’ll see instant filter icons to jump to tickets, assets, or invoices. This saves several clicks compared to navigating through customer records manually.
6. System Checks
These built-in network connectivity checks allow you to ping internal and external devices or web addresses (using curl). It’s perfect for monitoring backup NAS connections, IP cameras, or web servers. Bonus: You’ll get early warnings if a device goes down before a backup fails or a client calls.
7. Quick View Icon for Assets, Tickets & Customers
The small magnifying glass icon next to assets, tickets, and customers opens a pop-up with full details so you don’t have to navigate away. From here, you can run scripts, chat with users, or view documentation in one streamlined interface. This is particularly useful when working inside a ticket.
8 & 9. RMM Policy Monitors (Process & Services; Event Log Queries)
Syncro’s policy monitors for Event Logs, Processes, and Services are easier to configure than most realize. Daniel walked through how to create monitors for:
- Windows update failures
- User lockouts (e.g., event ID 4740)
- Missing or stopped antivirus services
- Unapproved software (like third-party RMMs or screen-sharing apps)
You can trigger automated remediations (e.g., ticket creation, script execution) when an issue is detected to help you stay ahead of problems.
10. Custom Forms for End Users
Need a new hire form? An onboarding checklist? You can build forms that end users fill out via custom widgets linked to ticket custom fields. Data flows automatically into the ticket, complete with signatures, dropdowns, custom text fills and auto attach technician-only worksheets.
Bonus Tips
In addition to the ten core features, the Q&A section surfaced a few other gems:
- How to handle part receipts (hint: use ticket attachments or notes)
- Segmenting customers as MSP vs. break/fix using customer custom fields and customer searches
- Managing bulk updates with CSV import/export
- Routing emails from vendors like ThreatLocker using subject-based rules
- Tips for simplifying the Docs Center and using the in-app question mark for context-sensitive help
Final Thoughts
Whether you’ve been using Syncro for years or you’re just getting started, chances are there’s untapped potential right at your fingertips. Luckily, Power Hour is designed to uncover those hidden efficiencies and help you take your use of Syncro to the next level.
Be sure to join our next episode on Friday, July 25, 2025, where we’ll be chatting about Microsoft 365 Integration. This session includes:
- Step-by-step instructions for integration
- Permissions and prerequisites you need to know
- Common setup mistakes (and how to avoid them)
- Live Q&A with Syncro experts
In the meantime, check the Syncro Community Forum for bonus resources, session recordings, and announcements about the next Power Hour.
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