Using Synergy for your engineering business and project management
- Access all Synergy features from your mobile or computer – wherever you are
- Collaborate on projects with chats, document sharing and transmittals
- File your emails from Outlook straight into your Synergy projects
- Dashboards let you track the utilization and productivity of staff
- Advanced reporting to see which projects are running under or over budget
- Easily manage your staff, clients, contacts and sub contractors
- Track your project time and expenses using timesheets and timers
- Manage your work breakdown with projects, stages, phases and tasks
- Set rates for use at project and stage level and recover costs as expenses
- Invoice projects with the ability to add multiple fee types to one invoice
- Sync your project financials to leading accounting packages like Xero and MYOB
Synergy — features
Synergy's features are designed and built for engineers. View all features
Collaborate on projects via a secure, online portal. Track file viewing and manage communications.More →
The Synergy Outlook add-in lets you file emails straight from Outlook to project folders in Synergy.More →
Present organized data and drill-down reports for better business and project decisions.More →
Manage project progress with a work breakdown structure, segment projects into stages, tasks and fee types.More →
Central cloud document management for files, images and emails, with security, version control and sharing.More →
Rates and costs
Set staff rates for use at project and stage level. Create non-staff rates to recover costs as expenses.More →
Your engineering wingman
The thought of having to manage projects and all of the associated tasks involved probably doesn’t excite you at all. Synergy helps engineers manage their business, streamline processes, keep records up-to-date, share files quickly and easily and help you get paid.
It does take a little effort to set up any new project management software. Synergy has shown proven results among our clients with considerable time savings across their engineering businesses.
When you start a free trial you will have the option to talk one-on-one with our support team. They will be able to walk you through the basics of setting up your organization, staff details, rates and costs, clients and contacts, projects and work breakdown structure including the stages, phases and tasks, how to add tags and notes across the system, how to invoice different fee types on one invoice, start chats and share documents using the project portals and much more.
Synergy — Add-ons
Synergy has a selection of add-ons specifically for engineers. View all add-ons.
The Xero add-on for Synergy allows two-way exchange of financial data between Synergy and Xero for architects and engineers.More →
The QuickBooks Online add-on for Synergy saves you time with cloud-to-cloud exchange of financial data.More →
Bullclip is a live drawing and document markup application. Export Synergy PDFs and image files to Bullclip for markup.More →
"We can just go to one central hub and all of our database clients, projects, and profitability is there, and so are all the project documents."
Rob McGowan | Director, STRUCTURESee all stories
Synergy — customer reviews
Product reviews sourced by G2 Crowd. It's like Trip Advisor for software. Read all reviews.
Wonderful product and even better customer serviceReviewed on 28 Mar 2018
by Administrator in Civil Engineering
"Synergy is a one-stop shop. It's a central go-to hub that I have open on my desktop all day. I can access client details, view my projects, invoice clients, track my time and so much more. But Synergy's best attribute has to be their people and commitment to their customers. Their assistance during set -up and thereafter has been second to none. They are always prompt in responding to queries and even follow up to see how things worked out. 5 stars!"Read the full review on G2 Crowd →
A great product and absolutely fantastic customer serviceReviewed on 20 Mar 2018
by Mike D.
"Flexibility of the product to adapt to suit our established working patterns. The technical support during the trial period and then again after subscription has been absolutely first class. Help has been provided on demand (very quickly) to not just answer software related questions but also to assist us in transferring our established practices such as invoicing, project numbering, project..."Read the full review on G2 Crowd →
Everyday user of Total SynergyReviewed on 02 Apr 2018
by Administrator in Design
"Total Synergy cloud version is user friendly and intuitive, the Knowledge/Help files are informative and can usually resolve any issue I have, and if not, the team support is prompt and helpful. I love the timesheet and timer features for accurate recording of project hours."Read the full review on G2 Crowd →