Fergus

Upto a few years ago a big part of my business was running blind so I went hunting for a software management program to get us sorted. I tried nearly every program on the market from Tradify, Workflo Max, Service m8, GeOp and many more, I even doubled back and trialed some of them again. I ran through several jobs in each software program but just couldn't find a program that would do what I needed. They all had helpful features but none of them were as fitting as Fergus. Fergus just works well, and is getting better all the time. Quotes are a breeze and invoicing takes me about 30 mins a day. I love using fergus and recommend to any business as a must have.

The software does everything I need to run my business so cant see any cons. Would be nice if the software had a faster GPS tracking system but I am sure this will come in time.

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.

We really like the software as it keeps all job files, materials, labour and communication in one easy to reach system.
Its great for all staff to be able to have access to the same job information and progress.

The favourites and custom price book features seem to need a lot more work to make them easier to use, for example it would be much easier if we could add a line item or multiple line items from a quote into either favourites or the custom price list by selecting the line items in the quote. Also if you could save a favourite/ custom price book item, then edit it slightly and save the new favourite under a sub heading.

Entering time sheets, phone tracking, integration with our suppliers csv files, linking to xero, favourites lists with materials, photo attachments. Staff reply relatively quickly to any queries and seem happy to help. System seems to constantly grow, many new features since we first signed up.

Compliance's could do with some more auto-fill features like drop downs on frequently submitted parts. Off-line ability when it comes to filling in times on a job when you're out of service and searching jobs. 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). Quotes and estimates could do with being a bit more separate as we have a different blurb at the bottom for quotes than estimates and I have to alter it if its an estimate because we use the quote template blurb. Be nice if on the desktop version you could add multiple people to a time entry like you can on the mobile version