Fergus

Job management software for trades and service businesses

About Fergus

Fergus is a cloud-based job management software built for electricians and plumbers which offers tools for job tracking, scheduling, quoting & estimating, back costing, time tracking, invoicing, reporting, and more.

Fergus includes a status board for users to see at a glance what stage all of your jobs are in and any items requiring attention, including queries raised when problems arise.

All the information related to a particular job is stored in the job card with attached notes, files, photos, checklists, forms and more. Information can be organised into site visits to allow separate reporting for different work stages. Variations can also be added and linked to parent jobs for financial tracking purposes.

Staff can be assigned to specific jobs, and the integrated calendar enables drag-and-drop job scheduling (you can also sync this with your Google Calendar).

Charged and uncharged time can be manually logged on each job, or users can use the start/stop timer in the Fergus apps for iOS and Android.

Email and text messages can be sent to staff and customers through Fergus, with users able to customise SMS and email templates, and store multiple site addresses, contacts, and phone numbers on the built-in customer cards.

Invoices, quotes, and estimates can be created in the pricing editor and emailed directly to customers along with Terms of Trade, and customers can accept these from directly within the email.

Push notifications can be delivered to tablets and smartphones to alert users to important events, and staff can be kept up-to-date with job details and plans using the team notice board.

Before, during or after the job you can look at your projected or actual margins, and identify where you made or lost money.


Key benefits of Fergus

  • The centralised 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.

  • 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 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.

  • Staff can be assigned to specific jobs using the integrated calendar and drag-and-drop appointment scheduling.

  • 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.

  • Images

    Fergus Software - The dashboard shows you the status of all of your jobs and how much revenue is sitting in each section. Click on a subsection to see all of the jobs sitting within it in the job list below.
    Fergus Software - The quote builder helps you track different versions of quotes, can automatically pull pricing from imported price books when adding materials, and allows you to easily add markups.
    Fergus Software - The drag-and-drop calendar allows you to easily schedule jobs for your team in the field, notifying the customer and the team member assigned to the job through the mobile app.
    Fergus Software - GPS tracking allows you to easily see where your team members are and where they've been throughout the course of the day.
    Fergus Software - Financial reporting tools allow you to see where you've made or lost money on jobs, and how your business is tracking financially within specified time periods.
    Fergus Software - Your employee overview can show you who is billing the most and the least so that you can identify team members having any issues and help them get back on track.
    Fergus Software - The Status Board, timesheets, notifications, and more can be accessed through Fergus's mobile app
    Fergus Software - The Fergus mobile app on Android
    Fergus Software - Customers can sign your quotes and estimates for acceptance through the Fergus mobile app
    Fergus Software - The Job Card on the Fergus mobile app with start/stop timer
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    Fergus video
    Fergus Software - The dashboard shows you the status of all of your jobs and how much revenue is sitting in each section. Click on a subsection to see all of the jobs sitting within it in the job list below.
    Fergus Software - The quote builder helps you track different versions of quotes, can automatically pull pricing from imported price books when adding materials, and allows you to easily add markups.
    Fergus Software - The drag-and-drop calendar allows you to easily schedule jobs for your team in the field, notifying the customer and the team member assigned to the job through the mobile app.
    Fergus Software - GPS tracking allows you to easily see where your team members are and where they've been throughout the course of the day.
    Fergus Software - Financial reporting tools allow you to see where you've made or lost money on jobs, and how your business is tracking financially within specified time periods.
    Fergus Software - Your employee overview can show you who is billing the most and the least so that you can identify team members having any issues and help them get back on track.
    Fergus Software - The Status Board, timesheets, notifications, and more can be accessed through Fergus's mobile app
    Fergus Software - The Fergus mobile app on Android
    Fergus Software - Customers can sign your quotes and estimates for acceptance through the Fergus mobile app
    Fergus Software - The Job Card on the Fergus mobile app with start/stop timer

    Not sure about Fergus? Compare with a popular alternative

    Fergus

    4,6 (154)
    VS.

    Starting Price

    US$27,00
    month
    R 450,00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    113
    125

    Integrations

    2
    4

    Ease of Use

    4,5 (154)
    4,7 (149)

    Value for Money

    4,5 (154)
    4,7 (149)

    Customer Service

    4,6 (154)
    4,8 (149)
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    Reviews

    Overall rating

    4,6 /5
    (154)
    Value for Money
    4,5/5
    Features
    4,3/5
    Ease of Use
    4,5/5
    Customer Support
    4,6/5

    Already have Fergus?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 154
    Amy
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2021/09/01

    I’ve pretty much gone completely paperless - the calendar and task feature is my diary. The...

    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.

    Pros

    How it keeps track of 99% of everything I need to run the day to day side of my business. I dunno how I managed with out it. Everything is attached to the job electronically and you can go back and look up what you need.

    Cons

    There’s no inventory to track the left over materials from a job to reassign them to another

    Alternatives Considered

    Simpro

    Reasons for Switching to Fergus

    The customer support is top notch.
    Karen
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    PRSL Taranaki

    Reviewed on 2021/12/31

    There are lots of benefits that outlay the cons. Have used Nimbus & Simpro in the past. Simpro I...

    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.

    Pros

    - Easy
    - Very visual
    - custom emails responses & templates
    - supplier invoice downloads (JA Russell)
    - field staff find easy to complete COC's and job cards
    - forms is easy to use for internal audits and tailgates

    Cons

    - WIP doesn't download very well would be great if PDF Option
    - unable to custom status's
    - unable to create credits for invoices have to void then recharge
    - quoting reporting would be great if we could filter to groups
    - hazards need to be mitigated by all staff however not all staff are scheduled on works?

    Liam
    Overall rating
    • Industry: Construction
    • Company size: Self Employed
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Makes life easy

    Reviewed on 2019/04/24

    Pros

    Very streamlined and well thought out software. It is designed to make the tradesman's life easier and it certainly does that well

    Cons

    Recently they updated their pricing and it in my opinion is perhaps getting too expensive, considering there are plenty of competitors out there

    Thomas
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Fergus Review

    Reviewed on 2019/08/05

    Pros

    Calender function and easy to use interface

    Cons

    A few features lacking, a few bugs. We are hoping these will improve with time, being a subscription based product

    Alternatives Considered

    WorkflowMax and Simpro

    Reasons for Switching to Fergus

    Price, integration with our preferred suppliers

    Response from Fergus Software

    Hey there, thanks for this review. We're always working on improving Fergus - keep an eye out over the next few months for new functionality!

    Gregg
    Overall rating
    • Industry: Construction
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Has been a game changer for our business, i wish it was around 10 years ago!

    Reviewed on 2017/12/18

    Invoicing and quoting are much less of chore and can now be done much quicker than before. This...

    Invoicing and quoting are much less of chore and can now be done much quicker than before. This has resulted in an improved cash flow for or business.

    Pros

    Tracking and entering costs (both labor and materials) has made our invoicing and quoting much more accurate. Being able to set up favorite item lists makes quoting much less of a chore than it used to be as items can be just selected from a pre made list and added where needed.

    Our wholesalers send us daily CSV files with our purchases which are then uploaded directly to Fergus. The Job numbers are all linked already so its just a matter of clicking a button and the materials are automatically assigned to the job and corresponding site visit.

    Pricelists are also uploaded from our wholesalers so prices for thousands of items are available instantly and are up to date. This means jobs can be invoiced quickly and on site if need be.

    We also use Xero for our accounting software and Fergus integrates perfectly with it.

    Cons

    Integration with the Xero employee pay function is the only thing lacking. At the moment all our employee times are entered into Fergus for each job then each week their hours need to be enetered into Xero again for the pay cycle. It would be great if they talked to each other so we didnt have to do it twice.

    Response from Fergus Software

    Love that we are changing your business! Thanks for the review Gregg.

    Showing 5 reviews of 154 Read all reviews

    Fergus FAQs

    Below are some frequently asked questions for Fergus.

    Fergus offers the following pricing plans:

    • Starting from: US$27,00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    30-day Free Trial, no credit card required. Free plan available. Timesheet only from: $9.60 per month. Full user from: $28.90 per month.

    Fergus has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    Fergus supports the following languages:

    English

    Fergus supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Fergus integrates with the following applications:

    MYOB Business, Xero

    Fergus offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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