We’ve put together lots of tips, guides and infographics to help Synergist users and also those who are thinking about investing in the system. You can download them here.
For Super Users
New Years Resolution for 2014
There are easier resolutions you can make without leaving your desk...
Spotlight 1 - View settings
View settings are key to using Synergist. They allow individuals and groups of users to see pre-defined lists or reports.
Spotlight 2 - The Estimate tab
The estimate tab is a key information area within Synergist and is often under used.
Spotlight 3 - Monthly retainers
For ease of use and to gain maximum reporting within Synergist the following structure is recommended if you have Clients that req
Spotlight 4 - Closing jobs & opportunities
In order to maintain a clean Synergist System and to be able to report on jobs effectively the following process is recommended fo
Spotlight 5 - Projects
A Synergist Project is a group of jobs. If you have a selection of jobs, that need to be linked for reporting or invoicing purpose
Spotlight 6 - Data Viewer
For opportunities choose to use created date or expected close date. You have the option to select dates from a list by clicking
Spotlight 7 - Gantt charts
A useful tool in Synergist that allow you to produce Gantts for a single job and for multiple jobs with flexible printing options.
Spotlight 8 - Timesheet reporting
A key area within Synergist is the ability to post timesheets. This spotlight focuses on the many ways in which time can be report
Spotlight 9 - Sales info tab
There are many tabs within a Synergist Opportunity or Job. This spotlight focuses on the ‘Sales Info’ tab.
Spotlight 10 - Billing Plans
Billing Plans are the primary tool for forecasting within Synergist. The type of forecasting can be varied depending on...
Spotlight 11 - Financial tab
Every Job displays a financial tab. This tab is key to be able to understand the financial information for the selected job...
Spotlight 12 - Revisions
Estimates & Quotes within Synergist feed in to one another but ultimately have different purposes...
Spotlight 13 - Client Investment
Are your clients ‘investing’ in your organisation or are you ‘investing’ in them?
Spotlight 14 - Improving appearance of quotes
Sending out a quotation document produced by Synergist can involve some trial and error.
Synergist User Quick Reference Guide
A useful guide to using Synergist
Where to go for help
Internal, online and helpdesk support
Tips for a successful Synergist implementation
Some useful tips to ensure your Synergist implementation runs as smoothly as possible
Tips & guides
FREE business report
Is your agency running profitably?
System Selection & Implementation Guide
What can the best job costing and project management systems on the market deliver?
Top Tip: Dealing with Timesheet errors
There will always be the occasion where someone posts their timesheet to the wrong job or phase, or against the wrong charge code.
Top Tip: Duplicating a Job
Using templates to open new Opportunities and Jobs is a useful method to ensure your jobs have the required structure...
Top Tip: Quick links with one click!
Synergist provides quick links for you to access client records, jobs suppliers etc...
Top Tip: Self-populating your user name
Synergist allows you to select your user name with one click when completing data fields and removes the need to scroll through...
Top Tip: Batch Update
The batch update function is one that you will definitely love and wish you had been using all along...
Top Tip: Copy Client Details
Copying client or contact address details from Synergist to a Word or Excel document is a time saver when creating documents...
Performance Metrics from Kingston Smith's Annual Survey
A short summary of key metrics & trends across all sectors from Kingston Smith's Annual Survey 2013. By Noel Penrose, Juniper2.