Help for full users

Articles in this category cover most day to day actions taken by full users of the Synergist application to manage and maintain your database of jobs. For help on timesheet and expense entry refer to the category for timesheet users.

Clients, prospects and leads

Jobs and phases

See all 9 articles

Invoicing and revenue

Synergist HTML documents

Billing plans

Suppliers and purchases

Activities

Kanban Boards

Time & expenses

GDPR – General Data Protection Regulation

Reports - dashboards

Reports - standard reports

See all 18 articles

Reports - Data viewer

Scheduling

See all 10 articles