Fergus

Ensure every job meets your businesses standards

Adding Forms to Jobs and Site Visits (Desktop)

Stay on task and do the best job, on every job.

Completing Forms (Mobile & Desktop)

Marvin Rebong

Kevin Meneses

Manage all aspects of your jobs in the Job Card.

Job Card

Creating Variations

The Job Card

How to create a repeating job for return visits, scheduled maintenance, and similar

Creating Recurring Jobs

How to remove jobs and site visits in Fergus

Deleting Jobs and Site Visits

Job Card General

Changing Job Type

How to add additional points of contact to your jobs and customers

Adding Contacts to a Job

How to add an email conversation to your job history

Adding Emails to a Job

Sam Page

Job Overview

What steps you need to make to create and build the right quotes and estimates for your business

How to Create and Build Quotes and Estimates

How to make a quoted/estimated job active so that costs can be added to it.

Activating a Quoted/Estimated Job

Here you can find out how to duplicate quotes and estimates

Copying Quotes and Estimates

How to use Bulk Actions to perform actions on multiple line items at once

Change many lines at once on Quotes and Invoices

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy

Hiding line items

Create Invoices for your customers with ease using Fergus

Creating an Invoice

Adding Payments to Invoices

Editing Approved Invoices

How to send a statement for one or more invoices to a customer

Sending Statements for Outstanding Invoices

How to change the date on an invoice and when it is due

Changing the Invoice Date

How to make a one-off change to the billing customer on a quote, estimate, or invoice

One-off Change to Billing Customer

Using Versions to send a new version of your quote or estimate

Editing Published Quotes & Estimates

How to save sections as a new Favourite from the quote, estimate and invoice builder

Creating Favourites From a Quote, Estimate or Invoice

Choose the right billing contact on Invoices, Quotes, and Estimates

Choose the Best Contact for your Invoice using Multi Tenant Billing

Adding Checklists to Jobs and Site Visits (Desktop)

Completing Checklists (Mobile & Desktop)

Job Tools

How do I mark a job as invoiced? 
Why is the job still saying "To invoice" even though an invoice has been sent?

Marking jobs as Invoiced

Using the Assignment & Scheduling screen to dispatch jobs

Assigning & Scheduling Staff

My workers have been scheduled in their events, but they can only add uncharged time!

Quote Visit vs Site Visit

Why does a time entry have the description: **Automatically Entered**?

Automatically Entered Time

Creating Credit Notes

What to do with a purchase that is not for a specific job

How to process Stock Invoices/Purchases that are not for a specific job

How to create and send off a purchase order

Creating Purchase orders

How to move costs to another job or site visit

Moving Items Between Jobs

Managing Stock on Hand

Job Site Visits

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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