Released on 21 Dec 2016
Performance Improvements and new opt-in Calendar
Try out the new version of our calendar and let us know what you think!
Improved the loading time of static files which should improve performance and speed of running Fergus
Fixed Add as Favourite button sometimes not working on customer invoices
Released on 10 Dec 2016
Quoting / Invoicing
Fixed combined line items sometimes disappearing after being moved into another section
Improved formatting of quote title text
Tasks
Fixed tasks sometimes notifying users that they were due far too early
Overdue task notifications now include the task description
Job Card
Added option to choose the same postal and physical address in Customer import screen
Job assigned notification now shows customer name & address rather than company's name
Added cancel confirmation to email editor
Fixed Send Email button not updating correctly after picking a To email address
Fixed View PDF button on purchase orders sometimes not responding to clicks
Fixed issue where trying to delete a highlighted email address would count as an edit
Fixed To field in email editor not choosing highlighted emails when clicking out of the field or pressing space
Fixed issue with purchase order not asking to create invoice to come after marking as sent
Fixed issue with Send Schedule in Quote screen not picking up email template changes
Fixed issue with time entries in Safari requiring a colon
New Calendar
Fixed badly formatted scrollbars in Convert to Job window
Added new date picker which can jump between month/year
General Fixes
Added Attention field to billing contact and ability for it to appear on quote/invoice
Added setting to make customer source optional when creating new customers
Released on 4 Dec 2016
New Calendar
User colours! You can now opt to have events in each row reflect the colour of the user
Fixed schedule event window closing after cancelling an SMS
Fixed text display issue in job filter
Job Card
Improved fields in email editor to allow copy-pasting
Changed reference number to job number for document matches in reconciliation screen
Fixed site visit list not scrolling on smaller screens
Reporting
Added Business Activity Report
Invoicing
Improved syncing of supplier documents with Xero
Made supplier invoice numbers optional on Xero accounts payables
Fixed issue with some favourites not showing a total cost figure
Supplier Documents
Added Ideal HNZ CSV support
Added Karapiro Hire CSV support
Added Think Water CSV support
Added Pecks Plumbing Plus CSV support
Added Hynds Limited CSV support
Health & Safety
Fixed job information not showing in Reported Hazards in Compliance Report
General Fixes
Reworded some notifications to make them clearer
Fixed issue with custom line item descriptions that would prevent them from saving
Fixed saving of empty custom line items in the custom price book
Fixed Sign Up Now button on Training site returning an error message
Released on 10 Nov 2016
New Calendar
Fixed issue with event description not showing correctly on custom events
Fixed time tooltips not appearing if the event start time was outside the calendar view
Fixed the create event preview from showing when you were mousing over an event in the week / fortnight view
You can now send emails and SMS from calendar events
Fixed start date sometimes changing to today when editing the duration field
Duration field now shows days as well as hours
Fixed the event form closing when the email popup also closes
Fixed the event form incorrectly opening when dragging a job in week view
Improved event form display on smaller screens
Scheduling an event from the job list on the left now shows a green tick as scheduled
Added warning when an event is about to be scheduled in the past
Improved animations on date picker
Job Card
Fixed issue with site email address not pulling through when emailing site contact
Fixed scrollbar that would appear in Financial Summary when cost figure is a big number
Fixed the creation of additional site visits if you clicked the New Site Visit button lots of times accidentally
Fixed 'New Site Visit' modal closing if you clicked outside of it
Added purchase order number in the subject line of purchase order emails
Fixed calendar event info popup appearing behind the date ribbon
Fixed calendar stopping scrolling when you dragged outside the edge of the calendar view
Added event desription on calendar events in the scheduler
Fixed Show First Run button in calendar settings not opening the first run tutorial
Fixed issue where duplicate events would be created if updating a recurring event and specifying to only update that event in the series
Fixed issue when updating a recurring event and specifying to split an event out in the recurring series would leave a recurring badge on the event
Fixed unassigned events showing Convert To Job button
Fixed non-working hours background not rendering smoothly
Fixed issue where clicking an event from the unassigned job/event list didn't pull in the site contact into the edit event form
Reporting
Fixed Summary of Activity missing Australian BSB numbers for Australian companies
Fixed Summary of activity cutting off last line of page one and adding part of the second page's first line
Fixed Supplier Document Report filters not remaining active when searching, which would return no results
Invoicing
Fixed issue where tax type in settings was not displaying correctly on invoices
Fixed cutting off of Import button when importing site visits in invoice builder
Supplier Documents
Improved logging of failed accounting syncs that were not showing error information if they failed to sync to MYOB
Added The Urban Quarry CSV support
General Fixes
Fixed issue with employee location report showing incorrect times
Added ability to edit cost on custom line items in favourites
Extended SMS expiry period to 365 days
Fixed time entries still rounding to the nearest 15 mins when imported from the site visit onto invoices even if you had that setting disabled
Fixed display issue that occurs when dragging a customer list into the drag and drop area
Fergus Public Website
Updated detailed business calculator on public website
Fixed business calculator content jumping down the page after scrolling
Released on 8 Nov 2016
New Calendar
Fixed issue with assigning jobs to unassigned events row
Fixed problem where you couldn't save an unassigned event
Fixed issue where custom event would get stuck in converting state to job
Fixed issue where job tooltips would disappear after hover
Fixed issue with fractional # of days in custom recurring rules
Fixed issue with dragging jobs to schedule not pulling across job descriptions
Fixed issue where event tooltip disappeared after hover
Fixed event title not showing correctly in edit form
Fixed issue with ctrl click on employee list not multiple selecting employees
Fixed collapse sidebar not working in some cases
Fixed recurring rule not getting deleted when setting event repeat to never
Fixed events with custom daily frequency of more than 1 day not saving correctly
Changed event title to be site visit title (if a site visit scheduled event) instead of the parent job title
Made title field pre-selected when creating a new custom event in the edit form
Improved performance & support of calendar for tablets
Made calendar popups appear in the middle of screen view
Disabled event status badges in week / fortnight view
Fixed issue where time tooltips would not get cleaned up when hovering rows in week / fortnight view
Fixed issue where clicks on week / fortnight views did not register
Fixed issue with date ribbon not rendering correctly in week / fortnight view
Fixed arrow on popover for job list
Fixed issue where large calendar events did not display in the calendar if they started outside the current view
Fixed issue where tapping on a job link on the tablet would not take you to that job
Fixed layout issue of job link label in edit form getting split over multiple lines
Fixed date ribbons & columns not getting re-rendered on browser window resize
Fixed date ribbon not resizing correctly after collapsing the side panel controls
Fixed issue where linked events would not open when clicking on them
Fixed issue where clicking in the background on the edit form would not close the form if you had made no changes
Fixed issue where dragging an event outside the schedule area would leave the drag preview active
Fixed issue with drag preview being offset from mouse cursor when switching between calendar views
Improved UI around updating users on linked events
Fixed issue with calendar first run modal next button moving around during the steps
Fixed style of month label if it started on a weekend
Health & Safety
Added default SWMS, Templates & H&S Policy for companies on sign up
Job Card
Clicking on site contact email now fills the Quick Email form with the correct site email address instead of the main contact
Supplier name now displayed beside each purchase order in purchase order list
Delivery address on purchase order now includes City & Zip/Post Code
Improved formatting of company address on purchase order PDF
Improved formatting of company address on summary of activity PDF
Improved formatting of customer address on summary of activity
Fixed total event duration label not appearing on events in the first row
Invoicing
Added confirmation for deleting combined line items on invoice
Added editable customer name & customer address fields
Made tax amount label use tax type chosen in settings
Added option in Create Invoice dropdown to invoice % of estimate when creating customer invoice
Added ability to import quote descriptions onto customer invoice
Fixed issue where line items sometimes would not cooperate when using 'move to section' bulk action
Payroll
Payroll CSV export now codes annual leave correctly as per Crystal Payroll guidelines
Fixed incorrect pay rule penalty displaying on time entries with uncharged time and no start time
General Fixes
Status board tab now hidden if user has Status board permission disabled
Released on 26 Oct 2016
General fixes
Add ability to import site visit & quote descriptions onto invoices
Add ability to pull in labour descriptions onto invoices
Add total cost for sections onto invoice & quote builder
Add transaction date to job card cost report
Add cost & price line subtotals to job card cost report
Add bulk assignment option for auto matched supplier documents in the supplier document report
Add expand all option in the supplier document report
Improve geocoding of site addresses to fix jobs not appearing correctly on the map
Purchase orders now display date of creation in the PDF
Fix issue with contact form where it would be expecting an email even though you switched the contact type to phone
Fix layout issue with invoice & quote document date picker where the months were all squished
Fix issue where scheduling area doesn't show correctly on Quote jobs after accepting the quote.
Fix issue where MYOB api wasn't pulling in payments for invoices if you had changed your company files and then changed it back.
Fix issue in new calendar where long running scheduled events weren't showing if they started outside the viewport.
Fix issue in new calendar where you couldn't tap the job link if you were on a tablet
Fix issue in new calendar where the job link label was overflowing
Fix issue in new calendar where unscheduled jobs were showing a 'Convert to job' button even though they were already a job.
Fix issue in new calendar where you couldn't click on empty space to dismiss the calendar event form
Fix issue in new calendar where the create event preview would be incorrectly offset from the mouse cursor
New calendar event status badges now hidden when in week / fortnight view
New calendar modals now display centered on the screen correctly
Fergus Public Website
Updates to copy on various marketing pages
Released on 11 Oct 2016
General fixes
Improved status board & updated tooltips with more information (setting enabled under user preferences)
Fix issue when editing a recurring job template and setting repeat rule to never
Fix issue where days / hours were appearing twice around day light savings in new calendar
Improve error screens & allow navigating back from them better
Fix issue with job card showing job creator & creation date wrong if made from an old draft
Fix issue with Xero syncing customer invoice dates as date created not date approved
Updated some user permission descriptions
Small layout fixes
Fergus public website
Added new detailed business calculator
Released on 16 Sep 2016
General fixes
Refactored actual activity report to more clearly show all costs (linked to job & not back costed) between jobs & site visits
Made site visits redirect to job card on actual activity report
Fixed sorting by job / site visit on cost reports
Fixed contact editor warning about email format if you switched from email to phone
Fixed error with status board popup for recurring jobs
Added ability to manually mark purchase orders as sent
Fixed email attachments sending with original filename instead of renamed one
Fixed issue with google address search not using your immediate location leading to results from overseas
Fixed recurring events not appearing in job card Assignment & Scheduling area
Fixed show and hide buttons in Assignment & Scheduling area
Fixed issue with supplier documents being sent to Xero with the wrong document date
Removed the pre-filled tick from checkbox when clicking 'More' on a task
Made clicking into a field in quote & invoice builder select all text rather than place cursor at the end
Performance improvements
Improved performance of scheduled maintenance tasks
Public website updates
Added new landing page to Fergus website
Released on 1 Sep 2016
General Fixes
Removed Office user type, merged into Full User type and added settings to allow old Office users to behave the same in Fergus
Fixed meeting minutes in H&S so it shows a preview of the text if it is too large
Fixed small warning message appearing in customer invoice report
Improve add button on custom price book screen
Fix issue with scheduled staff dates being out of correct order with site visit printed worksheet
Fix issue with supplier emails in price book settings not showing back up after updating them
Fix issue with task notifications not having a link to the task
Update naming of supplier documents & purchase order tabs on the job card to be less confusing
Fix incorrect email timestamp in notes & history
Fix issue with recurring event start time getting affected by some time zones
Fix issue where rollbacks of a customer import could prevent the re-entry of a previously rolled back customer
Fix issue where time entry would complain about overlapping time when it clearly wasn't
Public Website Updates
Improved login page on mobile views
Added navigation bar to login page
Added Value Calculator to pricing page
Released on 18 Aug 2016
Improvements
Improved supplier documents report & split assignment of merchant documents
Added way to set tax rate on per-customer basis
Added company Setting to Automatically create an invoice to come from a Purchase Order
Added new supplier to CSV importer The Goods Shed
Added employee group as a column on WIP Report
Added email failed delivery notifications
General fixes
Fixed tasks notification settings not saving correctly
Fixed issue with printed job worksheet times getting affected by timezone
Fixed issue where locking timesheet did not prevent times from being edited or deleted in some situations
Fixed issue where if you schedule a task for tomorrow it will make it due today
New Calendar Fixes
Added ability for event text to be moved into view for long events
Added status to show which jobs for the day has had time added in and better yet if it's labour complete or not
Fixed issue where event tooltips were showing when hovering over another event during an event drag
Fixed issue when filtering employees list, the job list gets resized, but after clearing employee filter the job list is not resized again
Fixed issue where if the event/job is too small you cannot drag it to make it bigger
Fixed issue on calendar not assigning people correctly to job when assigning multiple people to event
Cancelling changes on a linked event only resets the first event, not the other ones
Released on 5 Jul 2016
Added the ability to bulk select and delete Line Items in Custom Price Books
Fixed niche issue with Timesheet Overview Report and overlapping time entries
Fixed Add Payment button on Invoices Due report so it behaves consistently with Job Invoicing
Fixed issue where the spread of hours in Pay Rules was not working correctly in some timezones
Fixed issue with Employee Location Report that was showing incorrect time in some timezones
Improve how we handle SMS unsubscribing for push notifications
Fixed some issues with how Mark as Sent works on Invoicing
Released on 30 Jun 2016
Improvements
Added support for merging customers; you'll find the option inside your Customer Card under the cog in the top right corner
Added merchant support for Sheriff Electrical and D&K Electrical Services
Bug fixes
Fixed issue with Draft Jobs not getting reused properly
Fixed an issue where the Status Board gets stuck with the wrong filter on Group/Employee disable
Fixed a small issue when creating Users which have usernames already existing within Fergus
Released on 16 Jun 2016
Elevated Tasks from Fergus Labs to now being a standard feature
Added ability to mark an Invoice as Sent from the print button
Fixed an issue where the Status Board Permissions sometimes wasn't being honoured
Big speed improvements for the Calendar
Improved the Quote Import sort order
Fixed an issue to improve downloading Fergus Invoices
Improved the general connect to MYOB screen
Fixed a timezone issue on the Time Sheet
Improve speed and reliability of long running reports
Added CSV support for City Plumbing Supplies and Voltex
Fixed an issue on the new Pay Summary Report
Released on 30 May 2016
Full Users can now delete customers that have jobs or emails attached - jobs attached to deleted customers will be archived
Supplier CSV import improved for Wolsley, Zips, Firth, Centre Plumbing, and AWM
You can now save Status Board filters across different sessions
Fixed employee auto-complete when logging in to multiple accounts
Added new setting for Fallback Markup Rate
Added a Created By field to Purchases screen
Released on 28 Apr 2016
Hazard Templates: now you can create templates of hazards and quickly create new ones from existing templates instead of creating a new one each time, this feature will be added to the mobile app in the coming weeks
New button to mark a job as having been assessed for hazards as having "No hazards on site"
You now have the ability to select a Merchant when creating a Purchase Order to help filter the email addresses when emailing
Ability to have US date format setting of Month/Day/Year
Fixed an issue where Xero sometimes overwrote existing invoices by adding a merchant prefix to the invoice number
Added the ability to save your last dashboard filter setting
Added new support for Supplier Invoice CSVs for Go Electrical, Pipe Zone and Haymans
Released on 5 Apr 2016
Health & Safety is a large complex project. With Phase 1 we have created a solid foundation for the next phases as we continue to develop it further in the coming months.
What's included in this release? * Toolbox Meetings * Hazard Tracking and Mitigations * Incident and Near Miss recording * Health & Safety policies viewable/emailable * Medical centre locations easily accessible in the app
Released on 18 Mar 2016
Created a new Actual Activity Report
New Supplier Invoice CSV support (Rexel, John R Turk, Firth Concrete, Travis Perkins)
Added individual permissions for reports
Added suburb to Quote/Estimate Status Board popup
Added new uncharged items: "Annual Leave", "Stat Holiday", "Sick Leave", "Lunch", "Pick Up Supplies"
Fixed Customer WIP Report filters
Improved Charge Out Rate behaviour for Time Entry
Added "Payment On Receipt" and "Last Day of Current Month" invoice payment options
Fixed an issue with generating purchase order PDFs
Fixed an issue with URLs being adjusted in the news feed
Fixed Tax Rate settings for MYOB
Fixed the Variable Tax Rates on Xero invoices
Moved MYOB from a Fergus Lab to a full standard feature for use
Released on 2 Mar 2016
We've added a Files and Photos section to the Customer page, enabling you to store files and photos against a customer rather than on a job.
Minor Fixes
Added various improvements to speed up the performance of Fergus
Added Job Site Address to the summary of activity if the order number is blank
Added Running Totals to the Purchase Order editor.
Added a View PDF button to Purchase Orders (as well as download PDF)
Email attachments will now send with the correct file name
Users can now delete Price Books
Added ability to download Price Book files and to upload Customer Lists
Fixed problem where occasionally the wrong currency symbol was showing for some users
Released on 26 Jan 2016
You can now view the site addresses attached to a customer and remove them from the list so they don't show up when creating new jobs.
You will be able to find this as a new tab on the Customers page.
Released on 15 Jan 2016
Today we've pushed some changes to the Purchase Orders function inside Fergus. Here's an outline of the more significant changes:
Purchase orders can now be managed at the job level, saving you the trouble of drilling down to the Quote/Estimate or Site Visit level
You can now generate an Invoice To Come from a Purchase Order
New Purchase Order editor layout improves usability and appearance
Improved design of Purchase Order download/email
You can now specify Unit Cost and Unit Price for each Purchase Order line item
Unit Cost and Unit Price can be shown/hidden when downloading/emailing through Display Options dropdown
Order number now is auto-generated in sequence to ensure every Purchase Order has a unique Order Number
You will be automatically prompted to create an Invoice to Come when sending a Purchase Order
You can now auto-populate the Delivery Address based on the Job Site Address, Customer Address or Office Address
You can also track whether a Purchase Order has been sent or not
When reconciling an Invoice To Come with an invoice we now highlight discrepancies in the cost and quantities between the invoice and the order
And finally, you can now customise your outgoing Purchase Order Email (Settings → Email → Templates )
Released on 13 Jan 2016
Payroll Rules is an optional new feature to help you better manage employee pay structures. It's designed to make time entries easier to manage and to determine what is eligible for normal time and for overtime pay. This information makes it easier to output accurate information to your payroll system.
Each employee can now have a set of pay rules associated with them. These rules define things such as:
the ordinary days of work for an employee
the maximum number of ordinary hours per day before overtime applies
specific pay rates for work done outside ordinary hours
specific pay rates for work done on Saturdays and Sundays
Once you have entered pay rules for an employee, Fergus will break down all extra time worked into one of the overtime categories you have specified.
We also allow for you to override a specific breakdown in the timesheet overview in case one of the existing rules does not cover a scenario for your employee. If this is the case frequently we will look at adding additional rules to cover these situations.
The new Pay Summary Report is a weekly overview of an employee's normal time, overtime, and annual leave. This is intended to be used for quick entry into pay roll systems.
Released on 12 Jan 2016
To make it easier to keep your Favourites organised, we've enabled drag–and–drop functionality in the Favourites editor in Settings. You can now quickly manage your lists and folders to best reflect how you use material and labour items in your pricing and invoicing.
Released on 12 Jan 2016
The top search bar in Fergus now also lets you search for Supplier Documents using the invoice number or job reference number.
Released on 15 Dec 2015
We've now released the all new Tasks feature in Fergus which gives staff the ability to manage job-specific and employee-specific checklists. You can find Tasks in a new section on your dashboard:
Tasks are simple to use and give you greater accountability in the office and out on site.
Each task has a description and can be assigned to one or more employees.
Employees can view and manage their tasks on a new section of the Fergus dashboard.
Tasks can also be added on specific jobs via the job card, and will be visible on the main dashboard view too.
Hovering over a task will display additional information; clicking the task will open up the full view.
Tasks have an optional due date, and once a task is due it will be highlighted red.
Each task has a checkbox enabling the task to be marked as complete, then it will disappear from the main view.
Any one assigned employee marking a task as complete will clear the task.
Tasks on the Fergus dashboard are divided into Overdue and Upcoming sections; recently completed tasks can be seen by clicking the Show completed tasks link.
A simplified list of tasks is also visible on the menu bar at the top of Fergus:
Employees will receive a notification when a task has been assigned to them, when a task is due the next day, and when a task is overdue (Notifications can be enabled/disabled in Preferences).
Tasks have a Replies section where employees can leave notes or discuss a particular task.
Users with permissions enabled can view, create and manage other users' tasks from the Fergus dashboard.
Our mobile apps have also been updated with the Tasks feature. You can add and manage tasks easily while on the go.
Released on 3 Dec 2015
You can now search by email or phone number in Fergus.
You can use this new feature in the following places: * Global top menu bar search * Searching for customers when creating a new job
Released on 3 Dec 2015
Now when you create a new customer and enter their email address, Fergus will warn you if there is already a customer in the system using the same email address. This should stop the creation of duplicate customers in the system, and keep your customer list tidier.
Released on 2 Dec 2015
Bug Fixes
Fixed a rare double up issue related to splitting line items on merchant invoices.
Fixed a problem with saving purchase order email addresses for re-use.
Fixed some problem with some recurring jobs not being created automatically.
Improved supplier invoice CSV handling of weird formatting.
Improved display of addresses.
Fixed a problem with the date filter on the location report.
To view Release information from other years, click the links below.