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Estimates/Invoicing
Estimates
Unbilled Items
Previous Invoices
Recurring Invoices
Contracts
Products & Services
Products
Services
Subscriptions
Categories
Domain & Hosting Management — Synergy Balance: $0.00
| Domain | Status | Expiry Date | Auto-Renew | Client | Actions |
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| Domain | Status | Plan | Server | Expiry Date | Client | Actions |
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Search for Available Domains
Search Results
Register Domain:
Purchase New Hosting
Generate .AU Domain Eligibility
Look up ABN/ACN to get eligibility information for .au domain registration.
Eligibility Information
.AU Domain Eligibility Status
Monitor eligibility status of your .au domains. Invalid eligibility requires attention.
| Domain | Status | Eligibility | Eligibility ID | Expiry Date | Actions |
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Product Research
Analysis
Recommendations
Searching supplier products and analyzing options...
Purchasing
Purchase Requests
Purchase Orders
Suppliers
Supplier Bills
Customer Returns
Supplier Return Authorizations (RAs)
Credit Notes
Store Credits
Projects
Tools
Text-to-Speech Generator
Preview
Use Cases
- Voicemail Greetings: Create professional voicemail messages
- IVR Prompts: Generate menu options and announcements
- On-Hold Messages: Inform callers while they wait
Audio files are generated in WAV format for maximum compatibility with phone systems.
Document Templates
Label Templates
Label Specifications
- Size: 29x90mm (Brother DK-11201 compatible)
- Content: Text, Code128/Code39 barcodes, QR codes
- Variables: Use
{{variableName}}syntax for dynamic content - Sources: Generate from product serials, RMM agents, or manual data
Bulk Emailer
SMS Messaging
Send SMS
Message History
Recipients
Selected Recipients (0)
Message
Sending to 0 recipients
Messages will be sent in batches of 20
Form Builder
| Name | Status | Fields | Submissions | Created | Actions |
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New Form
No fields yet. Click "Add Field" to start building your form.
No actions configured. Actions are triggered when a form is submitted.
Preview will appear here once you add fields.
Add Field
Validation Rules
Add Action
Field Mappings
Map form fields to ticket properties for better organization
Form Submissions:
| Date | Data | IP Address | Ticket | Actions |
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Devices
Total
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Online
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Offline
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New
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Acknowledged
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Resolved
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Total
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Enabled
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Disabled
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Runs Today
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GetScreen.me Quick Support
Create a one-time support session to remotely assist users who don't have the GetScreen agent installed.
How to use:
- Click "New Quick Support Session" to generate a session code
- Share the code with the user:
- By phone: Ask them to go to
go.getscreen.meand enter the code - By email: Copy the client URL and send it to them
- By phone: Ask them to go to
- User runs the temporary client - no installation required
- Click "Connect" to start the remote session
Active Sessions
No active sessions. Create a new session to get started.
TechOps-Remote
DisabledBuilt-in browser-based remote desktop. Enable or disable the Remote button on devices.
ScreenConnect / ConnectWise Control
Not ConnectedEnable remote access to devices through ScreenConnect. Launch remote sessions directly from device details.
GetScreen.me
Not ConnectedRemote access via GetScreen.me. Supports permanent agents and quick support sessions.
Splashtop Enterprise
Not ConnectedEnterprise remote access via Splashtop. High-performance remote control with security features.
RustDesk (Self-Hosted)
Not ConnectedSelf-hosted remote desktop using RustDesk OSS. RMM agent auto-detects installed RustDesk clients.
Global variables are available to all scripts across all devices. Use {{VARIABLE_NAME}} syntax in scripts.
Administration
User Management
User Groups
Groups control which features users can access. Assign users to groups to manage their permissions.
Ticket Statuses
Ticket Priorities
Regions & Timezones
Service Billing Rules
Set minimum billable time and billing increments per service. Actual logged time is preserved; rounding applies only at billing/invoicing.
Outbound Email
Microsoft Graph API
Connection Status
Microsoft Graph API Not Configured
Click the button below to configure Microsoft Graph integration. This will:
- Guide you through Azure sign-in (supports MFA)
- Create the Azure AD app registration automatically
- Grant required permissions (Mail.Read, Mail.Send, etc.)
- Store credentials securely in the database
Microsoft Graph API Connected
Monitored Mailboxes
Add Microsoft 365 mailboxes to poll for incoming emails. Each mailbox can have its own ticket settings.
Polling Settings
SMTP Backup Mail Server
Configure a backup SMTP server for outbound email. This can be used as a fallback if the primary outbound provider (Graph API) fails.
IMAP Backup Mail Server
Configure a backup IMAP mail server for redundancy. This can be used alongside Microsoft Graph or as a standalone email source.
Email Filters
Configure which emails are automatically blocked from creating tickets (auto-responders, system notifications, etc.)
Review Queue
Review emails that were automatically filtered and take action on legitimate messages.
Email Templates
Email Logs
Company Settings
Configure your company details that appear on documents, emails, and throughout the system.
Export Data
Export data to JSON format for backup or migration purposes.
Import Data
Import data from JSON files. You can choose how to handle existing records.
Preview
Microsoft Integration
Configure Microsoft 365 and Azure AD integration for authentication, calendar sync, and email integration.
Microsoft CSP Integration
Configure Microsoft Cloud Solution Provider (CSP) integration for managing customer subscriptions and licenses.
Microsoft Authentication (MFA Required)
Checking authentication status...
Last Sync Status
CSP Customer Mapping
Yeastar Integration
Configure Yeastar PBX integration for call logging, click-to-dial, and call recording access.
Xero Integration
Configure Xero accounting integration for syncing invoices, payments, and client data.
Connection Status
Sync Controls
Sync Failures
Xero Contacts
Browse contacts in Xero and selectively import them as PSA clients.
OpenAI Integration
Configure OpenAI integration for AI-powered ticket classification, response suggestions, and knowledge base assistance.
Usage Statistics
Test Request
Send a test prompt to OpenAI to verify the integration is working and see the response.
Response
Voice Agent (AI Phone Assistant)
Enable AI-powered phone support using OpenAI's Realtime API. The voice agent can answer calls, look up tickets, read notes, and create new tickets.
Synergy Wholesale Integration
Connect to Synergy Wholesale to sync domains and hosting services with your clients.
Sync Status
Synced Data
Leader Cloud Integration
Connect to Leader Cloud (Infiterra Billing) to sync customer accounts, subscriptions, and invoices.
Sync Status
Synced Data
Guni SMS Integration
Connect to Guni SMS gateway to send and receive SMS messages. Get your API token from Guni Integrations Portal.
Print Service Integration
Connect to an external print server to enable direct printing of documents (quotes, invoices, contracts) and asset labels.
Printer Configuration
Select which printers to use for different document types.
Print History
Loading print history...
Notification Settings
Configure global defaults for each notification type. Users can override these in their personal settings.
Notification Recipients
Configure which groups and users receive each notification type. If no recipients are configured, all users receive notifications based on global settings.
Knowledge Base
Syncro Archive
Historical data from previous RMM system (read-only)
Customers
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Tickets
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Devices
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Estimates
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Invoices
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Products
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POs
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Syncro API Configuration
Configure your Syncro MSP API credentials to enable live integration. API Documentation