Managing your customers in Fergus is simple — from creating a new contact to tracking every job, invoice, and reminder in one place. Here's everything you need to know.
➕ Creating a New Customer
You can create a customer while setting up a new job, or directly from the Customers page.
Click Customers at the top of Fergus.
Select Add New Customer on the right-hand side.
Fill in the customer's details:
Customer/Company name (required)
Customer source — how you found them (optional)
Main contact — first name (required), last name, title, and phone
Physical address — address, city, suburb, postcode, region, country
Billing contact — same as main contact by default
Postal address — same as physical address by default
Other contacts — click + Add Another Contact to add more
Click Save Customer in the bottom right corner.
🔍 Managing an Existing Customer
To find a customer, go to the Customers page. Use the search bar to find them by name, or use the Active/Inactive filter dropdown to narrow the list. Click their name to open their profile.
From the profile you can:
✏️ Edit details — click the pencil icon
➕ Add a new job — use the Add job to customer button
📝 Attach notes — for future reference
🗑️ Delete or merge — use the three-dot menu (top right)
⚙️ Customer Settings
Override your company defaults for a specific customer. Go to the customer profile → click the pencil icon → select the Customer Settings tab.
💡 Tip: These settings only affect this customer — your company-wide defaults stay unchanged. The active Pricing Tier is also shown directly on the customer's profile card.
Setting | What it does |
Pricing Tier | Assign a custom price book tier (e.g. commercial vs residential). Overrides the company default. |
Payment Terms | Set custom payment terms for this customer's invoices. |
Charge Out Rate | Set a default labour charge out rate for this customer's jobs. Overrides the user's default rate. |
Material Discount | Apply a default material discount % for this customer. |
Labour Discount | Apply a default labour discount % for this customer. |
Custom Tax Rate | Override the default tax rate for this customer. |
Disable Invoice Reminders | Stop automatic invoice reminder emails/SMS for this customer. |
Attach Invoice PDF | When ticked, invoices will automatically include a PDF attachment. |
Disable Quote Reminders | Stop automatic quote/estimate reminder emails/SMS for this customer. |
📂 Customer Profile Tabs
The left-hand sidebar gives you quick access to everything related to this customer:
Tab | What's here |
Jobs | Default view — status board and full job history. |
Site Addresses | All site locations linked to this customer. |
Emails | Record of emails sent to this customer. |
Recurring Jobs | All recurring jobs set up for this customer. |
Files & Photos | Files and images related to this customer. |
Invoices | All invoices created for this customer. |
Service Reminders | Service reminders set up for this customer. |
📊 The Customer Status Board
The Jobs tab opens to a visual status board — a snapshot of where all this customer's jobs and money currently sit.
Each column represents a stage in the workflow, with a dollar total and colour indicator showing outstanding value:
Column | What it means |
Pending | Jobs not yet started. |
Pricing | Jobs currently being quoted or estimated. |
Scheduling | Priced jobs awaiting scheduling. |
In Progress | Jobs currently being worked on. |
Back Costing | Completed jobs not yet invoiced. |
Invoicing | Jobs with outstanding invoices. |
Payments | Invoices awaiting payment. |
💡 Quick links below the board let you jump straight to Drafts, To Be Archived, and Recurring Jobs.
Scroll down to see the All Jobs table — a full list of every job for this customer with job number, date, status, type, description, and site. Use the search box to filter.
📋 Customer Reports & Statements
At the top left of the customer profile, two buttons give you reporting options:
Customer Report – Opens the Work In Progress (WIP) report for this customer. Filter by job type (Charge Up, Estimate, Quote, or Custom) and date range. Columns include priced total, total invoiced, total cost, actual margin, and more.
Summary of Activity – Generates a statement showing all invoices with amounts paid, credited, and owing, plus an ageing balance breakdown. Use the dropdown to view, print, or email it directly to your customer.