Fergus

How to create and build quotes and estimates

Quoting and Estimating

How to make a quoted/estimated job active so that costs can be added to it.

Here you can find out how to duplicate quotes and estimates

How to use Bulk Actions to perform actions on multiple line items at once

Keep line items on your quote / estimate or invoice, but hide them on your customer's copy

How to send a statement for one or more invoices to a customer

How to change the date on an invoice and when it is due (changing payment terms)

How to make a one-off change to the billing customer on a quote, estimate, or invoice

Using Versions to send a new version of your quote or estimate

How to save sections as a new Favourite from the quote, estimate and invoice builder

Choose the right billing contact on Invoices, Quotes, and Estimates

How to add checklists to the job, ensuring every job meets your businesses standards

Stay on task and do the best job, on every job.

Learn more about the various file formats for Files, Photos and Videos that are compatible with Fergus for upload.

This help article offers instructions for uploading images, documents, and videos to your job cards via the Web.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you