Fergus Admin
As a tradesperson, your time is valuable. The last thing you want is to be bogged down by inefficient job management software (JMS). Whether you’re frustrated with your current system or simply looking for something better, switching to a new JMS can feel daunting. But with the right approach, it doesn’t have to be.
Here's your essential guide to choosing a new JMS, with everything you need to know to make the best choice for your business.
1. Assess Your Current Challenges
Before switching, identify what’s not working with your current system. Is it hard to organise jobs? Do invoicing and supplier integrations cause headaches? Are you spending more time managing your JMS than running your business?
For Tristan and Heidi from Weidner Electrical, their previous system struggled to handle the complexity of their jobs. They noticed an immediate improvement after switching to Fergus. “It’s just really easy to allocate to different jobs and even different phases of the same job,” says Tristan.
Take note of what’s holding you back, as this will help you choose a system that addresses those specific pain points.
2. Choose a JMS That Understands Your Industry
Not all job management systems are created equal. Many generic solutions fail to cater to the specific needs of trades like plumbing and electrical work. Look for software that understands the unique demands of your industry.
Fergus was built with tradespeople in mind. It handles everything from quoting to scheduling, invoicing, and reporting—all in one place. Its ability to manage complex jobs, including multiple phases, makes it ideal for businesses that handle both small repairs and large projects.
3. Prioritise Data Migration and Support
One of the biggest fears tradespeople face when switching JMS is losing valuable data. Customer records, job histories, and invoices are critical to your business.
Fergus takes care of the heavy lifting for you. Their team will migrate your existing data—including customer and job details—so you don’t have to start from scratch. This ensures a seamless transition with minimal disruption to your workflow.
4. Embrace Time-Saving Features
A great JMS doesn’t just replace your old system—it should improve the way you work. Look for features that save time and reduce manual effort.
For Weidner Electrical, Fergus’s PDF reader was a game-changer. “We used to struggle to get CSV files from suppliers, but Fergus’s PDF reader eliminates the need,” says Tristan. “It reads all the line items, making it easy to see exactly what’s been allowed for on the invoice. That transparency is brilliant.”
By automating tasks like invoice entry and job allocation, Fergus frees up more time for what matters: getting the job done.
5. Plan for a Smooth Rollout
Switching systems isn’t something you want to do on a whim. Set aside time to train your team and ensure everyone knows how to use the new software. Fergus offers onboarding support to make this process as painless as possible.
For Weidner Electrical, the payoff was worth it. “Previously, we’d dread having to put all the invoices on. Now, we can set aside an hour and get it done. VAT returns that used to take three weeks now take just a couple of days,” says Tristan.
6. Test Before You Commit
Most JMS providers offer free trials. Take advantage of this to test the system with real jobs. Fergus’s intuitive interface and robust feature set make it easy to see the benefits during a trial period.
7. Stay Flexible and Open to Change
Adopting a new JMS requires some adjustments. Be patient as you and your team get up to speed. Lean on Fergus’s support team if you have questions or encounter challenges.
Why Fergus is the Best Choice
If you’re considering a switch, Fergus stands out as the ultimate solution for tradespeople. Here’s why:
Comprehensive Job Management
Fergus simplifies the entire job lifecycle, from initial quotes to final invoices. It’s particularly well-suited for trades with complex workflows, like electricians and plumbers.
Time-Saving Automation
Features like the PDF reader reduce manual data entry, saving hours each week and improving accuracy.
Seamless Data Migration
Fergus handles the transition of your customer and job data, so you can focus on running your business.
Onboarding and Support
With a dedicated team to guide you through setup and training, Fergus ensures you’re ready to hit the ground running.
Transparent Pricing
Unlike some providers that hide costs, Fergus offers clear pricing with no hidden fees. You know exactly what you’re paying for.
For electricians and plumbers looking to save time, reduce stress, and improve efficiency, Fergus is the clear choice. With features designed specifically for tradespeople and a team that handles the transition for you, it’s never been easier to upgrade your job management software.
Don’t let outdated systems hold your business back. Make the switch to Fergus today and experience the difference for yourself.
