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Set your Fergus up the way you want with Settings.

42 articles
Marvin Rebong avatarKevin Meneses avatarMax avatar+1
Written by Marvin Rebong, Kevin Meneses, Max and 1 other

List of Certificates Available

Learn more about the types of certificates supported for each country.
Marvin Rebong avatar
Written by Marvin Rebong. Updated over a week ago

2FA Common Errors and Troubleshooting Steps

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Written by Marvin Rebong. Updated over a week ago

Two-Factor Authentication F.A.Q

Frequently asked questions about our two-factor authentication (2FA) system
Kevin Meneses avatar
Written by Kevin Meneses. Updated over a week ago

Setting Up Two-Factor Authentication on the Mobile App

How to set up two-factor authentication with SMS on the Fergus mobile app
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Written by Kevin Meneses. Updated over a week ago

Setting Up Two-Factor Authentication (2FA)

How to set up two-factor authentication on a staff members login using either an authentication app or SMS
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Written by Kevin Meneses. Updated over a week ago

Setting up Two-Factor Authentication with SMS

How to add text messages as an additional authentication method when logging into Fergus
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Written by Kevin Meneses. Updated over a week ago

Enable Two-Factor Authentication on your Fergus Account

How to enable Two-Factor Authentication as a master admin user on your company's Fergus account
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Written by Kevin Meneses. Updated over a week ago

Setting up Two-Factor Authentication with Authy

How to set up two-factor authentication on a staff members login using Authy as your authentication app
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Written by Kevin Meneses. Updated over a week ago

Formatting your profile picture

Upload a photo to your Fergus account and choose a profile colour
Max avatar
Written by Max. Updated over a week ago

Changing your Fergus Password

How to reset your own password or one for your staff
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Written by Kevin Meneses. Updated over a week ago

Creating and Managing Form Templates

Create Form Templates that can be added to Jobs and filled out
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Written by Max. Updated over a week ago

Adding Customer Sources

Track where your leads are coming from
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Written by Max. Updated over a week ago

Setup Automatic Job Cleanup

Keep your status board clear and free-flowing
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Written by Max. Updated over a week ago

Price Books in Fergus

How to create a new supplier and upload .CSV Price Book files into Fergus
Marvin Rebong avatar
Written by Marvin Rebong. Updated over a week ago

Uploading Price Books

How to upload a price book to your Fergus account
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Written by Max. Updated over a week ago

Adding Suppliers

How do I add a new supplier? How do I import my list of suppliers from my accounting package?
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Written by Sam Page. Updated over a week ago

The Custom Price Book

Record additional Items/Labour on your Quotes, Invoices and Jobs with the Custom Price Book.
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Written by Marvin Rebong. Updated over a week ago

Creating and Assigning Pricing Tiers

How to setup different pricing schemes and markups across your price books
Max avatar
Written by Max. Updated over a week ago

Creating Favourites

How do I set up my favourites?
Sam Page avatar
Written by Sam Page. Updated over a week ago

Updating the Pricing in Favourites

Do my favourite items update their prices with the price book?
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Written by Sam Page. Updated over a week ago

Uploading your Terms of Trade

How to upload your terms of trade and send them out automatically
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Written by Max. Updated over a week ago

Setup your Emails to Send via SMTP

Setup Fergus to be able to send emails via your work or personal email account.
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Written by Marvin Rebong. Updated over a week ago

Editing Email & SMS Templates

Setting up and customising the SMS and email templates
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Written by Max. Updated over a week ago

Automatically Send Reminders for Quotes, Estimates and Site Visits

Setup scheduled event reminders or notifications for Quotes and estimates to send automatically via SMS
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Written by Max. Updated over a week ago

Automatically Send Invoice Reminders

Setup invoice reminders to send automatically via SMS, Email, or both!
Max avatar
Written by Max. Updated over a week ago

Adding Supplier Contacts

How can I add an email address to a supplier?
Sam Page avatar
Written by Sam Page. Updated over a week ago

Custom Uncharged Reasons

Create your own uncharged reasons
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Written by Max. Updated over a week ago

Reconciling Fergus Pay deposits in your accounting package

How to reconcile Fergus Pay credit card deposits against invoices in your connected accounting package
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Written by Max. Updated over a week ago

How to Create a Digital Signature

Add your signature to your personal login for use with the Certificates Add on
Max avatar
Written by Max. Updated over a week ago

Adding and Managing Users

How to add new users into Fergus and manage them
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Written by Max. Updated over a week ago

Contractors in Fergus

How does the user type contractor work?
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Written by Max. Updated over a week ago

Restricting mobile phone usage

Controlling what your staff can access on their work phone
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Written by Max. Updated over a week ago

Disabling and Replacing Old Users

How to disable a user. How to replace a staff member
Sam Page avatar
Written by Sam Page. Updated over a week ago

Tracking time for non-Fergus staff

While we recommend all staff use Fergus, we recognise this isn't always possible!
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Written by Max. Updated over a week ago

Tax Calculation Method

Why is my invoice tax total out by a few cents?
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Written by Sam Page. Updated over a week ago

Adding and Managing Groups

Use Groups to track staff and jobs throughout Fergus
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Written by Max. Updated over a week ago

Adding & Managing Employee/Job Groups

How to create and manage groups
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Written by Sam Page. Updated over a week ago

Creating and Managing Checklist Templates

Create checklist templates that can be added to jobs and filled out
Max avatar
Written by Max. Updated over a week ago

Enabling invoice PDF attachments with Fergus Pay

Automatically attach a PDF copy of your invoice with your invoice emails, as well as a link to pay the invoice online
Max avatar
Written by Max. Updated over a week ago

Enabling invoice PDF attachments with Fergus Pay

Automatically attach a PDF copy of your invoice with your invoice emails, as well as a link to pay the invoice online
Max avatar
Written by Max. Updated over a week ago

Getting started with Fergus Certificates

Create New Zealand Gas and Electrical Safety Certificates and COCs with our Certification Add-On
Max avatar
Written by Max. Updated over a week ago

Setting up the Business Overview Report (Xero Only)

How can I set up my Business Overview Report properly?
Sam Page avatar
Written by Sam Page. Updated over a week ago