Dan Pollard
Running a plumbing and heating business is no easy feat, especially when you're a one-person show managing contracts for local housing associations and letting agents. Meet Paul, the owner of Cosy Home Services, who has turned his 27 years of industry experience into a thriving business. Paul's business is supercharged when he starts using Fergus, a comprehensive tool that has revolutionised the way he manages job admin.
Before using Fergus, Paul had tried a range of job management platforms, often finding that they would have some of the tools he needed, but lacked in other areas. Fergus has empowered Paul to reclaim his time and work more efficiently, offering him everything he needed to save time and grow his profits.
One of the standout features for Paul is the ease with which he can generate and send invoices. This level of efficiency has transformed his evenings – from spending 16 hours on paperwork to just an hour a night.
"I can go to a job and when I come back, it's there on the system and within 3 clicks I can send that invoice to that customer and attach any legal documents to it straight away. It’s saved me loads of time, which is absolutely brilliant, I’m really pleased with it."
The ability to pre-populate routine information has also sped up his time filling in job sheets. The automation of repetitive tasks not only saves time on the job for him, but also significantly reduces the administrative burden.
"There's lots of great things that on Fergus, like prepopulate things like your Gas Safe number onto the forms, and you can pre sign it."
Fergus's intuitive design also allows him to complete tasks that used to take minutes in just a few clicks, effectively cutting his paperwork time in half.
"In general, it’s the time Fergus saves to do things. It does things in a lot quicker way than I would normally, so the value is the fact that I'm not losing time like before."
The impact on his daily operations is evident, and the streamlined workflow has enabled him to focus on what matters most – delivering quality service to his clients.
"Let's say I was spending 2 to 3 minutes per job sending out paperwork to a customer. I'm doing that in a few clicks now, so it's probably half in the time I'm now spending on paperwork, which is the beauty of it."
Another standout feature for Paul is the search functionality offered by Fergus in providing quick access to customer information during phone calls. The ability to retrieve crucial information within seconds enhances his professionalism and client interactions.
“When a customer I worked with a year ago phones me and wants a new quote, I can just type in the first line of their address and within 3 seconds I've got the information in front of me. I can then see what I've done at the property the last time I went and go from there.”
Paul's success with Fergus showcases the transformative power of leveraging technology in small businesses. The software has not only streamlined his administrative processes but also allowed him to provide a more efficient and professional service to his clients. As Paul continues to grow Cosy Home Services, Fergus is with him the whole way, proving that investing in the right tools can make all the difference in the world of business.
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