Settings

Set your Fergus up the way you want with Settings.

Sam Page avatar Marvin Rebong avatar Max avatar
33 articles in this collection
Written by Sam Page, Marvin Rebong, and Max

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

Creating and Managing Form Templates

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

Adding Customer Sources

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

Setup Automatic Job Cleanup

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

Uploading Price Books

How to upload a price book to your Fergus account
Max avatar
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?
Sam Page avatar
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.
Marvin Rebong avatar
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?
Sam Page avatar
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
Max avatar
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.
Marvin Rebong avatar
Written by Marvin Rebong
Updated over a week ago

Editing Email & SMS Templates

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

Restricting mobile phone usage

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

Contractors in Fergus

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

Tax Calculation Method

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

Adding and Managing Groups

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

Adding & Managing Employee/Job Groups

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

Changing your Fergus Password

How to reset your own password or one for your staff
Max avatar
Written by Max
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