Estimating & Quoting

  • Use a template to create from scratch
  • System recommended job charge, based on either standard or client specific rates and margin
  • Quote / estimate becomes the budget for the job, which can then be allocated to people or teams
  • Export to branded template
  • Live visibility of job progression against budget

Time & Expense Recording

  • A choice of daily, weekly and calendar entry screens
  • Live visibility to monitor and track estimated vs actual time
  • Dashboard view of chargeable vs non-chargeable
  • Staff analysis and utilisation reporting
  • Monthly Timesheet Incentive competition to win treats for your teams

Billing

  • Accounts package integration (as above)
  • Multi-currency support
  • Customisable list of jobs requiring billing
  • Use quote information when creating invoices
  • Streamlined invoice approval process that links to accounts package (full list of accounts package integrations available above)

Purchasing

  • Raise orders from Synergist
  • Tracks costs against job
  • Purchase estimates convert into purchase orders, to reduce time re-entering data
  • Streamlined purchase invoice approval process that links to the accounts package (full list of account package integrations available above)

Accounts Integration

Synergist integrates with the following accounts packages:

  • Sage 50
  • Xero
  • Sage 200
  • Sage ACCPAC
  • Access Accounts
  • Sun Systems
  • Pegasus Opera
  • Epicor
  • Exchequer
  • KashFlow
  • Microsoft Dynamics-GP
  • MYOB
  • QuickBooks*

* QuickBooks integration requires the use of a 3rd party transaction import tool

Job Project Costing

  • Standard, client and job specific rates
  • Simple visibility of estimated and actual profitability
  • Full work in progress (WIP) reporting
  • Intelligent billing plans

83% of people find purchasing and invoicing in synergist beneficial to their organisation

Gain live visibility. Synergist ensures you’re not steering your business in the dark and links everything together.

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