Running electrical business Baltic Electric for over a year, owner Alan faced the challenges of managing a variety of tasks manually. The technical side of their work often left their admin manager, Charlene, struggling to coordinate with the technical aspects of the business. However, their journey took a positive turn when they started using Fergus.
Fergus provided Baltic Electric with a user-friendly platform that not only streamlined their workflow but also brought in a sense of organisation and efficiency. It allowed them to delegate tasks, manage jobs, and communicate seamlessly with customers, making their daily operations significantly smoother.
"Before we were using the software, we were doing things manually, which was quite hard. We're a small business, so it just makes life a lot easier using software because we can delegate roles, give jobs out, and communicate with our customers."
One of the stand-out features that admin manager Charlene found invaluable was the support they received from the Fergus team. The ease of communication and the helpfulness of the support team added to the overall positive experience of using the software.
"What’s great about Fergus is it's very easy to manage, and we also enjoy being able to call up if we need help. We know that you guys are going to be helpful and polite."
Beyond the organisational benefits, Alan appreciates the customisable forms provided by Fergus. The ability to create digital risk assessments, job satisfaction notes, and other essential documents eliminated the chaos of paperwork. Now, everything is centralised on one platform, making it convenient for him to access and reference crucial information whenever he needs it.
"One of the great things about Fergus is that you guys have forms, and we use a lot of forms, whether it's risk assessments or job satisfaction notes. Having it all on the platform is fantastic, and the invoicing is just top-notch,"
Fergus's invoicing capabilities proved to be a game-changer for Baltic Electric. The platform allowed them to create detailed invoices with price book integration, showing costs, prices, and even providing the option to add their own markup. The flexibility and additional features of Fergus's invoicing set it apart from their previous methods.
"Now that we've used it, there's no going back.”
Baltic Electric's story highlights how Fergus has not only transformed their operational efficiency but has also significantly contributed to the growth and success of their business. The ease of use, helpful support, and a range of features, including forms and invoicing, have made Fergus an indispensable tool for both Alan and Charlene, setting a benchmark for their industry.
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