Job Card | Fergus Help Centre

Job Card

Manage all aspects of your jobs in the Job Card.

15 articles in this collection
Written by Sam Page, Dylan Taylor, and Cristina Borsan

Job Card General

The Job Card

Manage all aspects of your Job from the Job Card.

Written by Dylan Taylor
Updated over a week ago

Deleting Jobs and Site Visits

How to remove jobs and site visits in Fergus

Written by Cristina Borsan
Updated over a week ago

Creating Variations

How to create and manage variations on your jobs

Written by Cristina Borsan
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 Cristina Borsan
Updated over a week ago

Job Tools

Creating a customer invoice

How to create an invoice and adjust markups and formatting

Written by Cristina Borsan
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 Cristina Borsan
Updated over a week ago

Editing Published Quotes & Estimates

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

Written by Cristina Borsan
Updated over a week ago

Adding Checklists to Jobs and Site Visits (Desktop)

Ensure every job meets your businesses standards

Written by Cristina Borsan
Updated over a week ago

Completing Checklists (Mobile & Desktop)

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

Written by Cristina Borsan
Updated over a week ago

Job Site Visits

Assigning & Scheduling Staff

Using the Assignment & Scheduling screen to dispatch jobs

Written by Cristina Borsan
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 Cristina Borsan
Updated over a week ago

Moving Items Between Jobs

How to move costs to another job or site visit

Written by Cristina Borsan
Updated over a week ago

Managing Stock on Hand

How to log stock used on your job

Written by Cristina Borsan
Updated over a week ago