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Getting started with AI in Fergus

AI at Fergus is here to make everyday work simpler. Explore the guides below to see what’s available, how it can help and how to start using it in your day-to-day work.

Written by Max

AI can help you find information, prepare admin and keep work moving. You’ll experience it in three ways:

  • Fergus Assistant: An extra pair of hands inside the current Fergus platform

  • Fergus Assistant on Fergus Go: A simpler way to find, capture and update work on the move

  • Fergus AI: A new experience that works as an AI employee across jobs, admin and reporting



    Start with AI in Fergus 101

    This guide gives you a quick overview of:

    • How AI works across Fergus

    • The difference between Fergus Assistant and Fergus AI

    • What each experience helps with

    • How to ask for work and check the result

    • Where you stay in control


Fergus Assistant

  • Fergus Assistant is an extra pair of hands inside the Fergus platform you already use. Ask it to find information, draft messages, prepare quotes and invoices, update job records or answer questions about reports.

  • Fergus Assistant 101

    Start here to learn:

    • What Fergus Assistant is

    • What it can find, create and update

    • How to ask questions or give it work

    • How to add details and keep the conversation going

    • How to review the result


Getting started with Fergus Assistant

This practical guide walks you through using Assistant across a job, including how to:

  • Create a job from scratch, an enquiry or a supplier quote

  • Build and review a quote

  • Prepare the quote and customer email

  • Turn the quote into an invoice

  • Try other everyday requests inside Fergus

    Using Assistant on Fergus Go

    Fergus Assistant on Fergus Go helps you find and record job information while you’re on site, in the van or moving between jobs. Type your request or use your voice while the details are still fresh.

    This guide also shows you how to:

    • Check your day and find job details

    • Record important job information while it’s fresh

    • Add notes, tasks and time entries

    • Keep the office up to date from your phone


Fergus AI

Fergus AI is a new experience that works like an AI employee across your jobs, admin and reporting, bringing forward what needs attention and lining up the next step for you to review.

This guide shows you:

  • What Fergus AI helps with

  • How to create a job and prepare a quote

  • How to ask Fergus to review your work

  • How to prepare customer communication

  • How to work across jobs, admin and reports


A good place to start

  • Already using Fergus at your desk? Start with Fergus Assistant.

  • Working on site or from your phone? Start with Fergus Assistant on Fergus Go.

  • Using the standalone AI product? Choose Getting started with Fergus AI.

  • Not sure which applies to you? Begin with AI in Fergus 101.

You don’t need to work through everything at once. Pick one guide, try one everyday task and build from there.

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