Unbox AI

fergus logo
Connect Fergus once. Your pipeline runs itself, follows up automatically, and closes more.
Setup: 2 minutes

About the integration

Unbox AI gives you a live visual pipeline of every Fergus job and quote, updated automatically, so you always know what needs action next.

Connect your Fergus account in one click. Every job maps instantly across a 12-stage pipeline from new lead to job finished, syncing every 90 seconds without any manual input.

What's included:
- Live Kanban pipeline across pre-sale and post-sale stages
- Automatic alerts when leads go cold or jobs stall
- Email leads pulled in via Gmail
- AI-assisted quote drafting with your pricebook
- Xero invoicing direct from the job card
- A daily insights feed showing exactly what needs attention

Secure connection via Fergus login. Takes 60 seconds to set up and free to get started.

Want to explore Fergus + Unbox AI?

Integration Features

Live Pipeline Board

Every Fergus job and quote maps automatically to a 12-stage visual pipeline, from new lead through to job finished. It syncs every 90 seconds, so your board always reflects what's actually happening without any manual input. See everything at a glance and know exactly where each job is up to.

Automatic Lead Capture

Email enquiries sent to your Gmail are captured and turned into pipeline cards automatically. Contact details, job description, and email thread are pulled in and attached to the card. No copy-pasting, no missed leads sitting in your inbox.

Smart Pipeline Alerts

Unbox AI watches your pipeline and flags what needs attention. Leads that have gone cold, quotes sitting unanswered, jobs that haven't moved in days. Instead of manually checking every job, you get a daily insights feed that tells you exactly what to act on.

AI-Assisted Quote Builder

Build quotes inside Unbox AI using your Fergus pricebook, with AI that drafts suggested line items from the job description in one click. Preview as a PDF, send directly to the customer, and track acceptance, all without leaving the app.

Xero Invoice Automation

When a job is ready to invoice, create a draft Xero invoice directly from the job card in one click. Customer details and job information carry across automatically, cutting the time between job completion and invoice sent.

Information

Available Regions

🇦🇺 AU
🇳🇿 NZ
🇬🇧 UK

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Goodbye paperwork. Hello Fergus.

Our 20,000+ trades businesses have slashed their admin, are getting paid faster, and are finally enjoying their weekends again.

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