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"By adopting this system we are now seen as professional and progressive within our town"

Daniel Gunther, Owner, Gunther Electrical

"Since adopting Fergus, in the last 6 months, we’ve seen a 60% increase in our business."

Ben, Co-Owner, KVA

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0800 461 219

65 New North Road,
Eden Terrace,
Auckland, 1021

2 min read

Managing Finances Made Easy for Tradies with Job Management Software

With the constant juggle between handling clients, completing jobs, and ensuring the books are balanced; managing finances is always tough for tradies. This is where job management software, like Fergus, comes in handy. Fergus provides a suite of tools designed to streamline financial management, allowing tradies to focus more on their trade and less on paperwork. Here’s how Fergus can help you manage your finances efficiently.

1. Streamlined Invoicing

One of the biggest challenges tradies face is ensuring timely and accurate invoicing. Fergus simplifies this process by allowing you to generate professional invoices quickly. With Fergus, you can:

  • Create and Send Invoices on the Go: Generate invoices directly from the job site using the mobile app.
  • Customise Templates: Use pre-designed templates or customise your own to maintain a professional image.

By automating the invoicing process, Fergus helps reduce errors and ensures you get paid faster.

2. Real-Time Expense Tracking

Keeping track of expenses is crucial for maintaining a healthy cash flow. Fergus enables you to:

  • Record Job CostingsInstantly: Log costingsas they occur with our powerful supplier integrations, ensuring nothing is missed.
  • Categorise Costs: Allocate expenses to specific jobs or categories for better financial tracking.
  • Integrate with Accounting Software: Sync with popular accounting tools like Xero, MYOB and QuickBooks for seamless financial management.

With real-time expense tracking, you can monitor your spending, stay within budget, and make informed financial decisions.

3. Efficient Quoting

Providing accurate quotes is essential for winning jobs and maintaining profitability. Fergus makes quoting easy by allowing you to:

  • Generate Detailed Quotes: Create comprehensive quotes that include all labour, materials, and other costs.
  • Convert Quotes to Jobs: Once a quote is accepted, it automatically converts to a job, c, ensuring all details are carried over.
  • Track Quote Acceptance: Monitor which quotes have been accepted, declined, or are still pending.

Fergus helps you provide better service and secure more jobs by streamlining the quoting process.

4. Cash Flow Management

Understanding and managing your cash flow is vital for business sustainability. Fergus offers tools to help you:

  • View Financial Reports: Access detailed reports on your income, job costings , and profit margins.
  • Forecast Cash Flow: Predict future cash flow based on upcoming jobs and outstanding invoices.
  • Set Financial Goals: Track your financial performance against a set budget on job level to ensure your business is on the right path.

These insights enable you to plan effectively, avoid cash flow issues, and make strategic business decisions.

5. Payment Processing with Fergus Pay

Fergus Pay is a powerful feature that simplifies payment processing for tradies. With Fergus Pay, you can:

  • Offer Multiple Payment Options: Allow clients to pay via credit card, debit card, Enable On-Site Payments: Use QR codes to facilitate instant payments on the job site.
  • Track Payment Status: Monitor which invoices have been paid, are pending, or overdue.

6. Integration with Accounting Software

Fergus integrates seamlessly with leading accounting software like Xero, MYOB and QuickBooks to ensure all financial data is accurate and up-to-date. This integration allows you to:

  • Sync Financial Data: Automatically transfer data between Fergus and your accounting software, reducing manual entry and errors.
  • Reconcile Accounts Easily: Match transactions quickly to ensure your accounts are balanced.
  • Generate Comprehensive Reports: Use the combined data to produce detailed financial reports and gain a full picture of your business finances.

Managing finances doesn’t have to be a headache for tradies. With Fergus job management software, you can streamline invoicing, track job costings in real time, provide accurate quotes, manage cash flow, process payments efficiently, and integrate seamlessly with accounting software. By leveraging these features, you can maintain a healthy financial status, ensure timely payments, and focus more on delivering exceptional service to your clients.

At Fergus, we’re committed to helping tradies succeed by providing the tools they need to manage their finances effortlessly. Get in touch with us today to learn more about how Fergus can support your business growth and financial management.

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