Professional practice management software for Architects and Engineers

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Winning Business


All the tools and information you need to prepare your proposals are at your fingertips including:

Document management

  • -Centralised proposal templates.
  • -File storage in ‘Project Document’ store including: correspondence, instructions, certification, variations, QA docs, checklists.
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  • -Project History - on screen review of client, consultant, competitor and authority details.
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  • -Project ‘File notes’ readily accessible.
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  • -Extract capabilities for marketing campaigns.
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  • -Simple export of documents to Microsoft Office™ packages.

Estimating

  • -Detailed case histories of previous and current projects.
  • -Deceptively simple estimating tools.
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  • -Revenue forecasting models.
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  • -Readily accessible histories of project budget v actual performance.

Contact management/CRM

  • -Database of clients, developers, consultants, competitors, authorities etc.
  • -Lists all invoices raised.
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  • -File notes with reminder notifications for internal notes, comments, Insurance details etc.
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  • -Linked personnel records for details of individuals, their employment and project history etc.
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  • -Query management and export to MS Excel for marketing campaigns and mail merge.

The key benefits:

  • All the information you need, from proposal templates to detailed cost estimates, to help you build winning proposals simply, efficiently and above all accurately.

Winning Projects

Managing Projects

Accounting for Projects

 

"Synergy provides the integration of all aspects of project management from registration to client details to costing and invoicing, progress analysis and more. We are able to manage all our projects from the straightforward simple time charge to the complex large project with many construction stages with the minimum of fuss.......

Project Managers are able to track job progress and costs quickly and simply, and our client database has never been so orderly. The flexibility of reporting offered in Synergy allows the user to custom-make reports that are both relevant and effective with the added bonus of the easy connectivity to our accounting package………”

Diane Gordon, Administration Manager, Woolacotts Consulting Engineers



  ©2008 Total Synergy Pty Ltd.