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Quoting in Fergus Go

Learn how to Quote on site with the Fergus Go mobile app.

Max avatar
Written by Max
Updated over a week ago

Overview

The Fergus Go app simplifies the process of creating quotes on the move. After you set up a job in the app that requires a quote, you can choose to generate the quote immediately or at a later time.

How to Create a Quick Quote in Fergus Go

The Quote creation page is made up of:

  • The quote status (i.e. Draft or Published, and whether it has been sent or not to the customer)

  • The title and description

  • The section title and description

  • The line's items

  • The totals

Please Note: To keep things simple, when creating quotes in Fergus Go, you will only have the ability to create one section. You can create more complex quotes with multiple sections in the desktop app.

Simply tap on the Title and Description or Section headers to edit their details.

Tap on the 'Add a line item' button to search for your favourite suppliers. From here you can filter by different suppliers and create custom line items.

You may Preview the Quote, Save it as a Draft, Duplicate the version, and Publish the Quote to email to the customer whilst on the go.

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