The Synergist Mobile App is perfect for members of the team who need to access live client and job information and post time and expenses from anywhere. The app is a free download from The Google Play Store or Apple App Store.
Time Entry & Dashboard
- Dashboard summary of time entered in the last four weeks
- Quick time entry via a weekly or daily interface
- Add "work done" notes to timesheet entries
- Duplicate timesheet lines for fast entry of repeated activities
- Quick creation of expense sheets and lines
- Add photos of expense receipts from camera for quick approval
- Duplicate lines and sheets for fast entry of repeated expense claims
Clients and Contacts
- Client list with customisable views
- Address with one click link to map with directions
- Phone numbers
- Email address with one click email creation
- List of activities involving that client or contact
- Details of opportunities and jobs for that contact
Jobs & Activities
- Customisable lists of jobs and opportunities
- Job list including thermometers showing budget remaining, % billed etc
- Visibility of job quote, estimate and costs incurred
- Customisable lists of activities
- Drill-down view of activity details
What do I need to use the App?
- The App is for users of Synergist and connects to your Synergist system. If you are not yet a user of Synergist you can download the App and connect to a hosted sample system to explore the functionality.
- The App is available now as a free download from the App Store or Google Play Store. Search for "Synergist"
- The new time and expense entry functionality requires your Synergist system to be running Synergist v11. If your system has not yet been updated to v11 the App will still work, just without the time and expense functionality.
- The App needs to be able to contact your Synergist system via the Internet. It's the same address as you use to enter time and expenses via a web browser whilst out of the office. If you don't know this external address for your Synergist system, your Synergist Super User or internal IT contact should be able to provide you with it.
- To access your Synergist data from the App requires you to have a valid user name and password along with a browser timesheet licence. If you're unsure your Synergist Super User will be able to confirm if you have this.
If you're an existing Synergist user and need any assistance with the App please contact us at email@example.com