Sessions in this module


The module contains 4 sessions, detailed below. You can also book the sessions individually.

Maximising Finance


  • Understanding work in progress and producing reliable profit reports produced simply, that match business KPI’s
  • Best practise month end processes and reporting, including use of financial periods
  • Understanding investment / recovery

Session Cost: £200 + VAT

Maximising Client Services


  • Advanced estimate views and additional quote features
  • Best practice job completion, key job reports and analysis
  • Understanding the Financial tab and investment / recovery

Session Cost: £200 + VAT

Synergist Reporting


  • Assessment of key reports required to run your business
  • Standard reports demonstration
  • Development of data viewer reports, including saving views

Session Cost: £200 + VAT

Synergist Data Cleansing


  • Maintaining key data including users / client / suppliers
  • Batch updating and views
  • Key reports and report scheduling

Session Cost: £200 + VAT

Module & Session Booking Form