Overview

Having the right certifications and staying compliant is essential for your business. Fergus Certificates is a secure electronic management tool that enables business owners to easily create, store, manage, and send compliance and safety certificates online.

You can attach a Certificate to a job in two ways:

Wherever system tags (#) are used, you can click on the orange message that pops up to select the value you want from a list of all applicable values for that tag.

To collapse/expand specific sections of the certificate, you can tap on the up/down accordion symbol.

Once you have filled in all the required fields, make sure to sign the Certificate.

To add your signature, click on "Tap to sign," draw your signature, and then tap "Done" in the top right corner to save it. For some Certificates, we will remember your signature for future use.

To preview the PDF form, tap the "..." symbol in the top right corner and select "Preview PDF."

Once you have finished filling out the form, tap the "..." symbol again in the top right corner and choose "Save as Completed" to create a PDF and save a copy in the job's Files & Photos.