Synergist learning course library
Find the right course(s) for you, and start your Synergist learning journey today.
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Synergist Essentials
This course covers the basics of Synergist. Learn key terminology, organisations, job structures, how to create new opportunities and jobs and their phases, how to raise estimates, build quotes to send to your clients, and produce billing plans.
Average time to complete: 2-3 hours
Job Management
If you manage jobs, this course is for you. It builds on the foundations covered within Synergist Essentials and explores some of the key areas in more depth to help you get the most out of your system.
Average time to complete: 2-3 hours
Resource Management
Learn how to manage scheduling effectively in Synergist. This course covers how to use the 'drag & drop' resourcing tool, ensuring your team are booked onto billable work.
Average time to complete:
2-3 hours
Timesheets
Learn how to record timesheets against clients and jobs, how to see your booked work each day, and how to report on timesheets through Synergist.
Average time to complete: 30mins - 1hr
Expenses
Learn how to claim back your expenses through Synergist.
Note: Permissions are defined on a user-by-user basis.
Average time to complete: 30mins - 1hr
System Administration
Synergist’s system administration console gives you full control over user permissions, access, and approval levels. It contains all the backend configuration settings that affect the day–to-day operation of Synergist.
This course is essential for system administrators and Synergist champions who will control these core settings which run your Synergist system and associated processes.
Average time to complete:
2-3 hours
