A quick overview of the key app pages you'll use most when on the road.
This is the first screen available after logging in and displays the following:
Scheduled Jobs - Shows the jobs you are scheduled to do today (personal for each user).
Assigned Jobs - The number of jobs that have been assigned but haven't been scheduled yet.
Unassigned Jobs - The number of jobs that have been created in Fergus but haven't been assigned to any user.
Home screen - includes the Scheduled, Unscheduled, and Unassigned Jobs as per the above.
Search icon - Find job or customer information
Create Job icon - Located in the bottom-right corner, allows you to create job on the go.
Timesheet icon - Summary of time entered. Can be viewed Daily or Weekly. Allows you to add uncharged time entries.
Hamburger Menu Button - Located in the bottom-right corner, this reveals more options for navigating Fergus.
Job/Site Visit Card
View extended job details
View customer/site address - can click map pin to go directly to Apple/Google Maps.
Start Timer to track length of Job. Alternatively, add the time entry by hitting the Blue Plus Button found at the bottom-right corner.
Forms - Fill out, assign to employees, and sign Forms. PDFs can also be viewed under Files once your Forms have been submitted.
Time Entries - View the time entries, past and present that have been added to the job.
Assignments & Events - Add or edit the employees that are assigned/scheduled to a job.
Stock Used - Add stock that was used on the job to ensure costs are calculated correctly.
Supplier Documents - Add any materials that were purchased for the job from a supplier in person
Photos - Upload related photos to the job.
Files - View files that were uploaded via web version - provided you have an app installed on your device that can handle it.
Notes - Add any notes to a job so that other staff can view important information. You are able to tag people using the ‘@’ symbol then typing the staff member's name.
Checklists - Add Checklists to the Job to ensure staff has all the tasks and instructions they need to complete a job the way you want it completed.
Certificates (Currently available in the UK & NZ) - Add gas and oil Certificates to jobs. Quickly create, fill out, preview, attach photos, and sign Certificates. To learn more about UK Certificates, please visit this article. To learn more about NZ Certificates, please visit this article.
Quote on the Go
Once you have created a Quote job card via the app, you can choose to create a quote now or later. It will automatically create a Draft Quote for you if you do not choose to create one now.
You may Preview the Quote, Save it as a Draft, Duplicate the version, and Publish the Quote to email to the customer while out and about.
Hamburger Menu Button
Options vary according to plan and permissions
Notifications - Recent changes, updates, or mentions that you need to be aware of.
Noticeboard - Company-wide notices and communication.
Contact Us - To contact support if need assistance.
Two-factor authentication (2FA) - Allows you to change your mobile number for two-factor authentication.
Locations - Enable GPS location on your mobile app.
Push Notifications - Enable Push Notifications for Fergus.
Signature Capture - Create your digital signature which will be used for verifying Certificates.