Overview:

The Job Card contains everything you need to manage your job in Fergus.

This article will walk you through:

  1. Job options
  2. Job Summary
  3. Financial Summary
  4. Notes & History
  5. Hazards
  6. Invoicing
  7. Tasks
  8. Files & Photos
  9. Certificates
  10. Sign Off
  11. Cost Report
  12. Reconciliation
  13. Purchase Orders
  14. Site Visits

When to use it:

When you create a job, after entering the customer, site and job details you will be viewing the Job Card:

1. Job options

Job options are contained in a ⋮ menu in the top right corner of the job card:

Here you can make the Job Recurring for repeat work, send the job details out, add a task specific to the job, archive the job if it is no longer needed, put the job on hold if it needs to be postponed or create a variation if the job is now outside the original scope.

The menu bar on the left shows you the different areas of the job card:

2. Job Summary

The Job Summary tells you what the job is and who it's for. Under the Job Details you will find Site Visits and Variations related to the original job.

3. Financial Summary

Here you can see the performance of your job. The financial summary also highlights areas of concern that need your attention.

4. Notes & History

Check Notes & History to see what's happened on the job, including when labour and materials were entered, and what emails have been sent.

5. Hazards (Professional plan feature)

Log and mitigate health and safety hazards from the Hazards page.

6. Invoicing

Create invoices (if you don't use an accounting package, assign payments here).

7. Tasks (Professional plan feature)

Assign tasks to anyone, and check them off once they're done.

8. Files & Photos (Professional plan feature)

Store all files related to the job in one place, upload files or photos and view photos taken on the Fergus mobile app.

9. Certificates (Add on feature)

Add and manage all certificates for a job under 'Certificates'.

10. Sign Off (Add on feature)

Sign off allows you to gain agreement from whoever is supervising work done by your team by way of signing off 'Time Entries', 'Site Visits' or the Job as a whole.

11. Cost Report

The cost report lists all materials and labour entered on the job and their status, you can also see the date the cost was entered and whether it's been invoiced.

12. Reconciliation

This area helps you match 'Received Invoices' with 'Invoices to come' that have been entered against a job so they are accounted for.

13. Purchase Orders (Professional plan feature)

Create and manage your job's purchase orders and email your supplier directly from here.

15. Site Visits

Site visits are used to record costs against a Job. Every job you put through Fergus will have at least one site visit. Open up your site visit to schedule your team, log time spent, and enter stock used from the van. You can also see supplier documents and purchase orders here.

Thanks for taking the time to read our article, if you have any questions please get in touch via support@fergus.com

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