The Job Card
Manage all aspects of your jobs in the Job Card.
Cost Report
Job Summary
Activating a Quoted/Estimated Job
Copying Quotes and Estimates
Change multiple lines at once on Quotes, Estimates and Invoices
Hiding line items
Creating an Invoice
Adding Payments to Invoices
Editing Approved Invoices
Sending Statements for Outstanding Invoices
Changing the Invoice Date and Due Date
One-off Change to Billing Customer
Editing Published Quotes & Estimates
Creating Favourites From a Quote, Estimate, or Invoice
Adding Checklists to Jobs and their Phases (Desktop)
Completing Checklists (Desktop)
Compatible Files, Photos and Videos in Fergus
How to Upload Files, Photos and Videos (Desktop)
Invoicing Progress Payments
Quote and Estimate Visits
Quote Versions
Creating and Managing Tasks
Notes in Fergus
Send and Receive SMS
Disputed Invoices
Quoting/Estimating Per Square Metre Rates
Sending a Draft Invoice
Deposits for Quotes and Estimates
How to Send Job Details to Customers in Fergus
How to Send a Job Schedule to Customers in Fergus