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Job Card
Job Card
Manage all aspects of your jobs in the Job Card.
+1
34 articles in this collection
Written by
Sam Page,
Marvin Rebong,
Max
and 1 other
Adding Forms to Jobs and Site Visits (Desktop)
Ensure every job meets your businesses standards
Written by
Max
Updated over a week ago
Completing Forms (Mobile & Desktop)
Stay on task and do the best job, on every job.
Written by
Max
Updated over a week ago
Job Card General
Creating Variations
Create and manage Job Variations.
Written by
Bryn McIvor
Updated over a week ago
The Job Card
Understanding the Job Card
Written by
Marvin Rebong
Updated over a week ago
Creating Recurring Jobs
How to create a repeating job for return visits, scheduled maintenance, and similar
Written by
Max
Updated over a week ago
Deleting Jobs and Site Visits
How to remove jobs and site visits in Fergus
Written by
Max
Updated over a week ago
Job Overview
Changing Job Type
How to change the type of the job
Written by
Sam Page
Updated over a week ago
Adding Contacts to a Job
How to add additional points of contact to your jobs and customers
Written by
Max
Updated over a week ago
Adding Emails to a Job
How to add an email conversation to your job history
Written by
Max
Updated over a week ago
Job Tools
How to Create and Build Quotes and Estimates
What steps you need to make to create and build the right quotes and estimates for your business
Written by
Max
Updated over a week ago
Activating a Quoted/Estimated Job
How to make a quoted/estimated job active so that costs can be added to it.
Written by
Sam Page
Updated over a week ago
Copying Quotes and Estimates
Here you can find out how to duplicate quotes and estimates
Written by
Max
Updated over a week ago
Change many lines at once on Quotes and Invoices
How to use Bulk Actions to perform actions on multiple line items at once
Written by
Max
Updated over a week ago
Hiding line items
Keep line items on your quote / estimate or invoice, but hide them on your customer's copy
Written by
Max
Updated over a week ago
Creating an Invoice
Create Invoices for your customers with ease using Fergus
Written by
Marvin Rebong
Updated over a week ago
Adding Payments to Invoices
And how to mark invoices as paid
Written by
Max
Updated over a week ago
Editing Approved Invoices
How to copy an invoice
Written by
Max
Updated over a week ago
Sending Statements for Outstanding Invoices
How to send a statement for one or more invoices to a customer
Written by
Max
Updated over a week ago
Changing the Invoice Date
How to change the date on an invoice and when it is due
Written by
Max
Updated over a week ago
One-off Change to Billing Customer
How to make a one-off change to the billing customer on a quote, estimate, or invoice
Written by
Max
Updated over a week ago
Editing Published Quotes & Estimates
Using Versions to send a new version of your quote or estimate
Written by
Max
Updated over a week ago
Creating Favourites From a Quote, Estimate or Invoice
How to save sections as a new Favourite from the quote, estimate and invoice builder
Written by
Max
Updated over a week ago
Choose the Best Contact for your Invoice using Multi Tenant Billing
Choose the right billing contact on Invoices, Quotes, and Estimates
Written by
Max
Updated over a week ago
Adding Checklists to Jobs and Site Visits (Desktop)
Ensure every job meets your businesses standards
Written by
Max
Updated over a week ago
Completing Checklists (Mobile & Desktop)
Stay on task and do the best job, on every job.
Written by
Max
Updated over a week ago
Job Site Visits
Marking jobs as Invoiced
How do I mark a job as invoiced? Why is the job still saying "To invoice" even though an invoice has been sent?
Written by
Sam Page
Updated over a week ago
Assigning & Scheduling Staff
Using the Assignment & Scheduling screen to dispatch jobs
Written by
Max
Updated over a week ago
Quote Visit vs Site Visit
My workers have been scheduled in their events, but they can only add uncharged time!
Written by
Sam Page
Updated over a week ago
Automatically Entered Time
Why does a time entry have the description: **Automatically Entered**?
Written by
Sam Page
Updated over a week ago
Creating Credit Notes
Crediting customer invoices
Written by
Max
Updated over a week ago
How to process Stock Invoices/Purchases that are not for a specific job
What to do with a purchase that is not for a specific job
Written by
Sam Page
Updated over a week ago
Creating Purchase orders
How to create and send off a purchase order
Written by
Max
Updated over a week ago
Moving Items Between Jobs
How to move costs to another job or site visit
Written by
Max
Updated over a week ago
Managing Stock on Hand
How to log stock used on your job
Written by
Max
Updated over a week ago