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Fergus How-To Videos

Learn how to use our suite of job management tools one step at a time with our in-depth how-to videos.

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Time Entry Settings
Time Entry Settings

In this Video you can see how to configure the Time Entry settings to automate part of the process giving you …

Dylan Taylor
Dylan Taylor

Trade Software Expert

Watch this video to learn how to utilise the Custom Price Book in Fergus for anything outside of your …

Dylan Taylor
Dylan Taylor

Trade Software Expert

Tiered Pricing
Tiered Pricing PRO

Watch this video to learn how to apply rules to your pricing through Tiered pricing in Fergus.

Dylan Taylor
Dylan Taylor

Trade Software Expert

Importing Price Books
Importing Price Books

Watch this video to see how Fergus reads csv Price Books to update the pricing of the materials you purchase.

Dylan Taylor
Dylan Taylor

Trade Software Expert

Merging Customers
Merging Customers

In this video you'll see how to merge two customer records in Fergus.

Dylan Taylor
Dylan Taylor

Trade Software Expert

Formatting your Profile Picture
Formatting your Profile Picture

In this video you will see how to change the colour and profile picture for you and other users of Fergus.

Dylan Taylor
Dylan Taylor

Trade Software Expert

Gmail Email Settings
Gmail Email Settings PRO

Learn how to set up Fergus with your email to keep up communication with your customers.

Dylan Taylor
Dylan Taylor

Trade Software Expert

Creating Favourites
Creating Favourites PRO

Favourites in Fergus speed up quoting and invoicing and helps organise products that have multiple parts into …

Dylan Taylor
Dylan Taylor

Trade Software Expert

General Settings
General Settings

It's important to start any new venture off on the right foot, in this video you can see how to set up the …

Dylan Taylor
Dylan Taylor

Trade Software Expert

Managing Customers
Managing Customers

Customers are at the centre of any business. This video demonstrates how to manage your customers in Fergus …

Dylan Taylor
Dylan Taylor

Trade Software Expert

The Status Board
The Status Board

The status board is the heart of Fergus, this video shows how to read the status board and what triggers …

Kristie Voorburg
Kristie Voorburg

Customer Success Expert

Adding a New User
Adding a New User

Watch this video to learn how to add new users and set them up to get started with Fergus.

Dylan Taylor
Dylan Taylor

Trade Software Expert