Features

AEC project management with Synergy

Projects

Manage project progress with a work breakdown structure, segment projects into stages, tasks and fee types. More→

Documents

Central cloud document management for files, images and emails, with security, version control and sharing. More→

Project portal

Collaborate on projects via a secure, online portal. Track file viewing and manage communications. More→

Synergy document transmittals

Transmittals

Send project documents as a transmittal. Download a ZIP file from the portal. Track who downloaded the documents. More→

Reports

Present organized data and drill-down reports for better business and project decisions. More→

Timesheets

Track time on project tasks with timesheets, timers and expense entry for accurate project accounting. More→

Send invoices with project stage and task detail

Invoices

Improve cash flow with simple invoicing. Send invoices with project, stage and task detail, and mixed fee types. More→

File email to Synergy from Outlook

Email management

Synergy makes project email management easy with its Outlook add-in saving you hours per week. More→

Export to Xero, MYOB and more

Accounting add-ons

Connect leading accounting applications to Synergy for synchronized, two-way data transfer. More→

Set staff rates at project and stage level

Rates and costs

Set staff rates for use at project and stage level. Create non-staff rates to recover costs as expenses. More→

Manage all of your AEC contacts in one place

Contacts

Unlimited contact entry, import from accounts. CRM functions like notes and project history. More→

Keep an eye on your business performance

Dashboards

Dashboards give you a high level graphical snapshot of the most important business and project information. More→

Comment, filter, tag, search and manage your images

Image gallery

Synergy's image gallery lets you view and manage images as the key assets they are. Comment, filter, tag, search, share. More→

Extensive support through our helpdesk and forums

Help and support

Help files, how-to videos and online helpdesk to support you if you get stuck or something’s not working. More→

Add-ons for Synergy AEC software

Add-ons

Connect Synergy to best-of-breed third party applications, like document markup. (Coming soon: CRM, HR, BI and more.) More→