This feature is currently in beta; we'll let you know when it's available for everyone!
You can create and manage customers on the fly for upcoming jobs, and now you can do the same for the sites that these jobs take place on.
Sites has been added to the Fergus navigation bar and lets you manage all the sites entered in your Fergus account.
When to use it
Sites adds an additional layer of detail to jobs. You can now easily specify the correct contacts for jobs on site and manage these people.
Head to Sites to manage all sites created alongside jobs you've entered. You can also add new sites with contact people for upcoming jobs.
Previously, you would only be able to add sites while creating a job.
How to use it
Add a New Site
On the Sites page, click Add New Site to start entering the details for your new site:
Enter the site address and default site contact for this site. If this person is also the billing contact leave Select as Billing Contact ticked.
Add a Site Contact
Click a Site to open the management view and click Add New Contact:
Enter the contact details for the new site contact on this popup. If this is the new default or billing contact for this site, tick the appropriate box.
Manage Site Contacts
On the Contacts page for the selected site you'll see all site contacts. Click the options button (⋯) beside a contact to:
Edit Add new contact details for this person and a postal address
Set as Billing Contact Set this person as the new billing contact for this site
Set as Default Contact Set this person as the new default contact for this site
Remove Contact Archive this person if they're no longer relevant to this site
Other Site Options
Click the options button (⋯) to mark this site as Archived. You won't be able to add new jobs to this site unless the site is un-archived.
Add a note by clicking the grey Notes bar underneath the site address.
Go here to edit the physical and postal address for this site.
Go here to view all jobs created for this site. You can search for a specific job or filter down within a date range to see jobs that match your criteria.
Notes & History
Notes & History shows all updates to the site and email sent to site contacts.
Files & Photos
Upload files and photos relevant to the site on this tab.
On the Sites page you can search for a specific site and filter them by status using the All Sites dropdown.
Inactive sites are those with no active jobs.