Fergus is the ultimate job management application for trade businesses. Fergus takes the stress out of running your business. You always know what jobs you have and what jobs are coming next. You also know what actions you need to take to progress a job. Fergus helps you to streamline and simplify your workflows all in one place.
Fergus: Key Features
Quoting
- Build templates for jobs you do often
- Easily pull pricing for all the materials you use
- Adjust your pricing as you go
- Track and create multiple quote versions
Scheduling
- Our visual calendar gives you a complete overview of what jobs are booked, what jobs need to be booked, and who has time to do them.
- Assign team members to jobs in seconds with drag and drop scheduling
- Keep your team in the loop with instant team notifications via the mobile app
- Group scheduling allows for teams to be assigned to jobs
Tracking Jobs
- See the state of your jobs and business at a glance using our colour-coded dashboard.
- With job cards everything related to the job is in the one place
- Job phases allow you to break bigger jobs down into milestones to make managing costs, progress, job scope and invoicing easier
- Track variations inside the job card
Managing on-the-job
- Remote job information allows for everything related to the job to be in the palm of your hand
- Log purchase and use of materials on all of your jobs and track all time spent on the job, whether you bill it or not
- Use Sign Off in the mobile app for customer or project manager sign off before marking the job as complete
- With templated certificates pre-populated with the job information all you have to do is plug in what happened on site.
- Log hazards and incidents on-site with the hazard templates
Managing teams
- GPS tracking allows for you to see where your team are and where they have been.
- Timesheets inform your job costing and financial summary, giving you accurate financial reporting in real-time.
- Tasks assigned to team members ensures that work completed on site is checked and that piece of equipement is booked so that you do not have to double check
- Team noticeboard allows you to keep in touch with the whole team
Invoicing
- With Invoice Builder, build and send invoices on the go
- Progress payments allow you to stagger the invoicing for big jobs. Simply set the percentages to be invoiced and due dates and the invoicing will be done automatically for you.
- Reconcile jobs with supplier invoices with the Back Costing feature
- Follow up late invoices with automatic reminders
- Provide fast and flexible payment options
Reporting
- Business reporting allows you to keep an eye on business health
- Job reporting allows for real-time job performance tracking
- Employee reporting see how your employees are performing
Integrations
- Supplier integrations allows for Automatic Price Book Updates, Purchase Orders and Invoice Reconciliation
- Accounting & Payment Integrations with Xero, Quickbooks Online and MYOB allows for streamlining the workflow between job management and accounting for your business
Industries We Help
Fergus is an ideal solution for trade and services businesses with up to 50 employees, whether you are managing 3 jobs or 300 jobs
Some of the featured industries who love Fergus include:
Electricians
HVAC
Plumbers
Roofers
Builders
