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Release Notes 2023
Release Notes 2023

A log of updates in Fergus made in 2023

Ghie avatar
Written by Ghie
Updated over a week ago

Released on 21 December 2023

Bug Fixes

  • Resolved issues related to some invoices not being processed successfully for the UK suppliers CEF, Williams, and UPEX Yorkshire.

  • To prevent duplicate invoices from being imported into Fergus, it is no longer possible to import invoices multiple times into Fergus using the same supplier invoice PDF file.

  • Fergus users with the Reece premium integration (Fergus connected directly with your Reece account) can now see Reece in supplier list dropdown for manually imported invoices.


Released on 18 December 2023

Feature Improvements & Bug Fixes

  • Released improvements for Files & Photos on desktop, including the ability to add "&" and spaces to names. File numbers have been added back since the last Files & Photos update.

  • Fixed bugs with user permissions for Files & Photos


Released on 11 December 2023

Feature Improvements

  • Streamlined the create invoice button. Quick Invoice is now the main default option shown on the Invoicing page to create an invoice with all costs incurred so far. Invoice from Quote or Invoice from Estimate will be the main option when the Job is a Quote or Estimate.

  • Jobs with Variations will now show a Variations dropdown in Files & Photos section, allowing users to find Files & Photos quickly for large jobs.
    The improvements also include:

    • Improved loading times for Files & Photos

    • Improved image viewer with larger images and improved zooming for photos

    • The ability to click through your Files & Photos thumbnail gallery

    • Added File name and name of person who uploaded the file


Released on 8 December 2023

Feature Improvements & Bug Fixes

  • Added improvements and bugs fixes to the Fergus Go mobile app including:

    • The Timesheet Summary shows Monday-Sunday.

    • Tradesperson users are now able to assign employees/groups and schedule events.

    • Notifications linked to mentions in Notes on Job Phases will now take you to the relevant Notes screen.

    • Taxes are labelled as configured in the Custom Taxes settings within Quotes.


Released on 5 December 2023

Bug Fixes

  • Released fixes for the ability to drag-and-drop Mitre 10 PDF invoices into the Supplier Docs section. When uploading a Mitre 10 PDF invoice, the invoices will now be matched to the Mitre 10 supplier. Mitre 10 CSV invoices will be associated with the supplier names - Mitre 10 Excl GST or Mitre 10 Incl GST.


Released on 4 December 2023

Feature Improvements

  • We've taken your feedback into account and made some exciting visual and functionality updates to the Fergus Go mobile app ensure that commonly used actions and info are easily accessible, including:

    • New Home screen featuring your Scheduled jobs

    • Click on tabs at the top of Home to view Scheduled, Assigned (previously called Unscheduled), & Unassigned jobs

    • Create a Job or Search from anywhere in the app

    • Know when you have new notifications with the new red dot indicator

  • Added an option to specify the job title, job description and customer order number before a variation is created


Released on 1 December 2023

Feature Improvement

  • Added the ability to attach photos to NZ certificates


Released on 30 November 2023

Feature Improvements

  • Easily navigate back to associated job for Variations. Click on Variation of under a Job to easily navigate back to the associated job to understand the full scope of the work.

  • Invoices can now be approved even if the company’s bank account is not set.

Bug Fix

  • Fixed a bug that occurred when re-assigning a different team member in the calendar for an existing event. The job status will now be To start, as expected.


Released on 28 November 2023

Feature Improvements

  • Added the ability to add new suppliers to Supplier Documents section under the Fergus Go mobile app.
    View unpinned notes added to customers and jobs. See the # of pinned and unpinned notes.

  • Add multiple contact details to sites and customers when creating jobs

  • Voided Job Phases now show a label saying they're voided. See when Job Phases are voided so you can make sure you and your team are viewing and adding information to an active Job Phase. Learn more about Job Phases.

Bug Fix

  • Fixed phone numbers not being able to be added to sites when creating jobs


Released on 24 November 2023

Bug Fixes

  • Fixes were released for Bunnings (AUS) and Mitre 10 (NZ) to improve processing for older format invoices. A fix was also released to ensure that Bunnings (NZ) shows under supported suppliers for uploaded .CSV documents.

Feature Improvements

  • Improvements were released for NZ certificates on desktop and the Fergus Go mobile app, including increasing character limits for certificate fields, reordering fields, and refining the certificate form format.

    • Electrical certificates:

      • Re-ordering of the fields to better align with the PDF order

      • Making some fields full width

      • Moving the connection date above the signatures so it can be completed before the cert is signed and locked

    • Gas certificates:

      • Re-ordering of the gas appliance section to allow for 3 columns instead of 1

      • Re-ordering the description tables to go above the other content to align better with the PDF

      • Updating the PDF length to 3 pages long

      • Increasing character limits:

        • COC + Gas safety certificate & COC: all appliance details, description of work, gas type, if parts, and additional information.

        • Gas safety certificate: if parts, all appliance details


Released on 17 November 2023

New Integrations

  • The Bunnings (NZ) and Mitre 10 (NZ) PDF invoice integration are now available in Fergus! Kiwi tradies can now drag-and-drop or import these PDF supplier invoices directly from their computer into Fergus via the Supplier Documents section.

  • City Electric Factors (CEF) PDF invoice integration is now available in Fergus! UK electricians can now drag-and-drop or import these PDF supplier invoices directly from their computer into Fergus via the Supplier Documents section.


Released on 15 November 2023

Feature Improvements

  • Processing fees for Fergus Pay to accept credit card payments for customer invoices have now been reduced! The new fees are:

    • NZ: 2.95% + $0.30 per transaction

    • AU: 1.95% + $0.30 per transaction

    • These fees can be absorbed or passed on to your customer. The new fee rate will apply to any unapproved, unpaid, and future invoices.

  • If you have not yet enabled Fergus Pay, get started in a few minutes with the quick one-time, free setup. Enable now (available via the Fergus Pay section under Settings).

  • Improvements to NZ Certificates have been added to improve the functionality and look and feel, including:

    • Refreshed styling of the final certificate PDFs

    • Company logos are now displayed on certificate PDFs

    • Increased description character limit from 450 to ~2000

    • For the NZ Certificate of Compliance & Gas Safety Certificate & Gas Safety Certificate: A signature capture field was added to capture the details of the gasfitter who completed the gas connection, if it is someone other than the certifier.

New Features

  • Fill out NZ Certificates with the Fergus Go mobile app. Easily create, fill out, attach, sign, preview, and email certificates on the go. Speed up completion of Certificates with pre-filled job, customer, and license details.

  • You can now use the Fergus Go mobile app to create and save a digital signature to use for Certificates. Learn more.

  • The New Zealand Record of Inspection (RoI) of High-Risk Prescribed Electrical Work has now been added the Fergus NZ Certificates library. View all available NZ Certificates. Have a Certificate you’d like to see added to Fergus? Please add your suggestion here.

  • A new Fergus Pay dashboard is now available under Settings > Fergus Pay. Use the Fergus Pay dashboard to view the status of each invoice to see what is “processed” and “pending”. The Payouts tab makes reconciliation easy with a detailed breakdown of payouts to your bank account, and which invoices are relate to each payout.


Released on 9 November 2023

​New Feature

  • You can now add a supplier invoice to come or supplier credit to come and add photos to these supplier docs e.g. a packing slip with the Fergus Go mobile app!



Released on 8 November 2023

​Bug Fixes

  • We've released some fixes for the Bunnings Australia PDF invoice integration to address some files not being processed and improve importing of line item totals.


Released on 3 November 2023

​New Feature Added

  • Fergus Essentials users now have access to the Customer Invoice Report, included for free as part of their plan.



​Released on 26 October 2023

​Feature Improvement

  • Based on your feedback, we've renamed Site Visits to Job Phases in the Fergus desktop and Fergus Go mobile app to better align with their application in Fergus and help new staff with getting onboard with Job Phases more quickly. Learn more.


Released on 25 October 2023

​Bug Fixes

  • Addressed bug fixes on the Fergus Go mobile app, including fixing the ability to add NECA SWMS Forms (Australia) to jobs on Fergus Go and preventing double tapping of "start timer", which caused issues while timing time entries.

  • Fixed a bug preventing NECA SWMS Forms (Australia) on desktop to be added.


Released on 20 October 2023

Feature Improvement

  • Added additional options to “Default days until quote expiry”, including 90, 120, 150, and 180 days.


Released on 11 October 2023

​New Features

Feature Improvement

  • The Fergus team has released updates to make price books importing and processing faster. Most price books will be processed within a few minutes. You will receive a notification once your price book has been processed.


Released on 9 October 2023

​New Integrations

  • The Bunnings Australia PDF invoice integration is now available in Fergus! Australian tradies can now drag-and-drop Bunnings PDF supplier invoices directly from their computer into Fergus via the Supplier Docs section.

  • EIC (Electrical Importing Company) is now integrated with Fergus. Kiwi electricians can use the Fergus email ingestion feature to get invoices automatically imported into Fergus and matched to right jobs to cut manual entry. Users also have the option to drag-and-drop CSV invoices into Fergus via the Supplier Docs tab.

Bug Fixes

  • The Fergus Go mobile app has released a number of bug fixes, including issues related to adding time entries while not having an address set on a job, situations when Forms were not not opening, and time entries & timesheets not loading.


Released on 4 October 2023

​New Feature


Released on 3 October 2023

New Feature

  • Applying CIS tax deductions & DRC to UK invoices are now available in Fergus. Once CIS & DRC are enabled in Fergus, subcontractors can:

    • Create & send invoices with CIS tax & DRC in Fergus & sync with Xero

    • Record invoice payments in Fergus or Xero (2-way sync)

    • Handle credit notes & refunds on invoices with CIS tax & DRC in Fergus or Xero (2 way sync)

    • Track CIS deductions within Xero using the CIS Suffered Report and reconcile CIS deductions against contractor statements.


Released on 2 October 2023

Bug Fixes

  • The latest update to the Fergus Go mobile app includes bug fixes related to creating timesheet entries and removing duplicate search results when searching for jobs and customers.


Released on 25 September 2023

Feature Improvements

  • You can now email completed UK certificates from the Fergus Go mobile app. The latest Fergus Go update also includes improvements to the navigation within UK certificates and improved offline functionality for searches and photos.


Released on 19 September 2023

Feature Improvements

  • The latest update to the Fergus Go mobile app includes a number of improvements to Forms along with improved app performance in poor reception areas!

  • We've released Form updates to improve the experience of filling out Forms on-the-go including updated date and time input styling, removed fixed time and date fields when marked as "Not Applicable”, removed the ability to fill in fields when the field is marked as disabled, and more.

Bug Fixes

  • This update of Fergus Go also addresses bugs, including:

    • A bug impacting the postcode system tag in the Forms feature in Fergus Go. If you're using the postcode system tag, it is now populating as expected in the Forms.

    • Fixes for a number of “something went wrong errors”


Released on 14 September 2023

New Integrations

  • Screwfix is now integrated with Fergus. UK tradespeople can now drag-and-drop Screwfix PDF supplier invoices directly from your computer into Fergus via the Supplier Docs section.

  • City Electric Supply is now integrated with Fergus. Australian electricians can use the Fergus email ingestion feature to get invoices automatically imported into Fergus and matched to right jobs to cut manual entry. Users also have the option to drag-and-drop CSV invoices into Fergus via the Supplier Docs tab. Note that Essentials plans users currently have access to the drag-and-drop option.


Released on 13 September 2023

New Feature

  • Fergus has added three new Fergus Certificates for UK oil & gas engineers, including Domestic - Legionella Risk (PAD 19), CD/10 Oil Firing Installation Completion Report, and Mains Pressure Hot Water Cylinder Commissioning Checklist (Unvented Vessel) (PAD 26). View all available UK Certificates.

  • Have a Certificate you’d like to see added to Fergus? Please add your suggestion here.


Released on 11 September 2023

New Integration

  • City Plumbing is now integrated with Fergus. UK plumbers, HVAC professionals, and electricians can now drag-and-drop City Plumbing PDF supplier invoices directly into Fergus via the Supplier Docs section.



Released on 7 September 2023

New Feature

  • Fill out Forms on the go! You can now fill out Forms, assign to employees, and sign right from the Fergus Go mobile app. You can also view the Form PDFs under Files once your Forms have been submitted. Forms will be attached to Jobs & Site Visits.

  • Fergus has added the Domestic Gas Testing & Purging (PAD 11) to the growing Fergus Certificates library for UK oil & gas engineers. View all available UK Certificates.

  • Have a Certificate you’d like to see added to Fergus? Please add your suggestion here.


Released on 4 September 2023

New Feature


Released on 29 August 2023

New Feature

  • Fergus Certificates are now available for UK oil & gas engineers! With Fergus Certificates, you can easily create, store, manage, and send digital gas, plumbing, and oil certificates.

  • Quickly create, fill out, and sign Certificates on-site with the Fergus Go mobile app. Speed up completion of Certificates with pre-filled job, customer, and license details.

  • Users with the right permissions can also track all Certificates and their statuses with the Certification Report found under the Reports section on desktop.

  • Have a Certificate you’d like to see added to Fergus? Please add your suggestion here.


Released on 24 August 2023

Feature Improvement

  • Fergus has released improvements for the Time Entries for other staff members feature in the Fergus Go mobile app.

Bug Fix

  • Fergus has fixed an issue for some Users unable to see Settings in the Fergus Go mobile app.



​Released on 22 August 2023

Feature Improvement

  • The "User can view Quote Reports" permission found under Project permissions can now be turned on / off for Full Users. Please note that this permission is not currently part of Essentials plans.


Released on 21 August 2023

New Features

  • Users can now view Time Entries & Timesheet View by User in the Fergus Go mobile app. To access, go to the clock icon, select a staff member from the dropdown at the top.

  • Users will the appropriate permissions can now add a Time Entry for another staff member on the Fergus Go mobile app.


Released on 14 August 2023

Feature Improvement

  • Fergus has released improvements to speed up the Recent Jobs and Search functions in Fergus.


Released on 8 August 2023

New Integration

  • YESSS Electrical is now integrated with Fergus. UK electricians can now drag-and-drop YESSS Electrical PDF supplier invoices directly into Fergus via the Supplier Docs section.

Plan Update

  • Australian Essentials plan users now have access to Checklists as part of their Essentials plan.


Released on 4 August 2023

Bug Fix

  • We released a fix to the Customer Invoice Reports page to correctly adjust to the selected time zone under company Settings


Released on 3 August 2023

New Integrations

  • Williams and UPEX Yorkshire are now integrated with Fergus. UK electricians and HVAC tradespeople can now drag-and-drop Williams & UPEX Yorkshire supplier PDF invoices directly into Fergus via the Supplier Docs section.

Feature Improvements

  • Fergus has released multiple improvements to the PDF invoice integrations with UK suppliers, including improved handling of multipage invoices, improved accuracy of sum amounts, such as subtotal, total tax amount, and total amount in an invoice, and more


Released on 28 July 2023

Feature Improvement

  • We’ve added new logs to Activity Logs, indicating when users have logged in and out. You can also now filter by Log in or Log out under the Filter by event dropdown. Log ins and log outs will be recorded moving forward.

Bug Fix

  • We've fixed an issue where Fergus Go mobile users were previously blocked from progressing if they needed to set up 2FA while logging in.


Released on 26 July 2023

Plan Update

  • Australian Essentials plan users now have access to the Recurring Jobs report.


Released on 24 July 2023

Feature Improvement

  • A Pay Invoice Now button has now been added into invoice PDFs. When clicked, the button will lead to the payment page, making it easier for customers to pay your business.


Released on 21 July 2023

Plan Update


Released on 18 July 2023

Feature Improvements

  • Fergus has released multiple improvements to the PDF invoice integrations with UK suppliers, including detecting discounted rates per line item, calculating RRP correctly based on the set markup, showing selected suppliers in a list of recently used suppliers, and more.


Released on 12 July 2023

Feature Improvement

  • The Pay Invoice payment screen now features a Confirm Payment button along with a new image featuring logos to indicate secure payment.


Released on 10 July 2023

Feature Improvement

  • In response to user feedback, the Unassigned Jobs and Unscheduled Jobs lists in the Fergus Go mobile app are now ordered by their job number, higher first and reverse alphabetical if there is a Site Visit suffix.


Released on 7 July 2023

New Integrations

  • Edmundson Electrical and Electric Center are now integrated with Fergus. UK electricians can now drag-and-drop invoices from those suppliers directly into Fergus via the Supplier Docs section.


Released on 30 June 2023

Feature Improvement

  • We released improvements to how photos are handled in the mobile app, making it quicker to attach photos to jobs


Released on 23 June 2023

New Features

  • Stay in the know! You can now enable mobile Push Notifications, so you and your staff can be alerted when something needs their attention.

  • Users can now easily view a list of Unassigned Jobs ready for assigning and scheduling in the Fergus Go mobile app.

Feature Improvement

  • Users can now use the customer’s address as the site address for easier & faster job creation in the Fergus Go mobile app.


Released on 2 June 2023

Bug Fix

  • The issue impacting the price book integration between JA Russell and Fergus for some customers has now been fixed.


Released on 30 May 2023

Bug Fix

  • We released a number of bug fixes for the Certification Settings page, including ensuring that employee certification licenses are showing and certification setting tabs are opening as expected


Released on 24 May 2023

Feature Improvement

  • We released enhancements to the quote/estimate feature on the Fergus Go mobile app to better handle combined line items

  • Euro and GBP are now added to the Fergus Pay Report.


Released on 19 May 2023


​New Integration

  • Fergus is now integrated with Australian supplier TEDS (Trade Electrical Data Supplies), including email ingestion and drag-and-drop capabilities for invoices.


Released on 16 May 2023


​Bug Fix

  • We’ve fixed a bug that prevented users from updating the markup of quote/invoice items when using a non-dollar ($) currency symbol.


Released on 11 May 2023


​Bug Fix

  • GBP is now displayed in the Business Performance Dashboard for UK users


Released on 10 May 2023


​New Feature

  • Speed up your cost tracking! You can now add Favourites into Stock Used on jobs in the Fergus Go mobile app. With this initial release Quickly access your most used items or add individual or multiple items in a single tap.

Feature Improvement

  • We released performance enhancements and usability enhancements to the Fergus Go mobile app.


Release on 8 May 2023


​Feature Improvements

  • Based on your feedback, we've made actions easier to access and added improvements to streamline the quoting page, including:

  • "Just Publish" option under the blue "Publish" button - users can choose to publish their test/draft quotes without printing or emailing them to someone.

  • Improved quote navigation with added buttons

  • Easy access to relevant settings (Price Books, Favourites, Tiered Pricing)

  • We added improvements to the quotes and invoices pages

  • Reordered line item order so that the first line item added will appear at the top, followed below by the second item added for quotes and invoices

  • Updated with cleaner design for quote & invoice sections

  • Added clear calls to action within the quote body to highlight abilities to drag/drop/edit/add sections of the quote

  • Added a Bulk actions button

  • Added the ability to hide multiple line items


Released on 17 April 2023

New Feature

  • Schedule on the go! You can now both assign and schedule staff members for a Site Visit or Quote Visit.

  • We've enabled sending quotes in the Fergus Go mobile app, so you can create and send a quote while you're still on-site.

Feature Improvement

  • Added a "Just Publish" option in the Quote Publish button dropdown. This option allows users to simply publish their quotes, instead of having to either email or print test quotes.


Released on 5 April 2023

Feature Improvement

  • We released a series of Home page updates, including added functionality and foundational work to enhance performance and load times on desktop. The updates included:

  • New Tasks section added to make tasks quick and easy to access and create

  • New Quick Actions section with shortcuts to frequently used actions like creating a quote, scheduling, or adding a customer

  • Updates to make the Status Board and job list easier on the eyes and easier to read

  • Simplified navigation bar with less frequently used functions moved out


Released on 13 March 2023

New Feature

  • Manage your team on the go! Users can now assign staff members to site visits in the Fergus Go mobile app.

Bug Fixes

  • We've fixed an issue in Fergus Go where some items couldn't be added to a quote.


Released on 8 March 2023

New Feature

  • Fergus now displays a consistent format for UK addresses throughout the platform, including address, city, county, and postcode. Postcodes are now visible throughout Fergus wherever an address is shown.

  • Fergus now displays a consistent format for AU addresses throughout the platform, including address, city, state, and postcode.


Released on 24 Feb 2023

New Feature

  • Users can now build a quote or estimate while on-site with the Fergus Go mobile app! This update includes our first stage of quotes/estimates enabling you to start pricing a new job right away.

    We’ll have some more exciting updates to this coming soon, so keep your eyes peeled.

Bug Fixes

  • We’ve also made a few tweaks to the Fergus Go mobile app, including improving text visibility when using dark mode, fixing an issue where cost prices weren’t recorded correctly for some users, and more.


Released on 31 Jan 2023

New Feature

  • Admins can now easily invite new users to Fergus via email and SMS. SMS is not available for those on the free plan. Learn more.

  • Admins can also disable users, view activity logs, and invite users to Fergus on the Users page using the three dots on the right side.


To view Release information from prior to 2023, click the links below.

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