SyncentraGetting started
Sign in for the first time, find your way around the screen, and create your first work order.
Signing in
Open Syncentra in your browser and choose the account type that matches you.
Choose your account type
On the login screen you pick one of three:
- Organization — you work for the service company. This is the normal choice.
- Client — you are a customer looking at your own invoices and work orders. See Client portal.
- App Admin — reserved for platform administrators.
Enter your email and password
Use the address your admin registered for you. Forgot it? Choose Forgot your password? and follow the email.
If your organization uses it, you can also choose Login with WhatsApp and confirm with the code you receive.
Confirm your email
The first time you sign up, Syncentra sends a confirmation link. Your account stays Pending until you open it.
Can't sign in?
If your account shows as Pending, the invitation has not been confirmed yet. Ask your admin to check Organization → Team Members.
Finding your way around
Every screen shares the same three parts.
- Sidebar (left) — all the areas you have access to, grouped by topic: Customers, Finance, Work Orders, Logboek, Inventory and Organization. Use the toggle at the top to collapse it and free up space.
- Top bar — search, your language, light or dark appearance, and your profile menu.
- Main area — the list or form you are working in.
Lists work the same everywhere
Customers, work orders, invoices and log books all use the same list controls, so learning one teaches you the rest.
| Control | What it does |
|---|---|
| Search | Filters as you type — by name, number, email, phone or address. |
| Filter | Narrows the list by status, client or system. |
| Select | Tick rows to act on several records at once. |
| Show / per page | Controls how many rows appear before paging. |
| Actions | The menu at the end of each row — View, Edit or Delete. |
Nothing in the list?
When you see No records found, check whether a filter or search term is still active and choose Clear filters.
Setting your language
Syncentra is available in English, Dutch, French and German. Pick yours from the language control in the top bar — it applies to menus, buttons and the documents you generate.
Your first work order
Register the customer
Open Customers → Add Customer. Choose Commercial for a company or Particular for a private customer, then fill in the address and contact details. Full detail: Customers.
Create the work order
Go to Work Orders → New Work Orders. Select the customer you just made, choose the work type — maintenance, repair, malfunction, control and so on — and pick the site.
Schedule it
Set the date and time, and assign a technician. The job now appears under Upcoming and on the Calendar.
Complete the work on site
The technician opens the order, adds the systems worked on and the items used, then fills in the work record. See Work orders.
Invoice it
Once the work record is approved, create the invoice from Finance → Invoices. See Invoices.
That is the full cycle. Every other guide goes deeper into one of these steps.