How to Use SyncroMSP: Tips, Setup & Features (2026)

Quick Start

This guide covers every SyncroMSP feature:

• Getting Started — Create account and basic setup
• How to Use Automated Patch Management Software — Deploy patches and rollout updates across all machines
• How to Use Remote IT Access — Connect to any device for remote support in seconds
• How to Use Powerful IT Scripting — Run scripts to automate processes across endpoints
• How to Use Help Desk Software — Manage support requests from your clients quickly
• How to Use IT Ticketing System — Create a new ticket and track reported issues to resolution
• How to Use Billing & Invoicing — Generate invoices and collect payment automatically
• How to Use Identity Management — Control Microsoft 365 users and licenses from one place
• How to Use Security Baselines — Benchmark M365 tenants against CIS-aligned best practices
• How to Use Cloud Backup — Protect client data with automated file backups

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve used SyncroMSP for over a year and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

SyncroMSP is one of the most powerful IT management platforms available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

SyncroMSP Tutorial

This complete how to use SyncroMSP tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

SyncroMSP

SyncroMSP combines RMM and PSA capabilities into a single platform built for managed service providers. Manage assets, automate tickets, and run your entire IT business from one dashboard. Start your free trial today.

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Getting Started with SyncroMSP

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the SyncroMSP website and click “Start Free Trial.”

Enter your email, business name, and create a password.

Sign in to confirm your account and follow the onboarding wizard.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Add Your First Customer

Click “Customers” in the left menu, then select “New Customer.”

Fill in the contact name, company, and email address.

Quick client onboarding includes importing customers in bulk and deploying the Syncro agent.

Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main dashboard with your customer listed.

Step 3: Install the Syncro Agent

Download the Syncro agent installer for each client computer.

Syncro automates new computer setups after agent installation.

How to Use SyncroMSP Automated Patch Management Software

Automated Patch Management Software lets you deploy patches and updates across all managed devices at scale.

Here’s how to use it step by step.

Step 1: Open the Patch Manager

Navigate to “Assets” and select the machines you want to update.

Click “Run Patch Management” from the action menu.

Step 2: Configure Your Rollout Policy

Choose which patches to include — critical, security, or all updates.

Set a schedule date and time for the rollout window.

Here’s what this looks like:

✓ Checkpoint: You should see a list of pending patches for each device.

Step 3: Deploy and Monitor

Click “Deploy” to push patches to all selected endpoints quickly.

Check the log for any error messages or reported issues.

How to Use SyncroMSP Remote IT Access

Remote IT Access lets you connect to any client computer for live support.

Remote access is provided via Splashtop at no extra cost.

Here’s how to use it step by step.

Step 1: Select the Target Device

Go to your asset list and search for the client’s computer.

Click the device name to open its details page.

Step 2: Launch Remote Session

Click the “Remote Access” button at the top of the asset page.

Here’s what this looks like:

✓ Checkpoint: A Splashtop window should open showing the remote desktop.

Step 3: Resolve the Issue

Work on the client’s computer as if you were sitting in front of it.

Add comments to the ticket so your team can follow the changes.

How to Use SyncroMSP Powerful IT Scripting

Powerful IT Scripting lets you run scripts across endpoints to automate repetitive tasks.

Syncro provides hundreds of ready-to-use scripts out of the box.

Here’s how to use it step by step.

Step 1: Open the Script Library

Navigate to “Scripts” in the main menu to browse community resources.

Users can also create custom scripts for specific needs.

Step 2: Pick and Configure Your Script

Select a PowerShell script or write your own using the built-in editor.

Scripting capabilities help standardize processes across endpoints.

Here’s what this looks like:

✓ Checkpoint: Your script should appear in the script list ready to run.

Step 3: Execute on Target Assets

Choose specific assets or groups, then click “Run Script.”

PowerShell scripts can be run on assets via Syncro for any kind of task.

How to Use SyncroMSP Help Desk Software

Help Desk Software lets you manage all client support requests from a single point.

Here’s how to use it step by step.

Step 1: Set Up Notifications

Go to “Settings” and configure email notifications for incoming requests.

This ensures your team never misses a new support ticket.

Step 2: Review Incoming Tickets

Open the help desk dashboard to see all open tickets in one line.

SyncroMSP includes Smart Ticket Management for efficient ticket routing.

Here’s what this looks like:

✓ Checkpoint: You should see all tickets sorted by priority.

Step 3: Respond and Resolve

Click a ticket, add your response, and update the status to resolved.

How to Use SyncroMSP IT Ticketing System

IT Ticketing System lets you create a new ticket, track progress, and close reported issues.

Here’s how to use it step by step.

Step 1: Create a New Ticket

Click “Tickets” in the sidebar and select “New Ticket.”

Fill in the customer contact, subject line, and issue description.

Step 2: Assign and Prioritize

Assign the ticket to a team member and set priority level.

Here’s what this looks like:

✓ Checkpoint: The ticket now appears in the assigned employee’s queue.

Step 3: Track and Close

Monitor ticket progress, add comments, and close when done.

How to Use SyncroMSP Billing & Invoicing

Billing & Invoicing lets you generate invoices automatically based on your service contracts.

SyncroMSP generates invoices automatically based on customizable factors.

Here’s how to use it step by step.

Step 1: Set Up Billing Profiles

Go to a customer’s profile and configure their payment terms.

Add recurring line items for managed services contracts.

Step 2: Review Draft Invoices

Navigate to “Invoices” to see auto-generated drafts ready for review.

Here’s what this looks like:

✓ Checkpoint: You should see invoice totals matching your service agreements.

Step 3: Send and Collect Payment

Click “Send” to email the invoice to your client directly.

How to Use SyncroMSP Identity Management

Identity Management lets you manage Microsoft 365 user licenses and security compliance from Syncro.

SyncroMSP automates Entra ID tasks like user syncs and password resets.

Here’s how to use it step by step.

Step 1: Connect Microsoft 365

Go to “Integrations” and link your client’s Microsoft 365 tenant.

Grant the required permissions to enable the sync functionality.

Step 2: View and Manage Users

Open the identity panel to see all users, licenses, and sign-in data.

Here’s what this looks like:

✓ Checkpoint: All Microsoft 365 users should appear with their license status.

Step 3: Take Action on Accounts

Reset passwords, enable MFA, or disable deleted accounts directly.

How to Use SyncroMSP Security Baselines

Security Baselines lets you benchmark M365 tenants against CIS-aligned best practices.

Here’s how to use it step by step.

Step 1: Run a Baseline Scan

Open the Security Baselines tab and select the client’s tenant.

Click “Scan” to check their current configuration against the baseline.

Step 2: Review the Results

The scan produces a score showing how the tenant measures up.

Here’s what this looks like:

✓ Checkpoint: You should see a pass/fail list for each security setting.

Step 3: Apply Fixes

Click on failed items and apply the recommended fix with one click.

How to Use SyncroMSP Cloud Backup

Cloud Backup lets you protect client data with automated file backups.

Here’s how to use it step by step.

Step 1: Enable Cloud Backup

Go to the asset page and enable Cloud Backup for the target device.

Choose which folders and file types to include.

Step 2: Set the Schedule

Pick a backup frequency — daily, weekly, or continuous.

Here’s what this looks like:

✓ Checkpoint: You should see the next scheduled backup date and time.

Step 3: Verify and Restore

Check the backup log to confirm the data is stored properly.

If needed, restore any file to its original or new location.

SyncroMSP Pro Tips and Shortcuts

After testing SyncroMSP for over a year, here are my best tips.

Keyboard Shortcuts

Hidden Features Most People Miss

• API Key Access: Generate an api key under Settings to connect Syncro with third-party developer tools and build custom integrations — the documentation covers every endpoint.
• Chocolatey App Deployment: Chocolatey is the default app deployment tool for Syncro — use it to install or uninstall software on any device without logging in.
• Policy-Based Automation: Policies can apply various settings for automated setups — nice for ensuring every startup configuration matches your standard, as Andy from the Syncro community points out.

SyncroMSP Common Mistakes to Avoid

Mistake #1: Skipping Policies During Onboarding

Mistake #2: Ignoring Ticket Automation

Mistake #3: Not Using the Scripting Library

SyncroMSP Troubleshooting

Problem: Syncro Agent Not Showing Online

Cause: The agent may not be installed correctly or a firewall is blocking the connection.

Fix: Uninstall and reinstall the agent, then check that port 443 is open on the device.

Problem: Patches Failing to Install

Cause: Low disk space or a Windows Update error on the target machine.

Fix: Free up disk space, run Windows Update manually once, then retry the patch rollout.

Problem: Invoices Not Generating Automatically

Cause: Billing profiles may be missing required fields or recurring items were deleted.

Fix: Check the customer’s billing tab, re-add any missing line items, and save changes.

📌 Note: If none of these fix your issue, contact SyncroMSP support.

What is SyncroMSP?

SyncroMSP is an IT management platform that combines RMM and PSA capabilities into a single system.

Think of it like a command center for your entire managed services business.

SyncroMSP, Inc. offers endpoint management and IT automation for MSPs of any scale.

Watch this quick overview:

It includes these key features:

• Automated Patch Management Software: Deploy patches and updates across all managed devices
• Remote IT Access: Connect to any client computer for live remote support
• Powerful IT Scripting: Run PowerShell scripts to automate processes across endpoints
• Help Desk Software: Manage all client support requests from one dashboard
• IT Ticketing System: Create, track, and close tickets with full documentation
• Billing & Invoicing: Generate invoices automatically and collect payment online
• Identity Management: Manage Microsoft 365 users, licenses, and Entra ID tasks
• Security Baselines: Benchmark M365 tenants against CIS-aligned best practices
• Cloud Backup: Protect client data with automated file backups and easy restores

For a full review, see our SyncroMSP review.

SyncroMSP Pricing

Here’s what SyncroMSP costs in 2026:

Free trial: Yes — try SyncroMSP free before you commit.

Money-back guarantee: Contact support for refund details.

💰 Best Value: Team Plan — it unlocks the full ability to manage your entire MSP operation.

SyncroMSP vs Alternatives

How does SyncroMSP compare? Here’s the competitive landscape:

Quick picks:

• Best overall: SyncroMSP — combines RMM and PSA at one fixed cost per technician
• Best budget: ManageEngine — starts low and scales with your needs
• Best for beginners: NinjaOne — clean UI that’s easy to learn
• Best for Apple shops: Jamf Pro — built specifically for Mac and iOS management

🎯 SyncroMSP Alternatives

Looking for SyncroMSP alternatives? Here are the top options:

• 🚀 Atera: Per-technician pricing with unlimited devices, built-in remote access, and AI-powered ticketing for fast-moving teams.
• 🏢 N-able: Enterprise-grade RMM with deep automation, backup, and security tools for large MSP operations.
• 🌟 NinjaOne: Top-rated for ease of use with a clean interface, fast deployment, and strong patch management capabilities.
• ⚡ ConnectWise: Full PSA plus RMM suite designed for larger teams that need deep customization and scale.
• 💰 ManageEngine: Budget-friendly IT management with strong asset tracking and help desk features for growing businesses.
• 📊 Pulseway: Mobile-first RMM that lets you manage devices from your phone with real-time alerts and automation.
• 🔒 Microsoft Intune: Autopilot configures devices automatically upon startup — best for shops deep in the Microsoft environment.
• 👶 Freshservice: Beginner-friendly ITSM with an intuitive UI, great for teams transitioning from spreadsheets to ticketing software.
• 🔧 Lansweeper: Powerful network discovery and IT asset management for organizations that care about full visibility.
• 🎯 Jamf Pro: The go-to platform for Apple device management with zero-touch deployment and strong content controls.

For the full list, see our SyncroMSP alternatives guide.

⚔️ SyncroMSP Compared

Here’s how SyncroMSP stacks up against each competitor:

• SyncroMSP vs Atera: Syncro bundles PSA free with RMM; Atera charges more per technician but offers unlimited endpoints.
• SyncroMSP vs N-able: N-able suits enterprise scale while Syncro targets small to mid-size MSPs with simpler pricing.
• SyncroMSP vs NinjaOne: NinjaOne has a cleaner UI; Syncro wins on PSA and billing built into one platform.
• SyncroMSP vs ConnectWise: ConnectWise offers deeper customization; Syncro is faster to set up and easier to learn.
• SyncroMSP vs ManageEngine: ManageEngine costs less but lacks the integrated PSA functionality Syncro includes.
• SyncroMSP vs Pulseway: Pulseway excels at mobile management; Syncro offers stronger ticketing and invoicing tools.
• SyncroMSP vs Microsoft Intune: Intune handles device enrollment well; Syncro adds RMM, scripting, and PSA on top.
• SyncroMSP vs Freshservice: Freshservice focuses on ITSM; Syncro covers both RMM and PSA for full MSP management.
• SyncroMSP vs Lansweeper: Lansweeper is stronger for network discovery; Syncro provides broader MSP management resources.
• SyncroMSP vs Jamf Pro: Jamf is Apple-only; Syncro covers Windows, Mac, and cross-platform environments.

Start Using SyncroMSP Now

You learned how to use every major SyncroMSP feature:

• ✅ Automated Patch Management Software
• ✅ Remote IT Access
• ✅ Powerful IT Scripting
• ✅ Help Desk Software
• ✅ IT Ticketing System
• ✅ Billing & Invoicing
• ✅ Identity Management
• ✅ Security Baselines
• ✅ Cloud Backup

Next step: Pick one feature and try it now.

Most people start with Automated Patch Management Software.

It takes less than 5 minutes.

Frequently Asked Questions

How much does Syncro cost?

SyncroMSP offers two plans: Core at $129 per month and Team at $179 per month, both per technician with unlimited endpoints.

What is Syncro used for?

Syncro is used by managed service providers to handle remote monitoring, ticketing, billing, and IT automation from a single PSA and RMM platform.

How to run a script in Syncro?

Go to the Scripts section, select a pre-built or custom script, choose your target assets, and click “Run Script” to execute it.

Does Syncro have an API?

Yes, Syncro has a full REST API. Generate an api key in Settings to post data, pull reports, and build custom integrations.

What is synchro MSP?

Synchro MSP is a common misspelling of SyncroMSP, an IT management platform by Servably, Inc. that bundles RMM and PSA tools for MSPs.