Why Use Forms?
The Fergus forms feature offers numerous benefits, but one of its most popular uses is for managing health and safety processes. For example, many Fergus users create their SWMS (Safe Work Method Statements) in Fergus, enabling them to complete and store these forms directly within the relevant job cards, keeping all critical information centralised and accessible.
IMPORTANT: Before using your Fergus forms, ensure they contain all the necessary information to comply with relevant regulations. This is particularly important if you are replicating existing health and safety forms into Fergus.
If you are replicating forms provided by an external source, such as SWMS, confirm their accuracy and completeness with the original provider to ensure no critical information is missing, which could lead to issues in the future.
How To Use
Step 1: Create Your Form Template
Start by creating a form template in Fergus via the Settings menu. If you're unsure how to build a form, refer to our help guide for detailed instructions. If you already have health and safety forms outside of Fergus, this is where you'll replicate them.
Step 2: Assign Forms to Jobs
Once your form template is published, you can assign it to specific jobs. Navigate to the Job Card and attach the form to the appropriate job phase. This ensures that any team members assigned to the job phase will be able to access the form via the Fergus Go app. Check out our guide on assigning forms to jobs and their phases.
Step 3: Access Forms on Fergus Go
Assigned team members can open the Fergus Go app, go to the relevant job card, and scroll down to locate the forms tool. Check out our guide on how to navigate to the forms tool in Fergus Go, and how to complete the forms.
They’ll see any forms that have been assigned. If a form hasn’t been assigned yet, it’s easy to add one:
Tap the + button in the bottom-right corner.
Select the appropriate form template.
Click Save in the top-right corner. The form will now be ready to start.
Step 4: Fill Out the Form
Users can open the form and fill out the required fields.
If system tags were included when creating the form, certain fields will auto-fill, saving time and reducing errors. To learn more about system tags, check out our help guide.
Users can save their progress as they complete the form. When all required information has been entered, clicking Submit will mark the form as submitted.
Step 5: Manage Completed Forms
Submitted forms will automatically appear as submitted on the job card’s desktop view. To access them:
Go to the left-hand side of the Job Card.
Click on Forms to view all associated forms.
Fergus also converts completed forms into PDF file upon completion. These PDFs can be downloaded and even emailed directly to customers if you choose. To attach the PDF to an outgoing email:
Select the email you're sending first. We usually see forms attached to the final invoice email, but you can choose to send it on it's own via the quick email to customer option by heading to the job summary if you prefer.
Navigate to the Files and Photos section in the email draft.
Select the completed form PDF to attach it.