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Seeing what your plan includes and how much you have used

Director or ownerAdministratorYour first year1 minute to read

What you'll end up with: your plan, its renewal date, what it includes, and how many users, properties, units, letters and emails you have used against any limits.

Before you start you need: nothing.

  1. Go to Settings, then Your Plan, under Organisation.
  2. Read the top: Plan, Renews, Seats Sold, and the Properties and Units you have against any limit. Included lists every part of SynkroTech your plan covers.
  3. Read Usage: users, properties, units and storage now, and inspections, letters posted and emails sent this month, each against its limit.
  4. To change your plan, press Get Help under Contact.
Your Plan
Steps 2 and 3.

You'll know it worked when: you can say what your plan includes and how close you are to each limit.

If something's wrong:

  • It reads "No Plan Set" or "Not Set". SynkroTech has not recorded your plan's details. Ask them (see Asking SynkroTech for help).
  • A figure looks wrong. Usage counts what is on SynkroTech now. Ask SynkroTech if a figure does not match your records.

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