Skip to the main content.

"By adopting this system we are now seen as professional and progressive within our town"

Daniel Gunther, Owner, Gunther Electrical


"Since adopting Fergus, in the last 6 months, we’ve seen a 60% increase in our business."

Ben, Co-Owner, KVA
Resources

Buyers guide >
Compare job management solutions

Profit & Loss Calculator >
See if you're on track to make a profit

Tradehub

How-to-videos >
Check out our in-depth video tutorial

Business coaching >
Webinars with experienced tradies

Help Centre >
Need a hand? You'll find the answer here

Contact Support

0800 461 219


SUPPORT@FERGUS.COM
About Fergus

Who are we? >
Find out what gets us up in the morning
(Spoiler: It's you.)

Our partners & friends >
Meet all our industry partners

Work with us

Want to join our team? >
Visit our careers page.

Want to partner with us? >
Check out the benefits of teaming up with Fergus.


Connect with us  
              

Get in touch

0800 461 219


65 New North Road,
Eden Terrace,
Auckland, 1021

2 min view

General Settings

 
 

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.

2 min read

Integrating with Xero

    Watch this video to see how you can integrate your Fergus account with Xero Accounting Software to manage and sync your supplier and...

15 min read

Training Webinar | Scheduling

  Watch this video to learn all the ins and outs of assigning and scheduling jobs to your team members. Learn your way around the Fergus...

16 min read

Training Webinar | Site visits

    Watch this video to learn all about site visits. Learn what a site visit is in Fergus and how you can use site visits to better manage...