Fergus Erfahrungen

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.

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

- 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

- 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?

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

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

Calender function and easy to use interface

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

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.

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.

simple to use and ease of use. makes my business much smoother. typing this message is now annoying me.

would be nice if customers had access to post notes on a job , so as we can monitor all correspondence.
would be good if one person could insert hours for multiple persons on the online version and not app version (one click does all workers)
being able to insert your own test certificates and compliance certificates (Australia) is a massive miss.

when creating an invoice and importing workers hours it would be good if the description of what each worker did next to their hours so the client can understand what each worker has done, at the moment the hours and the job description are in different areas.

Ipad pro does not let you type in lower font when entering materials to a job

The fact that every job is easily managed and can be traced back when required by clients. If all information is loaded on to each job, it makes life so easy to manage, service, and invoice all at the click of a mouse.

Not a lot really, just minor things when allocating jobs to staff. When changing a job to another staff member, you then need to physically need to go back inot the job and physically delete them from that job, as it will show up on the system that they have not entered time, or need to attend site.

It has everything I need to use on a daily basis and allows me access to all my site notes, photos, and day sheets remotely so I can always access what I need to know about any job quickly. This program allows quotes/estimates, invoicing, supplier documents, day sheets and employee trackers all in the one program.
Fergus sends all sales and purchase data entered directly to some accounting software. Easy importing of supplier documents.

I have found the GPS to be a little slow to load. Also the fact invoices can't be easily edited after approved can be a little frustrating.

easy to use and great for customization

cost !!! when i first started using the software it was free for businesses with 1 employee

Easy to use and all in one place. 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!) Reporting good.

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.

job costing, ease of crm, estimating, notes and history which recently helped me win a case in court for a customer refusing to pay based on lies. Not a problem with this software, every little detail is tracked.

no ability to set budgets for site visits or tasks. They set an auto budget based on how you built the estimate however that does little for me at all. I dont have the ability to change, assign or track the budget other than using a spreadsheet and manually inputting them. They have all the data right there it seems silly I have to do this and it would be a Huge Benefit.

Ease of use. We are a company that does small and medium sized jobs. When doing smaller jobs there are more of them so fergus makes it easy to keep track of everything

- Cant have multiple colours for employees jobs. For us this would make it easier to organise the teams day as they would be able to differentiate an urgent job from a job that be done at any time throughout day

I am entrenched in Fergus and really like how it operates. I work about 55 hours a week and find it so easy.

Only when things go haywire like the Site Description scenario the other day

It is user friendly and there is continuous work to improve the user experience. It has an easy to read format and uses commonsense.

That you can't go back to a category page in the dashboard ie invoices you have to go home and then into that category and then the next item.

The pricing and Quoting feature is fantastic, with integrated supplier price books and search bars makes quoting a breeze. Also great to have pricing templates for larger common jobs in "favorites" section.

One Idea I thought would be great is a section to be able to write out plumbing reports for customers which could have photos etc added to them and would just generate out with the letterhead and customer info attached similar to the invoices would be great.

The fact that we now miss no invoices from the guys forgetting , cashflow much better , office work cut in half

There is nothing I do not like about this product . It is the best product on the market for plumbers to use

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

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.

Ease of use, simplicity of the status board helping you track all current and upcoming job from start to finish.

The app could do with some better technology.

The best part is having all the administration in one place rather than hundreds of pieces of paper everywhere. It saves time in the office and is user friendly for our plumbers on the tools and office staff.

There are a couple of little things I find frustrating but they are pretty minor, one is I would like the option to use a retail minus function when invoicing, at times some of the users have trouble saving things on the ipad but I'm not quite sure why this happened.