Project management software for engineers

Synergy is like a wingman to your engineering business

30 day free trial - no credit card required.

Project management software — designed and built for engineers.

We understand, you love to analyse, forecast and plan. While you're passionate about engineering, you still like to think ahead, to challenge yourself and others around you.

To successfully achieve your goals, you need software than can keep up, that can help you manage risks while minimising the complexity that can often come with running a successful engineering business. Synergy helps you manage your projects, set your rates, keep track of your time with timesheets, invoice clients, make sure they pay your invoices on time, track and report on your finances and ultimately be able to plan and forecast your future workflow and cashflow in advance.

Managing all of this data can be quite a time consuming task as an individual or contractor and only gets harder when you have a team of engineers or a full staff of office administrators, HR, accounts, salespeople etc. to help with the day-to-day running of the business.

That's where Synergy can help.

Synergy helps you manage your projects but will also provide you with the data you need to analyse your project profitability, track what work brings the biggest rewards, prepare you for the unexpected and identify possible problems and ultimately keep your business running smooth.

Synergy can also help you communicate, an essential skill for any engineer when dealing with multiple projects. Wether your projects are large or small, clear communication is vital when explaining instructions and presenting solutions to clients and team members. The Synergy portal provides you with a great place to collaborate with the ability to chat within your team, chat with clients, share documents, invoices and create transmittals - business edition feature.


 

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 utilisation and productivity of staff
  • Advanced reporting to see which projects are running under or over budget
  • Easily manage you 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.


 

Project portal

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

Reports

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

File email to Synergy from Outlook

Outlook add-in

The Synergy outlook add-in lets you file emails straight from Outlook to project folders in Synergy. More→

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→

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→

 

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 project management advantages

Add-ons for Synergy

Synergy has a selection of add-ons specifically for engineers. View all add-ons.


Xero add-on for Synergy

Xero

The Xero add-on for Synergy allows two-way exchange of financial data between Synergy and Xero for architects and engineers.

QuickBooks Online add-on

QuickBooks Online

The QuickBooks Online add-on for Synergy saves you time with cloud-to-cloud exchange of financial data.

add-on-synergy-drawboard-bullclip-252x252-icon

Bullclip

Bullclip is a live drawing and document markup application. Export Synergy PDF's and image files to Bullclip for markup.


Customer reviews

Product reviews sourced by G2 Crowd. It's like Trip Advisor for software. Read all reviews.

 


Wonderful product and even better customer service

Reviewed 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


I've been a believer from Synergy's earliest days

Reviewed on 04 Apr 2018
by Harry P.

"Synergy keeps track of all the boring bits of my businesses; it makes me to feel on top of my various records and management needs - allowing me to work both on, and in, my business.

Synergy rationalises the annoying bureaucratic sides of my businesses and allows me to interrogate all types of data in some cool reports, which in turns gives me more control and the ability to make better management and business decisions."

Read the full review on G2 Crowd


Excellent engineering management software to keep track of business with easy to use software

Reviewed on 10 May 2018
by Administrator

What do you like best?
"Time sheets, project performance reports, able to customise reports, customer support, monthly product cost."

What business problems are you solving with the product?
"Finding work that has not been billed for and has been forgotten. Being able to accurately track times and expenses for projects."

Read the full review on G2 Crowd