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.

Jobs and phases

See all 11 articles

Invoicing and revenue

See all 9 articles

Clients, prospects and leads

See all 7 articles

Suppliers and purchases

See all 8 articles

Accounts link

Billing plans


See all 7 articles

Kanban Boards


Gantt Charts

Time & expenses


See all 13 articles

GDPR – General Data Protection Regulation

Reports - Dashboards

See all 7 articles

Reports - Standard reports

See all 21 articles

Reports - Data viewer

See all 8 articles

Reports - Saved reports