Fergus

Ensure every job meets your businesses standards

Adding Forms to Jobs and their Phases (Desktop)

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

Completing Forms in Fergus

Kevin Meneses

Marvin Rebong

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 their phases in Fergus

Deleting Jobs and their Phases

Job Card General

Creating Credit Notes

Changing the 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

How to change the site address on a Job, or make edits to the existing site address.

Changing the Site Address on a Job

Job Overview

How to create and build quotes and estimates

Quoting and Estimating

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 multiple lines at once on Quotes, Estimates and Invoices

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

Hiding line items

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 payment terms)

Changing the Invoice Date and Due 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

How to add checklists to the job, ensuring every job meets your businesses standards

Adding Checklists to Jobs and their Phases (Desktop)

Completing Checklists (Desktop)

Learn more about the various file formats for Files, Photos and Videos that are compatible with Fergus for upload.

Compatible Files, Photos and Videos in Fergus

This help article offers instructions for uploading images, documents, and videos to your job cards via the Web.

How to Upload Files, Photos and Videos (Desktop)

Ghie

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

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

Quote Visit vs Job Phase

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

Automatically Entered Time

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 job phase

Moving Items Between Jobs

How to log and edit stock used on your job via Fergus web

Managing Stock on Hand

Job Phases

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