The Customer
Ben Freer is a dedicated tradesman and sole trader who, like many in his field, found himself overwhelmed with managing multiple jobs, paperwork, and client communications. For years, he relied on Excel and pen and paper to keep track of his business, but as his workload increased, so did the complexity of his admin tasks.
The Challenge
Managing a growing business with manual tools proved to be a significant challenge for Ben. He faced several issues:
- Scheduling Chaos: Ben often found himself awake at night, worrying about his upcoming jobs and schedule.
- Invoicing Inefficiencies: Creating and sending invoices was a time-consuming process that ate into his personal time.
- Lost Information: Tracking costs and materials manually led to inaccuracies and lost information.
- Customer Interactions: Ben needed a more professional way to present invoices and job details to his clients.
Ben needed a solution that could streamline his operations, save him time, and reduce the stress of administrative tasks. Ben started using Fergus and has continued using it for 3 years now.
The Outcome
Fergus provided the comprehensive solution Ben needed. Here’s how Fergus transformed his business:
- Simplified Scheduling: Every job goes straight into Fergus, allowing Ben to schedule everything immediately. His diary is now organised, and he wakes up knowing exactly what his day looks like, freeing him from nightly worries about his schedule.
- Efficient Invoicing: Ben can now generate and send invoices directly from the job site using his phone. This eliminated the need to spend hours at home creating invoices, giving him more personal time. The integration with supplier invoices allows him to quickly allocate costs to jobs, ensuring nothing gets lost.
- Streamlined Daily Operations: Fergus has made Ben’s day-to-day workflow much smoother. At the end of each day, he reschedules incomplete jobs, checks invoices, and allocates supply costs in just 15 minutes. Most of his invoicing is done on-site, reducing the admin work he has to do at home.
- Improved Customer Experience: Fergus has enhanced Ben's interactions with his clients. Professional-looking invoices and the ability to send photos of completed work with the invoices have been well received by his customers, helping Ben stand out.
Ben Freer's journey with Fergus highlights the transformative power of effective job management software. By simplifying scheduling, invoicing, and daily operations, Fergus has allowed Ben to focus more on his work and less on administrative tasks.