Highlights : About Fergus
Accounting Integration
Automatic notifications
Back costing
Billing & Invoicing
CSV invoice importing
Custom payment terms
Product Details
Features
Accounting Integration
Automatic notifications
Back costing
Billing & Invoicing
CSV invoice importing
Custom payment terms
Customer & job notes
Customizable email templates
Drag-and-drop scheduling
File & photo attachments
Financial reporting
Flexible contact records
GPS tracking
Integrated calendar
Invoice builder
Job & customer histories
Job assignment
Job cards
Pricing document builder
Purchase orders
Push notifications
Queries
Quotes & estimates
SMS integration
Scheduling system
Status board
Team notice board
Timesheets
User permissions management
Variations tracking
Benefits
Centralized Status Board
The centralized status board gives users an overview of all jobs, and what tasks require attention, including any flagged queries, and job progress and responsibilities can be tracked through detailed job cards with attached files and photos.
Pricing Document Builder
Estimates, quotes, and invoices can be created using the pricing document builder, with the ability to favourite grouped items for common jobs, and fill invoices instantly using back-costed site visits.
Standard Payment Terms
Standard Terms of Trade can be uploaded and attached to any correspondence with customers, and standard payment terms can be set with the ability to edit them on a job-by-job or customer-by-customer basis.
Integrated Calendar
Staff can be assigned to specific jobs using the integrated calendar and drag-and-drop appointment scheduling.
Flexibility
Contact records are flexible, allowing users to store multiple site contacts, addresses, and phone numbers, and users can send emails and text messages directly from within Fergus, using customizable message templates.