The Job Card
Manage all aspects of your jobs in the Job Card.
By Marjory and 6 others7 authors52 articles
- Activating a Quoted/Estimated Job
- Copying Quotes and Estimates
- Change multiple lines at once on Quotes, Estimates and Invoices
- Hiding line items
- 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