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 articlesInvoicing 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
- Production - Staff analysis
- Production - Job / phase report
- Standard reports - Interface overview
- Invoicing & profitability - Period profit
- Invoicing & profitability - Job/Phase profitability
- Invoicing & profitability - Client analysis
Reports - Data viewer
Scheduling
- Calendar bookings - standard bookings view
- Calendar events
- Recurring calendar bookings
- Loading view in Calendar bookings
- Booking form
- Filter and batch booking options