Fergus Features

Fergus

Job management software for trades and service businesses

4.65/5 (139 reviews)

Fergus Feature Summary

  • 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

Competitor Feature Comparison

@mentions
Access Control
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automatic Backup
Automatic Notifications
Availability Indicator
Benchmarking
Billable Hours Tracking
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Cash Flow Management
Charting
Chat
Client Management
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Automation
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Expense Tracking
GPS
GPS Integration
Geographic Maps
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board Integration
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Monitoring
Multi-Location
Partial Payments
Permission Management
Progress Tracking
Project Notes
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Reporting
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timer
Timesheets
Work History
Work Order Management
Workflow Management
Learn moreCompare App
@mentions
Access Control
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automatic Backup
Automatic Notifications
Availability Indicator
Benchmarking
Billable Hours Tracking
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Cash Flow Management
Charting
Chat
Client Management
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Automation
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Expense Tracking
GPS
GPS Integration
Geographic Maps
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board Integration
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Monitoring
Multi-Location
Partial Payments
Permission Management
Progress Tracking
Project Notes
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Reporting
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timer
Timesheets
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App
@mentions
Access Control
Account Reconciliation
Accounting Integration
Action Item Tracking
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automatic Backup
Automatic Notifications
Availability Indicator
Benchmarking
Billable Hours Tracking
Billing & Invoicing
Booking Management
Business Analysis
Calendar Management
Calendar Sync with Google
Cash Flow Management
Charting
Chat
Client Management
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Automation
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Expense Tracking
GPS
GPS Integration
Geographic Maps
History Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board Integration
Knowledge Base Management
Labor Cost Reporting
Labor Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Monitoring
Multi-Location
Partial Payments
Permission Management
Progress Tracking
Project Notes
Project Time Tracking
Project Tracking
Purchase Order Management
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
SMS Integration
SSL Security
Sales Tax Management
Scheduled Reporting
Search Functionality
Secure Data Storage
Secure Login
Status Reporting
Status Tracking
Stock Management
Subcontractor Management
Summary Reports
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timer
Timesheets
Work History
Work Order Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


1 review

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

Android App


57 reviews

Fergus Feature Reviews

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

Cameron Burt

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
Casey Halse

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
Caleb Russell

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
Sheryl Liddle

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
Ross Julian

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 Maxey

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
Amelia Grace

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
Jami Parkinson

Happy Fergus user..

2017-02-01

Fergus has reduced my paper trail by at least 60 Percent.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chris Odlum

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
Louise McLean

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
Deborah Parkinson

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
Donna King

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
Shirley Cummings

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
Conrad Smith

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

Fergus is a great system we are using to help with job scheduling and management of our workers and also great with invoicing jobs once completed, as it links with our xero account as well.

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
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
Andrew Noad

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
Mark Kennedy

Excellent Value, Versatility and Reporting Ability

2019-10-21

Financial and operational hour tracking from weekly to monthly financial reports. Provides the capability to break down profit and loss statements in detail that gives you the ability to improve in areas

Pros

Very user friendly and ability to provide accurate progress reporting on multiple projects.

Cons

Its excellenet from my perspective with no complaints

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
Peter Squire

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
Tristan Fish

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

Be nice if on the desktop version you could add multiple people to a time entry like you can on the mobile version

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
Nina Parker

Great for trades

2017-02-22

It integrates seamlessly with Xero which means jobs are automatically filed (if already marked complete) when paid, saving me time.

Pros

Integration with software, conversion to invoice from quotes

Cons

New calendar is taking a bit to get my head around, no formatting in job descriptions and notes (big sigh)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Fergus

On Chrome there are a few formatting bugs (won't enter spaces in description)

Source: Capterra
Helpful?   Yes   No
Read more
A May

Fergus review

2017-03-01

Could do with a bit of modification around statements/customer invoicing/payments and also the number of clicks to navigate around the site but overall an excellent app and we highly recommend it!!

Pros

There is alot of capacity to communicate with both customers & employees within the app. Reporting is a breeze and at a click of a button.

Cons

And the invoicing/statements functionality and payments process could be improved - I currently can't select for a statement for a certain time frame within a customers account and it would be good to be able to record payments at the time of invoicing instead of ok'ing the invoice and then having to process the payment.

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
Wayne Britton

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
Sean Evans

Love it

2018-10-12

Pros

Customer invoice report is also great to keep on top of invoices due etc.

Cons

Does not interact with Reece Australia yet. I think Reece New Zealand does interact with Fergus.

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
Colin Harkness

great to use. you can access your jobs from anywhere even out of the office

2018-01-15

lt cut right back on paper work and the hours entering supplier invoices into the correct jobs -now done automatically.

Pros

The ease of importing your supplier invoices directly into a job.

Cons

importing materials into an invoice when extra materials are added after the invoice is started, you have to re-import the whole lot again.

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
Gareth Trubshaw

Fergus has helped streamline our work - we couldn't live without it now.

2018-06-14

Steamlined our workload. One point for all information about all jobs. Great scheduling and calendar functions, as well as communication tools for clients and staff.

Pros

Photos in the jobs, tracking where the workers are, favorites for quoting, notes and communication trail in each job.

Cons

We operate differently from most sparkys and plumbers, and the mobile app could be simplified for our use.

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