General

Answers to our most common questions

Cristina Borsan avatar Jordan Ross avatar Sam Page avatar
46 articles in this collection
Written by Cristina Borsan, Jordan Ross, and Sam Page

Custom Uncharged Reasons

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

Creating a Job from the Website

How to make a job
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

Changing Job Type

How to change the type of the job
Sam Page avatar
Written by Sam Page
Updated over a week ago

Creating & Managing Employee/Job Groups

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

Changing the Charge Out/Pay Rate for Users

How to change the rates applied to your user's time entries
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

Creating Favourites

How do I set up my favourites?
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
Jordan Ross avatar
Written by Jordan Ross
Updated this week

Is Fergus compliant with GDPR?

Fergus is committed to being GDPR-compliant by 25 May 2018
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Creating Purchase orders

How to create and send off a purchase order
Jordan Ross avatar
Written by Jordan Ross
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
Jordan Ross avatar
Written by Jordan Ross
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
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

What countries is Fergus available in?

Find out what type of support is offered in your country
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Assigning & Scheduling Staff

Using the Assignment & Scheduling screen to dispatch jobs
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Opt out of Automatic Invoice reminders

How to turn off automatic SMS and Email Invoice reminders
Jordan Ross avatar
Written by Jordan Ross
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

Managing Stock on Hand

How to log stock used on your job
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

The Status Board & Job List

Job management made easy
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

The Job Card

Your one-stop shop for managing your job
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Split Supplier Invoices

How do I spilt a purchase between jobs?
Sam Page avatar
Written by Sam Page
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

Setting Up Line Item Sales Accounts

Use Sales Account Codes to specify which accounts your line items sync to in your accounting package
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Tiered Pricing Setup

How to setup different pricing schemes and markups
Sam Page avatar
Written by Sam Page
Updated over a week ago

Change Notification Preferences

How can I change what notifications I receive?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Quote Visit vs Site Visit

My workers have been scheduled in their events, but they can only add uncharged time!
Sam Page avatar
Written by Sam Page
Updated over a week ago

Checking Fergus Status

Where can I check if Fergus is having problems?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Automatically Entered Time

Why does a time entry have the description: **Automatically Entered**?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Creating a Customer with Varying Main Contacts

Information on setting up clients with several points of contact, for example property managers
Sam Page avatar
Written by Sam Page
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

Creating Variations

How to create and manage variations on your jobs
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

The Employee Map

Real-time tracking of your employees, and seeing what jobs they have on today
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Creating Recurring Jobs

How to create a repeating job for return visits, scheduled maintenance, and similar
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Merging Customers

How to merge duplicate customer contacts
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Deleting Jobs and Site Visits

How to remove jobs and site visits in Fergus
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Changing the Customer on the Job

How do I change what customer the job is for?
Sam Page avatar
Written by Sam Page
Updated over a week ago

Adding Emails to a Job

How to add an email conversation to your job history
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Adding Contacts to a Job

How to add additional points of contact to your jobs and customers
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Creating Credit Notes

Crediting customer invoices
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Reassigning supplier invoices

What to do if you accidentally assign an invoice or credit to the wrong job in Fergus
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Setup Automatic Job Cleanup

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

Removing Draft Jobs

What to do with draft jobs on your status board
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Why does ASM*FergusAppNZ appear on my bank statement?

Payment FAQs
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Moving Items Between Jobs

How to move costs to another job or site visit
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago

Automatically Send Schedule Reminders

Setup schedule reminders to send automatically via SMS
Jordan Ross avatar
Written by Jordan Ross
Updated over a week ago