Job & Project Costing
Track all project costs including staff and freelance time, purchases and expenses using a browser or mobile app.
Billing of Jobs & Projects
Synergist makes it easy to see what can be billed at any time, ensuring you generate maximum income for the minimum effort.
Project Estimating & Quoting
Quickly generate project estimates from scratch, template or any existing project in Synergist. Build on what actually happened in previous projects to improve accuracy and send as beautiful PDF's at the click of a button.
Time Sheets & Expenses
Brower or App-based time and expense recording, fully integrated with your project management and staff scheduling and Sage Cloud Accounting. Ensuring no need for data re-entry so scheduled work appears as pre-populated timesheet entries and all costs reflect live in the project management and overall business forecasting and reporting.
Staff Scheduling
Quickly visualise all upcoming work and allocate to your team using Synergist's drag and drop scheduling. Everyone shares one view of loading, with no re-entry of information. Fully integrated with estimating, project management, timesheets and profitability forecasts.
Kanban Project Management
With hundreds of live jobs task management can get complex. Synergist's Kanban tool gives every user their own filtered view of task progression. With the ability to attach all relevant files this ensures your team can pick up the next task and be immediately productive.
Project & Business Dashboards
From one project or for the whole business, gain instant visibility of the key information that matters to you. This allows you to intervene early to correct issues and keep the business on target to success.
Project and Business reporting
Managing many projects simultaneously can lead to complex reporting challenges. Synergist brings a structured approach and all standard reports needed at the touch of a button from staff utilisation, profitability, WIP to revenue recognition and capacity forecasting.
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