Fergus

Marvin Rebong

Marjory Ordonez

Learn the Basics 

Creating a Job from the Website

The Status Board & Job List

How can I change what notifications I receive?

Change Notification Preferences

What to do with draft jobs on your status board

Removing Draft Jobs

Learn more about how to create a job from a work order

Creating a Job From a Work Order

Home

Merging Customers

How do I change what customer the job is for?

Changing the Customer on the Job

How to bring customers across from an accounting package or previous job management system

Importing Customers

How to delete a customer you don't need anymore.

Deleting Customers

How to create customers in Fergus and manage them.

Creating & Managing Customers

Lara Smith

Customer

Merging Sites

How to add new sites to Fergus and manage the various site addresses you've entered. How to archive a site.

Creating and Managing Sites

Sites

Real-time tracking of your employees, and seeing what jobs they have on today

The Employee Map

How to enable Geolocation Services on your users' devices and have them show up on the Employee Map

Setting up GPS Tracking

Reduce admin time by knowing where your staff and jobs are at all times

How to set up standard integrations (email ingestion) with a supplier to automatically receive their invoices directly in Fergus

Set Up Standard Integrations

Quick and easy steps to import supplier documents into Fergus

Importing Supplier Documents

How to reconcile a received invoice with an invoice to come.

Reconciling Supplier Documents

What to do if you accidentally assign an invoice or credit to the wrong job in Fergus

Reassigning supplier invoices

Split Supplier Invoices

Quick and easy steps to use our standard supplier integrations

Standard Integrations

Getting more Suppliers added to the Invoice Importer.

My supplier isn't listed for invoice importing?

What type of files do I need for uploading supplier documents?

What file format do I need to upload a supplier invoice or credit?

How to upload PDF invoices from suppliers that Fergus doesn't directly integrate with

Generic PDF Supplier

Ghie

Manage all material costs effectively with Supplier Documents

Supplier Documents

What does the Work In Progress Report do?

The WIP Report

The Actual Activity Report

In this guide, you'll learn how to export a Pay Summary Report from Fergus.

Exporting Pay Summary Report for Smartly Integration

Quick Overview of the 3 Business Reports Available in Fergus

Business Reporting

Understanding The Business Performance Dashboard

Business Performance Dashboard

Understanding the Business Overview Report

Business Overview Report

Understanding the Business Activity Report

Business Activity Report

How to navigate the customer invoice report and see all invoices in one place.

Customer Invoice Report

Navigating the timesheet summary and timesheet overview reports.

Timesheet Summary & Timesheet Overview

Run reports on the business, your staff's timesheets, Invoices and more with reports.

Reports

Here’s a quick overview of navigating the Fergus Calendar and how to schedule jobs and events

Fergus Calendar

Discover what’s new with our calendar! Explore the updates we've made to streamline your scheduling and save you time.

Calendar Changes

Conceal your non-business hours from the calendar for a clearer, more focused view.

Calendar Business Hours

The basics of assigning and scheduling jobs in Fergus

How to Assign & Schedule Jobs in Fergus

Rescheduling Jobs

Understand how you can creating recurring events in the Fergus calendar.

Recurring Events

Connect Fergus and Google Calendar to have all your events in one place

Syncing with Google Calendar

Scheduling 

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