Documentation

sync.d step-by-step guides

Setup, integrations, troubleshooting, and the public roadmap. New here? Start with the setup guide.

Step-by-step guides

Detailed walkthroughs, with screenshots, of every common workflow.

Watch: The problem, then sync.d: proposals, client portals, meetings and invoices in one place.0:28
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When you sign in, the Dashboard is your command center: revenue and outstanding payments, active projects, upcoming meetings, and quick actions. Use the left sidebar to move between areas, and the "Take a tour" button at the bottom of the sidebar to replay the guided walkthrough at any time.

Stuck on something?

Reply to any sync.d email and you reach a real person on the team.

Email the team