The Job Card contains everything you need to manage your job, and then some.

Check out this quick video for an overview of the Job Card:

After creating a job, you will be directed to the Job Card:

Job options are contained in a ⋮ menu in the top right corner of the job card:

The menu bar on the left guides you through the different areas of the job card:

Overview

Here you'll find a summary of the job, its history, and a financial summary.

Job Summary

The Job Summary tells you what the job is and who it's for. Under the Job Details you will find Site Visits and Variations related to the original job.

Financial Summary

Here you can see the performance of your job. The financial summary also highlights areas of concern that need your attention.

Notes & History

Check Notes & History to see what's happened on the job, including when labour and materials were entered, and what emails have been sent.

Tools

All the tools you need to successfully get your job done live here.

Quote

Create and manage your quote or estimate, and create quote versions.

Hazards (Professional plan feature)

Log and mitigate health and safety hazards from the Hazards page.

Invoicing

Create invoices (and if you don't use an accounting package, assign payments).

Tasks (Professional plan feature)

Break down jobs in to tasks, assign them to the best person, and check them off once they're done.

Files & Photos (Professional plan feature)

Store all important files related to the job in one place. Upload files or photos and view photos taken on the Fergus mobile app.

Certificates (Add on feature)

Add and manage all certificates for a job under 'Certificates'.

Costing

Here you can reconcile received supplier documents, view all costs entered against the job, and manage purchase orders.

Cost Report

The cost report lists all materials and labour entered on the job and their status. You can also see the date the cost was entered or whether it's been invoiced.

Reconciliation

Head over to Reconciliation to reconcile 'invoices to come' with 'received invoices'. This step makes sure all supplier documents that need to be entered against a job are accounted for.

Purchase Orders (Professional plan feature)

Create and manage your job's purchase orders.

Site Visits

Site visits are the bread and butter of your job, and are what you log your labour (time) and materials against. Every job you put through Fergus will have at least one site visit. Open up your site visit to schedule it, log time spent, and enter stock used from the van. You can also see supplier documents and purchase orders here.

Did this answer your question?