It's important to start any new venture off on the right foot, in this video you can see how to set up the general settings of your Fergus account to get started with the software.
Transcript
Hi guys. It's Dylan here from the Fergus team. Uh, today we're just gonna run through the settings in Fergus. Just the general settings. So the first thing you're gonna want to do is give yourself a company name.
Now, if you haven't already done this, you can actually do this from the top here. And, it's changeable at any stage. So if you rebrand, you're able to use it again, you can also upload your company logo and set your company address from here. If we move down and look at the general settings, you'll need to click edit settings before making any changes. Uh,
you can set your tax number bank account number a prefix for your jobs.
And what job number you want to start at the currency that you trade in the format that you want for the date and the time zone You're in as well. If we look a bit further down, we've got our purchase order settings. So we can, uh, choose whether we want to attach a CSV or a PDF or both.
When we're sending a purchase order, we can automatically create invoices to come after sending a purchase order, so that just streamlines it. So you only have to write the document out once, and Fergus will automatically know that there's an invoice coming for this. A few miscellaneous settings here. We've got our group tracking, uh, that we can auto assign to site visits. Any groups that are being tracked on the job card will automatically be assigned to any site visits created on the job.
We can show the state or region on invoices and quotes. Uh, and we have a fullback materials mark up here. The fullback materials markup is in the case that you don't have any pricing rules, uh, against particular products.
And then Fergus will automatically apply an in this case, 50% markup, from the cost of that product below that, we've got our tax rates so you can create as many as you want, but you need to select one to be the default further down. We've got our customer sources, so customer sources helps you track where your customers are coming from, so you can create as many sources as you like? You can also toggle on whether you require a source to be entered when a new customer has been created.
After that, we've just got some housekeeping automatic job clean up, uh, at the bottom, basically anything that stale? jobs. quotes that sort of thing. You just set the time frame for that. Uh, and Fergus will automatically archive them for you. Otherwise, that's it. Guys, once you've got this section filled out, then you're ready to start training. Fergus pulls information from the section onto your invoices and emails. and that sort of thing as usual. If you have any questions, please get in touch via support@fergus.com.
Kristie
