Picture a website redesign that looks fine on paper. It's within budget and the bars are still green. But the design team is booked for more hours than the budget has left, extra time is going into a couple of phases, a few unplanned purchases have gone through and the margin is quietly slipping below target.
By the time anything turns red, the easy conversations have passed.
That's the gap Job Health fills. It's a new AI-powered feature in Synergist that looks at the whole health of every live job, brings the issues that need attention straight to you, explains what's driving them and tells you what to do next.
More than a budget check
Synergist already tells you when a job is going over budget, with colour-coded bars and traffic lights comparing actuals against estimates, quotes, booked work and invoices. That shows you where a job stands today.
Job Health goes further. It shows you where each job is heading, why, and what to do about it, from risks to manage to opportunities to take.
It's the same thinking behind every AI feature in Synergist. Each one is built around how agencies actually work, to help you deliver better and stay profitable, not just to save a few clicks.
How Job Health works
A daily briefing, in order of urgency
Every day, Job Health gives you a prioritised briefing of the issues that need attention, sorted into Act today, This week, This month and Later. So you can focus on the jobs that matter now, instead of searching through reports.
Risks and opportunities across every live job
It draws on the information already in Synergist, from time, costs, budgets and fees to resource allocation, purchase orders, milestones and deadlines. Because it combines what's already happened with upcoming bookings and commitments, it can warn you before a problem lands.
It flags the warning signs, from jobs heading over budget and delivery dates at risk to work nobody estimated. It also spots opportunities, like room to increase fees for additional scope or invoices that could be raised.
Every job's health at a glance
Each job gets a health status across budget, resourcing, timeline, margin and risk, so you can see where it stands in seconds. And it keeps analysing throughout the life of each job, so the picture is always up to date.
Plain-English explanations
For each warning, AI sets out what's wrong, what's causing it and the likely commercial or delivery impact, from additional hours to higher-cost resources or unplanned purchases. For example, Job Health might tell you:
• "This job is 15% over budget, driven by higher design time and additional revisions."
• "The current margin is 12%, below the target of 20%."
• "There's an opportunity to increase fees based on additional scope."
You'll also see the key drivers behind each insight, such as design time up 28% or scope changes up 12%, and you can drill into the detail in Synergist.
From insight to action
Each warning suggests a practical next step, such as:
• Discuss scope and fees with the client
• Review resourcing for the next phase
• Revisit the timeline and milestones
• Update the forecast and monitor margin
• Raise an invoice
Nothing changes until you decide it should.
What it means for your agency
• Fewer surprises. Deal with problems while they're still small.
• Faster decisions. Spend your time acting on issues, not hunting for them.
• Stronger margins. Protect the profit on every job, and find room to grow it.
Job handlers, project managers, finance teams and leaders each see the issues that matter to them. So the whole agency makes earlier decisions, with more reliable job information behind them.
This is just the start
Future releases will build towards predictions based on your agency's own history, broader monitoring and AI-drafted actions.
Healthier projects. Stronger margins. A more confident agency.
When it's coming
Job Health is planned for our next release in early 2027. It arrives alongside two more AI features, AI Brief Builder and AI Timesheets.
See everything that's coming on our roadmap. Read where Synergist is heading next.