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Fergus

Name: Fergus
Rating: 4.5 (2 reviews)

By Fergus

1394 Interested

Highlights : About Fergus

Accounting Integration

Automatic notifications

Back costing

Billing & Invoicing

CSV invoice importing

Custom payment terms

About Fergus

Fergus is a cloud-based field service and job management solution designed for small and midsize businesses. It offers scheduling, contact management, job cards, timesheets and purchase order management functionalities within a suite. The product caters to businesses in plumbing, electrical contracting and HVAC. Android and iOS apps available.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

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.

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