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 12 articles

Invoicing and revenue

See all 7 articles

Clients, prospects and leads

Suppliers and purchases

See all 8 articles

Accounts link

Billing plans

Activities

Kanban Boards

Attachments

Time & expenses

Scheduling

See all 12 articles

GDPR – General Data Protection Regulation

Reports - Dashboards

Reports - Standard reports

See all 20 articles

Reports - Data viewer

Reports - Saved reports