Settings

Set your Fergus up the way you want with Settings.

Sam Page avatar Cristina Borsan avatar
26 articles in this collection
Written by Sam Page and Cristina Borsan

Formatting your profile picture

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

Adding Customer Sources

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

Setup Automatic Job Cleanup

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

Uploading Price Books

How to upload a price book to your Fergus account
Cristina Borsan avatar
Written by Cristina Borsan
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

The place for your labour charges and other products not related to a supplier
Sam Page avatar
Written by Sam Page
Updated over a week ago

Creating and Assigning Pricing Tiers

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

Setup your Emails to Send via SMTP

Setup Fergus emails to send through your work or personal email account, and prevent them from going to spam
Cristina Borsan avatar
Written by Cristina Borsan
Updated over a week ago

Editing Email & SMS Templates

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

Fergus Pay by Assembly Payments FAQs

Frequently asked questions about the Fergus Pay credit card system
Sam Page avatar
Written by Sam Page
Updated over a week ago

Automatically Send Invoice Reminders

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

Custom Uncharged Reasons

Create your own uncharged reasons
Cristina Borsan avatar
Written by Cristina Borsan
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
Cristina Borsan avatar
Written by Cristina Borsan
Updated over a week ago

Adding and Managing Users

How to add new users into Fergus and manage them
Cristina Borsan avatar
Written by Cristina Borsan
Updated over a week ago

Contractors in Fergus

How does the contractor user work?
Sam Page avatar
Written by Sam Page
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

Adding and Managing Groups

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

Creating and Managing Checklist Templates

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