Estimating & quoting quickly and accurately 

A good estimating tool is an essential part of any agency job costing system. After all, the estimate is a financial model of the job. So a quote generated through Synergist:

  • prompts the user to consider the details of what’s required to do the job, either by using a template, an existing job or from scratch
  • displays the estimated cost and recommended charge for doing the job, based on either standard or client specific rates and hence margin
  • can be automatically reformatted to build a quotation
  • becomes the budget for the job allowing the various components to be allocated to people or teams following approval
  • can be quickly edited and sent to the client as a branded pdf via email (created automatically in your standard email package)
  • gives you a live view of how the budget is being used allowing you to identify problems early enough to rectify them as the job progresses
  • allows you to record agreed changes to the job ensuring clear records and accurate billing

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The Agency Works

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Providing on-site demonstrations, training, experience and consultation.


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