Overview
Fergus includes a set of Quick Actions on your home screen designed to help you get things done faster and with fewer clicks.
Here’s what each one does:
Create New Job - exactly the same as clicking New Job in the top-left corner.
Create Job from Work Order - Quickly create a new job directly from a work order.
Create Quote or Estimate - Takes you straight to a draft quote without creating a job first. You’ll still need to enter a customer and site before writing the quote.
⚠️ Because no job is created automatically, remember to save your draft manually to avoid losing your work.
Create Invoice - Jumps straight to the invoicing stage, skipping job creation and the job card. When you complete and save the invoice, Fergus automatically creates the job in the background.
If it’s a one-off invoice and you don’t need the job card, you’ll need to manually mark the job as invoiced:
Open the job.
Click Mark as Ready to Invoice.
Then select Mark as Invoiced.
Add Customer - A quick way to add a new customer without opening the Customers tab.
Schedule event - Perfect for adding personal or non–job-related events to your calendar, like team meetings or appointments.
If needed, you can later convert this event into a job using the option in the top-right corner.Health & Safety - Access your Health & Safety section here.
Conclusion
Quick Actions help you move through common tasks quickly and efficiently, keeping your workflow smooth and your team on track.