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Complete Job Management System for Agencies and Consultancies 
  • From winning new business to job costing, delivery, billing and reporting.
  • Capture and track all related information including e-mails and attachments.
 

Synergist - the leading job costing software solution

Managing job profitability can be very demanding within an agency, requiring job costing software developed specifically for this environment. Good cost management begins with accurate budgeting of a job or project to ensure quotations are profitable. Later, when the job is live this budget is compared to actual job costs to give a summary of profitability.

Synergist allows estimating of the time and materials required to do a job either from a template job or from scratch and converts this time into both internal and external rates to give a suggested charge and indication of margin. If working in reverse from a quotation, then Synergist will advise how much time there is for a range of skills to be applied within the budget. Budget revisions and a baseline may be retained for later comparison or reversion.

Once a budget for a job has been set, Synergist provides a variety of ways to convert this information into a quotation (Client Estimate). As much or as little detail as is required can be included on the quote automatically. Synergist will then output a quote, individually formatted to your specifications as a pdf via your email system.

Full budget to actual comparisons may be made at a glance from the job list with drill down facilities to individual cost level. Users may configure Synergist to automatically show a custom job list at log in. This ensures they have a live view into the job costing system of all jobs they are responsible for. In addition to this job summary screen automatic JobAlerts® may be set to warn the project managers of impending problems.

Synergist provides full Work In Progress management and will provide all the data required for the monthly and year end accounts. Costing methods may include working on gross margin, full overhead recovery costing or other methods. A full suite of job costing reports are standard and three report writers are included to allow certain users to create their own bespoke reports.

All financial information relating to a job is summarised on a single screen. Here the actual costs accrued are shown against those estimated, along with a suggested selling price for each element - time, materials and purchases / expenses. This is a snapshot of the current financial position for the job. More detailed information can be accessed from here by "drilling down" to the individual elements which comprise the summary, such as timesheets and purchase orders.

The true power of Synergist as a management tool is finally unleashed through its comprehensive reporting facilities. Every aspect of business control is covered, from simple profitability reports to complex work in progress calculations. If the report you require is specific to your business then a powerful query and report tool is included to allow for total control over your management information.

In summary Synergist is a proven and comprehensive Professional Services costing system that delivers exceptional ease of job and project costing management.

"The implementation was easier than we anticipated and handled in a very professional manner. The system has dramatically improved the efficiency of the agency and the browser based access has been a real benefit to our new site in Dublin."
Media Director – Walker Communications Ltd
 
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