Effortlessly take notes in Fergus, whether you’re managing a job, helping a customer, or tracking a site. This article will explore how to add notes easily in Fergus Web.

Let’s explore the different ways to add notes on the Fergus web platform, starting with jobs. First, open the job card. You can add notes for the entire job, or if you’ve broken the job into phases, add notes for individual phases.

To add overall job notes, click the "Notes" button at the top, just below the job number. Here, you can type your note and:

If your job involves a quote, you can add notes directly related to it. Simply click on the Quote section on the left side of the job card, and head to the Notes tab at the top. This feature is designed to streamline your work process, as any notes you enter here will seamlessly sync with the Fergus Go app. This means you can effortlessly keep track of your quotes while on the go. Plus, any notes you add in Fergus Go will instantly update in Fergus on the web, ensuring that your information is always accurate and current.

To add customer notes, go to the Customers tab and select the customer you want. You will see a notes section below the customer details and above the status board. Write your note and remember to pin it if you want it to show up when creating a new job for this customer.

Head over to the Sites tab, choose your desired site, and effortlessly add your note at the top of the page. Don’t forget to pin it if you want it displayed prominently during job creation. All your notes can be accessed from the Fergus Go app, whether on jobs, quotes, customers, or sites.
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Taking notes in Fergus is quick and easy, whether you're documenting information for a job, a customer, or a project site. With Fergus, you can effortlessly share relevant information across your team, leading to improved organisation and enhanced communication. Experience the benefits of streamlined collaboration and ensure everyone stays informed and aligned.