Frequently Asked Questions

Features and Functions

How does Syrreo work?

Syrreo is a tool to help manage your business by providing a powerful dashboard interface to view how efficiently your business is running. An account is created for each employee to be assigned tasks, which stem from projects created by the management team. This provides a highly detailed picture of the status of all employees, tasks and projects at any given time.

How do I create an order?

Within the navigation window, click on the plus sign next to ‘Orders’. This will create a new order where the customer, product and quantity will be entered. The customer must also exist before an order can be created.

How do I create a quote?

Within the navigation window, click on the plus sign next to ‘Quotes’. This will create a new quote but it will not be able to be seen by the customer until it is filled out properly and saved.

Can I print my invoice?

Yes, this can be done in a few simple steps. Once you find the order for which you would like to print the invoice, there is a group of buttons in the last column titled ‘Action’. In this group of buttons, click the dark blue one at the end labeled ‘Preview Invoice’. This will bring up a PDF copy of the invoice in your browser window and there is a button at the bottom labeled ‘Print’.

How do I create a product?

From the navigation window, click on the triangle next to your company name which will bring up a sub-menu. Click on the words ‘Manage Products’ which will bring up the products page. Click the button ‘ Manage Templates’ then ‘Create New’ which will create a new template. These are the building blocks for creating your products with a high degree of granular customization.

How can my customers approve a quote?

After the customer profile and the product’s are completed and saved, you can save the quote and record the quote ID number to send to the customer. When they log in, they can search for the quote ID and then either approve, cancel or make changes.

Can I communicate a change or update to an order?

Navigate to the ‘Orders’ page and select the order you wish to make the communication. If a document or artwork needs to be attached to the order, there is a button labeled Artwork where it can be attached. If someone needs to communicate verbally, there is a button at the bottom labeled Send Message which also allows attachments to be posted.

Client Portal

Accessing Customer Documents

Navigate to the ‘Manage Customer’ page from the menu to bring up a list of all customers. Select the customer for which you would like to view the documents. Click on the ‘Notes’ section which will bring up any documents relevant to the customer.

Client communication

There are two different ways to communicate with the client. In the project or order, you can attach a note and select to send an email notification to the customer. Alternatively, you can send a message to the customer from the dashboard and also select to send an email alert as well.

Time off request

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Sick leave and vacation pay

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Managing task

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Billing out projects

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Benefits

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System Administration

How can I create an employee account?

While logged in and on the dashboard screen, click the downward pointing triangle in the menu on the left hand side of the screen next to your company name. This will bring up a sub menu, one of the options should say Manage Employees. Either click on the ‘+’ next to the text or click ‘Add Employee’ from the Manage Employee page.

How do I assign a task or project?

Navigate to the orders page and find the order that you wish to assign. In the last column titled ‘Action’ you will find a yellow button labeled ‘Assign Work’. Once it is clicked a list of all possible employees will drop down, then select the employee you would like to have a assigned.

How do I cancel my membership?

Not satisfied with our product? No problem! You can call anytime to cancel your membership, cancellation fees may apply.

How do I create a new account?

To create a new business account with us you can simply go to our pricing page and select the package which best suits the size and type of your business.

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