Fergus

How to make a quoted/estimated job active so that costs can be added to it. How a customer accepts a quote vs. how to manually accept it.

Activating a Quoted/Estimated Job

Here you can find out how to duplicate quotes and estimates

Copying Quotes and Estimates

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

Change multiple lines at once on Quotes, Estimates and Invoices

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

Hiding line items

How to add manual payments and how to mark invoices as paid

Adding Payments to Invoices

Editing Approved Invoices

How to use the summary of activity to send a statement for one or more invoices to a customer

Sending Statements for Outstanding Invoices

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

Changing the Invoice Date and Due Date

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

One-off Change to Billing Customer

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

Editing Published Quotes & Estimates

How to save your quote, estimate and invoice sections as a new favourite. Use these as templates moving forward!

Creating Favourites From a Quote, Estimate, or Invoice

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

Adding Checklists to Jobs and their Phases (Desktop)

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

Completing Checklists (Desktop)

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

Compatible Files, Photos and Videos in Fergus

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

How to Upload Files, Photos and Videos (Desktop)

Invoicing Progress Payments

How to schedule and complete a quote visit in Fergus.

Quote and Estimate Visits

How to create and manage quote and estimate versions in Fergus. Send multiple quote options to your customer with ease!

Quote Versions

Creating and Managing Tasks

Learn more about adding note in Fergus on your desktop.

Notes in Fergus

Learn more about how to send and receive sms with Fergus

Send and Receive SMS

Learn more on about disputed invoices on Fergus

Disputed Invoices

Learn  more about quoting and estimating per square metre rates and lineal metre rates

Quoting/Estimating Per Square Metre Rates

Learn more about how to send a draft invoice to your customer.

Sending a Draft Invoice

Learn more about the Deposit feature in Fergus

Deposits for Quotes and Estimates

Learn more about sending Job Details to Customers in Fergus

How to Send Job Details to Customers in Fergus

Learn more about how to send Job schedule to Customers in Fergus

How to Send a Job Schedule to Customers in Fergus

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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