Overview
Fergus's new list view feature provides streamlined access to your Enquiries, Quotes/Estimates and invoices, helping you maintain better visibility and organisation of your business workflow. You can easily navigate between different types of customer interactions using the convenient tabs on your dashboard.
Benefits of the New List View
The enhanced list view feature offers several advantages:
Centralised access - All your enquiries, quotes, estimates and invoices are available in one convenient location.
Improved organisation - Clear tabs help you categorise and find information quickly.
Better visibility - Easily spot new enquiries and track the status of existing quotes/estimates and invoices.
Streamlined workflow - Spend less time navigating and more time serving your customers.
Enhanced efficiency - Quick access to key business information helps you respond faster to customer needs.
Accessing Your Enquiries
To view and manage your enquiries:
Navigate to your dashboard - Log in to your Fergus account and go to the main dashboard
Locate the tabs - Find the navigation tabs at the top of your dashboard
Click on the "Enquiries" tab - This will display your list of enquiries
Review your enquiries - Browse through new and existing enquiries in the organised list view
To learn more about Enquiries, please check out the help article.
To create a new enquiry, click the blue "Add Enquiry" button. You can also adjust the enquiry settings or filter your enquiries by their status. The available statuses are as follows:
To do
Contacted
Job Created
Rejected
Understanding Your Enquiries List
The enquiries list provides a comprehensive overview of each enquiry with the following information:
Enquiry ID - Unique identifier for each enquiry
Name - Customer or contact name
Address - Location for the enquiry
Date - When the enquiry was received
Status - Current stage of the enquiry
Notes - Additional details or comments
Managing Individual Enquiries
For each enquiry in your list, you have several options:
View Details: Click the "View" button to see complete information about the enquiry, including full description, customer details, and any attached files or images.
Quick Actions Menu: Next to the View button, you'll find a three-dot menu that provides these action options:
Create a job - Convert the enquiry directly into a new job
Mark as contacted - Update the status to show you've been in touch with the customer
Reject the enquiry - Decline the enquiry if it's not suitable for your business
Send email - Communicate directly with the customer about their enquiry
The Enquiries tab displays all incoming customer requests, enabling you to quickly identify new opportunities and monitor the status of potential work.
Accessing Your Quotes and Estimates
To view your quotes and estimates:
From your dashboard - Ensure you're on the main Fergus dashboard
Select the appropriate tab - Click on the "Quotes/Estimates" tab
View your list - All your quotes and estimates will be displayed in an easy-to-read list format
Manage your Quotes/Estimates - Click on individual items to edit, update, or send quotes to customers
To learn more about Quotes/Estimates, please check out the help article.
To create a new Quote/Estimate, click the blue "New Quote/Estimate" button. You can also adjust the Quote settings or filter your Quotes/Estimates by their User or Group for better organisation.
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Understanding Quote/Estimate Status Lists
The Quote/Estimate tabs are organised from left to right to follow your natural workflow process:
All - Complete overview of all Quotes/ Estimates regardless of status
Draft - Create and edit your quotes before sending them to clients
Awaiting Response - Track quotes that have been sent and are pending client review
Declined - Manage rejected quotes (you can create new quote versions or close the opportunity)
Accepted - Monitor approved quotes and track outstanding payments
This tab structure helps you quickly see where each quote stands in your sales process and what action may be needed next.
Managing Individual Quotes/Estimates
Each status list provides tailored information and filtering options specific to that Quote/Estimate stage. Additional features include:
View Details: Click the View button next to any quote/estimate to see full details, including customer info.
Edit or Update: Select a quote/estimate to make changes or send it to a customer.
Create New Quote/Estimate: Use the blue New Quote/Estimate button to start a new quote.
Quick Contact Access: Hover your cursor over a customer's name to display their contact information card, providing easy access to customer details when follow-up is needed.
Accessing Your Invoices
The Invoices tab follows the same intuitive structure as the Quotes section, making it easy to navigate and manage your billing.
To view your quotes and estimates:
From your dashboard - Ensure you're on the main Fergus dashboard
Select the appropriate tab - Click on the "Invoice" tab
View your list - All your Invoices will be displayed in an easy-to-read list format
Manage your Invoices - Click on individual items to edit, update, or send invoices to customers
To learn more about Invoices, please check out the help article.
Invoice Status Categories:
All - Displays your complete invoice history
Drafts - Shows invoices that haven't been sent to customers yet
Awaiting Payment - Lists sent invoices that are still pending payment
Paid - Contains all successfully paid invoices
Voided - Shows any invoices that have been cancelled or voided
Additional Features
View Details: Click the View button next to any invoice to see its full breakdown, including line items, payment history, and customer information.
Search and Filter: Use the search bar or filters to locate specific invoices by Job Type, Due date, Delivery status or Invoice status.
Quick Contact Access: Hover your cursor over a customer's name to display their contact information card, providing easy access to customer details when follow-up is needed.
The streamlined list view design helps you maintain better organisation and oversight of your invoicing process, ensuring your business operations run efficiently.
Conclusion
Fergus's enhanced list view for Enquiries and Quotes/Estimates is designed to streamline your business operations and improve customer service efficiency. By centralising all your customer interactions in one organised dashboard, you can respond faster to enquiries, track quote statuses more effectively, and maintain better records of your business activities. With these tools at your fingertips, you'll spend less time on administrative tasks.