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Resource scheduling software for agencies

See who's available and track utilisation

Synergist helps agencies and consultancies schedule work, balance workloads, and track utilisation in one place. See who's available, who's overbooked, and where you have billable hours to sell.

Schedule agency work based on project budgets

Synergist's drag-and-drop resource schedule lets you book time against projects based on estimated budgets, so every booking is tied to a real job with real numbers. You can see estimated vs remaining time at a glance, and quickly move or reassign bookings when priorities change.

  • Control who can make, edit and view bookings. Use work requests or book draft, tentative or confirmed bookings straight into the calendar

  • See the estimated vs remaining time and start and due dates to help you keep jobs on track

  • Book flexible hours spread across several days, a specific time slot, all day, or as recurring bookings

  • Allocate people to charge codes to make sure time is accurately recorded and billed

  • Colour code or filter views to show specific teams, clients, or jobs

  • Add holidays, absences, training and special events so you can see who's where

  • Manage freelancers by adding to the schedule and consolidating their time across multiple jobs to a purchase order

Give your agency team their schedule, briefs, and tasks in one place

Each team member gets a personal calendar view showing their job schedule, tasks, briefs, and documents for the day, week, or month. They can update progress, flag blockers, and log time without leaving the schedule.

  • "My calendar" gives each team member their job schedule and tasks for the day, week, or month

  • They can see a job's duration, start and due dates, notes, briefs, documents, and comments, all in one place

  • Share a quick status update using the Feedback tool. "In progress" shows against the booking, "Complete" shows a tick, "More time required" alerts the scheduler, and "Stalled" alerts the scheduler and job handler

  • One-click timesheets make it easy for your team to record what's been done against the correct job, using their browser or mobile app

  • Need more detailed task management? Use Kanban boards to organise workflows, track progress, and manage priorities across your team

ArmstrongB2B, a 50-person B2B marketing agency, improved utilisation and on-time delivery after overhauling their resource scheduling with Synergist.

We've improved our utilisation and productivity across the company, which in turn has improved our on-time delivery of client work, effectively reducing and meeting deadlines far more consistently.

Image of Susy Combie
Susy Combie Production Manager, ArmstrongB2B

Why not just use a shared calendar or spreadsheet for scheduling?

Shared calendars and spreadsheets can show you who's booked where. But they can't tell you whether those bookings are within budget, how much estimated time is left on a job, or where you have billable hours going unsold. You end up scheduling blind.

Synergist ties every resource booking to a project budget. When someone is booked onto a job, you can see the estimated vs remaining time before the booking is made. When time is logged, utilisation and capacity dashboards update automatically. That means scheduling decisions are based on real numbers, not guesswork.

Want a deeper look? Watch our product tour to see how agencies manage resource scheduling with Synergist.

Balance agency workloads and avoid burnout

Synergist's capacity dashboard shows how much time is available, booked, and sold across your agency by team, skill, or location. You can spot who's overbooked and where you have hours to sell, so workload decisions are based on data rather than gut feel.

  • See capacity over the coming days, weeks and months by team, skill or location. The capacity dashboard shows how much time is available, booked and sold

  • See how much time each person is booked or available each day or week, with instant visibility of whether they're overbooked

  • Track how much time is booked on chargeable vs non-chargeable work and holidays vs capacity to make sure you're on target

  • See how winning new work would impact your people so you can plan proactively

Monitor agency utilisation and time recovery

Synergist shows utilisation on chargeable and non-chargeable work by team, role, or individual, with actual hours and value tracked against targets. You can drill into where time is being spent and see the cost impact across projects and clients.

  • View the performance dashboard to see utilisation on chargeable and non-chargeable work by team, role or individual, with chargeable hours and value tracked against targets

  • Missing timesheet reports let you quickly see when time hasn't been tracked or posted

  • Drill down into where people are spending time and the cost impact, with reporting and analytics that let you filter the data you need

  • Track which projects and clients are the most time-consuming and see where you're over or underservicing

Frequently asked questions

Can Synergist show me who's available and who's overbooked across my agency?

Yes. Synergist's capacity dashboard shows available, booked, and sold time by team, skill, or location. You can see each person's workload by day or week, and instantly spot who has availability and who's overbooked.

Does Synergist link resource scheduling to project budgets?

Yes. Every booking in Synergist is tied to a project with an estimate, so you can see estimated vs remaining time before making a booking. This means you're scheduling within budget rather than booking time you haven't sold.

Can I manage freelancers in Synergist alongside my permanent team?

Yes. Synergist lets you add freelancers to the resource schedule alongside your permanent team and consolidate their time across multiple jobs to a purchase order. They appear in the same calendar view so you have full visibility of your total capacity.

How does Synergist help agencies track utilisation?

Synergist tracks utilisation on chargeable and non-chargeable work by team, role, or individual. You can see actual hours and value against targets, drill into where time is being spent, and identify which projects or clients are consuming the most capacity.

Have more questions? Drop us an email enquires@synergist.co.uk

Related resources

Agency guides

Agency capacity planning: right people, right place, right time