SyncentraOrganization
Manage your business profile, team members, roles, technicians and certifications.
Organization is the admin area. Most of it is Admin-only.
Business profile
Organization → Business Profile holds your company name, address, VAT number, Chamber of Commerce number and logo. These details appear on the invoices, work slips and reports you generate — so fill them in before sending anything to a customer.
Team members
Organization → Team Members is where you add colleagues. Choose Add Member, enter their name, email, phone and an initial password (minimum 8 characters), then pick a role.
Roles
The role decides what someone can open. Give the narrowest role that lets the person do their job.
| Role | Access |
|---|---|
| Admin | Everything, including this Organization area and billing. |
| Planner (Telefonist) | Customers, work orders, scheduling and the calendar. |
| Technician | Their assigned work orders and work records. |
| Accountant | Contracts, invoices, expenses and finance reporting. |
| Inspector | Read-only across the system, for audits. |
A new member shows as Pending until they confirm the invitation email, then becomes Active. To change someone's access later, use Edit Member and set a different role.
Someone locked out?
If a colleague sees Access Denied, their role does not cover that screen. Change the role here rather than sharing another account.
Technicians
Organization → Technicians is a performance view of everyone with the technician role: work orders completed, work time, drive time and distance driven.
Certifications
Refrigerant work requires certified technicians, and this is where you prove it. Open Certifications on a technician to record what they hold, with expiry dates. Syncentra shows how many are active and how many have expired.
Watch the expiry dates
An expired certification can invalidate the work performed under it. Check this screen before an inspection, not after.
Company certifications and insurances
- Organization → Certifications — certifications held by the company itself, rather than by an individual.
- Organization → Insurances — your insurance policies and their renewal dates.
Handbook
Organization → Handbook is your company quality handbook, generated from the details you have entered. Edit the cover to set the company name, revision date and version, page through it on screen, then Download PDF or Print it for an audit.
If the cover says Example data, the handbook is still showing placeholders — complete your business profile to replace them with your own.