Job Card

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

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

Creating Variations

How to create and manage variations on your jobs

Written by Max
Updated over a week ago

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

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

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