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Fergus Essentials
Fergus Go Cheat Sheet (Essentials)
Fergus Go Cheat Sheet (Essentials)

Get a quick run down of the Fergus Go app

Ghie avatar
Written by Ghie
Updated over a week ago


A quick overview of the key app pages you'll use most when on the road.

Table of Contents

Home Screen

This is the first screen available after logging in and displays the following:

Scheduled - Shows the jobs you are scheduled to do today and in the future (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.

Create Job - Allows you to create job on the go.

Timesheet - 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 Card

View extended job details

View customer/site address - can click map pin to go directly to Apple/Google Maps

Start Timer - to track the length of a Job. Alternatively, add the time entry by hitting the Blue Plus Button found at the bottom-right corner

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 - Create Invoice to come and Credit to come that were purchased for the job from a supplier

Purchase Orders - Add any materials that you need to order from a supplier that you have an account set up with (Pro feature)

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 can tag people using the β€˜@’ symbol and 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.

Invoices - Create a Quick Invoice for the job. Suitable for creating invoices for maintenance, emergency, and single install type jobs that consist of 1-2 line items.

Scan to Pay - Collect credit card payments on-site. This is available for accounts with Fergus Pay (credit card payments feature) enabled.

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 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.

Settings - Allows you to change the mobile number for two-factor authentication. Enable GPS location on your mobile app. Manage your Push Notifications. Capture your signature for document verification.

Contact Us - To contact support if need assistance

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