Perfect for new users who need to learn the key features of Synergist. The videos feature simple, step-by-step instructions for common tasks within the system.
1. General Synergist Management
Batch Updating
Learn how to update multiple records at once.
Copy User
Learn how to copy an existing Synergist user, in order to replicate their access for a new user.
Creating a view
Learn how to save a view showing just the information you need.
Adding Phases
Learn how to add phases to your jobs.
Scheduling Time
Learn how to record your time in the system.
2. Job creation and management
Jobs vs opp
Learn the difference between a job and an opportunity.
Create a new job
Learn how to create a job or opportunity from scratch with phases.
Copying a job
Learn how to create a job from a template.
Creating a job template
Learn how to create a template that jobs and opportunities can be created from.
Adding time to your estimate
Learn how to add a time to your estimate.
Adding a purchase estimate
Learn how to setup and create a purchase estimate.
Building a quote
Learn how to setup and build a quote.
Quote Revisions
Learn how to amend a quote.
Create a billing plan
Learn about billing plans and how to create one.
Creating a purchase order
Learn how to create a purchase order.
Promoting an opportunity
Learn how to promote an opportunity to a job.
Understanding the Job Dashboard
Learn how to better manage your Job Dashboard.
Estimate Tab
Learn how to maximise the estimate tab.
Quote Tab
Learn how to maximise the quote tab.
Gantt charts
Making sense of your Gantt charts.
3. Timesheets
Daily Timesheets
Learn how to complete daily timesheets.
Weekly Timesheets
Learn how to complete weekly timesheets.
Reversing a timesheet
Learn how to reverse or undo a timesheet.
Time Recording From Kanban Cards
How to record time using Kanban boards.
ExpenseApproval
How to manage expenses.
Add Expenses (browser & App)
How to add and submit expenses.
Personal Dashboard
Understanding and using your personal dashboard.
4. General Synergist Management
Non Working Days
Marking your non working days.
Transferring Costs
How to transfer a cost.
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