Bringing a job management system (JMS) into your trade business can be a game-changer—but only if your team is on board. Change can be challenging, and getting everyone aligned from the start is key to success. Here are some do’s and don’ts to help you roll out your new system smoothly.
Do’s
✅ Involve your team early
Before signing up, talk to your team about the issues you’re trying to solve. Gather their input on what’s frustrating them about job tracking, scheduling, or invoicing. When they feel heard, they’ll be more open to change.
✅ Highlight the benefits for everyone
Make it clear how a JMS will make life easier—not just for the business owner but for every team member. Will it cut down on paperwork? Make scheduling clearer? Reduce admin headaches? Spell it out so they see what’s in it for them.
✅ Provide hands-on training
Nobody wants to be thrown into a new system without guidance. Set up a structured training plan, whether that’s in-person, online tutorials, or one-on-one coaching. Most importantly, ensure they have time to learn while on the job.
✅ Appoint a champion
Choose a tech-savvy or well-organised team member to be the go-to person for questions and support. Having an internal champion helps ease the transition and keeps motivation high.
✅ Start with quick wins
Introduce simple, impactful features first—like job scheduling or real-time job tracking. Once your team sees the immediate benefits, they’ll be more eager to explore other features.
Don’ts
❌ Don’t just spring it on them
Dropping a new system on your team with no warning is a surefire way to create resistance. Avoid the “we’re switching next week” approach—give them time to adjust.
❌ Don’t overcomplicate the rollout
A big mistake is trying to implement everything at once. Instead of overwhelming your team with too many features, introduce them gradually. Keep it simple and let them build confidence.
❌ Don’t ignore feedback
Your team will be the ones using the JMS daily, so listen to their concerns. Are they finding something difficult? Is there a feature they love? Regular check-ins help smooth out the process and ensure long-term success.
❌ Don’t assume everyone learns the same way
Some tradies pick things up quickly, while others might take longer to get comfortable. Offer different training styles—visual guides, video tutorials, or in-person walkthroughs—to suit everyone.
❌ Don’t forget to celebrate wins
Once the system is up and running, acknowledge the improvements. Whether it’s fewer job mix-ups, faster invoicing, or less admin stress, highlight the wins to reinforce why the switch was worth it.
Get started with the right JMS
The right job management system should work for your team, not against them. With Fergus, tradies get an easy-to-use platform that simplifies job scheduling, quoting, and invoicing—without the headaches.
Ready to make the switch? Give Fergus a try and see how it can transform your business.
👉 Start your free trial today
Fergus Admin
