Fergus Features

Fergus

Job management software for trades and service businesses

4.64/5 (146 reviews)

Competitor Feature Comparison

@mentions
Access Controls/Permissions
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Assignment Management
Attendance Tracking
Audit Trail
Automated Quoting
Automated Scheduling
Automatic Backup
Benchmarking
Billable Items Tracking
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
Calendar Management
Calendar Sync
Cash Flow Management
Change Order Management
Client Management
Client Portal
Commercial
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Cost-to-Completion Tracking
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Automation
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Estimating
Event Calendar
Expense Tracking
File Storage
Financing Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Monitoring
Multi-Location
Online Booking
Online Time Clock
Overrun Reporting
Partial Payments
Payment Collection in the Field
Payroll Management
Percent-Complete Tracking
Photo Capture
Predictive Maintenance
Preventive Maintenance
Pricing Management
Production Cost Tracking
Project Management
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
SSL Security
Sales Tax Management
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Service History
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Work History
Work Order Management
Workflow Management
Learn moreCompare App
@mentions
Access Controls/Permissions
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Assignment Management
Attendance Tracking
Audit Trail
Automated Quoting
Automated Scheduling
Automatic Backup
Benchmarking
Billable Items Tracking
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
Calendar Management
Calendar Sync
Cash Flow Management
Change Order Management
Client Management
Client Portal
Commercial
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Cost-to-Completion Tracking
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Automation
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Estimating
Event Calendar
Expense Tracking
File Storage
Financing Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Monitoring
Multi-Location
Online Booking
Online Time Clock
Overrun Reporting
Partial Payments
Payment Collection in the Field
Payroll Management
Percent-Complete Tracking
Photo Capture
Predictive Maintenance
Preventive Maintenance
Pricing Management
Production Cost Tracking
Project Management
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
SSL Security
Sales Tax Management
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Service History
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App
@mentions
Access Controls/Permissions
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Assignment Management
Attendance Tracking
Audit Trail
Automated Quoting
Automated Scheduling
Automatic Backup
Benchmarking
Billable Items Tracking
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
Calendar Management
Calendar Sync
Cash Flow Management
Change Order Management
Client Management
Client Portal
Commercial
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Cost-to-Completion Tracking
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Automation
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Estimating
Event Calendar
Expense Tracking
File Storage
Financing Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
GPS
Geographic Maps
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Monitoring
Multi-Location
Online Booking
Online Time Clock
Overrun Reporting
Partial Payments
Payment Collection in the Field
Payroll Management
Percent-Complete Tracking
Photo Capture
Predictive Maintenance
Preventive Maintenance
Pricing Management
Production Cost Tracking
Project Management
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Receipt Management
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
SSL Security
Sales Tax Management
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Service History
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


2 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Fergus Feature Reviews

25 reviewers had the following to say about Fergus's features:

Sheryl L.

By far the best job tracking software on the market today

2018-04-09

All field staff have access to all the information required to do their job, Creditor invoices are not missed off being charged as all invoices are imported directly to job and then with a push of a button directly write to your accounting software.

Pros

Easy to use, dashboard easy to navigate, able to manage job status at a glance, easy assigning of jobs to plumbers, able to export to payroll system, import Creditor invoices directly to job, easy importing of price book catalogues, able to access from anywhere as cloud based, quoting in seconds, and so much more.

Cons

Nothing to report - This software does not have any "Cons" to report back on, everything about Fergus is user friendly and yet Fergus are continually updating the system in an effort to make even more user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cameron B.

Life changing

2018-10-15

Best job management software I have seen

Pros

Import invoices and allocate to jobs a and send to accounting software worth the money alone.

Cons

No uk suppliers offer an API gateway No uk gas certificates built in No phone support available Only video training

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Caleb R.

Great product

2020-05-30

Pros

Great for keeping track of jobs. Easy to invoice.

Cons

Would like to have more of a stock management section to the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Fergus Software


Thanks for the review Caleb! I've noted a feature request for stock management.

Read more
Casey H.

Excellent job and invoice manegement system

2018-12-11

overall very usefull for job management

Pros

The dashboard. The ability to see how many jobs are we are committed to, what stages these jobs are at, what needs invocing, whats been invoiced and whats overdue. excellent to know whats going on in one glimpse.

Cons

Also would be good to have a report that pulls a list of all archived jobs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ross J.

Fergus Review

2018-10-24

Love the job management

Pros

The Calendar, ease to do and invoice and love how easy to import invoices, photos,plans

Cons

The Cost has gone up since I started using it. Certificates should be free

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hayden M.

Fantastic, easy to use trade software

2018-08-06

Pros

This system is user friendly and makes light work of all the paperwork required to keep a trade business running. It is packed full of features which help keep operations streamlined.

Cons

As a total trade management software the only feature that we feel is missing is stock management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Duncan L.

Great product for any Trades company

2020-11-08

We purchased the product at the perfect time as we have been growing and evolving with Fergus.

Pros

- User interface is very easy for the staff to use, mobile app is very usable to for the field staff.

Cons

We are a facilities maintenance plumbing - so an asset management portion of the software would be good as well as the Re occuring function would be very practical for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris O.

Fergus just works incredibly well. Reliable floorless syncing with Xero, Best I have seen.

2018-05-09

Time sheet Tracking for me and staff, organised and nice looking quotes, quote acceptance via email, Mobile invoicing if needed, a way of back costing jobs fast and easily.

Pros

Quotes are a breeze and invoicing takes me about 30 mins a day.

Cons

Would be nice if the software had a faster GPS tracking system but I am sure this will come in time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amelia G.

A must for Tradies

2017-03-05

The best tool for us however is the quoting feature that then allows us to add variations to the job and all report under the one Job code - Love this tool :O) The Support Team are always really helpful and respond quickly to emails.

Pros

Quoting and variation to jobs reporting

Cons

Nothing that I don't like

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Conrad S.

Electrical company review

2020-06-28

There are many benefits Fergus has provided our business. Time management and job efficiency has been the most important for us.

Pros

Its also provides us with good analytical data on jobs, so we can see our margins and net profit we are making.

Cons

Set up was interesting and we got some advice from a local virtual assistant company to help with it. It would be great if Fergus had a local contractor to help with this in our area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Fergus Software


Thanks for the review Conrad! We really appreciate it. We're working on making support and training as accessible as possible, so your feedback is really important to us.

Read more
Peter S.

It has been basically completely trouble free, any bugs have been able to be worked around - perfect

2018-01-16

Proactive day-to-day job management for my trade business

Pros

Keeps me in control of my daily business job management!

Cons

Ipad/iPhone app: some quirky behaviour in text boxes that have more text than can be displayed Ipad web browser some calendar scheduling functions are not operable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stuart W.

Happy User

2021-02-10

Easy to keep track of jobs and invoicing

Pros

Easy to set up and teach to new employees

Cons

Not a big fan of the mobile (IOS) app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew N.

Fergus

2018-09-21

The best part about Fergus is having everything related to a job in the one app, which can be accessed from your office computer as well as any other smart device you have it installed on.

Pros

This program allows quotes/estimates, invoicing, supplier documents, day sheets and employee trackers all in the one program.

Cons

Also the fact invoices can't be easily edited after approved can be a little frustrating.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Louise M.

Fergus works for us

2016-10-25

It makes all the day-to-day tasks such as booking jobs, logging time entries, tracking supplier documents, communicating with the team while they are at worksites, tracking customer details, checking past histories for jobs and clients and invoicing, nice and easy.

Pros

The functionality for importing supplier documents and attaching files and photos to jobs is great.

Cons

I would like an undo button for when you make a little error on an invoice and don't want to have to go back and start the whole thing again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Fergus Software


Great to hear that Fergus works well for your team. We've taken your feedback on the undo button and put this into our pipeline.

Read more
Shirley C.

How well Fergus does for a plumbing firm

2019-06-01

We are happy with the product, although we look forward to some more improvements in the future that will assist our business.

Pros

Great how csv files integrate so no downloading and data processing of invoices from the major firms (hopefully one day all firms will be integrated!)

Cons

Not quite suited to a commercial plumbing firm, lacks in some areas such as retention payments, large on-going jobs and not repairs and maintenance type work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah P.

I love love Fergus. It has made my job as admin/ops manager role so much easier.

2017-05-10

A big reduction in time spent on invoicing, the ability to manage jobs better.

Pros

I can now manage my time much better with the jobs costings completed in a timely manner for invoicing and can track jobs so much easier.

Cons

Some parts weren't that user-friendly for starters until you knew what was what from Training sessions. eg where it looks like the box is already ticked, but it means you have to click on it, I'd rather the box was empty and then you tick it for completion. Also some of the font colours - grey - do make things a bit tricky, don't know why it couldn't all be black and the more important bits in bold??

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tristan F.

Fergus has made our lives a lot easier since moving from workflowmax. Much less manual entering.

2018-06-12

Speeding up invoicing, better tracking of old jobs via photos/notes etc.

Pros

Entering time sheets, phone tracking, integration with our suppliers csv files, linking to xero, favourites lists with materials, photo attachments.

Cons

Apprentice on entry level subscription cant search for jobs unless he is assigned to it which is a pain (has no search bar option at all).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jami P.

Happy Fergus user..

2017-02-01

Also the business has better time management & the invoicing part has been a lot easier being that it is all in place, Fergus.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Wayne B.

We have been using Fergus for almost 12 months now and are very happy with the program.

2018-03-22

The other great feature of the software is being able to store job specific data like photos that are easily accessable

Pros

The way in which Fergus flows and easily displays information regarding jobs means there is no confusion on site and when used correctly office staff can collate the data to create invoices easily, meaning we can get invoices out faster and hopefully paid faster.

Cons

In saying that Fergus seem to be very dedicated to listening to what their customers want and make updates regularly, I''m sure that it will only be a matter of time until they create a tool to help with this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachelle H.

Satisfaction with Fergus software

2018-11-11

I am a bookkeeper and have started 2 clients with the program in different industries to help them set up their job management procedures.

Pros

Visual ease of job management made up of columns, and colours to cover everyone's visual aids.

Cons

Not compatible with all accounting programs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gaby H.

Specialized Job Management Software

2019-12-17

Fergus is an incredible management tool for any company looking to become more organized and efficient with their business practices.

Pros

This all-in-one system has a fantastic scheduling feature that is transparent and easy to learn how to use.

Cons

This application is still in the developing stages since being released so there will be a few bugs or fixes that will need to be made in the future, but the program has a great potential as a management software for all business types.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Trelise G.

Fergus is great to use, easy to learn

2018-05-09

Would love to see more customised features around the Favorites setup for invoicing and quotes.

Pros

The ability to quickly change data, move info from Jobs, correct errors, share data with the rest of the team, update staff quickly via mentions, Especially Love the way FERGUS keeps improving features and adding on new functions to constantly improve the way we do things.

Cons

From the Home Screen if you type client in the search bar, it flicks to a sub-screen then to the job screen, the sub screen is too quick to click your client sometimes, it would be good if there was say an extra 2-3 seconds here.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa B.

Wow....... Fergus is the best for small trade businesses

2018-01-15

One stop shop for managing mobile crews, tracking, and customer communications.

Pros

It provides everything from quote, through to scheduling, GPS tracking, and email/sms communications to clients all from one platform.

Cons

Only change I'd like to see is ability for quotes to add suggested time for scheduling, and preferred staff to carry out job.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, myself only employees)

Van stock on hand

2020-01-23

This is awesome

Pros

I like how easy it is to use and implement all aspects of my business

Cons

Stock on hand , can we have an option to have inventory management for say a vehicle, so on job parts that we take are easier to find.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Fergus Software


Thanks for the review! We have Stock on Hand functionality for including parts that you have in the van in job costing, see how to use it here:
https://fergus.com/tradehub/training-videos/stock-on-hand-mobile/

Read more
Donna K.

Fergus Review

2017-01-19

Easy to set up with Fergus via Skype, easy to use, all time and materials are a lot easier to keep track of, great customer support.

Pros

Ease of use and customer support, being able to import supplier documents and allocate to jobs

Cons

Not being able to create credits to customers

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more