Fergus Features & Capabilities

Fergus

Dynamics 365

Housecall Pro

Fergus is a cloud-based job management solution for trades and service-based businesses, which takes care of all your quoting, invoicing, timesheets, scheduling, reporting, and more and neatly organises it inside a job.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Automated Quoting

Automated Scheduling

Automatic Backup

Availability Management

Billable Items Tracking

Billing & Invoicing

Bills of Material

Booking Management

Budgeting/Forecasting

Calendar Management

Calendar Sync

Catalog Management

Change Order Management

Client Portal

Commercial

Commercial/Industrial

Communication Management

Contact Database

Contact Management

Contract/License Management

Cost Database

Cost Estimating

Cost-to-Completion Tracking

Customer Database

Customer History

Customer Management

Customer Service Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Capture and Transfer

Data Import/Export

Data Visualization

Digital Signature

Discount Management

Dispatch Management

Document Imaging

Document Management

Document Storage

Drag & Drop

Driver ETA

Electrical Estimating

Electronic Payments

Electronic Signature

Email Management

Email Templates

Employee Management

Employee Scheduling

Estimating

Expense Tracking

File Storage

For Commercial and/or Industrial Electrical Contractors

For General Contractors

For Handyman Industry

For HVAC Companies

For Plumbing Industry

Forecasting

Groundskeeping Management

Group Scheduling

Historical Reporting

Industrial

Inspection Management

Interaction Tracking

Invoice Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Labor Cost Reporting

Lead Management

Location Tracking

Maintenance Scheduling

Material Ordering

Mobile Access

Mobile Alerts

Mobile App

Mobile Payments

Mobile Signature Capture

Multi-Location

Multiple Projects

Online Booking

Online Time Clock

Overrun Reporting

Payment Collection in the Field

Payment Processing

Payroll Management

Percent-Complete Tracking

Performance Metrics

Photo Capture

Prebuilt Assembly

Jobber

ServiceTitan

Synchroteam

Service Fusion

FieldPulse

Commusoft

Payaca

BigChange

Fergus has been a fantastic tool to manage our growing electrical firm. It is really easy to operate

Van stock on hand

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/

We have been using Fergus pretty much since it started. Previous to Fergus everything was hand written, including time sheets, client details, scheduling and notes for jobs were written in a diary and on a huge whiteboard, monthly invoicing was done with stacks and stacks of paper and was a huge job every month. Back costing was something that didn't happen due to the time it took. The change to Fergus has meant invoices, time sheets and notes are very easily loaded onto jobs and all in the right, easy to find place for anyone who has access. Invoicing can happen with a couple of clicks and back costing or financial reports and all done for you. It has made it so easy to keep an eye on the numbers in our business at any time. Its also easy to run wherever you are, we have been over seas and managed the business without being in the office. We would never look back and have gained so much from Fergus, the customer support is fantastic. We would happily recommend this software to anyone.

Stone ages to Fergus

Being able to track my profit/ loss on each job using the financial summary tab.

Still great value for smaller businesses

As mentioned, our previous software didn't allow us to do variations within one job, which then skewed our reporting and made invoicing a nightmare.  With Fergus this is no longer an issue, freeing up more time to spend building our business.
Support was another of our big issues.  The team at Fergus are friendly, helpful and available.  We have been made to feel valued as a customer.  
If you are looking at changing providers, at least give Fergus a call to see if they fit your business.  We are glad we did!

User friendly and good support

Easy Software to implement and use. 
And Simple!!

Fergus simplifies the Scheduling of our Field Technicians and tracking time for Contract Management 

The biggest benefit I get from Fergus is the abililty to have all of my information in a central location, plus it integrates with Xero so I no longer have to do double entry!

Fergus has met my needs and exceeded my expectations!

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

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

Time and everything else said in the review.

Streamlining Made Easy - now everything is one place customers/supplier docs/ invoicing. Easy As!

excellent

A first i was a little worried starting a new program. But once it started and we got going, it is a piece of cake to navigate and manage. From creating a job - to invoicing. Its great. 

Great program

builders review 

Really enjoy using Fergus and it has become an essential tool for my business

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

Electrical company review

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.

life Changing

Having information at my finger tips not only saved lots of time but also gave back control over my bussiness

From paer to Digital

There are lots of benefits that outlay the cons. Have used Nimbus & Simpro in the past. Simpro I believe is one of the best systems however is rather expensive.

PRSL Taranaki

The benefits to our business using this software is ultimately less time processing paperwork and data and simplicity for our users.
The other great feature of the software is being able to store job specific data like photos that are easily accessable

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

I'm really positive about Fergus, I only upgraded to Pro again last month but I am trying to fully utilise its potential. Once you load up prices, favourites, forms etc it really is a wonderful addition to a tradesman's arsenal.

Moving in the right direction

Hey Christian, thanks for the review! Have you tried the month display on google calendar using our integration? I'll pass on to the team that you'd like inventory management, at the moment we only support Stock-on-hand functionality for accurate costing and invoicing. Thanks

Operational efficiency and purchase accuracy has increased exponentially. We purchased the product at the perfect time as we have been growing and evolving with Fergus. We could not be happier.

Great product for any Trades company

I’ve pretty much gone completely paperless - the calendar and task feature is my diary. The customer support is epic and I love using this software. It’s been a game changer for me. 

A far easier way to run the day to day of your business.

Fergus, why wouldn't you?

Fergus have been very accommodating, their service is personal friendly and attentive. We have been with them from their early days and have watched them grow and develop, they take on board their client's feedback. Given the fact that we are dealing with a local company, as oppose to a large international company, as we have in the past, has meant that we can resolve issues more easily and faster. Unlike with previous companies, in Fergus, they actually do answer customer's calls, it feels more personal.

Our positive experience with Fergus

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.

By far the best job tracking software on the market today

We are a busy plumbing and gas fitting business and we find Fergus a great asset to the business. 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. It communicates well with Xero to make bank reconciliation and paying supplier accounts really efficient. If i have had any issues, the Fergus & Xero support has always sorted things out quickly. The main areas where I see the program could improve is some fine-tuning of the recurring jobs feature and it would be really handy to have an "undo" button to remove your last step if you make an error while working.

Fergus works for us

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.

Fergus Features

Features Summary

Screenshots

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