Creating and managing customers in Fergus is quick and easy!
Creating a New Customer
You can create a customer while setting up a new job or directly from the Customers page. Follow these steps to add a customer from the Customers page:
Click on the Customers button at the top of Fergus.
On the right-hand side, select Add New Customer.
Fill in the customer’s details, including:
Customer name
Physical address
Default main contact details
You can also update additional details such as postal address, billing contact, additional contacts, and customer settings at the bottom of the page.
Click Save Customer in the bottom right corner.
Managing Customers
To manage an existing customer:
Go to the Customers page.
Search for and select the customer to open their profile.
From here, you can:
Edit customer details using the pencil icon.
Add a new job for this customer.
Attach notes for future reference.
Delete or merge the customer using the three-dot menu in the top right corner.
Exploring Customer Tabs
When you open a customer’s profile, you’ll land on the Jobs page, which provides a status board of their active jobs. Scrolling down reveals a complete history, including archived and completed jobs.
Additional tabs include:
Site Addresses – View all site locations linked to this customer.
Emails – Access a record of emails sent to the customer in the past three years.
Recurring Jobs – See a list of all recurring jobs for this customer.
Files & Photos – Store and manage files and images related to the customer.
Invoices – View all invoices created for this customer.
Customer Reports & Statements
At the top left of the page, you'll find two grey buttons:
Customer Report – Generates a Fergus Work In Progress (WIP) report for this customer.
Summary of Activity – Allows you to view, print, or email a statement directly to your customer.